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 8 of 24

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ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:7.6K

Value:$783.5K

% of Portfolio:0.1% ($783.5K/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:3.8K

Value:$776.3K

% of Portfolio:0.1% ($776.3K/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.7K

Value:$776.2K

% of Portfolio:0.1% ($776.2K/$1.2B)

Chubb Ltd

CB|H1467J104

Shares:2.6K

Value:$774.3K

% of Portfolio:0.1% ($774.3K/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:11.8K

Value:$773.1K

% of Portfolio:0.1% ($773.1K/$1.2B)

3M CO

MMM|88579Y101

Shares:5.2K

Value:$761.8K

% of Portfolio:0.1% ($761.8K/$1.2B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:2.2K

Value:$759.5K

% of Portfolio:0.1% ($759.5K/$1.2B)

Infosys Ltd

INFY|456788108

Shares:41.6K

Value:$759.0K

% of Portfolio:0.1% ($759.0K/$1.2B)

FISERV INC

FI|337738108

Shares:3.4K

Value:$755.5K

% of Portfolio:0.1% ($755.5K/$1.2B)

Shell plc

SHEL|780259305

Shares:10.2K

Value:$748.1K

% of Portfolio:0.1% ($748.1K/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:1.1K

Value:$745.0K

% of Portfolio:0.1% ($745.0K/$1.2B)

STARBUCKS CORP

SBUX|855244109

Shares:7.6K

Value:$744.7K

% of Portfolio:0.1% ($744.7K/$1.2B)

CME GROUP INC.

CME|12572Q105

Shares:2.8K

Value:$743.5K

% of Portfolio:0.1% ($743.5K/$1.2B)

464285204

Shares:12.5K

Value:$739.4K

% of Portfolio:0.1% ($739.4K/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:9.4K

Value:$734.4K

% of Portfolio:0.1% ($734.4K/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:4.8K

Value:$731.2K

% of Portfolio:0.1% ($731.2K/$1.2B)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:2.4K

Value:$727.0K

% of Portfolio:0.1% ($727.0K/$1.2B)

COMCAST CORP

CMCSA|20030N101

Shares:19.7K

Value:$726.3K

% of Portfolio:0.1% ($726.3K/$1.2B)

46435G516

ESGD|46435G516

Shares:8.8K

Value:$722.2K

% of Portfolio:0.1% ($722.2K/$1.2B)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.7K

