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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 4 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 1,596.0 $408K 0.17% +502.0 +45.9% $255.41 -37.5%
62 KOCT INNOVATOR ETFS TRUST 10,776.0 $403K 0.16% $37.36 +1.6%
63 LLY ELI LILLY & CO Healthcare 321.0 $384K 0.16% $1197.60 +2.1%
64 FIRST TR EXCHNG TRADED FD VI 9,293.0 $378K 0.15% -256.0 -2.7% $40.72
65 MAA MID-AMER APT CMNTYS INC Real Estate 2,670.0 $371K 0.15% +31.0 +1.2% $138.95 -5.7%
66 GLD SPDR GOLD TR Financial Services 988.0 $364K 0.15% -25.0 -2.5% $368.38 +8.5%
67 CSCO CISCO SYS INC Technology 3,077.0 $361K 0.15% -345.0 -10.1% $117.47 -5.5%
68 XNOV FIRST TR EXCHNG TRADED FD VI 9,095.0 $360K 0.15% $39.63 +1.3%
69 FIRST TR EXCHNG TRADED FD VI 9,005.0 $346K 0.14% -718.0 -7.4% $38.41
70 JNJ JOHNSON & JOHNSON Healthcare 1,319.0 $335K 0.14% +810.0 +159.1% $254.04 +6.8%
71 XSEP FIRST TR EXCHNG TRADED FD VI 7,349.0 $326K 0.13% $44.41 +1.3%
72 TXN TEXAS INSTRS INC Technology 1,094.0 $326K 0.13% +1K +1063.8% $298.03 -9.4%
73 VLO VALERO ENERGY CORP Energy 1,237.0 $322K 0.13% $260.52 +33.5%
74 IJUN INNOVATOR ETFS TRUST 10,279.0 $320K 0.13% $31.18 +2.2%
75 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 332.0 $320K 0.13% -74.0 -18.2% $965.20 -5.5%
76 V VISA INC Financial Services 931.0 $319K 0.13% +200.0 +27.4% $343.00 +6.4%
77 INNOVATOR ETFS TRUST 11,127.0 $316K 0.13% $28.38
78 SPY STATE STR SPDR S&P 500 ETF T Financial Services 412.0 $308K 0.12% $746.80 +2.9%
79 COP CONOCOPHILLIPS Energy 2,942.0 $306K 0.12% +946.0 +47.4% $103.96 +24.5%
80 KJUL INNOVATOR ETFS TRUST 8,945.0 $304K 0.12% -202.0 -2.2% $33.97 +0.6%
Page 4 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%