PDS Planning, Inc Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$1.5T

Holdings

553

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (553 positions)

#StockSharesValue% PortfolioType
401
MDYSPDR S&P MIDCAP 400 ETF TR
468$282.0M0.02%
402
NTESNETEASE INC
2,055$282.0M0.02%
403
CASYCASEYS GEN STORES INC
505$279.0M0.02%
404
VSTVISTRA CORP
1,717$277.0M0.02%
405
FQIDIGITAL RLTY TR INC
1,785$276.0M0.02%
406
AJGGALLAGHER ARTHUR J & CO
1,064$275.0M0.02%
407
CMGCHIPOTLE MEXICAN GRILL INC
7,442$275.0M0.02%
408
FRMEFIRST MERCHANTS CORP
7,335$274.0M0.02%
409
FITBFIFTH THIRD BANCORP
5,865$274.0M0.02%
410
OKLOOKLO INC
3,829$274.0M0.02%
411
MDLZMONDELEZ INTL INC
5,068$272.0M0.02%
412
NDAQNASDAQ INC
2,809$272.0M0.02%
413
VPUVANGUARD WORLD FD
1,468$271.0M0.02%
414
YUMYUM BRANDS INC
1,787$270.0M0.02%
415
PRUPRUDENTIAL FINL INC
2,398$270.0M0.02%
416
EXPEEXPEDIA GROUP INC
956$270.0M0.02%
417
IWMISHARES TR
1,088$267.0M0.02%
418
BBWIBATH & BODY WORKS INC
13,337$267.0M0.02%
419
IWDISHARES TR
1,268$266.0M0.02%
420
OMFONEMAIN HLDGS INC
3,941$266.0M0.02%
421
ODFLOLD DOMINION FREIGHT LINE IN
1,686$264.0M0.02%
422
KMBKIMBERLY-CLARK CORP
2,618$264.0M0.02%
423
CFGCITIZENS FINL GROUP INC
4,504$263.0M0.02%
424
NUNU HLDGS LTD
15,702$262.0M0.02%
425
PTIP T TELEKOMUNIKASI INDONESIA
12,396$260.0M0.02%
426
PCARPACCAR INC
2,362$258.0M0.02%
427
IMOIMPERIAL OIL LTD
2,981$257.0M0.02%
428
GGENPACT LIMITED
5,445$254.0M0.02%
429
GMABGENMAB A/S
8,259$254.0M0.02%
430
NINISOURCE INC
6,061$253.0M0.02%
431
ABNBAIRBNB INC
1,869$253.0M0.02%
432
TRGPTARGA RES CORP
1,373$253.0M0.02%
433
MSIMOTOROLA SOLUTIONS INC
656$251.0M0.02%
434
TRITHOMSON REUTERS CORP
1,909$251.0M0.02%
435
8CWCROWN CASTLE INC
2,820$250.0M0.02%
436
HOODROBINHOOD MKTS INC
2,205$249.0M0.02%
437
DDOMINION ENERGY INC
4,239$248.0M0.02%
438
HELPCYBIN INC
30,344$248.0M0.02%
439
EFAVISHARES TR
2,868$247.0M0.02%
440
DFASDIMENSIONAL ETF TRUST
3,559$247.0M0.02%
441
WCNWASTE CONNECTIONS INC
1,408$246.0M0.02%
442
PEOEXELON CORP
5,666$246.0M0.02%
443
CPRTCOPART INC
6,224$243.0M0.02%
444
DGDOLLAR GEN CORP NEW
1,837$243.0M0.02%
445
NWGNATWEST GROUP PLC
13,839$242.0M0.02%
446
EENI S P A
6,359$241.0M0.02%
447
VTESVANGUARD WELLINGTON FD
2,374$241.0M0.02%
448
NOKNOKIA CORP
37,248$240.0M0.02%
449
