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

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SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:46.0K

Value:$711.1K

% of Portfolio:0.1% ($711.1K/$1.2B)

MORGAN STANLEY

MS|617446448

Shares:6.1K

Value:$709.5K

% of Portfolio:0.1% ($709.5K/$1.2B)

46429B697

USMV|46429B697

Shares:7.5K

Value:$706.2K

% of Portfolio:0.1% ($706.2K/$1.2B)

CHUNGHWA TELECOM CO LTD

CHT|17133Q502

Shares:18.0K

Value:$704.0K

% of Portfolio:0.1% ($704.0K/$1.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:6.2K

Value:$675.7K

% of Portfolio:0.1% ($675.7K/$1.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.0K

Value:$671.4K

% of Portfolio:0.1% ($671.4K/$1.2B)

808524755

FNDF|808524755

Shares:18.4K

Value:$665.4K

% of Portfolio:0.1% ($665.4K/$1.2B)

Cigna Group

CI|125523100

Shares:2.0K

Value:$665.0K

% of Portfolio:0.1% ($665.0K/$1.2B)

02072L680

Shares:18.4K

Value:$663.5K

% of Portfolio:0.1% ($663.5K/$1.2B)

STRYKER CORP

SYK|863667101

Shares:1.8K

Value:$659.7K

% of Portfolio:0.1% ($659.7K/$1.2B)

92204A504

VHT|92204A504

Shares:2.5K

Value:$652.5K

% of Portfolio:0.1% ($652.5K/$1.2B)

WORTHINGTON ENTERPRISES, INC.

WOR|981811102

Shares:13.0K

Value:$651.8K

% of Portfolio:0.1% ($651.8K/$1.2B)

UNILEVER PLC

UL|904767704

Shares:10.9K

Value:$650.4K

% of Portfolio:0.1% ($650.4K/$1.2B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:3.6K

Value:$642.7K

% of Portfolio:0.1% ($642.7K/$1.2B)

BOEING CO

BA|097023105

Shares:3.7K

Value:$626.4K

% of Portfolio:0.1% ($626.4K/$1.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.9K

Value:$623.4K

% of Portfolio:0.1% ($623.4K/$1.2B)

WIPRO LTD

WIT|97651M109

Shares:203.5K

Value:$622.6K

% of Portfolio:0.1% ($622.6K/$1.2B)

921946406

VYM|921946406

Shares:4.8K

Value:$622.3K

% of Portfolio:0.1% ($622.3K/$1.2B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:4.2K

Value:$612.6K

% of Portfolio:0.1% ($612.6K/$1.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:427

