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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 30 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SCHG SCHWAB STRATEGIC TR 14.0 $474.0 $33.86 +4.3%
582 MBB ISHARES TR 5.0 $473.0 $94.60 -1.6%
583 EXEL EXELIXIS INC Healthcare 8.0 $436.0 $54.50 -2.3%
584 ISRG INTUITIVE SURGICAL INC Healthcare 1.0 $398.0 $398.00 +0.2%
585 EXC EXELON CORP Utilities 6.0 $288.0 $48.00 -4.3%
586 VXUS VANGUARD STAR FDS 3.0 $264.0 $88.00 -1.7%
587 AGIX KRANESHARES TRUST 5.0 $235.0 NEW $47.00 -4.0%
588 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1.0 $231.0 $231.00 -14.6%
589 IEO ISHARES TR 2.0 $228.0 $114.00 +17.4%
590 ATLANTA BRAVES HLDGS INC 4.0 $208.0 $52.00
591 KLARNA GROUP PLC 10.0 $203.0 $20.30
592 PXH INVESCO EXCH TRADED FD TR II 3.0 $84.0 $28.00 +2.6%
593 ADNT ADIENT PLC Consumer Cyclical 4.0 $70.0 -4.0 -50.0% $17.50 +13.9%
594 LOANDEPOT INC 45.0 $57.0 $1.27
595 SCLX SCILEX HOLDING CO Healthcare 4.0 $32.0 $8.00 -21.7%
596 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 3.0 $24.0 $8.00 +1.1%
597 EMBC EMBECTA CORP Healthcare 2.0 $8.0 $4.00 +29.4%
598 SKYE BIOSCIENCE INC 1.0 $1.0 $1.00
599 SRL SCULLY ROYALTY LTD Financial Services 58.0
Page 30 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%