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 23 of 24

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464287465

EFA|464287465

Shares:2.5K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$1.2B)

KOREA ELECTRIC POWER CORP

KEP|500631106

Shares:26.8K

Value:$198.7K

% of Portfolio:0.0% ($198.7K/$1.2B)

CYBIN INC.

CYBN|23256X407

Shares:30.3K

Value:$192.4K

% of Portfolio:0.0% ($192.4K/$1.2B)

BARCLAYS PLC

BCS|06738E204

Shares:12.1K

Value:$185.8K

% of Portfolio:0.0% ($185.8K/$1.2B)

NOKIA CORP

NOK|654902204

Shares:34.3K

Value:$180.8K

% of Portfolio:0.0% ($180.8K/$1.2B)

SYSCO CORP

SYY|871829107

Shares:2.3K

Value:$174.4K

% of Portfolio:0.0% ($174.4K/$1.2B)

ICL Group Ltd.

ICL|M53213100

Shares:30.8K

Value:$173.0K

% of Portfolio:0.0% ($173.0K/$1.2B)

Tencent Music Entertainment Group

TME|88034P109

Shares:11.9K

Value:$171.4K

% of Portfolio:0.0% ($171.4K/$1.2B)

PEARSON PLC

PSO|705015105

Shares:10.4K

Value:$166.8K

% of Portfolio:0.0% ($166.8K/$1.2B)

KINROSS GOLD CORP

KGC|496902404

Shares:13.2K

Value:$166.3K

% of Portfolio:0.0% ($166.3K/$1.2B)

ENERGY CO OF PARANA

ELP|20441B605

Shares:22.5K

Value:$164.3K

% of Portfolio:0.0% ($164.3K/$1.2B)

921910725

VSGX|921910725

Shares:2.7K

Value:$161.2K

% of Portfolio:0.0% ($161.2K/$1.2B)

LG Display Co., Ltd.

LPL|50186V102

Shares:47.3K

Value:$147.0K

% of Portfolio:0.0% ($147.0K/$1.2B)

639057207

Shares:11.1K

Value:$132.0K

% of Portfolio:0.0% ($132.0K/$1.2B)

Itau Unibanco Holding S.A.

ITUB|465562106

Shares:20.9K

Value:$115.0K

% of Portfolio:0.0% ($115.0K/$1.2B)

Nu Holdings Ltd.

NU|G6683N103

Shares:11.1K

Value:$113.9K

% of Portfolio:0.0% ($113.9K/$1.2B)

agilon health, inc.

AGL|00857U107

Shares:24.6K

Value:$106.7K

% of Portfolio:0.0% ($106.7K/$1.2B)

Akebia Therapeutics, Inc.

AKBA|00972D105

Shares:45.0K

Value:$86.4K

% of Portfolio:0.0% ($86.4K/$1.2B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:19.0K

Value:$86.3K

% of Portfolio:0.0% ($86.3K/$1.2B)

