Pds-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GRAB",
  "ARGX",
  "DJP",
  "ITUB",
  null,
  "RBA.TO",
  "MU",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  "AXP",
  "AEG",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "ASX",
  null,
  null,
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "CP.TO",
  "ARCC",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  "JMIA",
  null,
  "LPL",
  "DUK",
  "D",
  "EBAY",
  "RXRX",
  null,
  "EQH",
  "EOG",
  null,
  null,
  "FCX",
  "FITB",
  "GD",
  "AKBA",
  "GILD",
  "AGL",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "SCCO",
  "ISRG",
  "HSBC",
  "EMXC",
  "HMC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  "PRK",
  "IJH",
  "SCYX",
  "UGP",
  "IONQ",
  null,
  null,
  "CYBN",
  "KGC",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "DX",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EXC",
  "FRME",
  "FICO",
  "GE",
  "NI",
  "HIG",
  "NVS",
  "NU",
  "ODFL",
  "OMF",
  "ORLY",
  "IX",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "KEYS",
  "MPW",
  "NMR",
  "AMGN",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "ALC",
  "ACWV",
  "VWO",
  "VSS",
  "CHT",
  null,
  null,
  "NGG",
  "PKX",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TEF",
  "SU",
  "IWN",
  "SNY",
  "TSM",
  "GSK",
  "BN.TO",
  "GEF-B",
  null,
  "VYM",
  "GEF",
  "VRTX",
  "MGC",
  null,
  "TT",
  "VRT",
  "MEDP",
  null,
  "ADSK",
  "AON",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WAB",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "CAH",
  "AEP",
  "ELP",
  "ENIC",
  "ES",
  null,
  "JBLU",
  "IDXX",
  "RACE",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "HCA",
  null,
  "ESGD",
  "EGP",
  "HDB",
  "TME",
  "ABEV",
  "HBAN",
  "PDD",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WPM",
  "WMB",
  null,
  "WF",
  "XPEV",
  "WOR",
  "WDAY",
  "WS",
  "YUM",
  null,
  null,
  null,
  "UMC",
  null,
  "G",
  "CNQ",
  "AEM",
  "SCHD",
  "ET",
  null,
  "CHKP",
  "SCHF",
  "SCHA",
  "JD",
  "MSCI",
  "NSC",
  "NOK",
  "RDY",
  "INFY",
  null,
  "JCI",
  "MFC",
  "KDP",
  "ESLT",
  "ICL",
  "SO",
  "TAK",
  "SKM",
  "OTIS",
  "PSX",
  "CRM",
  "SHG",
  "RPRX",
  "PSO",
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  "GEV",
  "TRI.TO",
  "MCK",
  "GWW",
  null,
  "ESGU",
  "PSA",
  "AME",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BBD",
  "BNS",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "BDN",
  "BTI",
  "BR",
  "CCJ",
  "CM",
  "CNI",
  "CDNS",
  "CFFN",
  "CARR",
  "CBOE",
  "CBRE",
  "CDW",
  "CX",
  "CNC",
  "CVX",
  "LNG",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 476
Total Value: 1186341155
Accession Number: 0000838618-25-000005
Form Type: 13F-HR
CIK: pds-planning
Manager Name: Pds-Planning

Data Enrichment

91% identified

431 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

476 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 24

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Palo Alto Networks Inc

PANW|697435105

Shares:3.1K

Value:$530.2K

% of Portfolio:0.0% ($530.2K/$1.2B)

808524797

SCHD|808524797

Shares:18.9K

Value:$529.2K

% of Portfolio:0.0% ($529.2K/$1.2B)

DR REDDYS LABORATORIES LTD

RDY|256135203

Shares:39.4K

Value:$519.9K

% of Portfolio:0.0% ($519.9K/$1.2B)

ROYAL BANK OF CANADA

RY|780087102

Shares:4.6K

Value:$516.0K

% of Portfolio:0.0% ($516.0K/$1.2B)

