PDS Planning, Inc
Filing Date
Global Rank
#2,268
/ 8,232
▲ 134
Top Industry
Semiconductors
11.3%
3Y Alpha vs SPY
-5.1%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.9%
SPY
+76.3%
Annualised alpha
-5.1%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
451 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.6%
−0.2 pts
Top 5
23.9%
−1.9 pts
Top 10
35.9%
−2.8 pts
HHI
179
Diversified−21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.6% | $152,639,784 |
| Financial Services | 16.5% | $85,183,497 |
| Healthcare | 14.5% | $74,961,636 |
| Consumer Cyclical | 7.6% | $39,289,658 |
| Industrials | 7.6% | $39,047,405 |
| Communication Services | 5.9% | $30,565,054 |
| Consumer Defensive | 5.1% | $26,149,386 |
| Energy | 4.2% | $21,425,939 |
| Unclassified | 3.8% | $19,700,056 |
| Basic Materials | 2.3% | $11,860,406 |
| Utilities | 1.8% | $9,414,406 |
| Real Estate | 1.1% | $5,931,186 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | +64,204 | 315,828 | $669,555 | |
| LPL | LG Display Co., Ltd. | +39,757 | 125,162 | $485,628 | |
| HBAN | Huntington Bancshares Inc /Md/ | +23,732 | 126,952 | $1,986,798 | |
| ACT | Enact Holdings, Inc. | +18,566 | 52,041 | $2,123,793 | |
| CPNG | Coupang, Inc. | +11,150 | 20,450 | $386,096 | |
| SKM | Sk Telecom Co Ltd | +10,917 | 25,314 | $741,447 | |
| RXRX | Recursion Pharmaceuticals, Inc. | +10,558 | 24,246 | $74,435 | |
| RDY | Dr Reddys Laboratories Ltd | +9,614 | 54,997 | $761,708 | |
| NOW | ServiceNow, Inc. | +9,539 | 17,427 | $1,821,992 | |
| T | At&T Inc. | +5,449 | 37,657 | $1,091,676 | |
| MPT | Medical Properties Trust Inc | +5,282 | 20,364 | $94,285 | |
| BBD | Bank Bradesco | +4,692 | 42,046 | $153,467 | |
| GEF | Greif, Inc | +4,451 | 8,791 | $589,612 | |
| NVDA | Nvidia Corp | +3,693 | 176,689 | $30,814,561 | |
| AAPL | Apple Inc. | +3,481 | 134,089 | $34,030,447 | |
| FITB | Fifth Third Bancorp | +2,949 | 8,814 | $409,498 | |
| PKX | Posco Holdings Inc. | +2,552 | 8,982 | $525,357 | |
| KEP | Korea Electric Power Corp | +2,325 | 27,947 | $398,244 | |
| PG | PROCTER & GAMBLE Co | +2,296 | 38,183 | $5,515,152 | |
| TME | Tencent Music Entertainment Group | +2,126 | 13,899 | $128,982 | |
| AMZN | Amazon Com Inc | +1,919 | 67,657 | $14,090,923 | |
| PFE | Pfizer Inc | +1,785 | 35,131 | $986,478 | |
| BRK-B | Berkshire Hathaway Inc | +1,769 | 30,741 | $14,731,087 | |
| WEN | Wendy's Co | +1,662 | 13,594 | $94,478 | |
| SONY | Sony Group Corp | +1,611 | 36,593 | $757,475 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INFY | Infosys Ltd | −18,420 | 33,803 | $456,678 | |
| DX | Dynex Capital Inc | −16,530 | 26,914 | $343,422 | |
| GRAB | Grab Holdings Ltd | −8,211 | 16,194 | $59,270 | |
| NVO | Novo Nordisk A S | −5,789 | 8,587 | $315,572 | |
| HDB | Hdfc Bank Ltd | −2,801 | 35,192 | $875,576 | |
| ELPC | Energy Co Of Parana | −2,350 | 20,578 | $245,701 | |
| ICL | ICL Group Ltd. | −2,021 | 27,359 | $141,719 | |
| UMC | United Microelectronics Corp | −1,851 | 72,025 | $646,784 | |
| ABT | Abbott Laboratories | −1,663 | 119,735 | $12,293,192 | |
| ABBV | AbbVie Inc. | −1,617 | 108,916 | $23,688,140 | |
| IBN | Icici Bank Ltd | −1,520 | 30,287 | $784,433 | |
| KGC | Kinross Gold Corp | −1,343 | 11,692 | $356,839 | |
| COF | Capital One Financial Corp | −1,267 | 3,788 | $691,044 | |
| ASX | ASE Technology Holding Co., Ltd. | −1,233 | 46,267 | $1,003,068 | |
| AMX | America Movil Sab De Cv/ | −1,122 | 14,478 | $368,899 | |
| BN | BROOKFIELD Corp /ON/ | −1,098 | 9,706 | $392,801 | |
