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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 16 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHC SCHWAB STRATEGIC TR 346.0 $16K 0.01% $46.74 +2.2%
302 SNAP SNAP INC Communication Services 3,500.0 $16K 0.01% NEW $4.60 -1.6%
303 KMI KINDER MORGAN INC DEL Energy 475.0 $16K 0.01% +4.0 +0.8% $33.50 -3.6%
304 CQQQ INVESCO EXCH TRADED FD TR II 341.0 $16K 0.01% +213.0 +166.4% $46.02 +9.3%
305 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 292.0 $15K 0.01% +67.0 +29.8% $52.76 -5.8%
306 AMGN AMGEN INC Healthcare 43.0 $15K 0.01% -19.0 -30.6% $355.40 +3.1%
307 BCC BOISE CASCADE CO DEL Basic Materials 200.0 $15K 0.01% $75.85 +1.8%
308 FV FIRST TR EXCHANGE TRADED FD 250.0 $15K 0.01% $60.44 +15.3%
309 WEC WEC ENERGY GROUP INC Utilities 130.0 $15K 0.01% $116.21 -2.5%
310 MIDD MIDDLEBY CORP Industrials 111.0 $15K 0.01% $132.59 +0.5%
311 CANOPY GROWTH CORPORATION 15,350.0 $15K 0.01% $0.95
312 MMM 3M CO Industrials 100.0 $15K 0.01% $145.23 +10.1%
313 FNDC SCHWAB STRATEGIC TR 311.0 $14K 0.01% $46.36 +4.6%
314 IJH ISHARES TR 212.0 $14K 0.01% $67.59 +11.8%
315 WBS WEBSTER FINL CORP Financial Services 203.0 $14K 0.01% $69.51 +9.3%
316 LEGR FIRST TR EXCHANGE TRADED FD 242.0 $14K 0.01% NEW $57.76 +10.1%
317 EBND SPDR SERIES TRUST 671.0 $14K 0.01% $20.64 +0.8%
318 APH AMPHENOL CORP Technology 110.0 $14K 0.01% +1.0 +0.9% $125.82 +20.2%
319 LIBERTY MEDIA CORP DEL 160.0 $14K 0.01% $85.03
320 IDRV ISHARES TR 350.0 $13K 0.01% $38.53 -6.3%
Page 16 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 27.6%
Technology 23.0%
Industrials 14.0%
Energy 12.5%
Healthcare 6.0%
Consumer Cyclical 5.5%
Communication Services 4.8%
Consumer Defensive 2.7%
Utilities 1.8%
Real Estate 1.4%