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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 13 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BUFG FIRST TR EXCHNG TRADED FD VI 1,258.0 $37K 0.01% $29.32 +2.1%
242 GFF GRIFFON CORP Industrials 375.0 $37K 0.01% $97.53 +5.5%
243 SCHF SCHWAB STRATEGIC TR 1,320.0 $37K 0.01% $27.70 +1.8%
244 DHR DANAHER CORP DEL Healthcare 190.0 $36K 0.01% +1.0 +0.5% $190.08 +11.3%
245 GSEP FIRST TR EXCHNG TRADED FD VI 876.0 $36K 0.01% $40.96 +1.8%
246 HYXF ISHARES TR 759.0 $35K 0.01% +9.0 +1.2% $46.75 -0.4%
247 SRLN SSGA ACTIVE ETF TR 874.0 $35K 0.01% $40.29 +0.7%
248 FCX FREEPORT MCMORAN INC Basic Materials 559.0 $35K 0.01% $62.94 +9.8%
249 SBUX STARBUCKS CORP Consumer Cyclical 341.0 $35K 0.01% $102.22 +2.7%
250 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 339.0 $35K 0.01% +3.0 +0.9% $101.89 +13.9%
251 NEE NEXTERA ENERGY INC Utilities 391.0 $34K 0.01% +3.0 +0.8% $87.76 -2.1%
252 SYY SYSCO CORP Consumer Defensive 403.0 $34K 0.01% $83.66 -1.4%
253 IMO IMPERIAL OIL LTD Energy 300.0 $34K 0.01% NEW $112.02 +21.5%
254 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 260.0 $33K 0.01% NEW $128.55 -0.2%
255 SMR NUSCALE PWR CORP Utilities 3,227.0 $32K 0.01% +3K +1321.6% $10.03 -7.3%
256 RIO RIO TINTO PLC Basic Materials 340.0 $32K 0.01% -4.0 -1.2% $94.89 +5.8%
257 FEDEX FGHT HLDG CO INC 212.0 $32K 0.01% NEW $151.00
258 HITI HIGH TIDE INC Healthcare 14,000.0 $32K 0.01% $2.28 +7.9%
259 IWO ISHARES TR 81.0 $32K 0.01% $393.96 -0.9%
260 ITOT ISHARES TR 193.0 $32K 0.01% +1.0 +0.5% $164.22 +2.7%
Page 13 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%