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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $218M AUM 590 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 110 Added 71 Reduced 17 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 1,006.0 $296K 0.14% -39.0 -3.7% $294.03 +1.8%
22 FTSM FIRST TR EXCHANGE-TRADED FD 4,499.0 $269K 0.12% -997.0 -18.1% $59.78 +0.3%
23 ABBV ABBVIE INC Healthcare 1,125.0 $245K 0.11% -52.0 -4.4% $217.44 -0.9%
24 GOOG ALPHABET INC Communication Services 634.0 $182K 0.08% -89.0 -12.3% $286.94 +34.1%
25 INTC INTEL CORP Technology 3,875.0 $171K 0.08% -1K -20.8% $44.13 +176.0%
26 F FORD MTR CO Consumer Cyclical 14,150.0 $163K 0.07% -137.0 -1.0% $11.54 +37.6%
27 DINO HF SINCLAIR CORP Energy 2,455.0 $153K 0.07% -416.0 -14.5% $62.39 +9.1%
28 TEL TE CONNECTIVITY PLC Technology 569.0 $119K 0.05% -52.0 -8.4% $208.91 -0.1%
29 PJUL INNOVATOR ETFS TRUST 2,142.0 $98K 0.04% -15.0 -0.7% $45.97 +5.5%
30 PFE PFIZER INC Healthcare 3,420.0 $96K 0.04% -297.0 -8.0% $28.08 -6.6%
31 MA MASTERCARD INCORPORATED Financial Services 179.0 $89K 0.04% -19.0 -9.6% $498.91 -0.8%
32 VOO VANGUARD INDEX FDS 144.0 $86K 0.04% -49.0 -25.4% $595.81 +15.8%
33 INNOVATOR ETFS TRUST 2,891.0 $82K 0.04% -57.0 -1.9% $28.21
34 DIS DISNEY WALT CO Communication Services 809.0 $78K 0.04% -207.0 -20.4% $96.41 +8.0%
35 PFS PROVIDENT FINL SVCS INC Financial Services 2,976.0 $63K 0.03% -474.0 -13.7% $21.16 +4.8%
36 CI THE CIGNA GROUP Healthcare 222.0 $59K 0.03% -4.0 -1.8% $267.30 +6.9%
37 PRU PRUDENTIAL FINL INC Financial Services 511.0 $50K 0.02% -50.0 -8.9% $97.71 +3.9%
38 META META PLATFORMS INC Communication Services 83.0 $48K 0.02% -10.0 -10.8% $572.51 +11.0%
39 COHR COHERENT CORP Technology 194.0 $46K 0.02% -100.0 -34.0% $238.21 +59.6%
40 XLE SELECT SECTOR SPDR TR 709.0 $43K 0.02% -48.0 -6.3% $61.23 -6.9%
Page 2 of 4  ·  71 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 28.1%
Technology 21.4%
Industrials 14.3%
Energy 12.7%
Healthcare 6.1%
Consumer Cyclical 5.7%
Communication Services 4.9%
Consumer Defensive 2.7%
Utilities 1.9%
Real Estate 1.4%