| MDT | Medtronic plc | −1,080 | 3,574 | $309,687 | |
| BP | Bp PLC | −1,068 | 7,949 | $373,603 | |
| MFG | Mizuho Financial Group Inc | −1,055 | 77,590 | $616,064 | |
| UNH | Unitedhealth Group Inc | −1,043 | 4,613 | $1,248,231 | |
| SNDK | Sandisk Corp | −968 | 1,587 | $1,008,284 | |
| RELX | Relx PLC | −896 | 7,424 | $246,105 | |
| CL | Colgate Palmolive Co | −796 | 4,460 | $380,125 | |
| GMAB | Genmab A/S | −795 | 7,464 | $200,259 | |
| CVS | CVS HEALTH Corp | −759 | 5,146 | $369,585 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 6,970 | $1,374,623 | |
| EQNR | Equinor ASA | 7,253 | $306,076 | |
| AEIS | Advanced Energy Industries Inc | 898 | $289,793 | |
| LITE | Lumentum Holdings Inc. | 395 | $277,590 | |
| CIEN | Ciena Corp | 672 | $260,890 | |
| COHR | Coherent Corp. | 1,088 | $259,172 | |
| ED | Consolidated Edison Inc | 2,267 | $256,579 | |
| AEE | Ameren Corp | 2,306 | $253,475 | |
| OXY | Occidental Petroleum Corp /De/ | 3,855 | $250,575 | |
| RPRX | Royalty Pharma plc | 5,052 | $242,344 | |
| HAL | Halliburton Co | 6,169 | $240,529 | |
| IBIT | iShares Bitcoin Trust ETF | 6,251 | $240,163 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | 7,848 | $239,442 | |
| ADM | Archer-Daniels-Midland Co | 3,294 | $239,440 | |
| KMI | Kinder Morgan, Inc. | 7,086 | $237,593 | |
| TGT | Target Corp | 1,950 | $236,340 | |
| FDX | Fedex Corp | 649 | $231,160 | |
| FIX | Comfort Systems USA Inc | 167 | $230,291 | |
| GRMN | Garmin Ltd | 968 | $224,585 | |
| CE | Celanese Corp | 3,396 | $223,354 | |
| HSY | Hershey Co | 1,074 | $223,273 | |
| TER | Teradyne, Inc | 746 | $221,159 | |
| PBA | Pembina Pipeline Corp | 4,935 | $220,890 | |
| TDY | Teledyne Technologies Inc | 364 | $220,223 | |
| MTD | Mettler Toledo International Inc/ | 174 | $219,448 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 2,728 | $420,493 | |
| AGL | agilon health, inc. | 21,114 | $363,688 | |
| TCOM | Trip.com Group Ltd | 4,877 | $350,705 | |
| NKE | NIKE, Inc. | 4,802 | $305,935 | |
| HMC | Honda Motor Co Ltd | 10,354 | $305,235 | |
| AJG | Arthur J. Gallagher & Co. | 1,064 | $275,352 | |
| OKLO | Oklo Inc. | 3,829 | $274,769 | |
| PRU | Prudential Financial Inc | 2,398 | $270,686 | |
| G | Genpact LTD | 5,445 | $254,717 | |
| TRI | Thomson Reuters Corp /Can/ | 1,909 | $251,778 | |
| CCI | Crown Castle Inc. | 2,820 | $250,613 | |
| HOOD | Robinhood Markets, Inc. | 2,205 | $249,385 | |
| CPRT | Copart Inc | 6,224 | $243,669 | |
| MELI | Mercadolibre Inc | 118 | $237,682 | |
| PODD | Insulet Corp | 824 | $234,213 | |
| MKC | Mccormick & Co Inc | 3,415 | $232,595 | |
| STE | STERIS plc | 916 | $232,224 | |
| TTWO | Take Two Interactive Software Inc | 898 | $229,914 | |
| FSLR | First Solar, Inc. | 874 | $228,315 | |
| SYF | Synchrony Financial | 2,709 | $226,011 | |
| BIDU | Baidu, Inc. | 1,634 | $213,498 | |
| FICO | Fair Isaac Corp | 126 | $213,018 | |
| VMC | Vulcan Materials CO | 738 | $210,492 | |
| WTW | Willis Towers Watson PLC | 637 | $209,318 | |
| CLS | Celestica Inc | 707 | $208,996 | |
| No positions match the current search. | ||||
71 positions ·
$152,639,784 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 71 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 134,089 | $34,030,447 | 22.29% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 176,689 | $30,814,561 | 20.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 54,486 | $20,169,082 | 13.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 27,641 | $8,555,165 | 5.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 21,019 | $7,103,371 | 4.65% | |
