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 20 of 24

Sort by:

EXELON CORP

EXC|30161N101

Shares:5.2K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.0K

Value:$239.9K

% of Portfolio:0.0% ($239.9K/$1.2B)

SK TELECOM CO LTD

SKM|78440P306

Shares:11.3K

Value:$239.7K

% of Portfolio:0.0% ($239.7K/$1.2B)

464287598

IWD|464287598

Shares:1.3K

Value:$239.5K

% of Portfolio:0.0% ($239.5K/$1.2B)

Vertiv Holdings Co

VRT|92537N108

Shares:3.3K

Value:$239.0K

% of Portfolio:0.0% ($239.0K/$1.2B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.7K

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$1.2B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.7K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$1.2B)

ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:612

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$1.2B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:968

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$1.2B)

78463X749

Shares:5.4K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$1.2B)

NISOURCE INC.

NI|65473P105

Shares:5.8K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$1.2B)

STERIS plc

STE|G8473T100

Shares:1.0K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$1.2B)

ALCON INC

ALC|H01301128

Shares:2.4K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$1.2B)

Equitable Holdings, Inc.

EQH|29452E101

Shares:4.4K

Value:$230.1K

% of Portfolio:0.0% ($230.1K/$1.2B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.1K

Value:$229.5K

% of Portfolio:0.0% ($229.5K/$1.2B)

46429B689

EFAV|46429B689

Shares:2.9K

Value:$228.3K

% of Portfolio:0.0% ($228.3K/$1.2B)

EVERSOURCE ENERGY

ES|30040W108

Shares:3.7K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$1.2B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:895

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$1.2B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.1K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$1.2B)

ORIX CORP

IX|686330101

Shares:10.8K

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXELON CORP(EXCcusip30161N101)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$1.2B)	QoQ NEW(+$240.0K) YoY NEW(+$240.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.0K	QoQ +6.40% (+61) YoY NEW(+1.0K)	All Managers (Combined)	$239.9K	0.0% ($239.9K/$1.2B)	QoQ +7.38% (+$16.5K) YoY NEW(+$239.9K)
SK TELECOM CO LTD(SKMcusip78440P306)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$239.7K	0.0% ($239.7K/$1.2B)	QoQ NEW(+$239.7K) YoY NEW(+$239.7K)
(IWDcusip464287598)	1.3K	QoQ -3.63% (-48) YoY -17.87% (-277)	All Managers (Combined)	$239.5K	0.0% ($239.5K/$1.2B)	QoQ -2.07% (-$5.1K) YoY -13.71% (-$38.1K)
Vertiv Holdings Co(VRTcusip92537N108)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$239.0K	0.0% ($239.0K/$1.2B)	QoQ NEW(+$239.0K) YoY NEW(+$239.0K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.7K	QoQ +16.66% (-238) YoY NEW(+1.7K)	All Managers (Combined)	$238.7K	0.0% ($238.7K/$1.2B)	QoQ -5.72% (-$14.5K) YoY NEW(+$238.7K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.7K	QoQ +18.07% (+571) YoY -5.66% (-224)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$1.2B)	QoQ +9.66% (+$20.8K) YoY +2.88% (-$6.6K)
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	612	QoQ NEW(+612) YoY NEW(+612)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$1.2B)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	968	QoQ +0.20% (+2) YoY NEW(+968)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$1.2B)	QoQ +7.39% (+$16.2K) YoY NEW(+$234.6K)
(cusip78463X749)✕	5.4K	QoQ +0.35% (+19) YoY +1.96% (+103)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$1.2B)	QoQ +2.10% (+$4.8K) YoY +3.92% (+$8.8K)
NISOURCE INC.(NIcusip65473P105)	5.8K	QoQ +1.55% (+89) YoY -21.94% (-1.6K)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$1.2B)	QoQ +10.76% (+$22.7K) YoY +13.13% (-$27.1K)
STERIS plc(STEcusipG8473T100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$1.2B)	QoQ NEW(+$232.3K) YoY NEW(+$232.3K)
ALCON INC(ALCcusipH01301128)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$1.2B)	QoQ NEW(+$231.2K) YoY NEW(+$231.2K)
Equitable Holdings, Inc.(EQHcusip29452E101)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$230.1K	0.0% ($230.1K/$1.2B)	QoQ NEW(+$230.1K) YoY NEW(+$230.1K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.1K	QoQ +0.53% (-11) YoY +7.14% (+137)	All Managers (Combined)	$229.5K	0.0% ($229.5K/$1.2B)	QoQ -5.27% (-$12.8K) YoY +1.92% (+$4.3K)
(EFAVcusip46429B689)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$228.3K	0.0% ($228.3K/$1.2B)	QoQ +10.19% (+$21.1K) YoY +9.93% (+$20.6K)
EVERSOURCE ENERGY(EScusip30040W108)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$1.2B)	QoQ NEW(+$227.8K) YoY NEW(+$227.8K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	895	QoQ +12.15% (-97) YoY NEW(+895)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$1.2B)	QoQ -9.80% (-$24.7K) YoY NEW(+$227.5K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.1K	QoQ -21.50% (-562) YoY -17.66% (-440)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$1.2B)	QoQ -2.71% (-$6.3K) YoY +0.27% (-$612)
ORIX CORP(IXcusip686330101)	10.8K	QoQ +467.11% (+8.9K) YoY +409.10% (-8.7K)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$1.2B)	QoQ +11.52% (+$23.4K) YoY -3.49% (-$8.2K)