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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 19 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BIP BROOKFIELD INFRAST PARTNERS Utilities 273.0 $9K 0.00% NEW $34.73 +11.8%
362 PLD PROLOGIS INC. Real Estate 74.0 $9K 0.00% NEW $127.50 +12.8%
363 FMB FIRST TR EXCH TRADED FD III 183.0 $9K 0.00% NEW $51.25 -0.2%
364 HIG HARTFORD INSURANCE GROUP INC Financial Services 68.0 $9K 0.00% NEW $137.81 -6.9%
365 MSI MOTOROLA SOLUTIONS INC Technology 24.0 $9K 0.00% NEW $385.25 +5.3%
366 VRE VERIS RESIDENTIAL INC Real Estate 615.0 $9K 0.00% NEW $14.88 +27.6%
367 IMAY INNOVATOR ETFS TRUST 305.0 $9K 0.00% NEW $29.90 +6.0%
368 WELL WELLTOWER INC Real Estate 48.0 $9K 0.00% NEW $187.15 +10.7%
369 ZG ZILLOW GROUP INC Communication Services 130.0 $9K 0.00% NEW $68.23 -47.5%
370 MCY MERCURY GENL CORP NEW Financial Services 94.0 $9K 0.00% NEW $94.06 +3.5%
371 VOD VODAFONE GROUP PLC NEW Communication Services 664.0 $9K 0.00% NEW $13.22 +12.9%
372 INTU INTUIT Technology 13.0 $9K 0.00% NEW $673.08 -51.5%
373 NU NU HLDGS LTD Financial Services 518.0 $9K 0.00% NEW $16.74 -20.9%
374 DEO DIAGEO PLC Consumer Defensive 100.0 $9K 0.00% NEW $86.27 -3.0%
375 GALAXY DIGITAL INC. 374.0 $8K 0.00% NEW $22.36
376 BIZD VANECK ETF TRUST 589.0 $8K 0.00% NEW $14.18 -11.1%
377 OKE ONEOK INC NEW Energy 112.0 $8K 0.00% NEW $73.76 +13.7%
378 ET ENERGY TRANSFER L P Energy 500.0 $8K 0.00% NEW $16.49 +15.9%
379 IXUS ISHARES TR 97.0 $8K 0.00% NEW $85.00 +14.5%
380 WWD WOODWARD INC Industrials 27.0 $8K 0.00% NEW $302.96 +16.8%
Page 19 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%