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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $218M AUM 590 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 110 Added 71 Reduced 17 Exited
Page 4 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XSEP FIRST TR EXCHNG TRADED FD VI 7,349.0 $308K 0.14% $41.88 +5.3%
62 VLO VALERO ENERGY CORP Energy 1,235.0 $305K 0.14% $247.02 -2.7%
63 IJUN INNOVATOR ETFS TRUST 10,279.0 $302K 0.14% $29.42 +5.5%
64 JPM JPMORGAN CHASE & CO Financial Services 1,006.0 $296K 0.14% -39.0 -3.7% $294.03 +1.8%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 296.0 $295K 0.14% +5.0 +1.7% $998.11 +0.6%
66 LLY ELI LILLY & CO Healthcare 320.0 $295K 0.14% $921.15 +17.6%
67 KJUL INNOVATOR ETFS TRUST 9,147.0 $293K 0.13% $32.03 +5.2%
68 INNOVATOR ETFS TRUST 11,127.0 $286K 0.13% +140.0 +1.3% $25.70
69 KO COCA COLA CO Consumer Defensive 3,655.0 $278K 0.13% $76.05 +7.3%
70 INSTALLED BLDG PRODS INC 1,046.0 $277K 0.13% $265.17
71 IDEC INNOVATOR ETFS TRUST 8,334.0 $271K 0.12% $32.56 +4.7%
72 FIRST TR EXCHNG TRADED FD VI 7,701.0 $271K 0.12% +706.0 +10.1% $35.21
73 FTSM FIRST TR EXCHANGE-TRADED FD 4,499.0 $269K 0.12% -997.0 -18.1% $59.78 +0.3%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 412.0 $268K 0.12% +80.0 +24.1% $649.83 +15.5%
75 CSCO CISCO SYS INC Technology 3,422.0 $265K 0.12% $77.58 +54.3%
76 COP CONOCOPHILLIPS Energy 1,996.0 $263K 0.12% $132.00 -12.8%
77 ISTB ISHARES TR 5,432.0 $263K 0.12% $48.46 -0.4%
78 MRSH MARSH & MCLENNAN COS INC Financial Services 1,471.0 $255K 0.12% $173.39 -7.4%
79 ABBV ABBVIE INC Healthcare 1,125.0 $245K 0.11% -52.0 -4.4% $217.44 -0.9%
80 INNOVATOR ETFS TRUST 7,941.0 $223K 0.10% +7K +579.9% $28.09
Page 4 of 30  ·  590 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
Financial Services 28.1%
Technology 21.4%
Industrials 14.3%
Energy 12.7%
Healthcare 6.1%
Consumer Cyclical 5.7%
Communication Services 4.9%
Consumer Defensive 2.7%
Utilities 1.9%
Real Estate 1.4%