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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 9 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ILMN ILLUMINA INC Healthcare 500.0 $62K 0.03% $123.26 +21.8%
162 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 751.0 $61K 0.03% $80.99 -1.5%
163 HTBK HERITAGE COMM CORP Financial Services 4,823.0 $60K 0.03% $12.48 +7.8%
164 CI THE CIGNA GROUP Healthcare 222.0 $59K 0.03% -4.0 -1.8% $267.30 +6.9%
165 PMAR INNOVATOR ETFS TRUST 1,329.0 $59K 0.03% $44.62 +6.8%
166 KHC KRAFT HEINZ CO Consumer Defensive 2,558.0 $58K 0.03% +2K +219.8% $22.49 +8.4%
167 MFC MANULIFE FINL CORP Financial Services 1,648.0 $57K 0.03% $34.44 +12.4%
168 VXF VANGUARD INDEX FDS 268.0 $55K 0.03% $205.83 +13.7%
169 BX BLACKSTONE INC Financial Services 479.0 $55K 0.03% +3.0 +0.6% $114.89 +2.7%
170 PM PHILIP MORRIS INTL INC Consumer Defensive 327.0 $54K 0.03% $165.59 +9.9%
171 IEF ISHARES TR 567.0 $54K 0.03% $95.44 -1.2%
172 HUBB HUBBELL INC Industrials 109.0 $53K 0.03% $490.35 -1.2%
173 SPIB SPDR SERIES TRUST 1,573.0 $53K 0.02% $33.54 -0.2%
174 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 3,482.0 $52K 0.02% +500.0 +16.8% $15.05 -2.3%
175 FIW FIRST TR EXCHANGE-TRADED FD 494.0 $51K 0.02% $103.05 +0.3%
176 PRU PRUDENTIAL FINL INC Financial Services 511.0 $50K 0.02% -50.0 -8.9% $97.71 +3.9%
177 WRB BERKLEY W R CORP Financial Services 746.0 $49K 0.02% $66.26 -1.5%
178 AIR LEASE CORP 750.0 $49K 0.02% $64.94
179 VEU VANGUARD INTL EQUITY INDEX F 641.0 $48K 0.02% $75.11 +11.6%
180 PFEB INNOVATOR ETFS TRUST 1,200.0 $48K 0.02% $40.10 +7.0%
Page 9 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%