PDS Planning, Inc
Top Portfolio Positions
451 positions ·
$515,486,757 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
134,089 | $34,030,447 | 6.60% | |
| NVDA |
Nvidia Corp
Technology
|
176,689 | $30,814,561 | 5.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
108,916 | $23,688,140 | 4.60% | |
| MSFT |
Microsoft Corp
Technology
|
54,486 | $20,169,082 | 3.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
30,741 | $14,731,087 | 2.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,211 | $14,475,907 | 2.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
67,657 | $14,090,923 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,681 | $12,560,908 | 2.44% | |
| ABT |
Abbott Laboratories
Healthcare
|
119,735 | $12,293,192 | 2.38% | |
| AVGO |
Broadcom Inc.
Technology
|
27,641 | $8,555,165 | 1.66% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TKC
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,253 | 41,999 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $228,399 | 41,755 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $225,105 | 37,393 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $211,290 | 34,924 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $211,007 | 33,924 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $197,005 | 30,262 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,338 | 29,991 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $225,641 | 29,768 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $144,878 | 27,915 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $131,476 | 27,334 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $129,469 | 27,372 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $86,101 | 24,118 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $99,940 | 23,242 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $60,320 | 12,593 | Shares | Sole | 2023-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||