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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $218M AUM 590 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 110 Added 71 Reduced 17 Exited
Page 27 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OGN ORGANON & CO Healthcare 321.0 $2K 0.00% -5.0 -1.5% $5.98 +123.2%
522 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21.0 $2K 0.00% $89.76 -8.0%
523 KVUE KENVUE INC Consumer Defensive 109.0 $2K 0.00% $17.25 +2.3%
524 IXJ ISHARES TR 19.0 $2K 0.00% $95.84 -0.9%
525 IXUS ISHARES TR 21.0 $2K 0.00% -76.0 -78.3% $86.67 +11.6%
526 RFL RAFAEL HLDGS INC Real Estate 1,450.0 $2K 0.00% $1.25 +11.2%
527 CFG CITIZENS FINL GROUP INC Financial Services 30.0 $2K 0.00% $60.00 +4.0%
528 REZI RESIDEO TECHNOLOGIES INC Industrials 50.0 $2K 0.00% $33.72 -7.1%
529 VHT VANGUARD WORLD FD 6.0 $2K 0.00% -16.0 -72.7% $273.33 +3.1%
530 SOLV SOLVENTUM CORP Healthcare 25.0 $2K 0.00% $65.32 +16.3%
531 PRQR PROQR THRAPEUTICS N V Healthcare 1,000.0 $2K 0.00% $1.62 -3.1%
532 EFAV ISHARES TR 17.0 $2K 0.00% $91.41 -0.6%
533 CNC CENTENE CORP DEL Healthcare 47.0 $2K 0.00% $32.74 +79.9%
534 MIN MFS INTER INCOME TR Financial Services 611.0 $2K 0.00% +14.0 +2.4% $2.51 -2.4%
535 PPG PPG INDS INC Basic Materials 14.0 $1K 0.00% $106.93 +5.5%
536 XLB SELECT SECTOR SPDR TR 30.0 $1K 0.00% $49.47 +3.8%
537 AAL AMERICAN AIRLINES GROUP INC Industrials 135.0 $1K 0.00% $10.74 +36.4%
538 CAT CATERPILLAR INC Industrials 2.0 $1K 0.00% $708.50 +25.3%
539 CINF CINCINNATI FINL CORP Financial Services 9.0 $1K 0.00% $157.44 +1.6%
540 XAIR BEYOND AIR INC Healthcare 2,000.0 $1K 0.00% $0.69 -37.7%
Page 27 of 30  ·  590 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 28.1%
Technology 21.4%
Industrials 14.3%
Energy 12.7%
Healthcare 6.1%
Consumer Cyclical 5.7%
Communication Services 4.9%
Consumer Defensive 2.7%
Utilities 1.9%
Real Estate 1.4%