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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 7 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IRIDIUM COMMUNICATIONS INC 4,000.0 $111K 0.05% $27.74
122 WBD WARNER BROS DISCOVERY INC Communication Services 3,996.0 $110K 0.05% $27.46 -1.7%
123 SPG SIMON PPTY GROUP INC NEW Real Estate 570.0 $106K 0.05% $186.67 +10.8%
124 CDW CDW CORP Technology 841.0 $102K 0.05% $121.02 -5.6%
125 PJUL INNOVATOR ETFS TRUST 2,142.0 $98K 0.04% -15.0 -0.7% $45.97 +5.5%
126 PFE PFIZER INC Healthcare 3,420.0 $96K 0.04% -297.0 -8.0% $28.08 -6.6%
127 PG PROCTER & GAMBLE CO Consumer Defensive 661.0 $96K 0.04% $144.52 +2.1%
128 EMB ISHARES TR 981.0 $92K 0.04% $93.93 +2.2%
129 URI UNITED RENTALS INC Industrials 125.0 $91K 0.04% $731.13 +35.2%
130 BA BOEING CO Industrials 459.0 $91K 0.04% $199.03 +12.7%
131 MA MASTERCARD INCORPORATED Financial Services 179.0 $89K 0.04% -19.0 -9.6% $498.91 -0.8%
132 DUK DUKE ENERGY CORP NEW Utilities 674.0 $88K 0.04% $130.97 -4.3%
133 TT TRANE TECHNOLOGIES PLC Industrials 207.0 $86K 0.04% $417.49 +9.6%
134 VOO VANGUARD INDEX FDS 144.0 $86K 0.04% -49.0 -25.4% $595.81 +15.8%
135 IWM ISHARES TR 343.0 $85K 0.04% +3.0 +0.9% $248.01 +17.1%
136 GS GOLDMAN SACHS GROUP INC Financial Services 99.0 $84K 0.04% $846.55 +17.7%
137 ED CONSOLIDATED EDISON INC Utilities 739.0 $84K 0.04% +5.0 +0.7% $113.23 -4.6%
138 PWB INVESCO EXCHANGE TRADED FD T 650.0 $82K 0.04% $125.93 +26.2%
139 INNOVATOR ETFS TRUST 2,891.0 $82K 0.04% -57.0 -1.9% $28.21
140 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 9,188.0 $80K 0.04% +194.0 +2.2% $8.66 +9.0%
Page 7 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%