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Portfolio (Quarterly) Guide ↗

TKG Advisors, LLC

· CIK 0001843275
13F Portfolio $242M AUM 89 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 27 Added 41 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 GILD GILEAD SCIENCES INC Healthcare 46,526 $5.7M 2.30% SOLD
2 AMD ADVANCED MICRO DEVICES INC Technology 24,591 $5.3M 2.12% SOLD
3 UNH UNITEDHEALTH GROUP INC Healthcare 9,251 $3.1M 1.23% SOLD
4 BAC BANK AMERICA CORP Financial Services 25,811 $1.4M 0.57% SOLD
5 PANW PALO ALTO NETWORKS INC Technology 3,304 $609K 0.24% SOLD
6 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,363 $292K 0.12% SOLD
7 FTC FIRST TR EXCHANGE-TRADED ALP 1,776 $284K 0.12% SOLD
8 FNY FIRST TR EXCHANGE-TRADED ALP 3,044 $278K 0.11% SOLD
9 WDAY WORKDAY INC Technology 1,238 $266K 0.11% SOLD
Sector Allocation
Financial Services 45.5%
Technology 17.9%
Industrials 11.7%
Basic Materials 6.7%
Healthcare 5.6%
Energy 4.3%
Consumer Defensive 3.7%
Consumer Cyclical 2.9%
Utilities 0.9%
Communication Services 0.8%