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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 20 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MSI MOTOROLA SOLUTIONS INC Technology 24.0 $10K 0.00% $419.83 +11.8%
382 AROC ARCHROCK INC Energy 247.0 $10K 0.00% $40.76 -16.3%
383 MCY MERCURY GENL CORP NEW Financial Services 94.0 $10K 0.00% $106.63 -0.3%
384 OKE ONEOK INC NEW Energy 115.0 $10K 0.00% +1.0 +0.9% $87.05 +11.5%
385 NUKZ EXCHANGE TRADED CONCEPTS TRU 143.0 $10K 0.00% $68.16 -3.1%
386 NVO NOVO-NORDISK A S Healthcare 200.0 $10K 0.00% $47.94 -4.7%
387 ET ENERGY TRANSFER L P Energy 500.0 $10K 0.00% $19.12 +12.0%
388 CARNIVAL CORP LTD 335.0 $10K 0.00% NEW $28.53
389 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 157.0 $10K 0.00% +1.0 +0.6% $60.85 +24.5%
390 FMB FIRST TR EXCH TRADED FD III 186.0 $10K 0.00% +1.0 +0.5% $51.32 -1.9%
391 PPLT ABRDN PLATINUM ETF TRUST Financial Services 670.0 $9K 0.00% +603.0 +900.0% $14.13 +10.1%
392 CRM SALESFORCE INC Technology 59.0 $9K 0.00% $156.24 +25.5%
393 GYLD ARROW ETF TR 646.0 $9K 0.00% -83.0 -11.4% $14.24 +0.5%
394 CRWD CROWDSTRIKE HLDGS INC Technology 12.0 $9K 0.00% $190.79 +11.6%
395 HIG HARTFORD INSURANCE GROUP INC Financial Services 68.0 $9K 0.00% $132.53 +4.9%
396 LIN LINDE PLC Basic Materials 17.0 $9K 0.00% $525.76 -9.0%
397 VOD VODAFONE GROUP PLC Communication Services 673.0 $9K 0.00% $13.23 +21.9%
398 R RYDER SYS INC Industrials 34.0 $9K 0.00% +1.0 +3.0% $260.62 -0.6%
399 KBWB INVESCO EXCH TRADED FD TR II 95.0 $9K 0.00% $92.99 +6.3%
400 O REALTY INCOME CORP Real Estate 142.0 $9K 0.00% +1.0 +0.7% $62.13 +0.1%
Page 20 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%