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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ISHARES CURRENCY 43.0 $2K -240.0 -84.8% $46.51
142 AVDV AVANTIS INTL 6.0 $1K -5.0 -45.5% $166.67 -35.0%
143 RMR RMR GROUP Real Estate 75.0 $1K -9.0 -10.7% $13.33 +48.6%
144 XLC STATE STREET 11.0 $1K -21.0 -65.6% $90.91 +27.7%
145 CANOPY GROWTH 477.0 $1K -10.0 -2.0% $2.10
146 HELP CYBIN INC Healthcare 2.0 -13.0 -86.7%
Page 8 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%