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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 26 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CDP COPT DEFENSE PROPERTIES Real Estate 83.0 $3K 0.00% +1.0 +1.2% $30.46 +6.7%
502 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 136.0 $3K 0.00% -91.0 -40.1% $18.52 -12.8%
503 DFAE DIMENSIONAL ETF TRUST 74.0 $3K 0.00% $33.86 +19.7%
504 BAC BANK AMERICA CORP Financial Services 51.0 $2K 0.00% -27.0 -34.6% $49.02 +3.6%
505 SMR NUSCALE PWR CORP Utilities 227.0 $2K 0.00% $10.84 +12.4%
506 AVB AVALONBAY CMNTYS INC Real Estate 15.0 $2K 0.00% $163.40 +13.1%
507 BXP BXP INC Real Estate 47.0 $2K 0.00% +1.0 +2.2% $51.47 +17.8%
508 FIS FIDELITY NATL INFORMATION SV Technology 51.0 $2K 0.00% -15.0 -22.7% $46.92 -10.0%
509 OMC OMNICOM GROUP INC Communication Services 31.0 $2K 0.00% $75.32 -1.6%
510 HBAN HUNTINGTON BANCSHARES INC Financial Services 148.0 $2K 0.00% $15.66 +3.0%
511 CVS CVS HEALTH CORP Healthcare 31.0 $2K 0.00% $71.84 +29.4%
512 GPC GENUINE PARTS CO Consumer Cyclical 21.0 $2K 0.00% $105.76 -6.1%
513 PSA PUBLIC STORAGE OPER CO Real Estate 8.0 $2K 0.00% $271.00 +14.1%
514 ES EVERSOURCE ENERGY Utilities 31.0 $2K 0.00% $69.29 -0.3%
515 HPQ HP INC Technology 111.0 $2K 0.00% +1.0 +0.9% $19.27 +29.8%
516 OTIS OTIS WORLDWIDE CORP Industrials 27.0 $2K 0.00% $77.33 -7.9%
517 PNR PENTAIR PLC Industrials 23.0 $2K 0.00% -12.0 -34.3% $88.35 -19.3%
518 BITO PROSHARES TR 213.0 $2K 0.00% +150.0 +238.1% $9.31 +7.5%
519 FIG FIGMA INC Technology 92.0 $2K 0.00% $21.14 +11.0%
520 DPZ DOMINOS PIZZA INC Consumer Cyclical 5.0 $2K 0.00% $387.40 -19.9%
Page 26 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 28.1%
Technology 21.4%
Industrials 14.3%
Energy 12.7%
Healthcare 6.1%
Consumer Cyclical 5.7%
Communication Services 4.9%
Consumer Defensive 2.7%
Utilities 1.9%
Real Estate 1.4%