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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 JPLD JPMORGAN LTD 101 $5K 0.00% SOLD
42 LYG LLOYDS BANKING Financial Services 1,000 $5K 0.00% SOLD
43 IYM ISHARES U S 27 $4K 0.00% SOLD
44 QSR RESTAURANT BRANDS Consumer Cyclical 61 $4K 0.00% SOLD
45 TFI STATE STREET 89 $4K 0.00% SOLD
46 VUSB VANGUARD ULTRA 81 $4K 0.00% SOLD
47 JACK JACK IN Consumer Cyclical 157 $3K SOLD
48 RALLIANT CORP 51 $3K SOLD
49 REIT ALPS ACTIVE 60 $2K SOLD
50 ACAD ACADIA PHARMACEUTICAL Healthcare 75 $2K SOLD
51 CRVO CERVOMED INC Healthcare 300 $2K SOLD
52 CAG CONAGRA BRANDS Consumer Defensive 102 $2K SOLD
53 CRON CRONOS GROUP Healthcare 750 $2K SOLD
54 HPE HEWLETT PACKARD Technology 63 $2K SOLD
55 INTF ISHARES INTL 55 $2K SOLD
56 SHM STATE STREET 45 $2K SOLD
57 DFE WISDOMTREE EUROPE 26 $2K SOLD
58 CTRA COTERRA ENERGY Energy 50 $1K SOLD
59 DJT TRUMP MEDIA Communication Services 100 $1K SOLD
60 XLC STATE STREET 11 $1K SOLD
Page 3 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%