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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $629M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 872 New
Page 11 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRK MERCK & COMPANY Healthcare 1,778.0 $149K 0.02% NEW $83.80 +46.1%
202 COF CAPITAL ONE Financial Services 687.0 $146K 0.02% NEW $212.52 -11.6%
203 SPTS SPDR PORTFOLIO 4,944.0 $145K 0.02% NEW $29.33 -1.1%
204 BP BP PLC Energy 4,186.0 $144K 0.02% NEW $34.40 +29.0%
205 COP CONOCOPHILLIPS Energy 1,518.0 $144K 0.02% NEW $94.86 +27.0%
206 GILD GILEAD SCIENCES Healthcare 1,298.0 $144K 0.02% NEW $110.94 +21.1%
207 XLP SECTOR CONSUMER 1,812.0 $142K 0.02% NEW $78.37 +8.2%
208 FANG DIAMONDBACK ENERGY Energy 981.0 $140K 0.02% NEW $142.71 +40.6%
209 DKNG DRAFTKINGS INC Consumer Cyclical 3,704.0 $139K 0.02% NEW $37.53 -33.1%
210 AMD ADVANCED MICRO Technology 852.0 $138K 0.02% NEW $161.97 +188.6%
211 PID INVESCO INTL 6,450.0 $137K 0.02% NEW $21.24 +8.8%
212 IUSG ISHARES S&P 832.0 $137K 0.02% NEW $164.66 +13.3%
213 VYM VANGUARD HIGH 972.0 $137K 0.02% NEW $140.95 +12.6%
214 ILCG ISHARES MORNINGSTAR 1,300.0 $136K 0.02% NEW $104.62 +10.5%
215 VZ VERIZON COMMUNICATIONS Communication Services 3,090.0 $136K 0.02% NEW $44.01 +9.9%
216 BDX BECTON DICKINSON Healthcare 727.0 $136K 0.02% NEW $187.07 -21.1%
217 IBM INTL BUSINESS Technology 475.0 $134K 0.02% NEW $282.11 -10.0%
218 RPG INVESCO S&P 2,740.0 $131K 0.02% NEW $47.81 +20.6%
219 GM GENERAL MOTORS Consumer Cyclical 2,121.0 $129K 0.02% NEW $60.82 +29.5%
220 SCHG SCHWAB US 4,008.0 $128K 0.02% NEW $31.94 +7.6%
Page 11 of 44  ·  872 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
Healthcare 29.7%
Financial Services 25.1%
Technology 20.9%
Consumer Cyclical 9.3%
Communication Services 4.5%
Industrials 3.0%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 1.8%
Basic Materials 0.5%