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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 23 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SNA SNAP ON INC Industrials 14.0 $6K 0.00% $413.21 -4.2%
442 AWK AMERICAN WTR WKS CO INC NEW Utilities 43.0 $6K 0.00% $131.93 +3.3%
443 VLTO VERALTO CORP Industrials 63.0 $6K 0.00% $88.25 +8.9%
444 ARW ARROW ELECTRS INC Technology 26.0 $6K 0.00% $213.42 +0.0%
445 VBF INVESCO BD FD Financial Services 360.0 $5K 0.00% $15.17 -3.6%
446 RGA REINSURANCE GROUP AMER INC Financial Services 25.0 $5K 0.00% $216.68 +12.8%
447 RSG REPUBLIC SVCS INC Industrials 25.0 $5K 0.00% $214.92 +1.0%
448 HAL HALLIBURTON CO Energy 156.0 $5K 0.00% $34.04 +1.8%
449 GIC GLOBAL INDUSTRIAL COMPANY Industrials 157.0 $5K 0.00% $33.47 +16.7%
450 FCFS FIRSTCASH HOLDINGS INC Financial Services 24.0 $5K 0.00% $218.42 -2.6%
451 RJF RAYMOND JAMES FINL INC Financial Services 34.0 $5K 0.00% $154.00 +16.4%
452 NOC NORTHROP GRUMMAN CORP Industrials 10.0 $5K 0.00% $517.40 +13.9%
453 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 13.0 $5K 0.00% $394.85 +0.9%
454 SNOW SNOWFLAKE INC Technology 20.0 $5K 0.00% $254.50 +27.8%
455 PBT PERMIAN BASIN RTY TR Energy 200.0 $5K 0.00% $25.04 +32.5%
456 AON AON PLC Financial Services 15.0 $5K 0.00% $332.53 +3.2%
457 CRUS CIRRUS LOGIC INC Technology 33.0 $5K 0.00% $148.55 -21.3%
458 NUVEEN CR STRATEGIES INCOME 1,000.0 $5K 0.00% $4.86
459 ACN ACCENTURE PLC IRELAND Technology 39.0 $5K 0.00% $124.21 +39.2%
460 HII HUNTINGTON INGALLS INDS INC Industrials 17.0 $5K 0.00% $284.71 +11.6%
Page 23 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%