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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 3 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISEP INNOVATOR ETFS TRUST 17,574.0 $608K 0.25% -278.0 -1.6% $34.60 +2.6%
42 GEV GE VERNOVA INC Utilities 513.0 $602K 0.24% -10.0 -1.9% $1174.42 -12.6%
43 DSM BNY MELLON STRATEGIC MUN BD Financial Services 93,163.0 $573K 0.23% +1K +1.4% $6.15 -4.9%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 13,105.0 $555K 0.23% +2K +13.5% $42.34 +15.5%
45 XDEC FIRST TR EXCHNG TRADED FD VI 12,533.0 $537K 0.22% +265.0 +2.2% $42.84 +1.6%
46 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 30,004.0 $532K 0.21% $17.73 +7.3%
47 IJAN INNOVATOR ETFS TRUST 13,964.0 $532K 0.21% $38.08 +2.3%
48 INNOVATOR ETFS TRUST 18,553.0 $531K 0.21% -1K -5.1% $28.62
49 T AT&T INC Communication Services 25,645.0 $531K 0.21% -455.0 -1.7% $20.70 +21.6%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 1,886.0 $530K 0.21% +146.0 +8.4% $281.16 -17.4%
51 HD HOME DEPOT INC Consumer Cyclical 1,475.0 $520K 0.21% -37.0 -2.5% $352.58 -3.4%
52 MRK MERCK & CO INC Healthcare 4,033.0 $518K 0.21% -32.0 -0.8% $128.49 +6.7%
53 ABBV ABBVIE INC Healthcare 1,870.0 $471K 0.19% +745.0 +66.2% $251.67 +1.8%
54 XOCT FIRST TR EXCHNG TRADED FD VI 11,796.0 $466K 0.19% $39.50 +1.3%
55 BERKSHIRE HATHAWAY INC DEL 904.0 $452K 0.18% +242.0 +36.6% $500.39
56 FIRST TR EXCHNG TRADED FD VI 12,316.0 $444K 0.18% +8K +203.9% $36.09
57 XJUN FIRST TR EXCHNG TRADED FD VI 9,887.0 $439K 0.18% +1K +14.9% $44.43 +1.5%
58 AMZN AMAZON COM INC Consumer Cyclical 1,765.0 $421K 0.17% -40.0 -2.2% $238.34 +8.9%
59 IJUL INNOVATOR ETFS TRUST 11,602.0 $417K 0.17% $35.97 +2.6%
60 SHEL SHELL PLC Energy 5,344.0 $414K 0.17% +50.0 +0.9% $77.54 +19.3%
Page 3 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%