BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE Consumer Defensive 4,514.0 $662K 0.08% -135.0 -2.9% $146.65 -2.2%
42 CSCO CISCO SYSTEMS Technology 5,380.0 $632K 0.08% -72.0 -1.3% $117.47 -5.0%
43 IWR ISHARES RUSSELL 5,403.0 $596K 0.07% -45.0 -0.8% $110.31 +2.4%
44 PLTR PALANTIR TECHNOLOGIES Technology 4,929.0 $575K 0.07% -1K -21.0% $116.66 +47.0%
45 MRVL MARVELL TECHNOLOGY Technology 1,789.0 $533K 0.07% -35.0 -1.9% $297.93 -27.5%
46 SDY STATE STREET 3,404.0 $518K 0.07% -554.0 -14.0% $152.17 +3.6%
47 F FORD MOTOR Consumer Cyclical 36,677.0 $510K 0.06% -1K -2.9% $13.91 +0.2%
48 ICSH ISHARES ULTRA 9,525.0 $482K 0.06% -1K -10.1% $50.60 -0.2%
49 XLE STATE STREET 8,319.0 $442K 0.06% -822.0 -9.0% $53.13 +19.8%
50 XLG INVESCO S&P 7,062.0 $432K 0.05% -240K -97.1% $61.17 +2.0%
51 RSPS INVESCO S&P 14,079.0 $422K 0.05% -321.0 -2.2% $29.97 +3.6%
52 EMXC ISHARES MSCI 3,904.0 $399K 0.05% -624.0 -13.8% $102.20 -7.2%
53 FSIG FIRST TRUST 20,960.0 $395K 0.05% -4K -17.6% $18.85 -0.0%
54 SOXX ISHARES SEMICONDUCTOR 598.0 $383K 0.05% -191.0 -24.2% $640.47 -17.0%
55 ARTY ISHARES FUTURE 4,469.0 $340K 0.04% -179.0 -3.9% $76.08 -3.3%
56 EXC EXELON CORP Utilities 7,216.0 $336K 0.04% -5K -39.1% $46.56 -2.7%
57 DE DEERE & CO Industrials 491.0 $311K 0.04% -10.0 -2.0% $633.40 -7.1%
58 XLY STATE STREET 2,642.0 $310K 0.04% -278.0 -9.5% $117.34 -0.8%
59 CAT CATERPILLAR INC Industrials 289.0 $307K 0.04% -3.0 -1.0% $1062.28 -20.8%
60 ILTB ISHARES CORE 5,791.0 $285K 0.04% -2K -20.8% $49.21 -4.7%
Page 3 of 8  ·  154 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 29.4%
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%