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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 17 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NJR NEW JERSEY RES CORP Utilities 300.0 $14K 0.01% NEW $46.12 +20.2%
322 WEC WEC ENERGY GROUP INC Utilities 130.0 $14K 0.01% NEW $105.18 +6.4%
323 EQIX EQUINIX INC Real Estate 18.0 $14K 0.01% NEW $758.50 +40.2%
324 IDRV ISHARES TR 350.0 $13K 0.01% NEW $37.92 +19.1%
325 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 155.0 $13K 0.01% NEW $84.25 -4.9%
326 BLOCK INC 200.0 $13K 0.01% NEW $65.09
327 KMI KINDER MORGAN INC DEL Energy 471.0 $13K 0.01% NEW $27.51 +13.1%
328 PULS PGIM ETF TR 260.0 $13K 0.01% NEW $49.59 -0.1%
329 WBS WEBSTER FINL CORP Financial Services 203.0 $13K 0.01% NEW $62.91 +15.8%
330 PPLT ABRDN PLATINUM ETF TRUST Financial Services 67.0 $12K 0.01% NEW $186.43 -90.6%
331 IEMG ISHARES INC 185.0 $12K 0.01% NEW $67.28 +24.2%
332 INGERSOLL RAND INC 155.0 $12K 0.01% NEW $79.12
333 XEL XCEL ENERGY INC Utilities 165.0 $12K 0.01% NEW $74.08 +7.2%
334 VTEB VANGUARD MUN BD FDS 240.0 $12K 0.01% NEW $50.29 +0.1%
335 RBLX ROBLOX CORP Technology 148.0 $12K 0.01% NEW $81.03 -41.4%
336 GD GENERAL DYNAMICS CORP Industrials 35.0 $12K 0.01% NEW $339.77 +2.4%
337 XLI SELECT SECTOR SPDR TR 76.0 $12K 0.01% NEW $155.34 +11.8%
338 ASTS AST SPACEMOBILE INC Technology 161.0 $12K 0.01% NEW $72.63 +51.7%
339 SAR SARATOGA INVT CORP Financial Services 503.0 $12K 0.01% NEW $23.07 -2.0%
340 GILD GILEAD SCIENCES INC Healthcare 94.0 $12K 0.01% NEW $123.07 +9.9%
Page 17 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%