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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 17 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ORCL ORACLE CORP Technology 115.0 $17K 0.01% $146.56 -1.9%
322 NJR NEW JERSEY RES CORP Utilities 300.0 $17K 0.01% $56.04 -1.7%
323 SCHC SCHWAB STRATEGIC TR 346.0 $17K 0.01% $48.12 +5.8%
324 FS SPECIALTY LENDING FD 1,479.0 $16K 0.01% $11.15
325 IJH ISHARES TR 213.0 $16K 0.01% $76.95 +0.1%
326 MMM 3M CO Industrials 100.0 $16K 0.01% $161.91 +11.5%
327 AURORA CANNABIS INC 5,750.0 $16K 0.01% $2.79
328 NTAP NETAPP INC Technology 103.0 $16K 0.01% $154.82 +25.6%
329 AMGN AMGEN INC Healthcare 44.0 $16K 0.01% +1.0 +2.3% $358.39 +23.4%
330 WBS WEBSTER FINL CORP Financial Services 204.0 $16K 0.01% $76.56 +1.3%
331 LEGR FIRST TR EXCHANGE TRADED FD 242.0 $16K 0.01% $64.25 +3.3%
332 SNAP SNAP INC Communication Services 3,500.0 $16K 0.01% $4.44 +17.9%
333 BCC BOISE CASCADE CO DEL Basic Materials 200.0 $16K 0.01% $77.63 +7.1%
334 IEMG ISHARES INC 187.0 $15K 0.01% +1.0 +0.5% $82.66 -2.5%
335 WEC WEC ENERGY GROUP INC Utilities 131.0 $15K 0.01% +1.0 +0.8% $117.11 -6.6%
336 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 648.0 $15K 0.01% $23.58 +4.2%
337 KMI KINDER MORGAN INC DEL Energy 478.0 $15K 0.01% +3.0 +0.6% $31.95 +0.4%
338 HSY HERSHEY CO Consumer Defensive 87.0 $15K 0.01% $175.52 +7.6%
339 LIBERTY MEDIA CORP DEL 160.0 $15K 0.01% $95.14
340 BLOCK INC 200.0 $15K 0.01% $76.00
Page 17 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%