Pds Planning, Inc.

Long-term investor · OH · @pdsplanninginc
+25.4%
All time
S&P +14.9%

Long-term investor

Pds Planning, Inc. @pdsplanninginc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000838618).

Record

  • Tracked since 2025-06-30 (492 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +25.2% · 1 year +25.4% · all +25.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921943858 · 7.2% · long · since 2025-09-30
  • 464287200 · 6.9% · long · since 2025-09-30
  • 464287226 · 4.6% · long · since 2025-09-30
  • 922908629 · 4.4% · long · since 2025-09-30
  • 025072877 · 4.1% · long · since 2025-09-30
  • 921908844 · 3.9% · long · since 2025-09-30
  • 922042858 · 3.7% · long · since 2025-09-30
  • 92203J407 · 2.8% · long · since 2025-09-30
  • AAPL · 2.6% · long · since 2025-09-30
  • 46434V647 · 2.5% · long · since 2025-09-30
  • NVDA · 2.5% · long · since 2025-09-30
  • 464288646 · 2.5% · long · since 2025-09-30

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