Long-term investor

Pfs Partners, LLC @pfspartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002002654).

Record

  • Tracked since 2025-06-30 (434 days), 23 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.3% · 6 months +7.6% · 1 year +10.7% · all +10.7%
  • Max drawdown -0.2% · Sharpe 0.90 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JAAA · 9.6% · long · since 2025-06-30
  • KJAN · 9.1% · long · since 2025-06-30
  • DGRO · 7.1% · long · since 2025-06-30
  • FSMB · 5.5% · long · since 2025-06-30
  • XMAR · 4.9% · long · since 2025-06-30
  • LMBS · 4.8% · long · since 2025-06-30
  • IMCG · 4.1% · long · since 2025-06-30
  • IAPR · 3.8% · long · since 2025-06-30
  • XMLV · 3.6% · long · since 2025-06-30
  • IVV · 3.3% · long · since 2025-06-30
  • FPE · 3.1% · long · since 2025-06-30
  • GSLC · 3.0% · long · since 2025-06-30

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