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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 10 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GRC GORMAN RUPP CO Industrials 676.0 $62K 0.03% $91.76 -14.2%
182 NVR NVR INC Consumer Cyclical 9.0 $61K 0.03% NEW $6813.44 -8.3%
183 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 753.0 $61K 0.03% $81.12 -6.8%
184 ATO ATMOS ENERGY CORP Utilities 350.0 $60K 0.02% $172.27 -1.0%
185 CI THE CIGNA GROUP Healthcare 218.0 $60K 0.02% -4.0 -1.8% $275.05 +1.3%
186 PFE PFIZER INC Healthcare 2,478.0 $60K 0.02% -942.0 -27.5% $24.08 +13.1%
187 PM PHILIP MORRIS INTL INC Consumer Defensive 328.0 $59K 0.02% $180.94 +3.7%
188 SO SOUTHERN CO Utilities 600.0 $57K 0.02% NEW $95.71 -3.8%
189 BX BLACKSTONE INC Financial Services 481.0 $57K 0.02% $117.65 +19.5%
190 NFLX NETFLIX INC. Communication Services 790.0 $56K 0.02% $71.40 +8.9%
191 MSOS ADVISORSHARES TR 10,880.0 $55K 0.02% $5.08 -11.0%
192 PRU PRUDENTIAL FINL INC Financial Services 512.0 $55K 0.02% $107.85 +15.5%
193 IXN ISHARES TR 376.0 $54K 0.02% $144.48 -3.4%
194 IEF ISHARES TR 567.0 $54K 0.02% $94.57 -1.7%
195 ARTY ISHARES TR 699.0 $53K 0.02% $76.12 -3.4%
196 SPIB SPDR SERIES TRUST 1,573.0 $53K 0.02% $33.46 -1.0%
197 WRB BERKLEY W R CORP Financial Services 746.0 $53K 0.02% $70.51 -0.5%
198 SCHX SCHWAB STRATEGIC TR 1,785.0 $53K 0.02% $29.43 +2.9%
199 VEU VANGUARD INTL EQUITY INDEX F 617.0 $52K 0.02% -24.0 -3.7% $83.75 +0.8%
200 PFEB INNOVATOR ETFS TRUST 1,200.0 $52K 0.02% $43.06 +1.7%
Page 10 of 30  ·  599 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%