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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 20 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MOOG INC 28.0 $8K 0.00% $293.68
382 PEGA PEGASYSTEMS INC Technology 193.0 $8K 0.00% -207.0 -51.8% $42.56 -24.4%
383 KR KROGER CO Consumer Defensive 112.0 $8K 0.00% $72.55 -18.9%
384 CNOB CONNECTONE BANCORP INC Financial Services 303.0 $8K 0.00% $26.77 +24.9%
385 SLV ISHARES SILVER TR Financial Services 118.0 $8K 0.00% -149.0 -55.8% $68.14 -25.5%
386 BIDD BLACKROCK ETF TRUST 276.0 $8K 0.00% $28.46 +3.1%
387 CF CF INDUSTRIES HOLD Basic Materials 59.0 $8K 0.00% $129.86 -6.5%
388 ACN ACCENTURE PLC IRELAND Technology 39.0 $8K 0.00% +1.0 +2.6% $196.38 -26.9%
389 CHDN CHURCHILL DOWNS INC Consumer Cyclical 85.0 $8K 0.00% $89.66 -6.4%
390 EXPAND ENERGY CORPORATION 69.0 $8K 0.00% $109.78
391 BIZD VANECK ETF TRUST 589.0 $8K 0.00% $12.80 -0.6%
392 KBWB INVESCO EXCH TRADED FD TR II 95.0 $8K 0.00% $79.13 +22.5%
393 DEO DIAGEO PLC Consumer Defensive 100.0 $7K 0.00% $74.45 +12.8%
394 NU NU HLDGS LTD Financial Services 518.0 $7K 0.00% $14.37 -5.4%
395 LOW LOWES COS INC Consumer Cyclical 31.0 $7K 0.00% $239.74 -12.9%
396 NVO NOVO-NORDISK A S Healthcare 200.0 $7K 0.00% NEW $36.75 +36.9%
397 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 190.0 $7K 0.00% $37.44 +1.2%
398 MCO MOODYS CORP Financial Services 16.0 $7K 0.00% +3.0 +23.1% $444.38 +15.0%
399 KD KYNDRYL HLDGS INC Technology 536.0 $7K 0.00% $13.12 -7.4%
400 SCHH SCHWAB STRATEGIC TR 323.0 $7K 0.00% $21.49 +14.5%
Page 20 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%