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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $219M AUM 591 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 591 New
Page 14 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMP AMERIPRISE FINL INC Financial Services 50.0 $25K 0.01% NEW $490.34 -10.3%
262 AURORA CANNABIS INC 5,750.0 $24K 0.01% NEW $4.22
263 SCHE SCHWAB STRATEGIC TR 739.0 $24K 0.01% NEW $32.75 +11.1%
264 PEGA PEGASYSTEMS INC Technology 400.0 $24K 0.01% NEW $59.72 -43.3%
265 TFC TRUIST FINL CORP Financial Services 484.0 $24K 0.01% NEW $49.24 -2.9%
266 CRON CRONOS GROUP INC Healthcare 8,950.0 $24K 0.01% NEW $2.63 +8.0%
267 SCHA SCHWAB STRATEGIC TR 818.0 $23K 0.01% NEW $28.48 +19.9%
268 ENTERGY CORP NEW 250.0 $23K 0.01% NEW $92.43
269 QQEW FIRST TR EXCHANGE-TRADED FD 160.0 $23K 0.01% NEW $142.13 +7.4%
270 XLV SELECT SECTOR SPDR TR 145.0 $23K 0.01% NEW $155.33 -2.9%
271 ORCL ORACLE CORP Technology 115.0 $22K 0.01% NEW $194.91 +4.5%
272 MDT MEDTRONIC PLC Healthcare 232.0 $22K 0.01% NEW $96.11 -21.4%
273 RGLD ROYAL GOLD INC Basic Materials 100.0 $22K 0.01% NEW $222.29 +0.2%
274 LMT LOCKHEED MARTIN CORP Industrials 46.0 $22K 0.01% NEW $482.20 +11.4%
275 EME EMCOR GROUP INC Industrials 36.0 $22K 0.01% NEW $611.81 +38.7%
276 WM WASTE MGMT INC DEL Industrials 100.0 $22K 0.01% NEW $219.71 -1.9%
277 PSEP INNOVATOR ETFS TRUST 500.0 $22K 0.01% NEW $43.72 +4.8%
278 VTI VANGUARD INDEX FDS 64.0 $21K 0.01% NEW $334.17 +11.2%
279 TLRY TILRAY BRANDS INC Healthcare 2,331.0 $21K 0.01% NEW $9.03 -37.4%
280 FS SPECIALTY LENDING FD 1,479.0 $21K 0.01% NEW $14.14
Page 14 of 30  ·  591 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 32.9%
Technology 20.5%
Industrials 14.7%
Energy 9.3%
Healthcare 6.3%
Consumer Cyclical 5.7%
Communication Services 4.7%
Consumer Defensive 2.3%
Utilities 1.6%
Real Estate 1.5%