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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 18 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VRE VERIS RESIDENTIAL INC Real Estate 617.0 $12K 0.01% $18.87 +0.6%
342 VB VANGUARD INDEX FDS 44.0 $12K 0.01% $263.32 +12.5%
343 FVD FIRST TR EXCHANGE-TRADED FD 245.0 $12K 0.01% $47.13 +5.2%
344 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 125.0 $11K 0.01% +1.0 +0.8% $90.38 +26.1%
345 SAR SARATOGA INVT CORP Financial Services 503.0 $11K 0.01% $21.87 -10.3%
346 CRM SALESFORCE INC Technology 59.0 $11K 0.01% $185.73 -8.1%
347 MTB M & T BK CORP Financial Services 53.0 $11K 0.01% $206.74 +20.6%
348 IJR ISHARES TR 87.0 $11K 0.01% -28.0 -24.4% $124.68 +17.1%
349 AZN ASTRAZENECA PLC Healthcare 55.0 $11K 0.01% NEW $196.65 -14.1%
350 HPE HEWLETT PACKARD ENTERPRISE C Technology 448.0 $11K 0.01% +3.0 +0.7% $23.82 +92.3%
351 MJ AMPLIFY ETF TR 460.0 $11K 0.01% +200.0 +76.9% $23.02 +3.3%
352 NTAP NETAPP INC Technology 103.0 $11K 0.01% +1.0 +1.0% $101.95 +60.7%
353 MSI MOTOROLA SOLUTIONS INC Technology 24.0 $10K 0.01% $437.50 -5.5%
354 OKE ONEOK INC NEW Energy 114.0 $10K 0.01% +2.0 +1.8% $90.24 +3.6%
355 FPWR FIRST TR EXCHANGE-TRADED FD 274.0 $10K 0.01% NEW $37.35 +0.1%
356 SCHP SCHWAB STRATEGIC TR 384.0 $10K 0.01% $26.61 -1.3%
357 VOD VODAFONE GROUP PLC Communication Services 673.0 $10K 0.01% +9.0 +1.4% $15.03 +4.7%
358 VV VANGUARD INDEX FDS 34.0 $10K 0.01% $295.65 +15.7%
359 GYLD ARROW ETF TR 729.0 $10K 0.01% +8.0 +1.1% $13.76 +3.9%
360 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 276.0 $10K 0.01% +3.0 +1.1% $36.16 +8.6%
Page 18 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%