CIK 838618
PDS Planning, Inc
Institutional 13F holdings & portfolio
Holdings
553
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 986 | $100K–$500K | SH |
| DASH | DOORDASH INC | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 5K | $100K–$500K | SH |
| IXN | ISHARES TR | 4K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 928 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 5K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 6K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 12K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 5K | $100K–$500K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 25K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 787 | $100K–$500K | SH |
| PABU | ISHARES TR | 5K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| IX | ORIX CORP | 13K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 23K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 4K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 13K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 44K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 3K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 4K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| ESLT | ELBIT SYS LTD | 624 | $100K–$500K | SH |
| LPL | LG DISPLAY CO LTD | 85K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 5K | $100K–$500K | SH |
| STXD | EA SERIES TRUST | 10K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 458 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| TCOM | TRIP COM GROUP LTD | 5K | $100K–$500K | SH |
| EOG | EOG RES INC | 3K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 559 | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 1K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 2K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| PKX | POSCO HOLDINGS INC | 6K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 876 | $100K–$500K | SH |
| ARGX | ARGENX SE | 402 | $100K–$500K | SH |
| RELX | RELX PLC | 8K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 63K | $100K–$500K | SH |