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 351–400 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FAST | FASTENAL CO | 8K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PDD | PDD HOLDINGS INC | 3K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 14K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 4K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 7K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 7K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| AMX | AMERICA MOVIL SAB DE CV | 16K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 3K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| SNY | SANOFI SA | 7K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 11K | $100K–$500K | SH |
| GSK | GSK PLC | 6K | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| NKE | NIKE INC | 5K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 5K | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD | 10K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 4K | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| DJP | BARCLAYS BANK PLC | 8K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| DDOG | DATADOG INC | 2K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 223 | $100K–$500K | SH |
| ARKK | ARK ETF TR | 4K | $100K–$500K | SH |
| SKM | SK TELECOM CO LTD | 14K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 7K | $100K–$500K | SH |
| GEF | GREIF INC | 4K | $100K–$500K | SH |
| MSCI | MSCI INC | 512 | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 8K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| VSCO | VICTORIAS SECRET AND CO | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 593 | $100K–$500K | SH |
| CIB | GRUPO CIBEST SA | 4K | $100K–$500K | SH |
| PUK | PRUDENTIAL PLC | 9K | $100K–$500K | SH |