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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 11 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FNDA SCHWAB STRATEGIC TR 1,237.0 $40K 0.02% $32.43 +12.2%
202 KLAC KLA CORP Technology 27.0 $39K 0.02% $1451.81 +34.4%
203 FNDF SCHWAB STRATEGIC TR 800.0 $39K 0.02% $48.93 +10.7%
204 MSOS ADVISORSHARES TR 10,880.0 $39K 0.02% +2K +16.0% $3.55 +40.3%
205 WFC WELLS FARGO & CO Financial Services 485.0 $39K 0.02% $79.58 -4.3%
206 ALL ALLSTATE CORP Financial Services 185.0 $38K 0.02% +1.0 +0.5% $207.01 +0.9%
207 IVW ISHARES TR 338.0 $38K 0.02% $112.97 +23.4%
208 MDLZ MONDELEZ INTL INC Consumer Defensive 660.0 $38K 0.02% +11.0 +1.7% $57.63 +8.0%
209 RTX RTX CORPORATION Industrials 197.0 $38K 0.02% $193.08 -6.5%
210 VEA VANGUARD TAX-MANAGED FDS 589.0 $38K 0.02% +76.0 +14.8% $64.05 +11.8%
211 SU SUNCOR ENERGY INC NEW Energy 570.0 $38K 0.02% +4.0 +0.7% $66.06 -3.1%
212 IXN ISHARES TR 376.0 $38K 0.02% $99.89 +41.6%
213 ICLN ISHARES TR 2,041.0 $37K 0.02% $18.29 +27.5%
214 GIS GENERAL MILLS INC Consumer Defensive 997.0 $37K 0.02% +652.0 +189.0% $37.23 -8.7%
215 PWR QUANTA SVCS INC Industrials 67.0 $37K 0.02% $551.09 +33.6%
216 NEE NEXTERA ENERGY INC Utilities 388.0 $36K 0.02% +2.0 +0.5% $92.98 -5.4%
217 EMR EMERSON ELEC CO Industrials 275.0 $36K 0.02% $131.13 +8.1%
218 DHR DANAHER CORP DEL Healthcare 189.0 $36K 0.02% $189.78 -6.0%
219 DVN DEVON ENERGY CORP NEW Energy 700.0 $35K 0.02% $50.32 -11.8%
220 VO VANGUARD INDEX FDS 122.0 $35K 0.02% -66.0 -35.1% $287.61 -72.5%
Page 11 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%