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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 27 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 QIAGEN NV 67.0 $3K 0.00% $38.99
522 PSA PUBLIC STORAGE Real Estate 8.0 $3K 0.00% $318.38 +1.5%
523 WEX WEX INC Technology 18.0 $3K 0.00% $141.11 +35.9%
524 NOW SERVICENOW INC Technology 25.0 $2K 0.00% NEW $99.28 +20.4%
525 HPQ HP INC Technology 113.0 $2K 0.00% +2.0 +1.8% $21.96 +36.5%
526 GPC GENUINE PARTS CO Consumer Cyclical 21.0 $2K 0.00% $118.00 +11.8%
527 AAL AMERICAN AIRLINES GROUP INC Industrials 135.0 $2K 0.00% $18.07 -22.3%
528 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 100.0 $2K 0.00% $23.88 -2.3%
529 EMN EASTMAN CHEM CO Basic Materials 36.0 $2K 0.00% +1.0 +2.9% $66.33 +10.1%
530 OMC OMNICOM GROUP INC Communication Services 31.0 $2K 0.00% $72.84 +18.5%
531 ES EVERSOURCE ENERGY Utilities 31.0 $2K 0.00% $72.29 -0.1%
532 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 136.0 $2K 0.00% $16.04 +12.6%
533 CAT CATERPILLAR INC Industrials 2.0 $2K 0.00% $1065.00 -21.0%
534 CFG CITIZENS FINL GROUP INC Financial Services 30.0 $2K 0.00% $70.10 +4.8%
535 NATL NCR ATLEOS CORPORATION Technology 48.0 $2K 0.00% +17.0 +54.8% $43.42 +6.0%
536 KVUE KENVUE INC Consumer Defensive 109.0 $2K 0.00% $19.11 -1.6%
537 NVT NVENT ELEC PLC Industrials 12.0 $2K 0.00% -12.0 -50.0% $171.00 -3.7%
538 FIS FIDELITY NATL INFORMATION SV Technology 51.0 $2K 0.00% $38.88 +5.3%
539 OTIS OTIS WORLDWIDE CORP Industrials 27.0 $2K 0.00% $72.30 -2.7%
540 IXJ ISHARES TR 20.0 $2K 0.00% +1.0 +5.3% $96.60 +7.6%
Page 27 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%