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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 5 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IFEB INNOVATOR ETFS TRUST 9,567.0 $299K 0.12% +5K +103.9% $31.28 +2.3%
82 KO COCA COLA CO Consumer Defensive 3,656.0 $297K 0.12% $81.26 +9.2%
83 IDEC INNOVATOR ETFS TRUST 8,334.0 $286K 0.12% $34.32 +2.6%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 297.0 $277K 0.11% $934.09 +3.6%
85 FIRST TR EXCHNG TRADED FD VI 7,375.0 $276K 0.11% -326.0 -4.2% $37.40
86 FTSM FIRST TR EXCHANGE-TRADED FD 4,504.0 $269K 0.11% $59.73 +0.2%
87 UPS UNITED PARCEL SVCS INC Industrials 2,448.0 $263K 0.11% +300.0 +14.0% $107.49 -5.3%
88 INSTALLED BLDG PRODS INC 1,141.0 $262K 0.11% +95.0 +9.1% $229.88
89 ISTB ISHARES TR 5,432.0 $262K 0.11% $48.25 -0.4%
90 INNOVATOR ETFS TRUST 8,094.0 $251K 0.10% +153.0 +1.9% $31.07
91 MRSH MARSH & MCLENNAN COS INC Financial Services 1,475.0 $246K 0.10% $166.70 +12.3%
92 AXP AMERICAN EXPRESS CO Financial Services 712.0 $241K 0.10% +501.0 +237.4% $338.05 +0.1%
93 MO ALTRIA GROUP INC Consumer Defensive 3,317.0 $239K 0.10% $71.96 -9.7%
94 INNOVATOR ETFS TRUST 7,075.0 $227K 0.09% +1K +25.5% $32.14
95 MPC MARATHON PETE CORP Energy 875.0 $224K 0.09% $255.67 +42.4%
96 IRIDIUM COMMUNICATIONS INC 4,000.0 $219K 0.09% $54.85
97 IJJ ISHARES TR 1,483.0 $219K 0.09% -50.0 -3.3% $147.74 +1.4%
98 TSLA TESLA INC Consumer Cyclical 505.0 $212K 0.09% -86.0 -14.6% $420.60 -19.5%
99 IOCT INNOVATOR ETFS TRUST 5,602.0 $207K 0.08% $36.99 +2.5%
100 HWM HOWMET AEROSPACE INC Industrials 717.0 $193K 0.08% $268.86 +6.4%
Page 5 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%