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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 19 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ICICI BANK 1,800.0 $52K 0.01% $28.89
362 LNG CHENIERE ENERGY Energy 219.0 $52K 0.01% +25.0 +12.9% $237.44 +15.3%
363 WPC W P CAREY Real Estate 733.0 $52K 0.01% NEW $70.94 +0.1%
364 GEN GEN DIGITAL Technology 2,069.0 $51K 0.01% +110.0 +5.6% $24.65 +12.1%
365 SNY SANOFI Healthcare 1,207.0 $51K 0.01% $42.25 +6.4%
366 ECL ECOLAB INC Basic Materials 182.0 $51K 0.01% $280.22 -0.1%
367 REGN REGENERON PHARMACEUTICAL Healthcare 81.0 $51K 0.01% +6.0 +8.0% $629.63 +28.7%
368 IMCG ISHARES MORNINGSTAR 517.0 $51K 0.01% $98.65 -0.3%
369 MPC MARATHON PETROLEUM Energy 200.0 $51K 0.01% $255.00 +43.6%
370 RDIV INVESCO S&P 877.0 $51K 0.01% -178.0 -16.9% $58.15 +9.0%
371 FE FIRSTENERGY CORP Utilities 1,072.0 $51K 0.01% $47.57 -0.7%
372 HUBB HUBBELL INC Industrials 98.0 $51K 0.01% +6.0 +6.5% $520.41 -7.0%
373 ADBE ADOBE INC Technology 245.0 $50K 0.01% +140.0 +133.3% $204.08 +28.9%
374 ZBRA ZEBRA TECHNOLOGIES Technology 190.0 $50K 0.01% +165.0 +660.0% $263.16 +39.2%
375 MDLN MEDLINE INC Healthcare 1,250.0 $49K 0.01% $39.20 -13.0%
376 XEL XCEL ENERGY Utilities 609.0 $49K 0.01% $80.46 -1.6%
377 SCHF SCHWAB INTL 1,756.0 $49K 0.01% $27.90 +0.5%
378 NVO NOVO NORDISK Healthcare 992.0 $48K 0.01% -508.0 -33.9% $48.39 -5.5%
379 LNT ALLIANT ENERGY Utilities 627.0 $48K 0.01% +33.0 +5.6% $76.56 -8.6%
380 XLU STATE STREET 1,047.0 $47K 0.01% $44.89 -1.9%
Page 19 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%