| ORCL |
Oracle Corp
Technology
|
Added | 20,147 | $2,963,825 | 1.94% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,696 | $2,240,127 | 1.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 28,246 | $2,191,607 | 1.44% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,761 | $1,946,296 | 1.28% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 15,037 | $1,899,924 | 1.24% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 17,427 | $1,821,992 | 1.19% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,742 | $1,778,385 | 1.17% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 5,166 | $1,765,687 | 1.16% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,999 | $1,696,487 | 1.11% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 7,770 | $1,660,138 | 1.09% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 10,275 | $1,503,027 | 0.98% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 10,596 | $1,440,738 | 0.94% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,813 | $1,322,675 | 0.87% | |
| KLAC |
Kla Corp
Technology
|
Added | 786 | $1,157,314 | 0.76% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 9,379 | $1,112,536 | 0.73% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 5,271 | $1,070,961 | 0.70% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 4,198 | $1,020,449 | 0.67% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 8,238 | $1,011,461 | 0.66% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 1,587 | $1,008,284 | 0.66% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
Reduced | 46,267 | $1,003,068 | 0.66% | |
| INTC |
Intel Corp
Technology
|
Added | 22,183 | $978,935 | 0.64% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 2,328 | $908,874 | 0.60% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,830 | $901,616 | 0.59% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 2,646 | $841,798 | 0.55% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 4,874 | $781,399 | 0.51% | |
| SONY |
Sony Group Corp
Technology
|
Added | 36,593 | $757,475 | 0.50% | |
| INTU |
Intuit Inc.
Technology
|
Added | 1,730 | $748,017 | 0.49% | |
| WDC |
Western Digital Corp
Technology
|
Added | 2,616 | $707,601 | 0.46% | |
| WIT |
Wipro Ltd
Technology
|
Added | 315,828 | $669,555 | 0.44% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,183 | $667,466 | 0.44% | |
| UMC |
United Microelectronics Corp
Technology
|
Reduced | 72,025 | $646,784 | 0.42% | |
| SAP |
Sap SE
Technology
|
Reduced | 3,696 | $632,792 | 0.41% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 8,676 | $624,064 | 0.41% | |
| ACN |
Accenture plc
Technology
|
Reduced | 3,087 | $612,121 | 0.40% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 1,909 | $530,453 | 0.35% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Added | 1,721 | $485,958 | 0.32% | |
| LPL |
LG Display Co., Ltd.
Technology
|
Added | 125,162 | $485,628 | 0.32% | |
| INFY |
Infosys Ltd
Technology
|
Reduced | 33,803 | $456,678 | 0.30% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 1,744 | $417,513 | 0.27% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 4,897 | $400,182 | 0.26% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 1,820 | $375,538 | 0.25% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 3,741 | $370,546 | 0.24% | |
| JBL |
Jabil Inc
Technology
|
Added | 1,388 | $368,694 | 0.24% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 849 | $368,440 | 0.24% | |
| IONQ |
IonQ, Inc.
Technology
|
Reduced | 12,120 | $349,419 | 0.23% |