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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 8 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GS GOLDMAN SACHS GROUP INC Financial Services 98.0 $99K 0.04% -1.0 -1.0% $1013.61 +2.2%
142 VOO VANGUARD INDEX FDS 144.0 $99K 0.04% $686.61 +2.8%
143 BA BOEING CO Industrials 453.0 $98K 0.04% -6.0 -1.3% $216.47 +3.1%
144 QCOM QUALCOMM INC Technology 525.0 $97K 0.04% +332.0 +172.0% $184.63 -12.9%
145 EMB ISHARES TR 981.0 $95K 0.04% $96.44 -1.8%
146 HACK AMPLIFY ETF TR 900.0 $94K 0.04% $104.93 +10.4%
147 INNOVATOR ETFS TRUST 3,076.0 $93K 0.04% NEW $30.38
148 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 9,381.0 $92K 0.04% +193.0 +2.1% $9.81 +0.4%
149 MA MASTERCARD INCORPORATED Financial Services 179.0 $92K 0.04% $513.15 +12.6%
150 INNOVATOR ETFS TRUST 2,891.0 $89K 0.04% $30.84
151 DUK DUKE ENERGY CORP NEW Utilities 679.0 $86K 0.04% +5.0 +0.7% $126.62 -1.9%
152 BFLY BUTTERFLY NETWORK INC Healthcare 10,000.0 $84K 0.03% $8.42 +6.3%
153 ED CONSOLIDATED EDISON INC Utilities 745.0 $82K 0.03% +6.0 +0.8% $110.69 -1.5%
154 IEFA ISHARES TR 842.0 $81K 0.03% $96.58 +3.5%
155 KLAC KLA CORP Technology 267.0 $80K 0.03% +240.0 +888.9% $301.19 -35.4%
156 VRTX VERTEX PHARMACEUTICALS INC Healthcare 158.0 $78K 0.03% $496.73 +6.3%
157 KHC KRAFT HEINZ CO Consumer Defensive 3,309.0 $78K 0.03% +751.0 +29.4% $23.62 +5.7%
158 DIS DISNEY WALT CO Communication Services 809.0 $78K 0.03% $96.28 +8.6%
159 COHR COHERENT CORP Technology 194.0 $77K 0.03% $394.47 -21.6%
160 IWM ISHARES TR 253.0 $76K 0.03% -90.0 -26.2% $300.47 +0.1%
Page 8 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%