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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 18 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FNDC SCHWAB STRATEGIC TR 311.0 $15K 0.01% $48.56 +3.9%
342 REGN REGENERON PHARMACEUTICALS Healthcare 24.0 $15K 0.01% $626.67 +29.3%
343 DELL DELL TECHNOLOGIES INC Technology 35.0 $15K 0.01% $427.71 +9.6%
344 ASTS AST SPACEMOBILE INC Technology 161.0 $14K 0.01% $88.86 -24.5%
345 EBND SPDR SERIES TRUST 671.0 $14K 0.01% $20.92 +0.7%
346 UNH UNITEDHEALTH GROUP INC Healthcare 33.0 $14K 0.01% $415.64 -5.2%
347 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 126.0 $14K 0.01% +1.0 +0.8% $108.07 +4.7%
348 XEL XCEL ENERGY INC Utilities 168.0 $13K 0.01% +1.0 +0.6% $80.28 -1.4%
349 VB VANGUARD INDEX FDS 44.0 $13K 0.01% $305.66 -0.7%
350 IDRV ISHARES TR 352.0 $13K 0.01% +2.0 +0.6% $38.11 -4.4%
351 VTV VANGUARD INDEX FDS 61.0 $13K 0.01% $218.23 +3.7%
352 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 292.0 $13K 0.01% $45.52 +9.8%
353 WMB WILLIAMS COS INC Energy 179.0 $13K 0.01% +2.0 +1.1% $74.19 +1.3%
354 ADP AUTOMATIC DATA PROCESSING IN Industrials 59.0 $13K 0.01% $223.97 +20.2%
355 APA APA CORPORATION Energy 400.0 $13K 0.01% NEW $32.57 +30.1%
356 IJR ISHARES TR 87.0 $13K 0.01% $149.06 -0.9%
357 PULS PGIM ETF TR 260.0 $13K 0.01% $49.55 +0.2%
358 INGERSOLL RAND INC 155.0 $13K 0.01% $81.92
359 GD GENERAL DYNAMICS CORP Industrials 36.0 $13K 0.01% +1.0 +2.9% $350.67 +12.2%
360 MTB M & T BK CORP Financial Services 53.0 $13K 0.01% $238.02 +5.7%
Page 18 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%