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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 14 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TLRY TILRAY BRANDS INC Healthcare 3,681.0 $24K 0.01% +1K +57.9% $6.47 -12.7%
262 SCHA SCHWAB STRATEGIC TR 818.0 $24K 0.01% $29.08 +17.5%
263 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,375.0 $24K 0.01% NEW $17.11 -2.2%
264 BP BP PLC Energy 500.0 $24K 0.01% $47.00 -11.5%
265 WM WASTE MGMT INC DEL Industrials 100.0 $23K 0.01% $229.79 -6.2%
266 GRID FIRST TR EXCHANGE-TRADED FD 140.0 $23K 0.01% +36.0 +34.6% $163.43 +18.6%
267 CRON CRONOS GROUP INC Healthcare 8,950.0 $22K 0.01% $2.51 +13.1%
268 PLTR PALANTIR TECHNOLOGIES INC Technology 152.0 $22K 0.01% $146.28 -2.0%
269 AMP AMERIPRISE FINL INC Financial Services 50.0 $22K 0.01% $444.40 -1.0%
270 ROST ROSS STORES INC Consumer Cyclical 102.0 $22K 0.01% $217.38 +4.5%
271 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,118.0 $22K 0.01% $19.69 -0.7%
272 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 336.0 $22K 0.01% +7.0 +2.1% $65.17 +29.1%
273 OAKTREE SPECIALTY LENDING 1,936.0 $22K 0.01% $11.30
274 ENB ENBRIDGE INC Energy 402.0 $22K 0.01% -219.0 -35.3% $54.12 +2.7%
275 IBIT ISHARES BITCOIN TRUST ETF Financial Services 565.0 $22K 0.01% +33.0 +6.2% $38.42 +8.2%
276 PSEP INNOVATOR ETFS TRUST 500.0 $22K 0.01% $43.06 +6.4%
277 XLV SELECT SECTOR SPDR TR 146.0 $21K 0.01% +1.0 +0.7% $146.71 +2.8%
278 VTI VANGUARD INDEX FDS 64.0 $21K 0.01% $320.77 +15.9%
279 QQEW FIRST TR EXCHANGE-TRADED FD 160.0 $20K 0.01% $126.97 +20.2%
280 FEBW AIM ETF PRODUCTS TRUST 600.0 $20K 0.01% $33.48 +6.0%
Page 14 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%