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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $219M AUM 591 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 591 New
Page 7 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADI ANALOG DEVICES INC Technology 374.0 $101K 0.05% NEW $271.33 +54.1%
122 URI UNITED RENTALS INC Industrials 125.0 $101K 0.05% NEW $810.75 +22.0%
123 PSX PHILLIPS 66 Energy 785.0 $101K 0.05% NEW $129.03 +37.8%
124 PJUL INNOVATOR ETFS TRUST 2,157.0 $100K 0.05% NEW $46.43 +4.4%
125 BA BOEING CO Industrials 459.0 $100K 0.05% NEW $217.12 +5.3%
126 ENGENE HOLDINGS INC 11,000.0 $99K 0.04% NEW $9.03
127 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,014.0 $98K 0.04% NEW $48.58 +75.8%
128 AVGO BROADCOM INC Technology 278.0 $96K 0.04% NEW $345.88 +22.5%
129 GLW CORNING INC Technology 1,094.0 $96K 0.04% NEW $87.58 +118.9%
130 EMB ISHARES TR 981.0 $94K 0.04% NEW $96.28 -0.2%
131 PG PROCTER AND GAMBLE CO Consumer Defensive 658.0 $94K 0.04% NEW $143.24 +1.7%
132 PFE PFIZER INC Healthcare 3,717.0 $93K 0.04% NEW $24.90 +5.3%
133 GS GOLDMAN SACHS GROUP INC Financial Services 99.0 $87K 0.04% NEW $877.84 +13.9%
134 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 8,994.0 $86K 0.04% NEW $9.53 -0.4%
135 IWM ISHARES TR 340.0 $84K 0.04% NEW $246.16 +18.6%
136 PWB INVESCO EXCHANGE TRADED FD T 650.0 $83K 0.04% NEW $127.11 +26.2%
137 INNOVATOR ETFS TRUST 2,948.0 $82K 0.04% NEW $27.89
138 TT TRANE TECHNOLOGIES PLC Industrials 207.0 $81K 0.04% NEW $388.95 +16.9%
139 DUK DUKE ENERGY CORP NEW Utilities 674.0 $79K 0.04% NEW $117.29 +5.9%
140 AXP AMERICAN EXPRESS CO Financial Services 211.0 $78K 0.04% NEW $369.75 -15.2%
Page 7 of 30  ·  591 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 32.9%
Technology 20.5%
Industrials 14.7%
Energy 9.3%
Healthcare 6.3%
Consumer Cyclical 5.7%
Communication Services 4.7%
Consumer Defensive 2.3%
Utilities 1.6%
Real Estate 1.5%