PDS Planning, Inc Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.5B
Holdings
553
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (553 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDBHDFC BANK LTD | 37,993 | $1.4M | 0.09% | |
| 102 | CRMSALESFORCE INC | 5,229 | $1.4M | 0.09% | |
| 103 | MCDMCDONALDS CORP | 4,491 | $1.4M | 0.09% | |
| 104 | RTXRTX CORPORATION | 7,433 | $1.4M | 0.09% | |
| 105 | MEDPMEDPACE HLDGS INC | 2,374 | $1.3M | 0.09% | |
| 106 | ACTENACT HLDGS INC | 33,475 | $1.3M | 0.09% | |
| 107 | NVSNNOVARTIS AG | 9,525 | $1.3M | 0.09% | |
| 108 | ISRGINTUITIVE SURGICAL INC | 2,309 | $1.3M | 0.09% | |
| 109 | HBC2HSBC HLDGS PLC | 16,623 | $1.3M | 0.09% | |
| 110 | WFCWELLS FARGO CO NEW | 13,745 | $1.3M | 0.09% | |
| 111 | GEVGE VERNOVA INC | 1,933 | $1.3M | 0.08% | |
| 112 | AMATAPPLIED MATLS INC | 4,854 | $1.2M | 0.08% | |
| 113 | JPSTJ P MORGAN EXCHANGE TRADED F | 24,661 | $1.2M | 0.08% | |
| 114 | LRCXLAM RESEARCH CORP | 7,238 | $1.2M | 0.08% | |
| 115 | COFCAPITAL ONE FINL CORP | 5,055 | $1.2M | 0.08% | |
| 116 | XLKSELECT SECTOR SPDR TR | 8,448 | $1.2M | 0.08% | |
| 117 | UNPUNION PAC CORP | 5,239 | $1.2M | 0.08% | |
| 118 | NOWSERVICENOW INC | 7,888 | $1.2M | 0.08% | |
| 119 | ADPAUTOMATIC DATA PROCESSING IN | 4,688 | $1.2M | 0.08% | |
| 120 | DWDMORGAN STANLEY | 6,661 | $1.2M | 0.08% | |
| 121 | VUGVANGUARD INDEX FDS | 2,411 | $1.2M | 0.08% | |
| 122 | BABAALIBABA GROUP HLDG LTD | 7,986 | $1.2M | 0.08% | |
| 123 | IWNISHARES TR | 6,458 | $1.2M | 0.08% | |
| 124 | TXNTEXAS INSTRS INC | 6,733 | $1.2M | 0.08% | |
| 125 | AXPAMERICAN EXPRESS CO | 3,113 | $1.2M | 0.08% | |
| 126 | LOWLOWES COS INC | 4,755 | $1.1M | 0.08% | |
| 127 | INTUINTUIT | 1,708 | $1.1M | 0.08% | |
| 128 | COPCONOCOPHILLIPS | 12,086 | $1.1M | 0.08% | |
| 129 | AKREPROFESIONALLY MANAGED PORTFO | 17,108 | $1.1M | 0.07% | |
| 130 | AZNASTRAZENECA PLC | 11,852 | $1.1M | 0.07% | |
| 131 | IAU*ISHARES GOLD TR | 13,276 | $1.1M | 0.07% | |
| 132 | AMGNAMGEN INC | 3,290 | $1.1M | 0.07% | |
| 133 | NDQINVESCO QQQ TR | 1,722 | $1.1M | 0.07% | |
| 134 | TJXTJX COS INC NEW | 6,870 | $1.1M | 0.07% | |
| 135 | DHRDANAHER CORPORATION | 4,539 | $1.0M | 0.07% | |
| 136 | SAPSAP SE | 4,242 | $1.0M | 0.07% | |
| 137 | BABOEING CO | 4,732 | $1.0M | 0.07% | |
| 138 | CRWDCROWDSTRIKE HLDGS INC | 2,191 | $1.0M | 0.07% | |
| 139 | ACNACCENTURE PLC IRELAND | 3,806 | $1.0M | 0.07% | |
| 140 | MCKMCKESSON CORP | 1,215 | $996K | 0.07% | |
| 141 | SCHWSCHWAB CHARLES CORP | 9,862 | $985K | 0.07% | |
| 142 | ANETARISTA NETWORKS INC | 7,502 | $982K | 0.07% | |
| 143 | DISDISNEY WALT CO | 8,570 | $975K | 0.07% | |
| 144 | SMFGSUMITOMO MITSUI FINL GROUP I | 50,283 | $971K | 0.06% | |
| 145 | TMTOYOTA MOTOR CORP | 4,493 | $961K | 0.06% | |
| 146 | SPGIS&P GLOBAL INC | 1,835 | $958K | 0.06% | |
| 147 | RYROYAL BK CDA | 5,597 | $954K | 0.06% | |
| 148 | BLKBLACKROCK INC | 891 | $953K | 0.06% | |
| 149 | IBNICICI BANK LIMITED | 31,807 | $947K | 0.06% | |
