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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 348.0 $66K 0.03% +151.0 +76.7% $189.60 +18.4%
62 CMCSA COMCAST CORP NEW Communication Services 2,673.0 $66K 0.03% +413.0 +18.3% $24.55 +6.5%
63 EMNT PIMCO ETF TR 645.0 $64K 0.03% +8.0 +1.3% $98.95 -0.0%
64 DOUG DOUGLAS ELLIMAN INC Real Estate 27,381.0 $48K 0.02% +6K +28.9% $1.77 +7.9%
65 GIS GENERAL MILLS INC Consumer Defensive 1,349.0 $47K 0.02% +352.0 +35.3% $34.81 +10.4%
66 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,578.0 $46K 0.02% +2K +1641.9% $17.73 -0.3%
67 ALL ALLSTATE CORP Financial Services 186.0 $44K 0.02% +1.0 +0.5% $237.51 +10.5%
68 ITW ILLINOIS TOOL WKS INC Industrials 158.0 $43K 0.02% +1.0 +0.6% $270.35 +5.6%
69 VO VANGUARD INDEX FDS 490.0 $40K 0.02% +368.0 +301.6% $80.62 +3.4%
70 DHR DANAHER CORP DEL Healthcare 190.0 $36K 0.01% +1.0 +0.5% $190.08 +5.7%
71 HYXF ISHARES TR 759.0 $35K 0.01% +9.0 +1.2% $46.75 -0.7%
72 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 339.0 $35K 0.01% +3.0 +0.9% $101.89 +14.1%
73 NEE NEXTERA ENERGY INC Utilities 391.0 $34K 0.01% +3.0 +0.8% $87.76 -1.4%
74 SMR NUSCALE PWR CORP Utilities 3,227.0 $32K 0.01% +3K +1321.6% $10.03 -14.0%
75 ITOT ISHARES TR 193.0 $32K 0.01% +1.0 +0.5% $164.22 +2.6%
76 MET METLIFE INC Financial Services 370.0 $31K 0.01% +2.0 +0.5% $84.64 +14.9%
77 SU SUNCOR ENERGY INC NEW Energy 573.0 $31K 0.01% +3.0 +0.5% $53.71 +25.7%
78 OGI ORGANIGRAM GLOBAL INC Healthcare 28,000.0 $29K 0.01% +3K +12.0% $1.02 +19.1%
79 AIQ GLOBAL X FDS 420.0 $28K 0.01% +18.0 +4.5% $65.61 -4.6%
80 SNDL INC 18,000.0 $24K 0.01% +9K +100.0% $1.35
Page 4 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%