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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 22 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TDY TELEDYNE TECHNOLOGIES INC Technology 10.0 $7K 0.00% $666.90 -0.3%
422 CBRE CBRE GROUP INC Real Estate 49.0 $7K 0.00% $134.69 +9.4%
423 HTGC HERCULES CAPITAL INC Financial Services 413.0 $7K 0.00% $15.77 +5.6%
424 GATX GATX CORP Industrials 37.0 $6K 0.00% $175.65 +1.5%
425 CF CF INDUSTRIES HOLD Basic Materials 59.0 $6K 0.00% $108.75 +10.1%
426 VMI VALMONT INDS INC Industrials 11.0 $6K 0.00% $581.73 -16.2%
427 UNP UNION PAC CORP Industrials 24.0 $6K 0.00% +1.0 +4.3% $266.58 +12.1%
428 VNQI VANGUARD INTL EQUITY INDEX F 142.0 $6K 0.00% $44.85 +0.5%
429 SLV ISHARES SILVER TR Financial Services 118.0 $6K 0.00% $53.47 +7.4%
430 EXPAND ENERGY CORPORATION 69.0 $6K 0.00% $91.20
431 KR KROGER CO Consumer Defensive 113.0 $6K 0.00% +1.0 +0.9% $55.50 +1.5%
432 COF CAPITAL ONE FINL CORP Financial Services 31.0 $6K 0.00% $200.65 +10.4%
433 AMT AMERICAN TOWER CORP Real Estate 37.0 $6K 0.00% $165.03 +4.4%
434 XLU SELECT SECTOR SPDR TR 135.0 $6K 0.00% +1.0 +0.8% $45.19 -2.6%
435 KULR TECHNOLOGY GROUP INC 1,593.0 $6K 0.00% $3.81
436 DHF BNY MELLON HIGH YIELD STRATE Financial Services 2,463.0 $6K 0.00% +70.0 +2.9% $2.42 -2.1%
437 BALL BALL CORP Consumer Cyclical 95.0 $6K 0.00% $62.41 -1.2%
438 BIDD BLACKROCK ETF TRUST 195.0 $6K 0.00% -81.0 -29.4% $30.06 +1.4%
439 SCYB SCHWAB STRATEGIC TR 221.0 $6K 0.00% $26.18 -0.7%
440 PEGA PEGASYSTEMS INC Technology 193.0 $6K 0.00% $29.97 +8.4%
Page 22 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%