Holdings
PDS Planning, Inc
As of Jun 30, 2026, PDS Planning, Inc reported 443 positions worth US$598M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 136K | US$39.4M | +2,198 | Jun 30, 2026 |
| Nvidia Corporation | 180K | US$36.1M | +3,771 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 91,429 | US$32.7M | +690 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 60,678 | US$30.4M | −36 | Jun 30, 2026 |
| Abbvie Inc. | 109K | US$27.4M | −155 | Jun 30, 2026 |
| Microsoft Corp. | 53,615 | US$20M | −871 | Jun 30, 2026 |
| Amazon.com, Inc. | 69,133 | US$16.5M | +1,476 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 49,614 | US$16.2M | +403 | Jun 30, 2026 |
| Broadcom Inc. | 27,930 | US$10.6M | +289 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 21,749 | US$10.4M | +730 | Jun 30, 2026 |