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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 33 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SPYM SPDR PORTFOLIO 74.0 $6K 0.00% NEW $81.08 +7.8%
642 TTMI TTM TECHNOLOGIES Technology 100.0 $6K 0.00% NEW $60.00 +182.3%
643 GDX VANECK GOLD 80.0 $6K 0.00% NEW $75.00 +14.7%
644 CLOI VANECK CLO 117.0 $6K 0.00% NEW $51.28 +3.1%
645 TT TRANE TECHNOLOGIES Industrials 15.0 $6K 0.00% NEW $400.00 +12.9%
646 FLEX FLEX LTD Technology 100.0 $6K 0.00% NEW $60.00 +118.4%
647 YOLO ADVISORSHARES PURE 1,501.0 $5K 0.00% NEW $3.33 -14.1%
648 AKAM AKAMAI TECHNOLOGIES Technology 70.0 $5K 0.00% NEW $71.43 +104.7%
649 AAL AMERICAN AIRLINES Industrials 453.0 $5K 0.00% NEW $11.04 +23.1%
650 ATO ATMOS ENERGY CORP Utilities 27.0 $5K 0.00% NEW $185.19 -4.2%
651 B BARRICK MINING Basic Materials 150.0 $5K 0.00% NEW $33.33 +23.7%
652 MQY BLACKROCK MUNIYIELD Financial Services 448.0 $5K 0.00% NEW $11.16 -0.5%
653 DRI DARDEN RESTAURANTS Consumer Cyclical 26.0 $5K 0.00% NEW $192.31 +2.5%
654 DOCU DOCUSIGN INC Technology 63.0 $5K 0.00% NEW $79.37 -38.3%
655 FLDR FIDELITY LOW 97.0 $5K 0.00% NEW $51.55 -2.7%
656 GDV GABELLI DIVIDEND Financial Services 183.0 $5K 0.00% NEW $27.32 +6.2%
657 GOOD GLADSTONE COMMERCIAL Real Estate 415.0 $5K 0.00% NEW $12.05 +7.0%
658 LAND GLADSTONE LAND Real Estate 550.0 $5K 0.00% NEW $9.09 +4.8%
659 ACVU HARTFORD QUALITY 172.0 $5K 0.00% NEW $29.07 +3.5%
660 JPLD JPMORGAN LTD 100.0 $5K 0.00% NEW $50.00 +4.1%
Page 33 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%