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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PERSHING SQUARE USA LTD 500.0 $19K 0.01% NEW $37.38
22 APA APA CORPORATION Energy 400.0 $13K 0.01% NEW $32.57 +28.5%
23 KRP KIMBELL RTY PARTNERS LP Energy 800.0 $12K 0.01% NEW $14.53 +2.1%
24 CARNIVAL CORP LTD 335.0 $10K 0.00% NEW $28.53
25 CEREBRAS SYSTEMS INC 21.0 $5K 0.00% NEW $221.00
26 NOW SERVICENOW INC Technology 25.0 $2K 0.00% NEW $99.28 +20.8%
27 AGIX KRANESHARES TRUST 5.0 $235.0 NEW $47.00 -4.0%
Page 2 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%