SDTRX
Potomac Tactical Rotation Fund
PFS FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
State Street Consumer Staples Select Sector SPDR ETF 0 302,748 302,748 10.18% $24.82M
EXCHANGE-TRADED FUND 0 681,726 681,726 9.90% $24.15M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF 68,273 0 -68,273 0.00% -$22.89M
State Street SPDR Bloomberg Convertible Securities ETF 255,798 0 -255,798 0.00% -$22.82M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF 553,515 583,707 30,192 24.09% $3.19M
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 597,141 631,847 34,706 13.04% $1.79M
State Street Navigator Securities Lending Portfolio II 20,609,274 25,975,321 5,366,047 10.65% $5.37M
State Street Health Care Select Sector SPDR ETF USD Class 148,723 169,439 20,716 10.18% $1.82M
Vanguard World Fund HEALTH CAR ETF 79,799 91,100 11,301 10.17% $1.84M
ZCS BRL 14.0087 05/12/25-01/04/27 CME 336 377 41 1.46% $5.29M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WisdomTree Trust: WisdomTree Japan Hedged Equity Fund 160,156 158,936 -1,220 10.33% $2.12M

No positions in this category.

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