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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $669M AUM 856 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 47 New 153 Added 146 Reduced 63 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWN ISHARES RUSSELL 2.0 NEW
42 ETSY INC 8.0 NEW
43 GAMESTOP CORP 25.0 NEW
44 HSBC HSBC HOLDINGS Financial Services 5.0 NEW
45 NEW GOLD 40.0 NEW
46 CANGO INC 200.0 NEW
47 KAIXIN HOLDINGS 1.0 NEW
Page 3 of 3  ·  47 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 29.1%
Financial Services 25.6%
Technology 20.7%
Consumer Cyclical 9.4%
Communication Services 4.9%
Industrials 3.0%
Consumer Defensive 2.6%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.4%