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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 29 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HAUZ DBX ETF TR 49.0 $1K $22.43 +0.9%
562 GRAL GRAIL INC Healthcare 16.0 $1K $68.31 +3.8%
563 GTX GARRETT MOTION INC Consumer Cyclical 30.0 $1K $36.23 -23.0%
564 VNT VONTIER CORPORATION Technology 37.0 $1K $28.73 +11.5%
565 FDN FIRST TR EXCHANGE-TRADED FD 4.0 $1K $264.75 +7.2%
566 ONEQ FIDELITY COMWLTH TR 10.0 $1K $103.50 +0.1%
567 BHF BRIGHTHOUSE FINL INC Financial Services 16.0 $1K $63.31 -15.3%
568 STZ CONSTELLATION BRANDS INC Consumer Defensive 7.0 $974.0 $139.14 -5.9%
569 AJG GALLAGHER ARTHUR J & CO Financial Services 4.0 $919.0 $229.75 +8.1%
570 PNR PENTAIR PLC Industrials 12.0 $897.0 -11.0 -47.8% $74.75 -15.0%
571 XAIR BEYOND AIR INC Healthcare 2,000.0 $892.0 $0.45 +1184.8%
572 BROWN FORMAN CORP 32.0 $853.0 $26.66
573 WSO WATSCO INC Industrials 2.0 $834.0 $417.00 -24.8%
574 WAT WATERS CORP Healthcare 2.0 $751.0 $375.50 +6.9%
575 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2.0 $701.0 $350.50 -2.7%
576 ZTS ZOETIS INC Healthcare 9.0 $647.0 $71.89 +2.9%
577 VYX NCR VOYIX CORPORATION Technology 79.0 $646.0 +17.0 +27.4% $8.18 -7.3%
578 LIBERTY LIVE HOLDINGS INC 6.0 $634.0 $105.67
579 GM GENERAL MTRS CO Consumer Cyclical 7.0 $540.0 $77.14 +8.5%
580 ASIX ADVANSIX INC Basic Materials 24.0 $486.0 $20.25 -18.2%
Page 29 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%