CEMEX SAB DE CV

CX|151290889

Shares:15.3K

Value:$86.0K

% of Portfolio:0.0% ($86.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$1.2B)	QoQ NEW(+$201.1K) YoY NEW(+$201.1K)
KOREA ELECTRIC POWER CORP(KEPcusip500631106)	26.8K	QoQ +10.15% (+2.5K) YoY +14.29% (+3.4K)	All Managers (Combined)	$198.7K	0.0% ($198.7K/$1.2B)	QoQ +18.64% (+$31.2K) YoY +1.67% (+$3.3K)
CYBIN INC.(CYBNcusip23256X407)	30.3K	QoQ 0.00% (-0) YoY NEW(+30.3K)	All Managers (Combined)	$192.4K	0.0% ($192.4K/$1.2B)	QoQ -28.11% (-$75.3K) YoY NEW(+$192.4K)
BARCLAYS PLC(BCScusip06738E204)	12.1K	QoQ +13.70% (+1.5K) YoY NEW(+12.1K)	All Managers (Combined)	$185.8K	0.0% ($185.8K/$1.2B)	QoQ +31.41% (+$44.4K) YoY NEW(+$185.8K)
NOKIA CORP(NOKcusip654902204)	34.3K	QoQ +21.22% (+6.0K) YoY +1.08% (+369)	All Managers (Combined)	$180.8K	0.0% ($180.8K/$1.2B)	QoQ +44.21% (+$55.4K) YoY +50.48% (+$60.7K)
SYSCO CORP(SYYcusip871829107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$174.4K	0.0% ($174.4K/$1.2B)	QoQ NEW(+$174.4K) YoY NEW(+$174.4K)
ICL Group Ltd.(ICLcusipM53213100)	30.8K	QoQ +3.71% (+1.1K) YoY +67.92% (+12.5K)	All Managers (Combined)	$173.0K	0.0% ($173.0K/$1.2B)	QoQ +17.61% (+$25.9K) YoY +75.31% (+$74.3K)
Tencent Music Entertainment Group(TMEcusip88034P109)	11.9K	QoQ +4.04% (+462) YoY +9.16% (+999)	All Managers (Combined)	$171.4K	0.0% ($171.4K/$1.2B)	QoQ +32.08% (+$41.6K) YoY +40.58% (+$49.5K)
PEARSON PLC(PSOcusip705015105)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$166.8K	0.0% ($166.8K/$1.2B)	QoQ NEW(+$166.8K) YoY NEW(+$166.8K)
KINROSS GOLD CORP(KGCcusip496902404)	13.2K	QoQ 0.00% (+0) YoY +1.72% (+223)	All Managers (Combined)	$166.3K	0.0% ($166.3K/$1.2B)	QoQ +36.03% (+$44.0K) YoY +109.24% (+$86.8K)
ENERGY CO OF PARANA(ELPcusip20441B605)	22.5K	QoQ +87.09% (+10.5K) YoY NEW(+22.5K)	All Managers (Combined)	$164.3K	0.0% ($164.3K/$1.2B)	QoQ +130.63% (+$93.1K) YoY NEW(+$164.3K)
(VSGXcusip921910725)	2.7K	QoQ +0.62% (+17) YoY +35.36% (+714)	All Managers (Combined)	$161.2K	0.0% ($161.2K/$1.2B)	QoQ +4.67% (+$7.2K) YoY +38.94% (+$45.2K)
LG Display Co., Ltd.(LPLcusip50186V102)	47.3K	QoQ +98.73% (+23.5K) YoY +50.84% (+15.9K)	All Managers (Combined)	$147.0K	0.0% ($147.0K/$1.2B)	QoQ +101.32% (+$74.0K) YoY +14.42% (+$18.5K)
(cusip639057207)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$132.0K	0.0% ($132.0K/$1.2B)	QoQ NEW(+$132.0K) YoY NEW(+$132.0K)
Itau Unibanco Holding S.A.(ITUBcusip465562106)	20.9K	QoQ +52.83% (+7.2K) YoY +70.37% (+8.6K)	All Managers (Combined)	$115.0K	0.0% ($115.0K/$1.2B)	QoQ +69.47% (+$47.1K) YoY +35.21% (+$29.9K)
Nu Holdings Ltd.(NUcusipG6683N103)	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$113.9K	0.0% ($113.9K/$1.2B)	QoQ NEW(+$113.9K) YoY NEW(+$113.9K)
agilon health, inc.(AGLcusip00857U107)	24.6K	QoQ -5.04% (-1.3K) YoY -14.55% (-4.2K)	All Managers (Combined)	$106.7K	0.0% ($106.7K/$1.2B)	QoQ +116.39% (-$57.4K) YoY -39.34% (-$69.2K)
Akebia Therapeutics, Inc.(AKBAcusip00972D105)	45.0K	QoQ +200.00% (+30.0K) YoY NEW(+45.0K)	All Managers (Combined)	$86.4K	0.0% ($86.4K/$1.2B)	QoQ +203.15% (+$57.9K) YoY NEW(+$86.4K)
Grab Holdings Ltd(GRABcusipG4124C109)	19.0K	QoQ +29.06% (+4.3K) YoY NEW(+19.0K)	All Managers (Combined)	$86.3K	0.0% ($86.3K/$1.2B)	QoQ +23.87% (+$16.6K) YoY NEW(+$86.3K)
CEMEX SAB DE CV(CXcusip151290889)	15.3K	QoQ +4.55% (+668) YoY -2.93% (-463)	All Managers (Combined)	$86.0K	0.0% ($86.0K/$1.2B)	QoQ +4.00% (+$3.3K) YoY -39.56% (-$56.3K)