Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP3.25K$1.1M
Johnson Controls International plcJCI3.18K$464.78K
Restaurant Brands International Inc.QSR3.16K$229.06K
Targa Resources Corp.TRGP3.14K$842.92K
Arrowhead Pharmaceuticals, Inc.ARWR3.13K$254.96K
Thermo Fisher Scientific Inc.TMO3.11K$1.56M
The Hartford Insurance Group, Inc.HIG3.09K$409.75K
Caterpillar Inc.CAT3.03K$3.23M
Analog Devices, Inc.ADI3.03K$1.2M
Adobe Inc.ADBE3.02K$619.37K
The Progressive CorporationPGR3.01K$657.1K
ON Semiconductor CorporationON2.99K$282.49K
Paychex, Inc.PAYX2.95K$290.37K
Sunbelt Rentals Holdings IncSUNB2.93K$219.04K
Intercontinental Exchange, Inc.ICE2.91K$358K
Blackstone Inc.BX2.9K$340.89K
Robinhood Markets, Inc.HOOD2.84K$285.2K
STMicroelectronics N.V.STM2.8K$209.54K
Chubb LimitedCB2.79K$949.3K
EastGroup Properties, Inc.EGP2.75K$557.36K