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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLV SELECT SECTOR SPDR TR 147.0 $23K 0.01% +1.0 +0.7% $158.37 +7.4%
82 PLTR PALANTIR TECHNOLOGIES INC Technology 194.0 $23K 0.01% +42.0 +27.6% $116.67 +47.9%
83 ROST ROSS STORES INC Consumer Cyclical 103.0 $22K 0.01% +1.0 +1.0% $211.96 +12.2%
84 ETN EATON CORP PLC Industrials 50.0 $21K 0.01% +1.0 +2.0% $422.66 +1.9%
85 TLRY TILRAY BRANDS INC Healthcare 4,681.0 $21K 0.01% +1K +27.2% $4.49 -1.4%
86 TFC TRUIST FINL CORP Financial Services 412.0 $21K 0.01% +3.0 +0.7% $49.86 +5.5%
87 CQQQ INVESCO EXCH TRADED FD TR II 359.0 $20K 0.01% +18.0 +5.3% $57.03 -11.6%
88 SPGI S&P GLOBAL INC Financial Services 46.0 $19K 0.01% +1.0 +2.2% $403.46 +4.5%
89 CANOPY GROWTH CORPORATION 18,350.0 $17K 0.01% +3K +19.5% $0.95
90 AMGN AMGEN INC Healthcare 44.0 $16K 0.01% +1.0 +2.3% $358.39 +19.0%
91 IEMG ISHARES INC 187.0 $15K 0.01% +1.0 +0.5% $82.66 -3.6%
92 WEC WEC ENERGY GROUP INC Utilities 131.0 $15K 0.01% +1.0 +0.8% $117.11 -5.4%
93 KMI KINDER MORGAN INC DEL Energy 478.0 $15K 0.01% +3.0 +0.6% $31.95 +2.8%
94 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 126.0 $14K 0.01% +1.0 +0.8% $108.07 +5.0%
95 XEL XCEL ENERGY INC Utilities 168.0 $13K 0.01% +1.0 +0.6% $80.28 -1.1%
96 IDRV ISHARES TR 352.0 $13K 0.01% +2.0 +0.6% $38.11 -4.5%
97 WMB WILLIAMS COS INC Energy 179.0 $13K 0.01% +2.0 +1.1% $74.19 +1.4%
98 GD GENERAL DYNAMICS CORP Industrials 36.0 $13K 0.01% +1.0 +2.9% $350.67 +12.5%
99 VYM VANGUARD WHITEHALL FDS 80.0 $13K 0.01% +1.0 +1.3% $157.10 +5.5%
100 VOOG VANGUARD ADMIRAL FDS INC 144.0 $12K 0.01% +120.0 +500.0% $82.83 +1.3%
Page 5 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%