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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 18 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PRF INVESCO FTSE 1,115.0 $50K 0.01% NEW $44.84 +18.7%
342 XEL XCEL ENERGY Utilities 609.0 $49K 0.01% NEW $80.46 +0.8%
343 VYMI VANGUARD INTL 581.0 $49K 0.01% NEW $84.34 +18.3%
344 MGC VANGUARD MEGA 199.0 $49K 0.01% NEW $246.23 +11.4%
345 TMO THERMO FISHER Healthcare 100.0 $49K 0.01% NEW $490.00 -8.5%
346 KMB KIMBERLY CLARK Consumer Defensive 395.0 $49K 0.01% NEW $124.05 -20.1%
347 XT ISHARES EXPONENTIAL 676.0 $49K 0.01% NEW $72.49 +11.7%
348 IUSV ISHARES CORE 487.0 $49K 0.01% NEW $100.62 +9.7%
349 DIVO AMPLIFY CWP 1,100.0 $49K 0.01% NEW $44.55 +3.6%
350 FE FIRSTENERGY CORP Utilities 1,072.0 $49K 0.01% NEW $45.71 +1.3%
351 CMP COMPASS MNRLS Basic Materials 2,500.0 $48K 0.01% NEW $19.20 +59.3%
352 EFG ISHARES MSCI 416.0 $47K 0.01% NEW $112.98 +7.5%
353 XLU UTILITIES SELECT 524.0 $46K 0.01% NEW $87.79 -48.3%
354 LNG CHENIERE ENERGY Energy 194.0 $46K 0.01% NEW $237.11 +1.6%
355 NEAR ISHARES SHORT 900.0 $46K 0.01% NEW $51.11 -0.9%
356 PRFZ INVESCO RAFI 1,020.0 $46K 0.01% NEW $45.10 +13.5%
357 SYK STRYKER CORP Healthcare 126.0 $46K 0.01% NEW $365.08 -13.3%
358 BX BLACKSTONE INC Financial Services 269.0 $46K 0.01% NEW $171.00 -30.7%
359 BLSH BULLISH Technology 700.0 $45K 0.01% NEW $64.29 -45.3%
360 VDC VANGUARD CONSUMER 200.0 $43K 0.01% NEW $215.00 +6.8%
Page 18 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%