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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 4,036.0 $904K 0.37% NEW $223.90
2 HONEYWELL AEROSPACE INC 4,036.0 $892K 0.36% NEW $221.08
3 FIRST TR EXCHNG TRADED FD VI 3,015.0 $114K 0.05% NEW $37.76
4 INNOVATOR ETFS TRUST 3,076.0 $93K 0.04% NEW $30.38
5 CVBF CVB FINL CORP Financial Services 3,135.0 $71K 0.03% NEW $22.55 +2.3%
6 AEP AMERICAN ELEC PWR CO INC Utilities 500.0 $68K 0.03% NEW $136.81 -6.9%
7 VRT VERTIV HOLDINGS CO Industrials 200.0 $67K 0.03% NEW $334.82 -18.3%
8 NSC NORFOLK SOUTHN CORP Industrials 210.0 $66K 0.03% NEW $314.59 +9.5%
9 NVR NVR INC Consumer Cyclical 9.0 $61K 0.03% NEW $6813.44 -7.4%
10 SO SOUTHERN CO Utilities 600.0 $57K 0.02% NEW $95.71 -3.1%
11 VIG VANGUARD SPECIALIZED FUNDS 171.0 $40K 0.02% NEW $236.23 +3.6%
12 SPACE EXPLORATION TECHN CORP 235.0 $40K 0.02% NEW $170.86
13 TRULIEVE CANNABIS CORP 4,000.0 $39K 0.02% NEW $9.83
14 IMO IMPERIAL OIL LTD Energy 300.0 $34K 0.01% NEW $112.02 +20.3%
15 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 260.0 $33K 0.01% NEW $128.55 -1.6%
16 FEDEX FGHT HLDG CO INC 212.0 $32K 0.01% NEW $151.00
17 HYPR HYPERFINE INC Healthcare 20,000.0 $27K 0.01% NEW $1.35 -33.4%
18 CNQ CANADIAN NAT RES LTD MED TER Energy 600.0 $24K 0.01% NEW $39.50 +24.8%
19 VCX FUNDRISE INNOVATION FD LLC Financial Services 225.0 $19K 0.01% NEW $86.43 -53.9%
20 ENGENE THERAPEUTICS INC 11,000.0 $19K 0.01% NEW $1.73
Page 1 of 2  ·  27 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%