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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 16 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GIS GENERAL MLS INC Consumer Defensive 345.0 $16K 0.01% NEW $46.57 -26.9%
302 MMM 3M CO Industrials 100.0 $16K 0.01% NEW $160.10 -3.8%
303 GRID FIRST TR EXCHANGE TRADED FD 104.0 $16K 0.01% NEW $152.80 +26.5%
304 UAL UNITED AIRLS HLDGS INC Industrials 142.0 $16K 0.01% NEW $111.82 +4.6%
305 LIBERTY MEDIA CORP DEL 160.0 $16K 0.01% NEW $98.51
306 SCHC SCHWAB STRATEGIC TR 346.0 $16K 0.01% NEW $45.53 +12.0%
307 FV FIRST TR EXCHANGE TRADED FD 250.0 $16K 0.01% NEW $62.92 +14.9%
308 ETN EATON CORP PLC Industrials 49.0 $16K 0.01% NEW $320.47 +24.9%
309 CRM SALESFORCE INC Technology 59.0 $16K 0.01% NEW $263.15 -27.7%
310 HSY HERSHEY CO Consumer Defensive 85.0 $15K 0.01% NEW $181.99 +6.9%
311 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 225.0 $15K 0.01% NEW $68.36 -17.1%
312 ADP AUTOMATIC DATA PROCESSING IN Industrials 59.0 $15K 0.01% NEW $257.24 -14.1%
313 SNDL INC 9,000.0 $15K 0.01% NEW $1.66
314 APH AMPHENOL CORP NEW Technology 109.0 $15K 0.01% NEW $135.55 +9.7%
315 BCC BOISE CASCADE CO DEL Basic Materials 200.0 $15K 0.01% NEW $73.60 -4.3%
316 EBND SPDR SERIES TRUST 671.0 $14K 0.01% NEW $21.37 -1.4%
317 KD KYNDRYL HLDGS INC Technology 536.0 $14K 0.01% NEW $26.56 -55.0%
318 IJH ISHARES TR 212.0 $14K 0.01% NEW $65.96 +13.0%
319 FNDC SCHWAB STRATEGIC TR 311.0 $14K 0.01% NEW $44.55 +13.1%
320 IJR ISHARES TR 115.0 $14K 0.01% NEW $120.46 +15.2%
Page 16 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%