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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 21 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GALAXY DIGITAL INC. 374.0 $7K 0.00% $18.45
402 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $7K 0.00% $690.00 -24.4%
403 R RYDER SYS INC Industrials 33.0 $7K 0.00% $207.70 +30.9%
404 VWO VANGUARD INTL EQUITY INDEX F 126.0 $7K 0.00% +32.0 +34.0% $53.89 +7.3%
405 CBRE CBRE GROUP INC Real Estate 49.0 $7K 0.00% $135.47 +4.1%
406 LUV SOUTHWEST AIRLS CO Industrials 176.0 $7K 0.00% -74.0 -29.6% $37.57 +28.0%
407 HII HUNTINGTON INGALLS INDS INC Industrials 17.0 $7K 0.00% $384.65 -30.0%
408 AMT AMERICAN TOWER CORP Real Estate 37.0 $6K 0.00% $172.35 -1.3%
409 FTEC FIDELITY COVINGTON TRUST 31.0 $6K 0.00% +1.0 +3.3% $204.81 +31.9%
410 VNQI VANGUARD INTL EQUITY INDEX F 142.0 $6K 0.00% $44.45 +2.9%
411 SYF SYNCHRONY FINANCIAL Financial Services 92.0 $6K 0.00% $68.13 +8.1%
412 GATX GATX CORP Industrials 37.0 $6K 0.00% +1.0 +2.8% $168.62 +5.8%
413 XLU SELECT SECTOR SPDR TR 134.0 $6K 0.00% +1.0 +0.8% $45.78 -1.3%
414 HTGC HERCULES CAPITAL INC Financial Services 413.0 $6K 0.00% $14.77 +9.5%
415 HOG HARLEY DAVIDSON INC Consumer Cyclical 301.0 $6K 0.00% $20.19 +31.7%
416 HAL HALLIBURTON CO Energy 156.0 $6K 0.00% +31.0 +24.8% $38.91 -9.5%
417 TDY TELEDYNE TECHNOLOGIES INC Technology 10.0 $6K 0.00% $605.10 +5.0%
418 CLX CLOROX CO DEL Consumer Defensive 58.0 $6K 0.00% $103.86 -7.3%
419 DHF BNY MELLON HIGH YIELD STRATE Financial Services 2,393.0 $6K 0.00% +33.0 +1.4% $2.44 -0.8%
420 AWK AMERICAN WTR WKS CO INC NEW Utilities 43.0 $6K 0.00% $135.44 -0.2%
Page 21 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%