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Holdings (Monthly) Guide ↗

Bretton Fund

· Pfs Funds
Monthly Holdings $112M AUM 18 positions Period Mar 2026 Filed May 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc. 02079K107 Mar 2026 57,000 $16.4M 14.60% EC
2 Ross Stores, Inc. 778296103 Mar 2026 34,700 $7.5M 6.71% EC
3 The TJX Companies, Inc. 872540109 Mar 2026 47,000 $7.5M 6.70% EC
4 JPMorgan Chase & Co. 46625H100 Mar 2026 24,000 $7.1M 6.30% EC
5 American Express Company 025816109 Mar 2026 23,100 $7.0M 6.24% EC
6 AutoZone, Inc. 053332102 Mar 2026 2,000 $6.8M 6.03% EC
7 The Progressive Corporation 743315103 Mar 2026 33,400 $6.6M 5.91% EC
8 Bank of America Corporation 060505104 Mar 2026 126,000 $6.1M 5.48% EC
9 UnitedHealth Group Incorporated 91324P102 Mar 2026 21,700 $5.9M 5.24% EC
10 MasterCard Incorporated 57636Q104 Mar 2026 10,980 $5.5M 4.90% EC
11 Visa Inc. 92826C839 Mar 2026 17,800 $5.4M 4.80% EC
12 Microsoft Corporation 594918104 Mar 2026 14,000 $5.2M 4.63% EC
13 NVR, Inc. 62944T105 Mar 2026 690 $4.5M 4.06% EC
14 Eagle Materials, Inc. 26969P108 Mar 2026 23,100 $4.4M 3.91% EC
15 S&P Global Inc. 78409V104 Mar 2026 9,300 $4.0M 3.53% EC
16 Moody's Corporation 615369105 Mar 2026 8,300 $3.6M 3.23% EC
17 Berkshire Hathaway Inc. 084670702 Mar 2026 7,500 $3.6M 3.21% EC
18 Dream Finders Homes, Inc. 26154D100 Mar 2026 170,500 $2.4M 2.12% EC