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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 14 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XYL XYLEM INC Industrials 624.0 $92K 0.01% NEW $147.44 -25.2%
262 AMGN AMGEN INC Healthcare 328.0 $92K 0.01% NEW $280.49 +21.0%
263 DXJ WISDOMTREE JAPAN 710.0 $91K 0.01% NEW $128.17 +32.3%
264 TTE TOTALENERGIES SE Energy 1,512.0 $90K 0.01% NEW $59.52 +53.9%
265 CHE CHEMED CORP Healthcare 200.0 $90K 0.01% NEW $450.00 -2.4%
266 NTRS NORTHERN TRUST Financial Services 653.0 $88K 0.01% NEW $134.76 +24.5%
267 SPYD SPDR PORTFOLIO 2,000.0 $88K 0.01% NEW $44.00 +8.4%
268 ASTRAZENECA PLC 1,130.0 $87K 0.01% NEW $76.99
269 PAVE GLOBAL X 1,825.0 $87K 0.01% NEW $47.67 +15.2%
270 FJP FIRST TRUST 1,315.0 $86K 0.01% NEW $65.40 +16.4%
271 IHF ISHARES U S 1,686.0 $83K 0.01% NEW $49.23 +2.9%
272 SLV ISHARES SILVER Financial Services 1,950.0 $83K 0.01% NEW $42.56 +60.6%
273 LYV LIVE NATION Communication Services 500.0 $82K 0.01% NEW $164.00 +0.9%
274 MSI MOTOROLA SOLUTIONS Technology 178.0 $81K 0.01% NEW $455.06 -11.2%
275 LQD ISHARES IBOXX 729.0 $81K 0.01% NEW $111.11 -2.5%
276 VWO VANGUARD FSTE 1,495.0 $81K 0.01% NEW $54.18 +8.9%
277 DHR DANAHER CORP Healthcare 410.0 $81K 0.01% NEW $197.56 -12.9%
278 WYNN WYNN RESORTS Consumer Cyclical 625.0 $80K 0.01% NEW $128.00 -24.0%
279 ONON ON HOLDING Consumer Cyclical 1,888.0 $80K 0.01% NEW $42.37 -6.0%
280 STT STATE STREET Financial Services 683.0 $79K 0.01% NEW $115.67 +33.1%
Page 14 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%