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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 8 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DIS DISNEY WALT CO Communication Services 809.0 $78K 0.04% -207.0 -20.4% $96.41 +7.6%
142 IEFA ISHARES TR 841.0 $76K 0.04% $90.54 +7.5%
143 NFLX NETFLIX INC. Communication Services 790.0 $76K 0.04% +140.0 +21.5% $96.15 -9.9%
144 ENGENE HOLDINGS INC 11,000.0 $75K 0.03% $6.81
145 SCHR SCHWAB STRATEGIC TR 2,953.0 $74K 0.03% $24.91 -1.0%
146 VRTX VERTEX PHARMACEUTICALS INC Healthcare 158.0 $71K 0.03% $446.54 -1.8%
147 TJX TJX COS INC NEW Consumer Cyclical 437.0 $70K 0.03% $159.71 -2.2%
148 SCHWAB STRATEGIC TR 2,688.0 $69K 0.03% $25.55
149 DLR DIGITAL RLTY TR INC Real Estate 378.0 $68K 0.03% $180.03 +6.3%
150 JMBS JANUS DETROIT STR TR 1,504.0 $68K 0.03% $45.18 -0.2%
151 PEP PEPSICO INC Consumer Defensive 435.0 $68K 0.03% +8.0 +1.9% $155.41 -4.8%
152 HACK AMPLIFY ETF TR 900.0 $68K 0.03% $75.09 +23.2%
153 SCHI SCHWAB STRATEGIC TR 2,947.0 $67K 0.03% $22.68 -0.2%
154 CMCSA COMCAST CORP NEW Communication Services 2,260.0 $65K 0.03% $28.72 -12.2%
155 ATO ATMOS ENERGY CORP Utilities 350.0 $65K 0.03% $184.72 -5.0%
156 AXP AMERICAN EXPRESS CO Financial Services 211.0 $64K 0.03% $302.74 +2.2%
157 EMNT PIMCO ETF TR 637.0 $63K 0.03% +54.0 +9.3% $98.94 -0.0%
158 PFS PROVIDENT FINL SVCS INC Financial Services 2,976.0 $63K 0.03% -474.0 -13.7% $21.16 +3.8%
159 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 400.0 $63K 0.03% $157.28 -4.8%
160 FNDX SCHWAB STRATEGIC TR 2,232.0 $62K 0.03% $27.85 +11.0%
Page 8 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%