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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $219M AUM 591 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 591 New
Page 20 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KBWB INVESCO EXCH TRADED FD TR II 95.0 $8K 0.00% NEW $84.29 +2.6%
382 BIDD BLACKROCK ETF TRUST 276.0 $8K 0.00% NEW $28.83 +11.1%
383 CNOB CONNECTONE BANCORP INC Financial Services 303.0 $8K 0.00% NEW $26.22 +14.2%
384 CBRE CBRE GROUP INC Real Estate 49.0 $8K 0.00% NEW $160.80 -21.4%
385 O REALTY INCOME CORP Real Estate 139.0 $8K 0.00% NEW $56.29 +9.6%
386 HST HOST HOTELS & RESORTS INC Real Estate 440.0 $8K 0.00% NEW $17.73 +31.3%
387 HTGC HERCULES CAPITAL INC Financial Services 413.0 $8K 0.00% NEW $18.82 -18.1%
388 MJ AMPLIFY ETF TR 260.0 $8K 0.00% NEW $29.79 -8.6%
389 SYF SYNCHRONY FINANCIAL Financial Services 92.0 $8K 0.00% NEW $83.21 -14.1%
390 EXPAND ENERGY CORPORATION 69.0 $8K 0.00% NEW $110.36
391 LOW LOWES COS INC Consumer Cyclical 31.0 $8K 0.00% NEW $243.61 -10.6%
392 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 190.0 $7K 0.00% NEW $38.48 -3.9%
393 LIN LINDE PLC Basic Materials 17.0 $7K 0.00% NEW $429.29 +16.9%
394 DOCU DOCUSIGN INC Technology 105.0 $7K 0.00% NEW $68.40 -27.5%
395 KR KROGER CO Consumer Defensive 112.0 $7K 0.00% NEW $62.33 +2.1%
396 FTEC FIDELITY COVINGTON TRUST 30.0 $7K 0.00% NEW $228.30 +24.4%
397 MOOG INC 28.0 $7K 0.00% NEW $244.21
398 MCO MOODYS CORP Financial Services 13.0 $7K 0.00% NEW $521.08 -13.6%
399 SCHH SCHWAB STRATEGIC TR 323.0 $7K 0.00% NEW $20.89 +13.3%
400 CQQQ INVESCO EXCH TRADED FD TR II 128.0 $7K 0.00% NEW $52.00 +3.7%
Page 20 of 30  ·  591 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
Financial Services 32.9%
Technology 20.5%
Industrials 14.7%
Energy 9.3%
Healthcare 6.3%
Consumer Cyclical 5.7%
Communication Services 4.7%
Consumer Defensive 2.3%
Utilities 1.6%
Real Estate 1.5%