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Portfolio (Quarterly) Guide ↗

TKG Advisors, LLC

· CIK 0001843275
13F Portfolio $288M AUM 94 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 49 Added 19 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DOW DOW HLDGS INC Basic Materials 156,621 $6.5M 2.70% SOLD
2 HIG HARTFORD INSURANCE GROUP INC Financial Services 44,119 $6.0M 2.47% SOLD
3 AXP AMERICAN EXPRESS CO Financial Services 18,271 $5.5M 2.29% SOLD
4 KNG FIRST TR EXCHANGE-TRADED FD 88,388 $4.3M 1.78% SOLD
5 FCX FREEPORT MCMORAN INC Basic Materials 46,427 $2.7M 1.13% SOLD
6 IBM INTERNATIONAL BUSINESS MACHS Technology 9,642 $2.3M 0.97% SOLD
7 MDT MEDTRONIC PLC Healthcare 26,578 $2.3M 0.95% SOLD
8 RMD RESMED INC Healthcare 2,286 $513K 0.21% SOLD
9 FYX FIRST TR EXCHANGE-TRADED ALP 2,428 $290K 0.12% SOLD
10 MTUM ISHARES TR 1,084 $260K 0.11% SOLD
Sector Allocation
Financial Services 37.8%
Technology 27.9%
Industrials 11.6%
Utilities 5.2%
Healthcare 4.9%
Consumer Cyclical 4.9%
Energy 3.6%
Consumer Defensive 3.5%
Basic Materials 0.4%
Communication Services 0.2%