Fund HoldingsPFS Partners, LLC

Total Portfolio Value
$246.98M
Total Bought
$22.74M
Total Sold
$12.73M
Net Transaction
+$10.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)8,5404,940-3,6002,8855,7022.31%+2,817
SANDISK CORP(SNDK)1,5001,50009533,4111.38%+2,458
ISHARES TR101,932103,991+2,0598,02910,2224.14%+2,193
WESTERN DIGITAL CORP(WDC)4,5134,51301,2212,8831.17%+1,662
INNOVATOR ETFS TRUST
US SML CP PWR B
506,405493,805-12,60021,12822,5329.12%+1,404
ISHARES TR
CORE DIV GRWTH
230,306231,763+1,45716,16317,5657.11%+1,403
INNOVATOR ETFS TRUST
US SM CA PW JUNE
046,844+46,84401,3980.57%+1,398
SELECT SECTOR SPDR TR
ST STR FINL ETF
023,021+23,02101,2340.50%+1,234
CHUBB LIMITED
COM
06,393+6,39302,1790.88%+2,179
ISHARES TR010,949+10,94908,2003.32%+8,200
HONEYWELL INTL INC04,036+4,03609040.37%+904
APPLE INC(AAPL)010,204+10,20402,9531.20%+2,953
HONEYWELL AEROSPACE INC04,036+4,03608920.36%+892
GOLDMAN SACHS ETF TR052,457+52,45707,4433.01%+7,443
HEICO CORP NEW(HEI)09,957+9,95703,5471.44%+3,547
INVESCO EXCH TRADED FD TR II130,833134,082+3,2498,2398,8943.60%+655
JANUS DETROIT STR TR
HENDRSON AAA CL
458,889470,572+11,68323,11423,7599.62%+645
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
224,890236,514+11,62411,20211,7744.77%+572
TREVI THERAPEUTICS INC(TRVI)079,000+79,00001,4730.60%+1,473
INTEL CORP(INTC)04,752+4,75206630.27%+663
INNOVATOR ETFS TRUST
INNOVATOR INTL D
6,49621,233+14,7371896460.26%+458
HEICO CORP NEW08,074+8,07402,0820.84%+2,082
JPMORGAN CHASE & CO(JPM)02,057+2,05706730.27%+673
ALPHABET INC(GOOG)01,922+1,92206870.28%+687
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0285,666+285,666012,2084.94%+12,208
INNOVATOR ETFS TRUST
INTRNL DEV APRL
284,514281,188-3,3269,0119,3383.78%+328
FIRST TR EXCH TRADED FD III406,889422,184+15,2957,2227,5493.06%+326
INNOVATOR ETFS TRUST
INTL DE PW JUNE
010,279+10,27903200.13%+320
TEXAS INSTRS INC(TXN)01,094+1,09403260.13%+326
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY E
012,316+12,31604440.18%+444
INNOVATOR ETFS TRUST
INTL DE PWR DECE
08,334+8,33402860.12%+286
ISHARES TR
TRS FLT RT BD
091,750+91,75004,6451.88%+4,645
MICROSOFT CORP(MSFT)02,726+2,72601,0170.41%+1,017
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
96,28198,075+1,7944,6904,9532.01%+263
CORNING INC(GLW)1,0941,596+5021494080.17%+259
ABBVIE INC(ABBV)01,870+1,87004710.19%+471
INVESCO QQQ TR01,564+1,56401,1520.47%+1,152
JOHNSON & JOHNSON(JNJ)5091,319+8101243350.14%+211
GE AEROSPACE(GE)02,223+2,22308310.34%+831
AMERICAN EXPRESS CO(AXP)0712+71202410.10%+241
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
406332-741593200.13%+161
INNOVATOR ETFS TRUST
INTL DEVELOPED P
4,6919,567+4,8761402990.12%+159
GE VERNOVA INC(GEV)523513-104566020.24%+146
GOOSEHEAD INS INC(GSHD)024,536+24,53601,1900.48%+1,190
MARRIOTT INTL INC NEW(MAR)3,2093,215+61,0501,1910.48%+142
BERKSHIRE HATHAWAY INC DEL0904+90404520.18%+452