Value:$721.9K

% of Portfolio:0.1% ($721.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	7.6K	QoQ +11.99% (-817) YoY +32.60% (-1.9K)	All Managers (Combined)	$783.5K	0.1% ($783.5K/$1.2B)	QoQ -4.73% (-$39.0K) YoY -24.51% (-$254.5K)
DANAHER CORP /DE/(DHRcusip235851102)	3.8K	QoQ +13.01% (+436) YoY +8.44% (-295)	All Managers (Combined)	$776.3K	0.1% ($776.3K/$1.2B)	QoQ +0.92% (+$7.1K) YoY -10.97% (-$95.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.7K	QoQ +16.09% (+241) YoY +23.96% (+336)	All Managers (Combined)	$776.2K	0.1% ($776.2K/$1.2B)	QoQ +6.67% (+$48.5K) YoY +21.75% (+$138.7K)
Chubb Ltd(CBcusipH1467J104)	2.6K	QoQ +3.67% (+91) YoY +9.80% (+229)	All Managers (Combined)	$774.3K	0.1% ($774.3K/$1.2B)	QoQ +13.31% (+$91.0K) YoY +27.96% (+$169.2K)
AMPHENOL CORP /DE/(APHcusip032095101)	11.8K	QoQ +2.38% (-275) YoY +101.48% (+5.9K)	All Managers (Combined)	$773.1K	0.1% ($773.1K/$1.2B)	QoQ -3.30% (-$26.4K) YoY +14.56% (+$98.3K)
3M CO(MMMcusip88579Y101)	5.2K	QoQ +7.01% (+340) YoY +57.83% (+1.9K)	All Managers (Combined)	$761.8K	0.1% ($761.8K/$1.2B)	QoQ +21.73% (+$136.0K) YoY +118.49% (+$413.2K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	2.2K	QoQ +6.87% (+140) YoY -1.62% (-36)	All Managers (Combined)	$759.5K	0.1% ($759.5K/$1.2B)	QoQ +9.79% (+$67.7K) YoY -1.10% (-$8.5K)
Infosys Ltd(INFYcusip456788108)	41.6K	QoQ +20.40% (+7.0K) YoY +34.20% (+10.6K)	All Managers (Combined)	$759.0K	0.1% ($759.0K/$1.2B)	QoQ +0.24% (+$1.8K) YoY +36.59% (+$203.3K)
FISERV INC(FIcusip337738108)	3.4K	QoQ +1.72% (+58) YoY +21.48% (+605)	All Managers (Combined)	$755.5K	0.1% ($755.5K/$1.2B)	QoQ +9.35% (+$64.6K) YoY +67.86% (+$305.4K)
Shell plc(SHELcusip780259305)	10.2K	QoQ +20.24% (+1.7K) YoY +17.14% (+1.5K)	All Managers (Combined)	$748.1K	0.1% ($748.1K/$1.2B)	QoQ +40.65% (+$216.2K) YoY +28.04% (+$163.9K)
MCKESSON CORP(MCKcusip58155Q103)	1.1K	QoQ +16.89% (+160) YoY +24.10% (+215)	All Managers (Combined)	$745.0K	0.1% ($745.0K/$1.2B)	QoQ +38.09% (+$205.5K) YoY +55.53% (+$266.0K)
STARBUCKS CORP(SBUXcusip855244109)	7.6K	QoQ +8.10% (+569) YoY +19.29% (+1.2K)	All Managers (Combined)	$744.7K	0.1% ($744.7K/$1.2B)	QoQ +16.21% (+$103.9K) YoY +28.05% (+$163.2K)
CME GROUP INC.(CMEcusip12572Q105)	2.8K	QoQ +11.19% (+282) YoY +19.64% (+460)	All Managers (Combined)	$743.5K	0.1% ($743.5K/$1.2B)	QoQ +27.04% (+$158.3K) YoY +47.45% (+$239.3K)
(cusip464285204)✕	12.5K	QoQ +0.60% (+75) YoY +3.87% (+468)	All Managers (Combined)	$739.4K	0.1% ($739.4K/$1.2B)	QoQ +19.79% (+$122.2K) YoY +45.78% (+$232.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	9.4K	QoQ +14.24% (+1.2K) YoY +23.59% (+1.8K)	All Managers (Combined)	$734.4K	0.1% ($734.4K/$1.2B)	QoQ +20.83% (+$126.6K) YoY +33.73% (+$185.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	4.8K	QoQ +15.81% (+650) YoY +34.65% (+1.2K)	All Managers (Combined)	$731.2K	0.1% ($731.2K/$1.2B)	QoQ +15.79% (+$99.7K) YoY +22.16% (+$132.7K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	2.4K	QoQ +0.37% (-9) YoY +1.23% (-29)	All Managers (Combined)	$727.0K	0.1% ($727.0K/$1.2B)	QoQ -7.94% (-$62.7K) YoY -23.68% (-$225.6K)
COMCAST CORP(CMCSAcusip20030N101)	19.7K	QoQ -6.54% (-1.4K) YoY -16.49% (-3.9K)	All Managers (Combined)	$726.3K	0.1% ($726.3K/$1.2B)	QoQ -8.11% (-$64.1K) YoY -28.92% (-$295.6K)
(ESGDcusip46435G516)	8.8K	QoQ +1.14% (+100) YoY +75.25% (+3.8K)	All Managers (Combined)	$722.2K	0.1% ($722.2K/$1.2B)	QoQ +8.51% (+$56.7K) YoY +79.18% (+$319.1K)
T-Mobile US, Inc.(TMUScusip872590104)	2.7K	QoQ +12.93% (+310) YoY +7.12% (+180)	All Managers (Combined)	$721.9K	0.1% ($721.9K/$1.2B)	QoQ +36.46% (+$192.9K) YoY +75.00% (+$309.4K)