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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FNCL FIDELITY COVINGTON TRUST 40.0 $3K 0.00% +1.0 +2.6% $75.85 +8.6%
122 BAC BANK OF AMER CORP Financial Services 52.0 $3K 0.00% +1.0 +2.0% $56.46 +13.8%
123 NKE NIKE INC Consumer Cyclical 69.0 $3K 0.00% +1.0 +1.5% $40.77 -1.7%
124 HPQ HP INC Technology 113.0 $2K 0.00% +2.0 +1.8% $21.96 +36.5%
125 EMN EASTMAN CHEM CO Basic Materials 36.0 $2K 0.00% +1.0 +2.9% $66.33 +10.1%
126 NATL NCR ATLEOS CORPORATION Technology 48.0 $2K 0.00% +17.0 +54.8% $43.42 +6.0%
127 IXJ ISHARES TR 20.0 $2K 0.00% +1.0 +5.3% $96.60 +7.6%
128 MIN MFS INTER INCOME TR Financial Services 625.0 $2K 0.00% +14.0 +2.3% $2.47 -0.0%
129 PZZA PAPA JOHNS INTL INC Consumer Cyclical 40.0 $1K 0.00% +1.0 +2.6% $36.65 -36.3%
130 MPT MEDICAL PROPERTIES TRUST INC Financial Services 281.0 $1K 0.00% +5.0 +1.8% $4.63 -13.1%
131 NOK NOKIA CORP Technology 94.0 $1K 0.00% +33.0 +54.1% $13.30 -21.9%
132 VYX NCR VOYIX CORPORATION Technology 79.0 $646.0 +17.0 +27.4% $8.18 -7.3%
Page 7 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%