KROGER CO

KR|501044101

Shares:7.6K

Value:$511.9K

% of Portfolio:0.0% ($511.9K/$1.2B)

808524201

SCHX|808524201

Shares:23.1K

Value:$510.0K

% of Portfolio:0.0% ($510.0K/$1.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.2K

Value:$509.5K

% of Portfolio:0.0% ($509.5K/$1.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.9K

Value:$505.8K

% of Portfolio:0.0% ($505.8K/$1.2B)

CINTAS CORP

CTAS|172908105

Shares:2.5K

Value:$505.4K

% of Portfolio:0.0% ($505.4K/$1.2B)

GE Vernova Inc.

GEV|36828A101

Shares:1.6K

Value:$501.6K

% of Portfolio:0.0% ($501.6K/$1.2B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.1K

Value:$500.6K

% of Portfolio:0.0% ($500.6K/$1.2B)

TotalEnergies SE

TTE|89151E109

Shares:7.7K

Value:$496.8K

% of Portfolio:0.0% ($496.8K/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:495

Value:$489.0K

% of Portfolio:0.0% ($489.0K/$1.2B)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:68.4K

Value:$488.9K

% of Portfolio:0.0% ($488.9K/$1.2B)

921910733

ESGV|921910733

Shares:5.0K

Value:$485.6K

% of Portfolio:0.0% ($485.6K/$1.2B)

CITIGROUP INC

C|172967424

Shares:6.8K

Value:$485.4K

% of Portfolio:0.0% ($485.4K/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:7.9K

Value:$478.8K

% of Portfolio:0.0% ($478.8K/$1.2B)

EQUINIX INC

EQIX|29444U700

Shares:582

Value:$474.9K

% of Portfolio:0.0% ($474.9K/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:2.3K

Value:$472.3K

% of Portfolio:0.0% ($472.3K/$1.2B)

