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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 21 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VNQI VANGUARD INTL EQUITY INDEX F 142.0 $7K 0.00% NEW $45.85 +0.1%
402 AMT AMERICAN TOWER CORP NEW Real Estate 37.0 $6K 0.00% NEW $173.68 +7.9%
403 R RYDER SYS INC Industrials 33.0 $6K 0.00% NEW $193.24 +29.3%
404 AROC ARCHROCK INC Energy 244.0 $6K 0.00% NEW $26.05 +33.6%
405 VHT VANGUARD WORLD FD 22.0 $6K 0.00% NEW $288.09 -2.2%
406 VLTO VERALTO CORP Industrials 63.0 $6K 0.00% NEW $99.02 -17.4%
407 GATX GATX CORP Industrials 36.0 $6K 0.00% NEW $171.47 -1.0%
408 HOG HARLEY DAVIDSON INC Consumer Cyclical 300.0 $6K 0.00% NEW $20.49 +16.6%
409 FISV FISERV INC Technology 90.0 $6K 0.00% NEW $67.18 -16.9%
410 DHF BNY MELLON HIGH YIELD STRATE Financial Services 2,360.0 $6K 0.00% NEW $2.48 -1.8%
411 SCYB SCHWAB STRATEGIC TR 221.0 $6K 0.00% NEW $26.42 -0.6%
412 HII HUNTINGTON INGALLS INDS INC Industrials 17.0 $6K 0.00% NEW $343.18 -6.6%
413 CLX CLOROX CO DEL Consumer Defensive 58.0 $6K 0.00% NEW $100.07 -3.5%
414 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $6K 0.00% NEW $574.90 -3.1%
415 XLU SELECT SECTOR SPDR TR 133.0 $6K 0.00% NEW $42.62 +4.7%
416 CRWD CROWDSTRIKE HLDGS INC Technology 12.0 $6K 0.00% NEW $468.83 +43.4%
417 AWK AMERICAN WTR WKS CO INC NEW Utilities 43.0 $6K 0.00% NEW $129.09 -4.9%
418 VBF INVESCO BD FD Financial Services 360.0 $6K 0.00% NEW $15.42 -2.7%
419 RJF RAYMOND JAMES FINL INC Financial Services 34.0 $5K 0.00% NEW $161.62 -11.9%
420 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 140.0 $5K 0.00% NEW $38.74 -16.2%
Page 21 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%