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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 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AMCOR PLC 1,916 $16K 0.00% SOLD
22 AG FIRST MAJESTIC Basic Materials 925 $15K 0.00% SOLD
23 JPMORGAN 302 $15K 0.00% SOLD
24 AOS SMITH AO Industrials 229 $15K 0.00% SOLD
25 SILC SILICOM LTD Technology 1,050 $15K 0.00% SOLD
26 ONDS ONDAS HOLDINGS Technology 1,300 $13K 0.00% SOLD
27 ACI ALBERTSONS COS Consumer Defensive 600 $10K 0.00% SOLD
28 ERIC ERICSSON TELEPHONE Technology 1,014 $10K 0.00% SOLD
29 FSM FORTUNA MINING Basic Materials 1,000 $10K 0.00% SOLD
30 MINT PIMCO EHNANCED 103 $10K 0.00% SOLD
31 EXK ENDEAVOUR SILVER Basic Materials 850 $8K 0.00% SOLD
32 FS SPECIALTY 598 $8K 0.00% SOLD
33 OR OR ROYALTIES INC Basic Materials 225 $8K 0.00% SOLD
34 RGS REGIS CORP Consumer Cyclical 300 $8K 0.00% SOLD
35 IVLU ISHARES MSCI 181 $7K 0.00% SOLD
36 BTG B2GOLD CORP Basic Materials 1,255 $6K 0.00% SOLD
37 FTSL FIRST TRUST 138 $6K 0.00% SOLD
38 PULS PGIM ULTRA 125 $6K 0.00% SOLD
39 CLOI VANECK CLO 119 $6K 0.00% SOLD
40 FLDR FIDELITY LOW 99 $5K 0.00% SOLD
Page 2 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%