Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB9.31K$562.57K
Plains GP Holdings LPPAGP9.45K$229.35K
Shopify Inc.SHOP9.54K$1.09M
BHP Group LimitedBHP9.62K$801.19K
Novartis AGNVS9.63K$1.51M
HP Inc.HPQ9.69K$212.62K
The Charles Schwab CorporationSCHW9.94K$916.76K
Unilever PLCUL10.01K$601.57K
Palantir Technologies Inc.PLTR10.08K$1.18M
XPeng Inc.XPEV10.16K$134.57K
Patterson-UTI Energy, Inc.PTEN10.32K$94.73K
The Walt Disney CompanyDIS10.36K$997.42K
Enterprise Products Partners L.P.EPD10.4K$382.36K
Corning IncGLW10.6K$2.71M
PepsiCo, Inc.PEP10.75K$1.46M
Plug Power Inc.PLUG10.79K$29.25K
Douglas Emmett, Inc.DEI11.1K$130.98K
Warner Bros. Discovery, Inc.WBD11.35K$302.56K
Manulife Financial CorporationMFC11.66K$472.19K
Kinross Gold CorporationKGC11.79K$278.6K