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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $669M AUM 856 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 47 New 153 Added 146 Reduced 63 Exited
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWR ISHARES RUSSELL 5,448.0 $524K 0.08% -8K -58.5% $96.18 +9.2%
42 F FORD MOTOR Consumer Cyclical 37,756.0 $495K 0.07% -8K -17.8% $13.11 +4.3%
43 BIDD ISHARES INTL 16,970.0 $489K 0.07% -368.0 -2.1% $28.82 +9.6%
44 SCHD SCHWAB US 17,437.0 $478K 0.07% -317.0 -1.8% $27.41 +17.6%
45 HFXI NYLI FTSE 12,882.0 $418K 0.06% -109K -89.4% $32.45 +14.3%
46 RSPS INVESCO S&P 14,400.0 $418K 0.06% -240.0 -1.6% $29.03 +2.9%
47 HDV ISHARES CORE 3,195.0 $389K 0.06% -75.0 -2.3% $121.75 -77.3%
48 DIS WALT DISNEY Communication Services 3,304.0 $376K 0.06% -21.0 -0.6% $113.80 -9.0%
49 ILTB ISHARES CORE 7,314.0 $364K 0.05% -86.0 -1.2% $49.77 -2.9%
50 SBUX STARBUCKS CORP Consumer Cyclical 4,271.0 $360K 0.05% -25.0 -0.6% $84.29 +26.4%
51 PEP PEPSICO INC Consumer Defensive 2,492.0 $358K 0.05% -63.0 -2.5% $143.66 +3.6%
52 EMXC ISHARES MSCI 4,528.0 $329K 0.05% -805.0 -15.1% $72.66 +31.6%
53 IEI ISHARES 3-7YR 2,719.0 $324K 0.05% -433.0 -13.7% $119.16 -1.7%
54 USMV ISHARES MSCI 3,078.0 $290K 0.04% -818.0 -21.0% $94.22 +1.9%
55 SPSM STATE STREET 5,442.0 $255K 0.04% -277.0 -4.8% $46.86 +13.2%
56 SOXX ISHARES SEMICONDUCTOR 789.0 $238K 0.04% -503.0 -38.9% $301.65 +74.1%
57 ARTY ISHARES FUTURE 4,648.0 $224K 0.03% -316.0 -6.4% $48.19 +41.3%
58 KO COCA COLA COMPANY Consumer Defensive 2,937.0 $205K 0.03% -36.0 -1.2% $69.80 +16.3%
59 MRK MERCK & COMPANY Healthcare 1,676.0 $176K 0.03% -102.0 -5.7% $105.01 +10.3%
60 VGLT VANGUARD LONG 3,139.0 $175K 0.03% -389.0 -11.0% $55.75 -3.3%
Page 3 of 8  ·  146 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
Healthcare 29.1%
Financial Services 25.6%
Technology 20.7%
Consumer Cyclical 9.4%
Communication Services 4.9%
Industrials 3.0%
Consumer Defensive 2.6%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.4%