Pds-Planning

Filing Details

13F-HR2025-03-31
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
Manager Name
Pds-Planning
Data Enrichment
91% identified
431 identified45 unidentified

Holdings

476 positions
Manager:
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Page 3 of 24
921078101
Shares:167.8K
Value:$5.1M
921946810
Shares:60.0K
Value:$5.0M
922908637
Shares:19.0K
Value:$4.9M
922908363
Shares:8.8K
Value:$4.5M
Broadcom Inc.
Shares:26.5K
Value:$4.4M
COCA COLA CO
Shares:59.8K
Value:$4.3M
UNITED PARCEL SERVICE INC
Shares:34.6K
Value:$3.8M
Tesla, Inc.
Shares:14.4K
Value:$3.7M
VISA INC.
Shares:10.1K
Value:$3.6M
SPDR S&P 500 ETF TRUST
Shares:6.1K
Value:$3.4M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:19.7K
Value:$3.3M
JOHNSON & JOHNSON
Shares:18.6K
Value:$3.1M
DEERE & CO
Shares:6.4K
Value:$3.0M
EXXON MOBIL CORP
Shares:24.9K
Value:$3.0M
CINCINNATI FINANCIAL CORP
Shares:19.8K
Value:$2.9M
COSTCO WHOLESALE CORP /NEW
Shares:2.9K
Value:$2.7M
ServiceNow, Inc.
Shares:3.4K
Value:$2.7M
Mastercard Inc
Shares:4.7K
Value:$2.6M
HOME DEPOT, INC.
Shares:7.0K
Value:$2.6M
ORACLE CORP
Shares:18.3K
Value:$2.6M