BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 24 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ACHR ARCHER AVIATION Industrials 2,300.0 $22K 0.00% NEW $9.57 -36.0%
462 GT GOODYEAR TIRE Consumer Cyclical 3,000.0 $22K 0.00% NEW $7.33 -20.0%
463 IEF ISHARES 7-10YR 224.0 $22K 0.00% NEW $98.21 -4.5%
464 IJK ISHARES S&P 232.0 $22K 0.00% NEW $94.83 +16.9%
465 DGRO ISHARES CORE 325.0 $22K 0.00% NEW $67.69 +9.5%
466 TBIL U S TREASURY 438.0 $22K 0.00% NEW $50.23 -0.5%
467 MMM 3M COMPANY Industrials 139.0 $22K 0.00% NEW $158.27 -4.2%
468 MOAT VANECK MORNINGSTAR 221.0 $22K 0.00% NEW $99.55 +1.7%
469 XMHQ INVESCO S&P 200.0 $21K 0.00% NEW $105.00 +2.4%
470 SCZ ISHARES MSCI 279.0 $21K 0.00% NEW $75.27 +13.1%
471 PLD PROLOGIS INC Real Estate 180.0 $21K 0.00% NEW $116.67 +24.0%
472 ARKK ARK INNOVATION 236.0 $20K 0.00% NEW $84.75 -9.6%
473 CLM CORNERSTONE STRATEGIC Financial Services 2,419.0 $20K 0.00% NEW $8.27 -8.9%
474 DBEF XTRACKERS MSCI 432.0 $20K 0.00% NEW $46.30 +14.0%
475 IXN ISHARES GLOBAL 192.0 $20K 0.00% NEW $104.17 +29.1%
476 VOOG VANGUARD S&P 47.0 $20K 0.00% NEW $425.53 -80.7%
477 CG CARLYLE GROUP Financial Services 300.0 $19K 0.00% NEW $63.33 -28.7%
478 CAKE CHEESECAKE FACTORY Consumer Cyclical 350.0 $19K 0.00% NEW $54.29 +11.6%
479 KQQQ KURV TECHNOLOGY 635.0 $19K 0.00% NEW $29.92 +2.8%
480 OGE OGE ENERGY CORP Utilities 400.0 $19K 0.00% NEW $47.50 +1.3%
Page 24 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%