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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 12 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WMT WALMART INC Consumer Defensive 372.0 $42K 0.02% $113.35 +1.6%
222 VEA VANGUARD TAX-MANAGED FDS 591.0 $42K 0.02% $71.30 +1.5%
223 ICLN ISHARES TR 2,042.0 $42K 0.02% $20.49 -13.4%
224 FULT FULTON FINL CORP PA Financial Services 1,711.0 $41K 0.02% $24.19 +0.5%
225 META META PLATFORMS INC Communication Services 73.0 $41K 0.02% -10.0 -12.1% $563.81 -3.6%
226 VIG VANGUARD SPECIALIZED FUNDS 171.0 $40K 0.02% NEW $236.23 +3.5%
227 SKYY FIRST TR EXCHANGE-TRADED FD 300.0 $40K 0.02% $134.56 +19.9%
228 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 631.0 $40K 0.02% $63.97 +13.5%
229 SPACE EXPLORATION TECHN CORP 235.0 $40K 0.02% NEW $170.86
230 WFC WELLS FARGO & CO Financial Services 486.0 $40K 0.02% $82.61 +5.8%
231 VO VANGUARD INDEX FDS 490.0 $40K 0.02% +368.0 +301.6% $80.62 +3.1%
232 TRULIEVE CANNABIS CORP 4,000.0 $39K 0.02% NEW $9.83
233 GLAD GLADSTONE CAP CORP Financial Services 1,969.0 $38K 0.01% $19.42 +0.2%
234 MDLZ MONDELEZ INTL INC Consumer Defensive 661.0 $38K 0.01% $57.82 +8.4%
235 IRM IRON MTN INC DEL Real Estate 300.0 $38K 0.01% $126.49 +0.1%
236 XLE SELECT SECTOR SPDR TR 712.0 $38K 0.01% $53.08 +20.0%
237 DLR DIGITAL RLTY TR INC Real Estate 208.0 $37K 0.01% -170.0 -45.0% $179.58 +8.7%
238 FSEP FIRST TR EXCHNG TRADED FD VI 675.0 $37K 0.01% $55.08 +2.3%
239 INNOVATOR ETFS TRUST 1,170.0 $37K 0.01% $31.71
240 AVALO THERAPEUTICS INC 2,000.0 $37K 0.01% $18.48
Page 12 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%