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Portfolio (Quarterly) Guide ↗

PFS Partners, LLC

· CIK 0002002654
13F Portfolio $247M AUM 599 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 132 Added 56 Reduced 18 Exited
Page 7 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOG ALPHABET INC 380.0 $134K 0.05% -254.0 -40.1% $353.53
122 PSX PHILLIPS 66 Energy 792.0 $134K 0.05% $169.12 +50.8%
123 FDX FEDEX CORP Industrials 425.0 $133K 0.05% $313.13 +3.0%
124 INOV INNOVATOR ETFS TRUST 3,591.0 $132K 0.05% $36.73 +3.8%
125 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 7,000.0 $130K 0.05% $18.64 +2.4%
126 SPG SIMON PPTY GROUP INC NEW Real Estate 571.0 $128K 0.05% $223.70 -6.4%
127 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,018.0 $125K 0.05% +618.0 +154.5% $123.06 +31.0%
128 FIRST TR EXCHNG TRADED FD VI 3,154.0 $123K 0.05% -65.0 -2.0% $39.09
129 ARLP ALLIANCE RESOURCE PARTNERS L Energy 5,038.0 $121K 0.05% +117.0 +2.4% $23.98 +10.4%
130 CDW CDW CORP Technology 841.0 $118K 0.05% $140.64 +8.3%
131 FIRST TR EXCHNG TRADED FD VI 3,015.0 $114K 0.05% NEW $37.76
132 EMR EMERSON ELEC CO Industrials 776.0 $111K 0.04% +501.0 +182.2% $143.21 +6.7%
133 PWB INVESCO EXCHANGE TRADED FD T 650.0 $110K 0.04% $168.46 -7.3%
134 FIW FIRST TR EXCHANGE-TRADED FD 969.0 $106K 0.04% +475.0 +96.2% $109.57 -0.6%
135 WBD WARNER BROS DISCOVERY INC Communication Services 3,960.0 $106K 0.04% -36.0 -0.9% $26.66 +6.0%
136 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 401.0 $105K 0.04% $261.57 +28.0%
137 PJUL INNOVATOR ETFS TRUST 2,142.0 $105K 0.04% $48.81 +2.0%
138 TEL TE CONNECTIVITY PLC Technology 516.0 $104K 0.04% -53.0 -9.3% $201.43 +3.6%
139 PANW PALO ALTO NETWORKS INC Technology 300.0 $102K 0.04% $341.02 -2.3%
140 TT TRANE TECHNOLOGIES PLC Industrials 208.0 $102K 0.04% $490.73 -8.7%
Page 7 of 30  ·  599 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
Technology 34.6%
Financial Services 25.4%
Industrials 10.4%
Energy 8.8%
Healthcare 6.6%
Consumer Cyclical 4.8%
Communication Services 3.5%
Consumer Defensive 2.2%
Utilities 1.9%
Real Estate 1.3%