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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 10 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PANW PALO ALTO NETWORKS INC Technology 300.0 $48K 0.02% $160.32 +60.0%
182 META META PLATFORMS INC Communication Services 83.0 $48K 0.02% -10.0 -10.8% $572.51 +10.5%
183 PUTNAM ETF TRUST 6,046.0 $47K 0.02% $7.80
184 COHR COHERENT CORP Technology 194.0 $46K 0.02% -100.0 -34.0% $238.21 +61.6%
185 WMT WALMART INC Consumer Defensive 371.0 $46K 0.02% $124.36 -5.4%
186 SCHX SCHWAB STRATEGIC TR 1,785.0 $46K 0.02% $25.64 +15.7%
187 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 630.0 $45K 0.02% $71.23 -11.2%
188 TPR TAPESTRY INC Consumer Cyclical 317.0 $45K 0.02% $141.11 +1.5%
189 BWXT BWX TECHNOLOGIES INC Industrials 217.0 $44K 0.02% $204.49 -2.8%
190 XLE SELECT SECTOR SPDR TR 709.0 $43K 0.02% -48.0 -6.3% $61.23 -6.5%
191 FNDE SCHWAB STRATEGIC TR 1,117.0 $43K 0.02% $38.27 +7.2%
192 GRC GORMAN RUPP CO Industrials 675.0 $42K 0.02% $62.09 +20.4%
193 ITA ISHARES TR 191.0 $42K 0.02% +107.0 +127.4% $218.37 +8.0%
194 ABT ABBOTT LABORATORIES Healthcare 405.0 $42K 0.02% $102.68 -16.5%
195 NAPR INNOVATOR ETFS TRUST 759.0 $41K 0.02% $54.62 +8.5%
196 BSX BOSTON SCIENTIFIC CORP Healthcare 657.0 $41K 0.02% $62.75 -21.5%
197 ROBO EXCHANGE TRADED CONCEPTS TRU 600.0 $41K 0.02% $68.43 +30.0%
198 ITW ILLINOIS TOOL WKS INC Industrials 157.0 $41K 0.02% +1.0 +0.6% $260.34 -4.4%
199 BFLY BUTTERFLY NETWORK INC Healthcare 10,000.0 $40K 0.02% $4.04 +14.0%
200 EBC EASTERN BANKSHARES INC Financial Services 2,059.0 $40K 0.02% $19.56 +0.6%
Page 10 of 30  ·  590 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%