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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 5 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 731.0 $221K 0.10% +23.0 +3.2% $302.04 +8.5%
82 TSLA TESLA INC Consumer Cyclical 591.0 $220K 0.10% $371.75 +18.5%
83 MO ALTRIA GROUP INC Consumer Defensive 3,302.0 $218K 0.10% +18.0 +0.6% $66.00 +9.3%
84 MPC MARATHON PETE CORP Energy 875.0 $214K 0.10% $244.18 +1.2%
85 UPS UNITED PARCEL SVCS INC Industrials 2,148.0 $211K 0.10% $98.36 +6.2%
86 IJJ ISHARES TR 1,533.0 $203K 0.09% $132.51 +7.4%
87 IOCT INNOVATOR ETFS TRUST 5,602.0 $196K 0.09% $35.05 +4.6%
88 IMAR INNOVATOR ETFS TRUST 6,496.0 $189K 0.09% +2K +31.7% $29.03 +4.6%
89 GOOG ALPHABET INC Communication Services 634.0 $182K 0.08% -89.0 -12.3% $286.94 +34.1%
90 IAUG INNOVATOR ETFS TRUST 6,162.0 $177K 0.08% $28.65 +4.2%
91 INTC INTEL CORP Technology 3,875.0 $171K 0.08% -1K -20.8% $44.13 +176.0%
92 HWM HOWMET AEROSPACE INC Industrials 717.0 $165K 0.08% $230.46 +12.0%
93 INNOVATOR ETFS TRUST 5,636.0 $164K 0.07% +3K +124.5% $29.09
94 F FORD MTR CO Consumer Cyclical 14,150.0 $163K 0.07% -137.0 -1.0% $11.54 +37.6%
95 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 406.0 $159K 0.07% $392.21 +122.0%
96 EIM EATON VANCE MUN BD FD Financial Services 15,728.0 $154K 0.07% +242.0 +1.6% $9.77 +0.8%
97 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,016.0 $154K 0.07% $76.16 +13.1%
98 DINO HF SINCLAIR CORP Energy 2,455.0 $153K 0.07% -416.0 -14.5% $62.39 +9.1%
99 FDX FEDEX CORP Industrials 425.0 $151K 0.07% $356.18 +15.6%
100 C CITIGROUP INC Financial Services 1,321.0 $150K 0.07% $113.39 +10.6%
Page 5 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%