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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 14 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MET METLIFE INC Financial Services 370.0 $31K 0.01% +2.0 +0.5% $84.64 +12.4%
262 SU SUNCOR ENERGY INC NEW Energy 573.0 $31K 0.01% +3.0 +0.5% $53.71 +25.6%
263 EME EMCOR GROUP INC Industrials 36.0 $30K 0.01% $830.25 -2.9%
264 SCHA SCHWAB STRATEGIC TR 818.0 $30K 0.01% $36.13 -3.2%
265 DVN DEVON ENERGY CORP NEW Energy 700.0 $29K 0.01% $41.32 +16.6%
266 ENTERGY CORP NEW 250.0 $29K 0.01% $114.86
267 OGI ORGANIGRAM GLOBAL INC Healthcare 28,000.0 $29K 0.01% +3K +12.0% $1.02 +21.6%
268 NEWSMAX INC 3,414.0 $28K 0.01% $8.28
269 BSX BOSTON SCIENTIFIC CORP Healthcare 657.0 $28K 0.01% $42.68 +21.9%
270 WAB WABTEC Industrials 102.0 $28K 0.01% $270.72 +7.9%
271 AIQ GLOBAL X FDS 420.0 $28K 0.01% +18.0 +4.5% $65.61 -4.0%
272 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 13.0 $28K 0.01% $2115.54 +2.6%
273 HYPR HYPERFINE INC Healthcare 20,000.0 $27K 0.01% NEW $1.35 -33.2%
274 IGSB ISHARES TR 513.0 $27K 0.01% $52.41 -0.4%
275 GRID FIRST TR EXCHANGE-TRADED FD 140.0 $27K 0.01% $191.79 -4.7%
276 SCHE SCHWAB STRATEGIC TR 739.0 $27K 0.01% $36.26 +1.2%
277 ZM ZOOM COMMUNICATIONS INC Technology 300.0 $26K 0.01% $86.31 +24.5%
278 QQEW FIRST TR EXCHANGE-TRADED FD 160.0 $26K 0.01% $159.60 +2.7%
279 MCD MCDONALDS CORP Consumer Cyclical 93.0 $25K 0.01% $271.60 -1.5%
280 CRON CRONOS GROUP INC Healthcare 8,950.0 $25K 0.01% $2.78 +18.3%
Page 14 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%