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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 11 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ROBO EXCHANGE TRADED CONCEPTS TRU 600.0 $51K 0.02% $85.66 -4.5%
202 PEP PEPSICO INC Consumer Defensive 379.0 $51K 0.02% -56.0 -12.9% $135.43 +3.5%
203 GH GUARDANT HEALTH INC Healthcare 330.0 $50K 0.02% $150.03 +6.7%
204 DOUG DOUGLAS ELLIMAN INC Real Estate 27,381.0 $48K 0.02% +6K +28.9% $1.77 +6.2%
205 PWR QUANTA SVCS INC Industrials 67.0 $48K 0.02% $722.90 -3.7%
206 PUTNAM ETF TRUST 6,046.0 $48K 0.02% $7.97
207 FNDA SCHWAB STRATEGIC TR 1,237.0 $47K 0.02% $38.06 -0.7%
208 GIS GENERAL MILLS INC Consumer Defensive 1,349.0 $47K 0.02% +352.0 +35.3% $34.81 +9.4%
209 IVW ISHARES TR 338.0 $46K 0.02% $137.48 +1.6%
210 TPR TAPESTRY INC Consumer Cyclical 317.0 $46K 0.02% $146.38 -9.6%
211 ITA ISHARES TR 191.0 $46K 0.02% $242.01 +4.2%
212 EBC EASTERN BANKSHARES INC Financial Services 2,060.0 $46K 0.02% $22.24 +6.1%
213 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,578.0 $46K 0.02% +2K +1641.9% $17.73 -0.4%
214 NAPR INNOVATOR ETFS TRUST 759.0 $45K 0.02% $59.20 +1.3%
215 FNDE SCHWAB STRATEGIC TR 1,117.0 $44K 0.02% $39.69 +3.2%
216 ALL ALLSTATE CORP Financial Services 186.0 $44K 0.02% +1.0 +0.5% $237.51 +10.0%
217 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 90.0 $43K 0.02% $479.93 -13.9%
218 ITW ILLINOIS TOOL WKS INC Industrials 158.0 $43K 0.02% +1.0 +0.6% $270.35 +5.3%
219 BWXT BWX TECHNOLOGIES INC Industrials 217.0 $42K 0.02% $194.65 -15.2%
220 FNDF SCHWAB STRATEGIC TR 800.0 $42K 0.02% $52.76 +4.1%
Page 11 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%