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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 3 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IQDG WISDOMTREE INTL 97,471.0 $3.9M 0.62% NEW $39.88 +6.7%
42 HFXI NYLI FTSE 121,878.0 $3.8M 0.60% NEW $31.01 +19.7%
43 BUFR FIRST TRUST 110,434.0 $3.7M 0.59% NEW $33.42 +8.3%
44 SHLD GLOBAL X 50,524.0 $3.5M 0.56% NEW $70.24 -8.4%
45 VGT VANGUARD INFORMATION 4,067.0 $3.0M 0.48% NEW $746.50 -84.7%
46 RSP INVESCO S&P 14,542.0 $2.8M 0.44% NEW $189.73 +7.9%
47 SMH VANECK SEMICONDUCTOR 8,185.0 $2.7M 0.42% NEW $326.33 +73.9%
48 IVE ISHARES S&P 12,473.0 $2.6M 0.41% NEW $206.53 +9.5%
49 VOT VANGUARD MID 8,765.0 $2.6M 0.41% NEW $293.78 -1.7%
50 FLXR TCW FLEXIBLE 64,434.0 $2.6M 0.41% NEW $39.79 -1.7%
51 BERKSHIRE HATHAWAY 4,934.0 $2.5M 0.39% NEW $502.84
52 BAX BAXTER INTL Healthcare 101,177.0 $2.3M 0.37% NEW $22.77 -16.4%
53 IVW ISHARES S&P 18,732.0 $2.3M 0.36% NEW $120.70 +13.2%
54 IBIT ISHARES BITCOIN Financial Services 34,210.0 $2.2M 0.35% NEW $65.01 -32.3%
55 GBTC GRAYSCALE BITCOIN Financial Services 24,617.0 $2.2M 0.35% NEW $89.78 -32.9%
56 IEFA ISHARES CORE 23,252.0 $2.0M 0.32% NEW $87.30 +11.4%
57 IWB ISHARES RUSSELL 5,473.0 $2.0M 0.32% NEW $365.43 +10.8%
58 IWM ISHARES RUSSELL 7,551.0 $1.8M 0.29% NEW $241.95 +16.8%
59 MDY SPDR S&P Financial Services 2,960.0 $1.8M 0.28% NEW $595.95 +11.6%
60 CRM SALESFORCE INC Technology 7,210.0 $1.7M 0.27% NEW $237.03 -25.6%
Page 3 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%