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Portfolio (Quarterly) Guide ↗

TCFG Investment Advisors, LLC

· CIK 0002121836
13F Portfolio $267M AUM 274 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 274 New
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IXG ISHARES TR 2,777.0 $317K 0.12% NEW $114.00 +9.8%
182 DISV DIMENSIONAL ETF TRUST 7,993.0 $315K 0.12% NEW $39.44 +2.7%
183 MO ALTRIA GROUP INC Consumer Defensive 4,770.0 $315K 0.12% NEW $65.99 +8.5%
184 DIHP DIMENSIONAL ETF TRUST 9,702.0 $313K 0.12% NEW $32.22 +4.2%
185 SYLD CAMBRIA ETF TR 4,121.0 $311K 0.12% NEW $75.54 +3.9%
186 MRVL MARVELL TECHNOLOGY INC Technology 3,134.0 $310K 0.12% NEW $99.06 +181.7%
187 SGOL ETFS GOLD TR Financial Services 6,899.0 $308K 0.12% NEW $44.62 -12.3%
188 IEF ISHARES TR 3,216.0 $307K 0.12% NEW $95.44 -1.4%
189 PNQI INVESCO EXCHANGE TRADED FD T 6,836.0 $306K 0.11% NEW $44.73 +0.1%
190 STIP ISHARES TR 2,896.0 $299K 0.11% NEW $103.41 -1.5%
191 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,275.0 $299K 0.11% NEW $24.39 -20.3%
192 FTC FIRST TR EXCHANGE-TRADED ALP 1,941.0 $299K 0.11% NEW $154.17 +22.0%
193 VTES VANGUARD WELLINGTON FD 2,956.0 $299K 0.11% NEW $101.14 +0.1%
194 SHOP SHOPIFY INC Technology 2,485.0 $295K 0.11% NEW $118.62 -9.2%
195 OKLO OKLO INC Utilities 5,915.0 $293K 0.11% NEW $49.59 +15.3%
196 R RYDER SYS INC Industrials 1,429.0 $293K 0.11% NEW $204.71 +28.7%
197 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,337.0 $292K 0.11% NEW $218.72 -14.7%
198 BCI ABRDN ETFS 12,024.0 $292K 0.11% NEW $24.29 -7.3%
199 COMT ISHARES U S ETF TR 8,343.0 $289K 0.11% NEW $34.61 -10.9%
200 VRT VERTIV HOLDINGS CO Industrials 1,150.0 $288K 0.11% NEW $250.58 +42.9%
Page 10 of 14  ·  274 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
Technology 36.0%
Financial Services 14.0%
Basic Materials 13.9%
Energy 9.6%
Communication Services 8.1%
Consumer Cyclical 6.3%
Industrials 4.7%
Consumer Defensive 3.6%
Healthcare 2.3%
Utilities 1.5%