NVIDIA CORPORATION(NVDA)4,3244,375+517548750.35%+121
FIRST TR EXCHNG TRADED FD VI
VEST US EQU ENHA
03,015+3,01501140.05%+114
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0650+65001100.04%+110
IRIDIUM COMMUNICATIONS INC(IRDM)4,0004,00001112190.09%+108
INTERNATIONAL BUSINESS MACHS(IBM)01,886+1,88605300.21%+530
ADVANCED MICRO DEVICES INC(AMD)0236+23601370.06%+137
VISA INC(V)0931+93103190.13%+319
CISCO SYS INC(CSCO)03,077+3,07703610.15%+361
ABBOTT LABORATORIES01,506+1,50601370.06%+137
INNOVATOR ETFS TRUST
US SM CA PWR MAY
03,076+3,0760930.04%+93
ELI LILLY & CO(LLY)0321+32103840.16%+384
HUBBELL INC(HUBB)109259+150531360.05%+82
EMERSON ELEC CO(EMR)0776+77601110.04%+111
INNOVATOR ETFS TRUST
US SML CP PWR ET
22,52822,339-1898178890.36%+72
QUALCOMM INC(QCOM)0525+5250970.04%+97
CVB FINL CORP(CVBF)03,135+3,1350710.03%+71
SELECT SECTOR SPDR TR
ST STR INDL ETF
0377+3770700.03%+70
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
09,887+9,88704390.18%+439
AMERICAN ELEC PWR CO INC0500+5000680.03%+68
VERTIV HOLDINGS CO(VRT)0200+2000670.03%+67
NORFOLK SOUTHN CORP(NSC)0210+2100660.03%+66
INNOVATOR ETFS TRUST
US SMALL CAP PWR
5,6367,075+1,4391642270.09%+63
KYNDRYL HLDGS INC(KD)06,187+6,1870700.03%+70
INTERCONTINENTAL EXCHANGE IN(ICE)01,018+1,01801250.05%+125
NVR INC(NVR)09+90610.02%+61
SOUTHERN CO(SO)0600+6000570.02%+57
ADVISORSHARES TR
PURE US CANN ETF
010,880+10,8800550.02%+55
FIRST TR EXCHANGE-TRADED FD
WTR ETF
0969+96901060.04%+106
PALO ALTO NETWORKS INC(PANW)0300+30001020.04%+102
ISHARES TR
FUTU AI TECH ETF
0699+6990530.02%+53
SPDR SERIES TRUST
ST INTER BD ETF
01,573+1,5730530.02%+53
FIRST BK WILLIAMSTOWN NEW JE
COM
030,004+30,00405320.22%+532
UNITED PARCEL SVCS INC(UPS)02,448+2,44802630.11%+263
UNITED RENTALS INC(URI)0126+12601420.06%+142
MID-AMER APT CMNTYS INC(MAA)02,670+2,67003710.15%+371
AMAZON COM INC(AMZN)01,765+1,76504210.17%+421
SCHWAB STRATEGIC TR01,117+1,1170440.02%+44
BUTTERFLY NETWORK INC(BFLY)010,000+10,0000840.03%+84
HUNTINGTON BANCSHARES INC(HBAN)02,578+2,5780460.02%+46
PROCTER & GAMBLE CO(PG)0945+94501390.06%+139
CONOCOPHILLIPS(COP)1,9962,942+9462633060.12%+42
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
012,533+12,53305370.22%+537
KLA CORP(KLAC)27267+24039800.03%+41
VANGUARD SPECIALIZED FUNDS0171+1710400.02%+40
SPACE EXPLORATION TECHN CORP0235+2350400.02%+40
STATE STR SPDR S&P 500 ETF T(SPY)41241202683080.12%+40
TRULIEVE CANNABIS CORP(TRLV)04,000+4,0000390.02%+39
CITIGROUP INC(C)01,341+1,34101880.08%+188
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0712+7120380.02%+38
INNOVATOR ETFS TRUST
US SML CP PWR B
010,776+10,77604030.16%+403
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0874+8740350.01%+35
IMPERIAL OIL LTD(IMO)0300+3000340.01%+34
RYMAN HOSPITALITY PPTYS INC(RHP)0260+2600330.01%+33
FEDEX FGHT HLDG CO INC0212+2120320.01%+32
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