46435U663

Shares:12.1K

Value:$463.8K

% of Portfolio:0.0% ($463.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palo Alto Networks Inc(PANWcusip697435105)	3.1K	QoQ +19.96% (+517) YoY +241.42% (+2.2K)	All Managers (Combined)	$530.2K	0.0% ($530.2K/$1.2B)	QoQ +12.49% (+$58.9K) YoY +105.05% (+$271.6K)
(SCHDcusip808524797)	18.9K	QoQ +0.46% (+88) YoY +205.09% (+12.7K)	All Managers (Combined)	$529.2K	0.0% ($529.2K/$1.2B)	QoQ +2.82% (+$14.5K) YoY +5.80% (+$29.0K)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	39.4K	QoQ +22.20% (+7.2K) YoY +593.43% (+33.7K)	All Managers (Combined)	$519.9K	0.0% ($519.9K/$1.2B)	QoQ +2.07% (+$10.6K) YoY +24.69% (+$103.0K)
ROYAL BANK OF CANADA(RYcusip780087102)	4.6K	QoQ +12.09% (+494) YoY +26.39% (+956)	All Managers (Combined)	$516.0K	0.0% ($516.0K/$1.2B)	QoQ +4.84% (+$23.9K) YoY +41.22% (+$150.6K)
KROGER CO(KRcusip501044101)	7.6K	QoQ +3.85% (+281) YoY +37.86% (+2.1K)	All Managers (Combined)	$511.9K	0.0% ($511.9K/$1.2B)	QoQ +14.96% (+$66.6K) YoY +63.34% (+$198.5K)
(SCHXcusip808524201)	23.1K	QoQ NEW(+23.1K) YoY NEW(+23.1K)	All Managers (Combined)	$510.0K	0.0% ($510.0K/$1.2B)	QoQ NEW(+$510.0K) YoY NEW(+$510.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.2K	QoQ +11.38% (+225) YoY +16.95% (+319)	All Managers (Combined)	$509.5K	0.0% ($509.5K/$1.2B)	QoQ +27.75% (+$110.7K) YoY +27.02% (+$108.4K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.9K	QoQ +5.05% (+92) YoY +11.48% (+197)	All Managers (Combined)	$505.8K	0.0% ($505.8K/$1.2B)	QoQ +15.28% (+$67.1K) YoY +28.07% (+$110.9K)
CINTAS CORP(CTAScusip172908105)	2.5K	QoQ +3.23% (+77) YoY +453.82% (+2.0K)	All Managers (Combined)	$505.4K	0.0% ($505.4K/$1.2B)	QoQ +16.10% (+$70.1K) YoY +65.67% (+$200.3K)
GE Vernova Inc.(GEVcusip36828A101)	1.6K	QoQ +5.05% (-79) YoY NEW(+1.6K)	All Managers (Combined)	$501.6K	0.0% ($501.6K/$1.2B)	QoQ -2.50% (-$12.9K) YoY NEW(+$501.6K)
MOODYS CORP /DE/(MCOcusip615369105)	1.1K	QoQ +6.33% (+64) YoY +4.26% (+44)	All Managers (Combined)	$500.6K	0.0% ($500.6K/$1.2B)	QoQ +4.60% (+$22.0K) YoY +23.54% (+$95.4K)
TotalEnergies SE(TTEcusip89151E109)	7.7K	QoQ +25.78% (+1.6K) YoY +4.54% (-334)	All Managers (Combined)	$496.8K	0.0% ($496.8K/$1.2B)	QoQ +49.29% (+$164.0K) YoY -1.74% (-$8.8K)
W.W. GRAINGER, INC.(GWWcusip384802104)	495	QoQ +2.06% (-10) YoY +5.31% (+25)	All Managers (Combined)	$489.0K	0.0% ($489.0K/$1.2B)	QoQ -4.35% (-$22.2K) YoY +2.26% (+$10.8K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	68.4K	QoQ +18.23% (+10.5K) YoY +27.88% (+14.9K)	All Managers (Combined)	$488.9K	0.0% ($488.9K/$1.2B)	QoQ +30.25% (+$113.5K) YoY +13.02% (+$56.4K)
(ESGVcusip921910733)	5.0K	QoQ +5.22% (-246) YoY +15.59% (+669)	All Managers (Combined)	$485.6K	0.0% ($485.6K/$1.2B)	QoQ -1.74% (-$8.6K) YoY +21.51% (+$86.0K)
CITIGROUP INC(Ccusip172967424)	6.8K	QoQ +19.35% (+1.1K) YoY +28.36% (+1.5K)	All Managers (Combined)	$485.4K	0.0% ($485.4K/$1.2B)	QoQ +20.37% (+$82.2K) YoY +44.09% (+$148.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	7.9K	QoQ +16.55% (+1.1K) YoY +7.50% (+548)	All Managers (Combined)	$478.8K	0.0% ($478.8K/$1.2B)	QoQ +25.68% (+$97.8K) YoY +20.91% (+$82.8K)
EQUINIX INC(EQIXcusip29444U700)	582	QoQ +8.58% (-46) YoY +11.70% (+61)	All Managers (Combined)	$474.9K	0.0% ($474.9K/$1.2B)	QoQ -6.06% (-$30.7K) YoY +10.44% (+$44.9K)
ANALOG DEVICES INC(ADIcusip032654105)	2.3K	QoQ +9.74% (+208) YoY +29.10% (+528)	All Managers (Combined)	$472.3K	0.0% ($472.3K/$1.2B)	QoQ +4.19% (+$19.0K) YoY +31.64% (+$113.5K)
(cusip46435U663)✕	12.1K	QoQ +0.26% (-32) YoY +88.45% (+5.7K)	All Managers (Combined)	$463.8K	0.0% ($463.8K/$1.2B)	QoQ -8.41% (-$42.6K) YoY +79.73% (+$205.8K)