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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 1,341.0 $188K 0.08% +20.0 +1.5% $140.00 -2.0%
42 EIM EATON VANCE MUN BD FD Financial Services 15,972.0 $159K 0.06% +244.0 +1.6% $9.96 -3.6%
43 URI UNITED RENTALS INC Industrials 126.0 $142K 0.06% +1.0 +0.8% $1129.71 +0.2%
44 PG PROCTER & GAMBLE CO Consumer Defensive 945.0 $139K 0.06% +284.0 +43.0% $146.58 -2.0%
45 AMD ADVANCED MICRO DEVICES INC Technology 236.0 $137K 0.06% +92.0 +63.9% $579.98 -17.4%
46 ABT ABBOTT LABORATORIES Healthcare 1,506.0 $137K 0.06% +1K +271.9% $90.71 +24.4%
47 HUBB HUBBELL INC Industrials 259.0 $136K 0.06% +150.0 +137.6% $523.68 -7.2%
48 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,018.0 $125K 0.05% +618.0 +154.5% $123.06 +27.4%
49 ARLP ALLIANCE RESOURCE PARTNERS L Energy 5,038.0 $121K 0.05% +117.0 +2.4% $23.98 +6.7%
50 EMR EMERSON ELEC CO Industrials 776.0 $111K 0.04% +501.0 +182.2% $143.21 +10.5%
51 FIW FIRST TR EXCHANGE-TRADED FD 969.0 $106K 0.04% +475.0 +96.2% $109.57 +0.5%
52 QCOM QUALCOMM INC Technology 525.0 $97K 0.04% +332.0 +172.0% $184.63 -13.8%
53 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 9,381.0 $92K 0.04% +193.0 +2.1% $9.81 +0.7%
54 DUK DUKE ENERGY CORP NEW Utilities 679.0 $86K 0.04% +5.0 +0.7% $126.62 -1.5%
55 ED CONSOLIDATED EDISON INC Utilities 745.0 $82K 0.03% +6.0 +0.8% $110.69 -1.4%
56 KLAC KLA CORP Technology 267.0 $80K 0.03% +240.0 +888.9% $301.19 -35.3%
57 KHC KRAFT HEINZ CO Consumer Defensive 3,309.0 $78K 0.03% +751.0 +29.4% $23.62 +6.0%
58 KD KYNDRYL HLDGS INC Technology 6,187.0 $70K 0.03% +6K +1054.3% $11.31 +10.9%
59 XLI SELECT SECTOR SPDR TR 377.0 $70K 0.03% +301.0 +396.1% $184.99 -0.5%
60 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 3,982.0 $69K 0.03% +500.0 +14.4% $17.35 -14.9%
Page 3 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%