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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 28 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SOLV SOLVENTUM CORP Healthcare 25.0 $2K 0.00% $77.16 +13.2%
542 PRQR PROQR THRAPEUTICS N V Healthcare 1,000.0 $2K 0.00% $1.86 +15.6%
543 VHT VANGUARD WORLD FD 6.0 $2K 0.00% $301.17 +5.9%
544 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21.0 $2K 0.00% $85.43 +16.1%
545 BITO PROSHARES TR 214.0 $2K 0.00% $7.98 +9.4%
546 PPG PPG INDS INC Basic Materials 14.0 $2K 0.00% $121.36 -7.0%
547 CINF CINCINNATI FINL CORP Financial Services 9.0 $2K 0.00% $185.22 -7.5%
548 FIG FIGMA INC Technology 92.0 $2K 0.00% $18.10 +43.9%
549 OPK OPKO HEALTH INC Healthcare 1,100.0 $2K 0.00% $1.50 -9.3%
550 REZI RESIDEO TECHNOLOGIES INC Industrials 50.0 $2K 0.00% $31.10 -32.5%
551 MIN MFS INTER INCOME TR Financial Services 625.0 $2K 0.00% +14.0 +2.3% $2.47 -0.4%
552 XLB SELECT SECTOR SPDR TR 30.0 $2K 0.00% $50.50 +2.5%
553 EFAV ISHARES TR 17.0 $1K 0.00% $87.76 +6.0%
554 RALLIANT CORP 20.0 $1K 0.00% $73.95
555 PZZA PAPA JOHNS INTL INC Consumer Cyclical 40.0 $1K 0.00% +1.0 +2.6% $36.65 -36.3%
556 SNPS SYNOPSYS INC Technology 3.0 $1K 0.00% $446.33 -9.4%
557 MPT MEDICAL PROPERTIES TRUST INC Financial Services 281.0 $1K 0.00% +5.0 +1.8% $4.63 -13.2%
558 SOUN SOUNDHOUND AI INC Technology 200.0 $1K 0.00% $6.47 +8.0%
559 NOK NOKIA CORP Technology 94.0 $1K 0.00% +33.0 +54.1% $13.30 -21.9%
560 XAR SPDR SERIES TRUST 4.0 $1K $284.25 +2.2%
Page 28 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%