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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $247M AUM 599 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 132 Added 56 Reduced 18 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 332.0 $320K 0.13% -74.0 -18.2% $965.20 -5.6%
22 KJUL INNOVATOR ETFS TRUST 8,945.0 $304K 0.12% -202.0 -2.2% $33.97 +0.5%
23 FIRST TR EXCHNG TRADED FD VI 7,375.0 $276K 0.11% -326.0 -4.2% $37.40
24 IJJ ISHARES TR 1,483.0 $219K 0.09% -50.0 -3.3% $147.74 +1.2%
25 TSLA TESLA INC Consumer Cyclical 505.0 $212K 0.09% -86.0 -14.6% $420.60 -19.8%
26 F FORD MTR CO Consumer Cyclical 13,505.0 $188K 0.08% -645.0 -4.6% $13.90 -0.0%
27 DINO HF SINCLAIR CORP Energy 2,030.0 $141K 0.06% -425.0 -17.3% $69.66 +36.6%
28 GOOG ALPHABET INC Communication Services 380.0 $134K 0.05% -254.0 -40.1% $353.53 -3.6%
29 FIRST TR EXCHNG TRADED FD VI 3,154.0 $123K 0.05% -65.0 -2.0% $39.09
30 WBD WARNER BROS DISCOVERY INC Communication Services 3,960.0 $106K 0.04% -36.0 -0.9% $26.66 +5.0%
31 TEL TE CONNECTIVITY PLC Technology 516.0 $104K 0.04% -53.0 -9.3% $201.43 +3.2%
32 GS GOLDMAN SACHS GROUP INC Financial Services 98.0 $99K 0.04% -1.0 -1.0% $1013.61 +2.1%
33 BA BOEING CO Industrials 453.0 $98K 0.04% -6.0 -1.3% $216.47 +3.3%
34 IWM ISHARES TR 253.0 $76K 0.03% -90.0 -26.2% $300.47 +0.0%
35 PFS PROVIDENT FINL SVCS INC Financial Services 2,866.0 $68K 0.03% -110.0 -3.7% $23.64 +3.2%
36 CI THE CIGNA GROUP Healthcare 218.0 $60K 0.02% -4.0 -1.8% $275.05 +2.1%
37 PFE PFIZER INC Healthcare 2,478.0 $60K 0.02% -942.0 -27.5% $24.08 +13.0%
38 VEU VANGUARD INTL EQUITY INDEX F 617.0 $52K 0.02% -24.0 -3.7% $83.75 +0.9%
39 PEP PEPSICO INC Consumer Defensive 379.0 $51K 0.02% -56.0 -12.9% $135.43 +3.5%
40 META META PLATFORMS INC Communication Services 73.0 $41K 0.02% -10.0 -12.1% $563.81 -3.0%
Page 2 of 3  ·  56 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
Technology 34.5%
Financial Services 25.3%
Industrials 10.4%
Energy 8.8%
Healthcare 6.6%
Consumer Cyclical 4.8%
Communication Services 3.8%
Consumer Defensive 2.2%
Utilities 1.9%
Real Estate 1.3%