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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 13 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COIN COINBASE GLOBAL Financial Services 910.0 $133K 0.02% $146.15 +0.1%
242 SPACE EXPLORATION 758.0 $130K 0.02% NEW $171.50
243 AMAT APPLIED MATERIALS Technology 180.0 $130K 0.02% $722.22 -28.8%
244 ENTERGY CORP 1,118.0 $128K 0.02% $114.49
245 BTC GRAYSCALE BITCOIN Financial Services 4,899.0 $127K 0.02% $25.92 +10.2%
246 EFV ISHARES MSCI 1,643.0 $126K 0.02% -166.0 -9.2% $76.69 +5.9%
247 VCR VANGUARD CONSUMER 314.0 $125K 0.02% $398.09 -1.7%
248 IGF ISHARES GLOBAL 1,874.0 $125K 0.02% -77.0 -4.0% $66.70 -1.2%
249 TAK TAKEDA PHARMACEUTICAL Healthcare 7,796.0 $125K 0.02% +57.0 +0.7% $16.03 +12.6%
250 EEMV ISHARES MSCI 1,641.0 $124K 0.02% -60.0 -3.5% $75.56 -1.7%
251 DXJ WISDOMTREE JAPAN 710.0 $123K 0.01% $173.24 +2.6%
252 ADI ANALOG DEVICES Technology 307.0 $122K 0.01% +36.0 +13.3% $397.39 -5.2%
253 PAVE GLOBAL X 2,052.0 $121K 0.01% +237.0 +13.1% $58.97 -2.8%
254 ESGE ISHARES ESG 2,200.0 $120K 0.01% NEW $54.55 -3.7%
255 AMGN AMGEN INC Healthcare 330.0 $119K 0.01% +2.0 +0.6% $360.61 +17.9%
256 TOTALENERGIES SE 1,512.0 $118K 0.01% $78.04
257 TAN INVESCO SOLAR 2,000.0 $118K 0.01% NEW $59.00 -15.5%
258 SCHG SCHWAB US 3,493.0 $118K 0.01% $33.78 +4.3%
259 ICVT ISHARES CONV 970.0 $118K 0.01% -3K -75.3% $121.65 -4.3%
260 PFE PFIZER INC Healthcare 4,874.0 $117K 0.01% $24.00 +13.5%
Page 13 of 45  ·  891 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%