Value:$611.7K

% of Portfolio:0.1% ($611.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	46.0K	QoQ +6.37% (+2.8K) YoY +7.55% (+3.2K)	All Managers (Combined)	$711.1K	0.1% ($711.1K/$1.2B)	QoQ +13.49% (+$84.6K) YoY +41.27% (+$207.8K)
MORGAN STANLEY(MScusip617446448)	6.1K	QoQ +7.62% (-431) YoY +11.08% (+607)	All Managers (Combined)	$709.5K	0.1% ($709.5K/$1.2B)	QoQ -0.11% (-$848) YoY +37.64% (+$194.0K)
(USMVcusip46429B697)	7.5K	QoQ +0.19% (+15) YoY +0.66% (+50)	All Managers (Combined)	$706.2K	0.1% ($706.2K/$1.2B)	QoQ +5.68% (+$38.0K) YoY +12.80% (+$80.2K)
CHUNGHWA TELECOM CO LTD(CHTcusip17133Q502)	18.0K	QoQ +15.60% (+2.4K) YoY +42.22% (+5.3K)	All Managers (Combined)	$704.0K	0.1% ($704.0K/$1.2B)	QoQ +20.38% (+$119.2K) YoY +42.48% (+$209.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	6.2K	QoQ +4.49% (-265) YoY +1.19% (-73)	All Managers (Combined)	$675.7K	0.1% ($675.7K/$1.2B)	QoQ -7.55% (-$55.2K) YoY -2.16% (-$14.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.0K	QoQ +29.94% (+1.8K) YoY NEW(+8.0K)	All Managers (Combined)	$671.4K	0.1% ($671.4K/$1.2B)	QoQ +45.00% (+$208.4K) YoY NEW(+$671.4K)
(FNDFcusip808524755)	18.4K	QoQ +128.82% (+10.4K) YoY +132.99% (+10.5K)	All Managers (Combined)	$665.4K	0.1% ($665.4K/$1.2B)	QoQ +149.01% (+$398.2K) YoY +136.45% (+$384.0K)
Cigna Group(CIcusip125523100)	2.0K	QoQ +10.80% (+197) YoY +5.20% (-100)	All Managers (Combined)	$665.0K	0.1% ($665.0K/$1.2B)	QoQ +32.03% (+$161.4K) YoY -4.71% (-$32.9K)
(cusip02072L680)✕	18.4K	QoQ +0.23% (-44) YoY +89.13% (+8.7K)	All Managers (Combined)	$663.5K	0.1% ($663.5K/$1.2B)	QoQ -4.37% (-$30.4K) YoY +102.61% (+$336.1K)
STRYKER CORP(SYKcusip863667101)	1.8K	QoQ +13.44% (+210) YoY +31.06% (+420)	All Managers (Combined)	$659.7K	0.1% ($659.7K/$1.2B)	QoQ +17.30% (+$97.3K) YoY +36.35% (+$175.9K)
(VHTcusip92204A504)	2.5K	QoQ -6.55% (-173) YoY +45.77% (+774)	All Managers (Combined)	$652.5K	0.1% ($652.5K/$1.2B)	QoQ -2.50% (-$16.8K) YoY +42.64% (+$195.1K)
WORTHINGTON ENTERPRISES, INC.(WORcusip981811102)	13.0K	QoQ +10.34% (+1.2K) YoY +2.80% (-355)	All Managers (Combined)	$651.8K	0.1% ($651.8K/$1.2B)	QoQ +37.80% (+$178.8K) YoY -17.24% (-$135.9K)
UNILEVER PLC(ULcusip904767704)	10.9K	QoQ +17.27% (+1.6K) YoY +31.57% (+2.6K)	All Managers (Combined)	$650.4K	0.1% ($650.4K/$1.2B)	QoQ +23.16% (+$122.3K) YoY +56.10% (+$233.8K)
TOYOTA MOTOR CORP/(TMcusip892331307)	3.6K	QoQ +16.54% (+517) YoY +15.25% (-482)	All Managers (Combined)	$642.7K	0.1% ($642.7K/$1.2B)	QoQ +5.72% (+$34.8K) YoY -19.15% (-$152.3K)
BOEING CO(BAcusip097023105)	3.7K	QoQ +22.06% (+664) YoY +33.80% (+928)	All Managers (Combined)	$626.4K	0.1% ($626.4K/$1.2B)	QoQ +17.61% (+$93.8K) YoY +18.24% (+$96.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.9K	QoQ +10.10% (+263) YoY +36.68% (+769)	All Managers (Combined)	$623.4K	0.1% ($623.4K/$1.2B)	QoQ +30.63% (+$146.2K) YoY +50.53% (+$209.3K)
WIPRO LTD(WITcusip97651M109)	203.5K	QoQ +12.35% (-22.4K) YoY +153.64% (+123.2K)	All Managers (Combined)	$622.6K	0.1% ($622.6K/$1.2B)	QoQ -2.88% (-$18.5K) YoY +34.98% (+$161.4K)
(VYMcusip921946406)	4.8K	QoQ +0.20% (+10) YoY +0.92% (+44)	All Managers (Combined)	$622.3K	0.1% ($622.3K/$1.2B)	QoQ +1.28% (+$7.9K) YoY +7.56% (+$43.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	4.2K	QoQ +13.92% (+516) YoY +12.41% (-466)	All Managers (Combined)	$612.6K	0.1% ($612.6K/$1.2B)	QoQ +1.66% (+$10.0K) YoY -20.89% (-$161.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	427	QoQ +5.17% (+21) YoY +30.58% (+100)	All Managers (Combined)	$611.7K	0.1% ($611.7K/$1.2B)	QoQ +27.06% (+$130.3K) YoY +65.71% (+$242.6K)