Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BorgWarner Inc.BWA5.02K$333.33K
VS VICTORIAS SECRET AND COVSCO5K$417.32K
SanofiSNY4.97K$212.23K
Fortinet, Inc.FTNT4.96K$762.42K
SAP SESAP4.96K$763.62K
AngloGold Ashanti plcAU4.86K$393.13K
SempraSRE4.86K$450.37K
Anheuser-Busch InBev SA/NVBUD4.8K$395.36K
Welltower Inc.WELL4.75K$1.08M
Pembina Pipeline CorporationPBA4.75K$219.5K
Grupo Cibest S.A.CIB4.73K$375.62K
Lowe's Companies, Inc.LOW4.72K$1.04M
Wheaton Precious Metals Corp.WPM4.69K$526.7K
Vishay Intertechnology, Inc.VSH4.67K$251.1K
Marvell Technology, Inc.MRVL4.54K$1.35M
Duke Energy CorporationDUK4.53K$573.37K
Citizens Financial Group, Inc.CFG4.5K$314.96K
Newmont CorporationNEM4.5K$419.83K
CRH plcCRH4.43K$474.22K
Carrier Global CorporationCARR4.42K$324.43K