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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $219M AUM 591 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 591 New
Page 3 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 1,755.0 $520K 0.24% NEW $296.18 -10.0%
42 HD HOME DEPOT INC Consumer Cyclical 1,510.0 $520K 0.24% NEW $344.16 -7.6%
43 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 29,975.0 $493K 0.23% NEW $16.46 -6.2%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 11,478.0 $468K 0.21% NEW $40.73 +18.7%
45 XOCT FIRST TR EXCHNG TRADED FD VI 11,796.0 $445K 0.20% NEW $37.74 +4.1%
46 MRK MERCK & CO INC Healthcare 4,107.0 $432K 0.20% NEW $105.25 +14.1%
47 GLD SPDR GOLD TR Financial Services 1,078.0 $427K 0.20% NEW $396.31 +2.6%
48 IJUL INNOVATOR ETFS TRUST 11,791.0 $395K 0.18% NEW $33.51 +5.2%
49 AMZN AMAZON COM INC Consumer Cyclical 1,690.0 $390K 0.18% NEW $230.82 +16.5%
50 SHEL SHELL PLC Energy 5,256.0 $386K 0.18% NEW $73.48 +15.1%
51 GOOGL ALPHABET INC Communication Services 1,226.0 $384K 0.18% NEW $313.12 +23.6%
52 GEV GE VERNOVA INC Utilities 583.0 $381K 0.17% NEW $653.03 +53.7%
53 FIRST TR EXCHNG TRADED FD VI 9,706.0 $379K 0.17% NEW $39.09
54 XJUN FIRST TR EXCHNG TRADED FD VI 8,808.0 $378K 0.17% NEW $42.95 +3.0%
55 KOCT INNOVATOR ETFS TRUST 10,776.0 $363K 0.17% NEW $33.67 +8.7%
56 MAA MID-AMER APT CMNTYS INC Real Estate 2,609.0 $362K 0.17% NEW $138.93 -6.5%
57 SANDISK CORP 1,500.0 $356K 0.16% NEW $237.38
58 LLY ELI LILLY & CO Healthcare 320.0 $344K 0.16% NEW $1076.17 +3.9%
59 JPM JPMORGAN CHASE & CO. Financial Services 1,045.0 $337K 0.15% NEW $322.28 -7.1%
60 FTSM FIRST TR EXCHANGE-TRADED FD 5,496.0 $329K 0.15% NEW $59.93 +0.0%
Page 3 of 30  ·  591 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 32.9%
Technology 20.5%
Industrials 14.7%
Energy 9.3%
Healthcare 6.3%
Consumer Cyclical 5.7%
Communication Services 4.7%
Consumer Defensive 2.3%
Utilities 1.6%
Real Estate 1.5%