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 401–450 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTES | NETEASE INC | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 468 | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 505 | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 1K | $100K–$500K | SH |
| FRME | FIRST MERCHANTS CORP | 7K | $100K–$500K | SH |
| OKLO | OKLO INC | 4K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 6K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 956 | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| BBWI | BATH & BODY WORKS INC | 13K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 4K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 5K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 16K | $100K–$500K | SH |
| TLK | P T TELEKOMUNIKASI INDONESIA | 12K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| IMO | IMPERIAL OIL LTD | 3K | $100K–$500K | SH |
| G | GENPACT LIMITED | 5K | $100K–$500K | SH |
| GMAB | GENMAB A/S | 8K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| NI | NISOURCE INC | 6K | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 656 | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 3K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| HELP | CYBIN INC | 30K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| EFAV | ISHARES TR | 3K | $100K–$500K | SH |
| EXC | EXELON CORP | 6K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 2K | $100K–$500K | SH |
| CPRT | COPART INC | 6K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 14K | $100K–$500K | SH |
| E | ENI S P A | 6K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| NOK | NOKIA CORP | 37K | $100K–$500K | SH |
| IHG | INTERCONTINENTAL HOTELS GROU | 2K | $100K–$500K | SH |
| XPEV | XPENG INC | 12K | $100K–$500K | SH |