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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 5 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJJ ISHARES TR 1,527.0 $201K 0.09% NEW $131.59 +7.4%
82 VLO VALERO ENERGY CORP Energy 1,232.0 $201K 0.09% NEW $162.77 +48.6%
83 IOCT INNOVATOR ETFS TRUST 5,602.0 $195K 0.09% NEW $34.86 +5.2%
84 SHOP SHOPIFY INC Technology 1,194.0 $192K 0.09% NEW $160.97 -31.9%
85 MO ALTRIA GROUP INC Consumer Defensive 3,284.0 $189K 0.09% NEW $57.66 +25.7%
86 F FORD MTR CO Consumer Cyclical 14,287.0 $187K 0.09% NEW $13.12 +25.5%
87 COP CONOCOPHILLIPS Energy 1,987.0 $186K 0.09% NEW $93.62 +22.7%
88 INTC INTEL CORP Technology 4,890.0 $180K 0.08% NEW $36.90 +221.3%
89 IAUG INNOVATOR ETFS TRUST 6,168.0 $176K 0.08% NEW $28.46 +4.9%
90 IJAN INNOVATOR ETFS TRUST 4,806.0 $174K 0.08% NEW $36.16 +4.2%
91 FIRST TR EXCHNG TRADED FD VI 4,595.0 $169K 0.08% NEW $36.84
92 C CITIGROUP INC Financial Services 1,325.0 $155K 0.07% NEW $116.70 +6.7%
93 EIM EATON VANCE MUN BD FD Financial Services 15,486.0 $151K 0.07% NEW $9.73 +1.2%
94 IMAR INNOVATOR ETFS TRUST 4,933.0 $147K 0.07% NEW $29.87 +1.5%
95 HWM HOWMET AEROSPACE INC Industrials 717.0 $147K 0.07% NEW $205.02 +27.0%
96 MPC MARATHON PETE CORP Energy 875.0 $142K 0.07% NEW $162.63 +53.7%
97 TEL TE CONNECTIVITY PLC Technology 621.0 $141K 0.07% NEW $227.69 -8.9%
98 FIRST TR EXCHNG TRADED FD VI 4,053.0 $141K 0.07% NEW $34.88
99 J P MORGAN EXCHANGE TRADED F 2,766.0 $140K 0.06% NEW $50.59
100 PDEC INNOVATOR ETFS TRUST 3,200.0 $139K 0.06% NEW $43.38 +5.5%
Page 5 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%