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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $247M AUM 599 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 132 Added 56 Reduced 18 Exited
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 13,105.0 $555K 0.23% +2K +13.5% $42.34 +14.6%
22 XDEC FIRST TR EXCHNG TRADED FD VI 12,533.0 $537K 0.22% +265.0 +2.2% $42.84 +1.5%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 1,886.0 $530K 0.21% +146.0 +8.4% $281.16 -17.2%
24 ABBV ABBVIE INC Healthcare 1,870.0 $471K 0.19% +745.0 +66.2% $251.67 +2.9%
25 BERKSHIRE HATHAWAY INC DEL 904.0 $452K 0.18% +242.0 +36.6% $500.39
26 FIRST TR EXCHNG TRADED FD VI 12,316.0 $444K 0.18% +8K +203.9% $36.09
27 XJUN FIRST TR EXCHNG TRADED FD VI 9,887.0 $439K 0.18% +1K +14.9% $44.43 +1.6%
28 SHEL SHELL PLC Energy 5,344.0 $414K 0.17% +50.0 +0.9% $77.54 +18.7%
29 GLW CORNING INC Technology 1,596.0 $408K 0.17% +502.0 +45.9% $255.41 -37.4%
30 MAA MID-AMER APT CMNTYS INC Real Estate 2,670.0 $371K 0.15% +31.0 +1.2% $138.95 -6.3%
31 JNJ JOHNSON & JOHNSON Healthcare 1,319.0 $335K 0.14% +810.0 +159.1% $254.04 +6.7%
32 TXN TEXAS INSTRS INC Technology 1,094.0 $326K 0.13% +1K +1063.8% $298.03 -8.7%
33 V VISA INC Financial Services 931.0 $319K 0.13% +200.0 +27.4% $343.00 +6.2%
34 COP CONOCOPHILLIPS Energy 2,942.0 $306K 0.12% +946.0 +47.4% $103.96 +24.8%
35 IFEB INNOVATOR ETFS TRUST 9,567.0 $299K 0.12% +5K +103.9% $31.28 +2.3%
36 UPS UNITED PARCEL SVCS INC Industrials 2,448.0 $263K 0.11% +300.0 +14.0% $107.49 -5.2%
37 INSTALLED BLDG PRODS INC 1,141.0 $262K 0.11% +95.0 +9.1% $229.88
38 INNOVATOR ETFS TRUST 8,094.0 $251K 0.10% +153.0 +1.9% $31.07
39 AXP AMERICAN EXPRESS CO Financial Services 712.0 $241K 0.10% +501.0 +237.4% $338.05 +0.1%
40 INNOVATOR ETFS TRUST 7,075.0 $227K 0.09% +1K +25.5% $32.14
Page 2 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 25.3%
Industrials 10.4%
Energy 8.8%
Healthcare 6.6%
Consumer Cyclical 4.8%
Communication Services 3.8%
Consumer Defensive 2.2%
Utilities 1.9%
Real Estate 1.3%