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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 17 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JCI JOHNSON CONTROLS INTERNATION Industrials 103.0 $13K 0.01% -50.0 -32.7% $130.50 +7.6%
322 ASTS AST SPACEMOBILE INC Technology 161.0 $13K 0.01% $82.88 -30.3%
323 XEL XCEL ENERGY INC Utilities 167.0 $13K 0.01% +2.0 +1.2% $79.31 -0.7%
324 GILD GILEAD SCIENCES INC Healthcare 95.0 $13K 0.01% +1.0 +1.1% $139.12 -3.5%
325 ASML ASML HLDG NV Technology 10.0 $13K 0.01% $1320.90 +32.3%
326 UAL UNITED AIRLS HLDGS INC Industrials 142.0 $13K 0.01% $92.07 +25.3%
327 IEMG ISHARES INC 186.0 $13K 0.01% +1.0 +0.5% $69.73 +10.4%
328 WMB WILLIAMS COS INC Energy 177.0 $13K 0.01% +1.0 +0.6% $72.96 +0.6%
329 PULS PGIM ETF TR 260.0 $13K 0.01% $49.50 +0.3%
330 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 648.0 $13K 0.01% -747.0 -53.5% $19.75 +26.3%
331 INGERSOLL RAND INC 155.0 $12K 0.01% $80.03
332 XLI SELECT SECTOR SPDR TR 76.0 $12K 0.01% $162.41 +10.5%
333 GD GENERAL DYNAMICS CORP Industrials 35.0 $12K 0.01% $347.86 +6.0%
334 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 156.0 $12K 0.01% +1.0 +0.7% $78.01 -16.4%
335 BLOCK INC 200.0 $12K 0.01% $60.18
336 ADP AUTOMATIC DATA PROCESSING IN Industrials 59.0 $12K 0.01% $203.19 +25.6%
337 PPLT ABRDN PLATINUM ETF TRUST Financial Services 67.0 $12K 0.01% $178.24 -91.9%
338 VTV VANGUARD INDEX FDS 61.0 $12K 0.01% +1.0 +1.7% $195.51 +11.5%
339 SNDL INC 9,000.0 $12K 0.01% $1.32
340 VYM VANGUARD WHITEHALL FDS 79.0 $12K 0.01% $148.18 +8.1%
Page 17 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%