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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $629M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 872 New
Page 10 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PPG PPG INDUSTRIES Basic Materials 1,723.0 $181K 0.03% NEW $105.05 -0.6%
182 IOO ISHARES GLOBAL 1,500.0 $180K 0.03% NEW $120.00 +18.1%
183 GOF GUGGENHEIM STRATEGIC Financial Services 11,516.0 $173K 0.03% NEW $15.02 -25.5%
184 UNH UNITEDHEALTH GROUP Healthcare 498.0 $172K 0.03% NEW $345.38 +11.0%
185 GD GENERAL DYNAMICS Industrials 504.0 $172K 0.03% NEW $341.27 -0.8%
186 NOBL PROSHARES S&P 1,672.0 $172K 0.03% NEW $102.87 +4.3%
187 VEA VANGUARD FTSE 2,841.0 $170K 0.03% NEW $59.84 +18.1%
188 MS MORGAN STANLEY Financial Services 1,066.0 $169K 0.03% NEW $158.54 +26.5%
189 JPC NUVEEN PFD Financial Services 20,222.0 $166K 0.03% NEW $8.21 -5.3%
190 INTC INTEL CORP Technology 4,955.0 $166K 0.03% NEW $33.50 +253.7%
191 MAR MARRIOTT INTL Consumer Cyclical 635.0 $165K 0.03% NEW $259.84 +42.6%
192 C CITIGROUP INC Financial Services 1,617.0 $164K 0.03% NEW $101.42 +23.4%
193 OXY OCCIDENTAL PETROLEUM Energy 3,405.0 $161K 0.03% NEW $47.28 +24.4%
194 MRVL MARVELL TECHNOLOGY Technology 1,875.0 $158K 0.03% NEW $84.27 +126.3%
195 NVT NVENT ELECTRIC Industrials 1,590.0 $157K 0.03% NEW $98.74 +65.7%
196 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 2,515.0 $157K 0.03% NEW $62.43 -1.5%
197 AEP AMERICAN ELECTRIC Utilities 1,384.0 $156K 0.03% NEW $112.72 +15.0%
198 BEPC BROOKFIELD RENEWABLE Utilities 4,503.0 $155K 0.03% NEW $34.42 +9.3%
199 VB VANGUARD SMALL 606.0 $154K 0.02% NEW $254.13 +12.7%
200 IWV ISHARES RUSSELL 400.0 $152K 0.02% NEW $380.00 +10.7%
Page 10 of 44  ·  872 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 29.7%
Financial Services 25.1%
Technology 20.9%
Consumer Cyclical 9.3%
Communication Services 4.5%
Industrials 3.0%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 1.8%
Basic Materials 0.5%