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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $794M AUM 891 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 105 New 220 Added 154 Reduced 70 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CIBR FIRST TRUST 7,262 $519K 0.08% SOLD
2 HON HONEYWELL INTL Industrials 1,762 $344K 0.05% SOLD
3 ILCB ISHARES MORNINGSTAR 1,109 $105K 0.02% SOLD
4 ASTRAZENECA PLC 1,106 $102K 0.01% SOLD
5 CHKP CHECK POINT Technology 355 $66K 0.01% SOLD
6 DD DUPONT DE Basic Materials 1,362 $55K 0.01% SOLD
7 XSHD INVESCO S&P 4,000 $51K 0.01% SOLD
8 HOLOGIC INC 572 $43K 0.01% SOLD
9 FLTR VANECK IG 1,531 $39K 0.01% SOLD
10 CCL CARNIVAL CORP Consumer Cyclical 1,101 $34K 0.01% SOLD
11 DAWN DAY ONE Healthcare 3,400 $32K 0.01% SOLD
12 PKST PEAKSTONE REALTY Real Estate 2,051 $29K 0.00% SOLD
13 OSCR OSCAR HEALTH Healthcare 2,000 $29K 0.00% SOLD
14 GUG GUGGENHEIM ACTIVE Financial Services 1,734 $27K 0.00% SOLD
15 GT GOODYEAR TIRE Consumer Cyclical 3,000 $26K 0.00% SOLD
16 DASH DOORDASH INC Communication Services 100 $23K 0.00% SOLD
17 ABNB AIRBNB INC Consumer Cyclical 125 $17K 0.00% SOLD
18 IYR ISHARES U S 168 $16K 0.00% SOLD
19 KINDLY MD 45,000 $16K 0.00% SOLD
20 SE SEA LTD Consumer Cyclical 125 $16K 0.00% SOLD
Page 1 of 4  ·  70 positions
Sector Allocation
Healthcare 29.4%
Financial Services 22.7%
Technology 21.2%
Consumer Cyclical 9.1%
Communication Services 5.1%
Industrials 4.9%
Consumer Defensive 2.7%
Utilities 2.0%
Energy 1.8%
Real Estate 0.4%