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 6 of 24

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AT&T INC.

T|00206R102

Shares:36.7K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

HDFC BANK LTD

HDB|40415F101

Shares:15.5K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:4.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:219

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

NOVARTIS AG

NVS|66987V109

Shares:8.9K

Value:$991.8K

% of Portfolio:0.1% ($991.8K/$1.2B)

464287630

IWN|464287630

Shares:6.4K

Value:$972.3K

% of Portfolio:0.1% ($972.3K/$1.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.1K

Value:$967.9K

% of Portfolio:0.1% ($967.9K/$1.2B)

NOVO NORDISK A S

NVO|670100205

Shares:13.9K

Value:$961.9K

% of Portfolio:0.1% ($961.9K/$1.2B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:6.9K

Value:$948.2K

% of Portfolio:0.1% ($948.2K/$1.2B)

Accenture plc

ACN|G1151C101

Shares:3.0K

Value:$939.6K

% of Portfolio:0.1% ($939.6K/$1.2B)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$936.9K

% of Portfolio:0.1% ($936.9K/$1.2B)

ICICI BANK LTD

IBN|45104G104

Shares:29.1K

Value:$916.5K

% of Portfolio:0.1% ($916.5K/$1.2B)

922908736

VUG|922908736

Shares:2.4K

Value:$906.1K

% of Portfolio:0.1% ($906.1K/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:3.2K

Value:$900.8K

% of Portfolio:0.1% ($900.8K/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:7.4K

Value:$900.5K

% of Portfolio:0.1% ($900.5K/$1.2B)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:15.3K

Value:$878.7K

% of Portfolio:0.1% ($878.7K/$1.2B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:8.0K

Value:$873.9K

% of Portfolio:0.1% ($873.9K/$1.2B)

Elevance Health, Inc.

ELV|036752103

Shares:2.0K

Value:$873.8K

% of Portfolio:0.1% ($873.8K/$1.2B)

AMGEN INC

AMGN|031162100

Shares:2.8K

Value:$868.6K

% of Portfolio:0.1% ($868.6K/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.2K

Value:$865.5K

% of Portfolio:0.1% ($865.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	36.7K	QoQ +10.98% (+3.6K) YoY +22.01% (+6.6K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +37.84% (+$284.8K) YoY +96.04% (+$508.2K)
HDFC BANK LTD(HDBcusip40415F101)	15.5K	QoQ +24.35% (+3.0K) YoY NEW(+15.5K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +29.37% (+$234.3K) YoY NEW(+$1.0M)
UNION PACIFIC CORP(UNPcusip907818108)	4.3K	QoQ +25.52% (+875) YoY +27.95% (+940)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +30.02% (+$234.7K) YoY +22.89% (+$189.4K)
Booking Holdings Inc.(BKNGcusip09857L108)	219	QoQ +8.95% (+18) YoY +13.47% (+26)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +1.02% (+$10.3K) YoY +44.09% (+$308.7K)
NOVARTIS AG(NVScusip66987V109)	8.9K	QoQ +11.35% (+907) YoY +14.57% (+1.1K)	All Managers (Combined)	$991.8K	0.1% ($991.8K/$1.2B)	QoQ +27.56% (+$214.3K) YoY +32.04% (+$240.7K)
(IWNcusip464287630)	6.4K	QoQ +0.15% (-10) YoY -1.84% (-121)	All Managers (Combined)	$972.3K	0.1% ($972.3K/$1.2B)	QoQ -7.89% (-$83.3K) YoY -6.67% (-$69.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.1K	QoQ -8.14% (-183) YoY +45.96% (+650)	All Managers (Combined)	$967.9K	0.1% ($967.9K/$1.2B)	QoQ -15.74% (-$180.9K) YoY +54.17% (+$340.1K)
NOVO NORDISK A S(NVOcusip670100205)	13.9K	QoQ +4.10% (-546) YoY +14.02% (-1.7K)	All Managers (Combined)	$961.9K	0.1% ($961.9K/$1.2B)	QoQ -15.96% (-$182.7K) YoY -38.33% (-$597.9K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	6.9K	QoQ +2.18% (+147) YoY -1.90% (-134)	All Managers (Combined)	$948.2K	0.1% ($948.2K/$1.2B)	QoQ +19.03% (+$151.7K) YoY +20.76% (-$163.1K)
Accenture plc(ACNcusipG1151C101)	3.0K	QoQ +10.01% (-274) YoY +19.34% (+488)	All Managers (Combined)	$939.6K	0.1% ($939.6K/$1.2B)	QoQ -2.41% (-$23.3K) YoY +7.43% (+$65.1K)
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ +8.72% (+148) YoY +9.37% (+158)	All Managers (Combined)	$936.9K	0.1% ($936.9K/$1.2B)	QoQ +10.92% (+$92.3K) YoY +30.61% (+$219.6K)
ICICI BANK LTD(IBNcusip45104G104)	29.1K	QoQ +19.81% (+4.8K) YoY +26.21% (+6.0K)	All Managers (Combined)	$916.5K	0.1% ($916.5K/$1.2B)	QoQ +26.47% (+$191.8K) YoY +50.63% (+$308.1K)
(VUGcusip922908736)	2.4K	QoQ +0.04% (-1) YoY -0.65% (-16)	All Managers (Combined)	$906.1K	0.1% ($906.1K/$1.2B)	QoQ -9.63% (-$96.6K) YoY +7.03% (-$59.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	3.2K	QoQ +5.99% (+180) YoY +20.65% (+545)	All Managers (Combined)	$900.8K	0.1% ($900.8K/$1.2B)	QoQ +25.19% (+$181.3K) YoY +65.10% (+$355.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	7.4K	QoQ +5.04% (+355) YoY +11.97% (+791)	All Managers (Combined)	$900.5K	0.1% ($900.5K/$1.2B)	QoQ +5.89% (+$50.1K) YoY +34.47% (+$230.9K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	15.3K	QoQ +7.58% (+1.1K) YoY +14.74% (+2.0K)	All Managers (Combined)	$878.7K	0.1% ($878.7K/$1.2B)	QoQ +24.92% (+$175.3K) YoY +67.42% (+$353.9K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	8.0K	QoQ +3.64% (+281) YoY +4.59% (+351)	All Managers (Combined)	$873.9K	0.1% ($873.9K/$1.2B)	QoQ +22.78% (+$162.2K) YoY +32.73% (+$215.5K)
Elevance Health, Inc.(ELVcusip036752103)	2.0K	QoQ +32.34% (+491) YoY +23.32% (+380)	All Managers (Combined)	$873.8K	0.1% ($873.8K/$1.2B)	QoQ +56.04% (+$313.8K) YoY +3.44% (+$29.1K)
AMGEN INC(AMGNcusip031162100)	2.8K	QoQ +21.42% (+492) YoY +29.97% (+643)	All Managers (Combined)	$868.6K	0.1% ($868.6K/$1.2B)	QoQ +45.16% (+$270.2K) YoY +42.42% (+$258.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.2K	QoQ +8.42% (-250) YoY +10.36% (+302)	All Managers (Combined)	$865.5K	0.1% ($865.5K/$1.2B)	QoQ -1.70% (-$15.0K) YoY +30.40% (+$201.8K)