| 150 | AEPAMERICAN ELEC PWR CO INC | 8,112 | $935K | 0.06% | |
| 151 | INFYINFOSYS LTD | 52,223 | $930K | 0.06% | |
| 152 | KLACKLA CORP | 759 | $922K | 0.06% | |
| 153 | 4I1PHILIP MORRIS INTL INC | 5,669 | $909K | 0.06% | |
| 154 | SONYSONY GROUP CORP | 34,982 | $895K | 0.06% | |
| 155 | GLWCORNING INC | 10,046 | $879K | 0.06% | |
| 156 | LMTLOCKHEED MARTIN CORP | 1,800 | $870K | 0.06% | |
| 157 | GALSSGA ACTIVE ETF TR | 17,544 | $867K | 0.06% | |
| 158 | SHELSHELL PLC | 11,701 | $859K | 0.06% | |
| 159 | UBSUBS GROUP AG | 18,522 | $857K | 0.06% | |
| 160 | TRVCCITIGROUP INC | 7,318 | $853K | 0.06% | |
| 161 | QCOMQUALCOMM INC | 4,972 | $850K | 0.06% | |
| 162 | WELLWELLTOWER INC | 4,578 | $849K | 0.06% | |
| 163 | STRVEA SERIES TRUST | 19,231 | $847K | 0.06% | |
| 164 | CBCHUBB LIMITED | 2,698 | $842K | 0.06% | |
| 165 | PLDPROLOGIS INC. | 6,571 | $838K | 0.06% | |
| 166 | EMREMERSON ELEC CO | 6,264 | $831K | 0.06% | |
| 167 | SCHFSCHWAB STRATEGIC TR | 34,550 | $830K | 0.06% | |
| 168 | PFEPFIZER INC | 33,346 | $830K | 0.06% | |
| 169 | MMM3M CO | 5,150 | $824K | 0.06% | |
| 170 | BSXBOSTON SCIENTIFIC CORP | 8,590 | $819K | 0.05% | |
| 171 | ESGDISHARES TR | 8,613 | $819K | 0.05% | |
| 172 | BACVERIZON COMMUNICATIONS INC | 20,054 | $816K | 0.05% | |
| 173 | ABGCENCORA INC | 2,390 | $807K | 0.05% | |
| 174 | TAT&T INC | 32,208 | $800K | 0.05% | |
| 175 | SHGSHINHAN FINANCIAL GROUP CO L | 14,905 | $799K | 0.05% | |
| 176 | SYKSTRYKER CORPORATION | 2,268 | $797K | 0.05% | |
| 177 | INTCINTEL CORP | 21,539 | $794K | 0.05% | |
| 178 | WFWOORI FINL GROUP INC | 13,493 | $793K | 0.05% | |
| 179 | BBVABANCO BILBAO VIZCAYA ARGENTA | 33,526 | $781K | 0.05% | |
| 180 | KBIAKB FINL GROUP INC | 8,884 | $764K | 0.05% | |
| 181 | ASXASE TECHNOLOGY HLDG CO LTD | 47,500 | $764K | 0.05% | |
| 182 | SANBANCO SANTANDER SA | 65,067 | $763K | 0.05% | |
| 183 | CMECME GROUP INC | 2,752 | $751K | 0.05% | |
| 184 | AORISHARES TR | 11,558 | $751K | 0.05% | |
| 185 | PXFINVESCO EXCH TRADED FD TR II | 11,324 | $742K | 0.05% | |
| 186 | TDTORONTO DOMINION BK ONT | 7,867 | $741K | 0.05% | |
| 187 | NVONOVO-NORDISK A S | 14,376 | $731K | 0.05% | |
| 188 | GILDGILEAD SCIENCES INC | 5,932 | $728K | 0.05% | |
| 189 | MRSHMARSH & MCLENNAN COS INC | 3,897 | $723K | 0.05% | |
| 190 | AMTAMERICAN TOWER CORP NEW | 4,114 | $722K | 0.05% | |
| 191 | SHWSHERWIN WILLIAMS CO | 2,231 | $722K | 0.05% | |
| 192 | USMVISHARES TR | 7,627 | $718K | 0.05% | |
| 193 | WITWIPRO LTD | 251,624 | $714K | 0.05% | |
| 194 | SLDESLIDE INS HLDGS INC | 36,663 | $714K | 0.05% | |
| 195 | SPOTSPOTIFY TECHNOLOGY S A | 1,216 | $706K | 0.05% | |
| 196 | WTHWORTHINGTON ENTERPRISES INC | 13,674 | $705K | 0.05% | |
| 197 | APPAPPLOVIN CORP | 1,041 | $701K | 0.05% | |
| 198 | UBERUBER TECHNOLOGIES INC | 8,513 | $695K | 0.05% | |
| 199 | PGRPROGRESSIVE CORP | 3,049 | $694K | 0.05% | |
| 200 | ADIANALOG DEVICES INC | 2,561 | $694K | 0.05% |