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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 22 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UNP UNION PAC CORP Industrials 23.0 $5K 0.00% NEW $234.04 +28.9%
422 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $5K 0.00% NEW $214.68 -15.4%
423 RSG REPUBLIC SVCS INC Industrials 25.0 $5K 0.00% NEW $212.80 +4.5%
424 AON AON PLC Financial Services 15.0 $5K 0.00% NEW $352.93 +4.0%
425 RGA REINSURANCE GRP OF AMERICA I Financial Services 25.0 $5K 0.00% NEW $205.48 +17.7%
426 TDY TELEDYNE TECHNOLOGIES INC Technology 10.0 $5K 0.00% NEW $510.80 +24.4%
427 VWO VANGUARD INTL EQUITY INDEX F 94.0 $5K 0.00% NEW $53.54 +8.0%
428 NUVEEN CR STRATEGIES INCOME 1,000.0 $5K 0.00% NEW $5.02
429 CRWV COREWEAVE INC Technology 70.0 $5K 0.00% NEW $71.61 +2.2%
430 BALL BALL CORP Consumer Cyclical 94.0 $5K 0.00% NEW $53.18 +17.9%
431 TDC TERADATA CORP DEL Technology 162.0 $5K 0.00% NEW $30.44 +0.2%
432 SNA SNAP ON INC Industrials 14.0 $5K 0.00% NEW $349.36 +17.6%
433 KULR TECHNOLOGY GROUP INC 1,593.0 $5K 0.00% NEW $2.96
434 HCA HCA HEALTHCARE INC Healthcare 10.0 $5K 0.00% NEW $469.30 -20.9%
435 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 13.0 $5K 0.00% NEW $354.23 +5.3%
436 GIC GLOBAL INDUSTRIAL COMPANY Industrials 157.0 $5K 0.00% NEW $29.22 +17.9%
437 BDX BECTON DICKINSON & CO Healthcare 24.0 $5K 0.00% NEW $150.22 +5.3%
438 HLI HOULIHAN LOKEY INC Financial Services 26.0 $5K 0.00% NEW $175.31 -20.1%
439 MPWR MONOLITHIC PWR SYS INC Technology 5.0 $5K 0.00% NEW $910.00 +44.2%
440 CF CF INDS HLDGS INC Basic Materials 59.0 $5K 0.00% NEW $76.97 +57.8%
Page 22 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 32.7%
Technology 21.1%
Industrials 14.6%
Energy 9.2%
Healthcare 6.3%
Consumer Cyclical 5.7%
Communication Services 4.6%
Consumer Defensive 2.3%
Utilities 1.6%
Real Estate 1.5%