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PDS Planning, Inc
Updated 2 days agoManaged by Pds Planning, Inc • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.5B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.7B |
| Q3 2026 | $1.8B |
Top holdings
629 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $126.5M | 1.79M | 7.16% | — | |
| 2 | $121.9M | 159.2K | 6.90% | — | |
| 3 | $81.7M | 864.4K | 4.63% | — | |
| 4 | $77.3M | 986.1K | 4.38% | — | |
| 5 | $72.4M | 614.6K | 4.10% | — | |
| 6 | $69.6M | 298.1K | 3.94% | — | |
| 7 | $64.7M | 1.09M | 3.66% | — | |
| 8 | $48.8M | 1.04M | 2.76% | — | |
| 9 | $45.7M | 137.3K | 2.59% | — | |
| 10 | $44.3M | 1.72M | 2.51% | — | |
| 11 | $43.9M | 192.1K | 2.48% | — | |
| 12 | $43.6M | 851.0K | 2.47% | — | |
| 13 | $36.5M | 477.4K | 2.07% | — | |
| 14 | $28.2M | 107.9K | 1.60% | — | |
| 15 | $28.2M | 55.0K | 1.60% | — | |
| 16 | $22.6M | 98.0K | 1.28% | — | |
| 17 | $22.3M | 318.6K | 1.27% | — | |
| 18 | $18.3M | 189.1K | 1.04% | — | |
| 19 | $18M | 72.1K | 1.02% | — | |
| 20 | $16.6M | 204.6K | 0.94% | — |