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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $218M AUM 590 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 110 Added 71 Reduced 17 Exited
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 479.0 $55K 0.03% +3.0 +0.6% $114.89 +10.4%
42 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 3,482.0 $52K 0.02% +500.0 +16.8% $15.05 +16.0%
43 ITA ISHARES TR 191.0 $42K 0.02% +107.0 +127.4% $218.37 +5.7%
44 ITW ILLINOIS TOOL WKS INC Industrials 157.0 $41K 0.02% +1.0 +0.6% $260.34 +6.0%
45 MSOS ADVISORSHARES TR 10,880.0 $39K 0.02% +2K +16.0% $3.55 +25.6%
46 ALL ALLSTATE CORP Financial Services 185.0 $38K 0.02% +1.0 +0.5% $207.01 +20.7%
47 MDLZ MONDELEZ INTL INC Consumer Defensive 660.0 $38K 0.02% +11.0 +1.7% $57.63 +5.8%
48 VEA VANGUARD TAX-MANAGED FDS 589.0 $38K 0.02% +76.0 +14.8% $64.05 +8.8%
49 SU SUNCOR ENERGY INC NEW Energy 570.0 $38K 0.02% +4.0 +0.7% $66.06 -5.5%
50 GIS GENERAL MILLS INC Consumer Defensive 997.0 $37K 0.02% +652.0 +189.0% $37.23 +2.0%
51 NEE NEXTERA ENERGY INC Utilities 388.0 $36K 0.02% +2.0 +0.5% $92.98 -4.5%
52 DOUG DOUGLAS ELLIMAN INC Real Estate 21,250.0 $35K 0.02% +7K +49.7% $1.64 +14.6%
53 HYXF ISHARES TR 750.0 $35K 0.02% +118.0 +18.7% $46.31 +0.3%
54 MCD MCDONALDS CORP Consumer Cyclical 93.0 $29K 0.01% +1.0 +1.1% $310.49 -13.8%
55 SYY SYSCO CORP Consumer Defensive 401.0 $29K 0.01% +3.0 +0.8% $71.24 +14.7%
56 TLRY TILRAY BRANDS INC Healthcare 3,681.0 $24K 0.01% +1K +57.9% $6.47 -33.5%
57 GRID FIRST TR EXCHANGE-TRADED FD 140.0 $23K 0.01% +36.0 +34.6% $163.43 +8.8%
58 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 336.0 $22K 0.01% +7.0 +2.1% $65.17 +53.4%
59 IBIT ISHARES BITCOIN TRUST ETF Financial Services 565.0 $22K 0.01% +33.0 +6.2% $38.42 -5.4%
60 XLV SELECT SECTOR SPDR TR 146.0 $21K 0.01% +1.0 +0.7% $146.71 +9.8%
Page 3 of 6  ·  110 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
Financial Services 27.6%
Technology 23.0%
Industrials 14.0%
Energy 12.5%
Healthcare 6.0%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 2.7%
Utilities 1.8%
Real Estate 1.4%