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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 30 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 METV LISTED FDS TR 10.0 $189.0 NEW $18.90 -0.4%
582 IEO ISHARES TR 2.0 $183.0 NEW $91.50 +26.4%
583 ATLANTA BRAVES HLDGS INC 4.0 $158.0 NEW $39.50
584 TAN INVESCO EXCH TRADED FD TR II 2.0 $99.0 NEW $49.50 +44.2%
585 PXH INVESCO EXCH TRADED FD TR II 3.0 $78.0 NEW $26.00 +11.5%
586 EPAC ENERPAC TOOL GROUP CORP Industrials 2.0 $77.0 NEW $38.50 -12.3%
587 EVGO EVGO INC Consumer Cyclical 17.0 $50.0 NEW $2.94 -29.3%
588 SCLX SCILEX HOLDING CO Healthcare 4.0 $49.0 NEW $12.25 -42.1%
589 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 3.0 $40.0 NEW $13.33 -36.9%
590 EMBC EMBECTA CORP Healthcare 2.0 $27.0 NEW $13.50 -75.4%
591 SKYE BIOSCIENCE INC 1.0 $1.0 NEW $1.00
Page 30 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%