IHGINTERCONTINENTAL HOTELS GROU
1,699$239.0M0.02%
450
XPEVXPENG INC
11,779$238.0M0.02%
451
TAKTAKEDA PHARMACEUTICAL CO LTD
15,288$238.0M0.02%
452
STLDSTEEL DYNAMICS INC
1,407$238.0M0.02%
453
ESEVERSOURCE ENERGY
3,547$238.0M0.02%
454
VRSNVERISIGN INC
981$238.0M0.02%
455
MLB1MERCADOLIBRE INC
118$237.0M0.02%
456
TEVATEVA PHARMACEUTICAL INDS LTD
7,553$235.0M0.02%
457
PODDINSULET CORP
824$234.0M0.02%
458
NRANRG ENERGY INC
1,458$232.0M0.02%
459
STESTERIS PLC
916$232.0M0.02%
460
BAPCREDICORP LTD
811$232.0M0.02%
461
MCXMCCORMICK & CO INC
3,415$232.0M0.02%
462
USRTISHARES TR
4,061$231.0M0.02%
463
RIORIO TINTO PLC
2,894$231.0M0.02%
464
QTUMETF SER SOLUTIONS
2,103$230.0M0.02%
465
TTWOTAKE-TWO INTERACTIVE SOFTWAR
898$229.0M0.02%
466
SUSBISHARES TR
9,098$229.0M0.02%
467
CTVACORTEVA INC
3,423$229.0M0.02%
468
IJRISHARES TR
1,906$229.0M0.02%
469
EWEDWARDS LIFESCIENCES CORP
2,689$229.0M0.02%
470
TKCTURKCELL ILETISIM HIZMETLERI
41,755$228.0M0.02%
471
FSLRFIRST SOLAR INC
874$228.0M0.02%
472
BIIBBIOGEN INC
1,291$227.0M0.02%
473
EAGGISHARES TR
4,747$227.0M0.02%
474
BWABORGWARNER INC
5,026$226.0M0.02%
475
SYFSYNCHRONY FINANCIAL
2,709$226.0M0.02%
476
TRPTC ENERGY CORP
4,097$225.0M0.02%
477
STXSEAGATE TECHNOLOGY HLDNGS PL
816$224.0M0.01%
478
IBPINSTALLED BLDG PRODS INC
858$222.0M0.01%
479
EFAISHARES TR
2,317$222.0M0.01%
480
STTSTATE STR CORP
1,723$222.0M0.01%
481
NTRNUTRIEN LTD
3,590$221.0M0.01%
482
ACGLARCH CAP GROUP LTD
2,312$221.0M0.01%
483
JDJD.COM INC
7,693$220.0M0.01%
484
CPNGCOUPANG INC
9,300$219.0M0.01%
485
RBARB GLOBAL INC
2,129$219.0M0.01%
486
OKEONEOK INC NEW
2,977$218.0M0.01%
487
DHID R HORTON INC
1,515$218.0M0.01%
488
ELPCCOMPANHIA PARANAENSE DE ENER
22,928$218.0M0.01%
489
DELLDELL TECHNOLOGIES INC
1,729$217.0M0.01%
490
PAYXPAYCHEX INC
1,941$217.0M0.01%
491
SLBSLB LIMITED
5,633$216.0M0.01%
492
COINCOINBASE GLOBAL INC
952$215.0M0.01%
493
MPWRMONOLITHIC PWR SYS INC
237$214.0M0.01%
494
FICOFAIR ISAAC CORP
126$213.0M0.01%
495
BIDUNBAIDU INC
1,634$213.0M0.01%
496
LOGILOGITECH INTL S A
2,135$213.0M0.01%
497
IUSGISHARES TR
1,261$211.0M0.01%
498
VMCVULCAN MATLS CO
738$210.0M0.01%
499
DVNDEVON ENERGY CORP NEW
5,745$210.0M0.01%
500
AERAERCAP HOLDINGS NV
1,462$210.0M0.01%
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