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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 15 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SNDL INC 18,000.0 $24K 0.01% +9K +100.0% $1.35
282 VTI VANGUARD INDEX FDS 64.0 $24K 0.01% $371.05 +1.5%
283 CNQ CANADIAN NAT RES LTD MED TER Energy 600.0 $24K 0.01% NEW $39.50 +29.2%
284 LMT LOCKHEED MARTIN CORP Industrials 46.0 $24K 0.01% $511.87 +11.6%
285 XLV SELECT SECTOR SPDR TR 147.0 $23K 0.01% +1.0 +0.7% $158.37 +8.9%
286 OAKTREE SPECIALTY LENDING 1,936.0 $23K 0.01% $11.94
287 PSEP INNOVATOR ETFS TRUST 500.0 $23K 0.01% $46.05 +1.4%
288 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,375.0 $23K 0.01% $16.70 -10.2%
289 AMP AMERIPRISE FINL INC Financial Services 50.0 $23K 0.01% $458.76 +19.3%
290 PLTR PALANTIR TECHNOLOGIES INC Technology 194.0 $23K 0.01% +42.0 +27.6% $116.67 +49.1%
291 WM WASTE MGMT INC DEL Industrials 100.0 $22K 0.01% $222.88 +0.9%
292 ENB ENBRIDGE INC Energy 403.0 $22K 0.01% $54.20 -5.9%
293 ROST ROSS STORES INC Consumer Cyclical 103.0 $22K 0.01% +1.0 +1.0% $211.96 +8.0%
294 FEBW AIM ETF PRODUCTS TRUST 600.0 $21K 0.01% $35.54 +1.5%
295 ETN EATON CORP PLC Industrials 50.0 $21K 0.01% +1.0 +2.0% $422.66 -1.7%
296 TLRY TILRAY BRANDS INC Healthcare 4,681.0 $21K 0.01% +1K +27.2% $4.49 +4.0%
297 SIVR ABRDN SILVER ETF TRUST Financial Services 372.0 $21K 0.01% $56.22 +15.3%
298 TFC TRUIST FINL CORP Financial Services 412.0 $21K 0.01% +3.0 +0.7% $49.86 +0.7%
299 VTR VENTAS INC Real Estate 231.0 $21K 0.01% $88.80 +4.4%
300 CQQQ INVESCO EXCH TRADED FD TR II 359.0 $20K 0.01% +18.0 +5.3% $57.03 -14.2%
Page 15 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%