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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 23 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FXE INVESCO CURRENCYSHARES Financial Services 230.0 $25K 0.00% NEW $108.70 -1.5%
442 QS QUANTUMSCAPE CORP Consumer Cyclical 2,000.0 $25K 0.00% NEW $12.50 -34.4%
443 TDC TERADATA CORP Technology 1,156.0 $25K 0.00% NEW $21.63 +54.6%
444 TM TOYOTA MOTOR Consumer Cyclical 132.0 $25K 0.00% NEW $189.39 -0.2%
445 AEE AMEREN CORP Utilities 226.0 $24K 0.00% NEW $106.19 +4.8%
446 DAWN DAY ONE Healthcare 3,400.0 $24K 0.00% NEW $7.06 +205.0%
447 GOVT ISHARES U S 1,020.0 $24K 0.00% NEW $23.53 -3.7%
448 NEM NEWMONT CORP Basic Materials 281.0 $24K 0.00% NEW $85.41 +26.0%
449 SRPT SAREPTA THERAPEUTICS Healthcare 1,260.0 $24K 0.00% NEW $19.05 -11.8%
450 EDGF 3EDGE DYNAMIC 932.0 $23K 0.00% NEW $24.68 +0.4%
451 AVEM AVANTIS EMERGING 307.0 $23K 0.00% NEW $74.92 +24.2%
452 CME CME GROUP Financial Services 85.0 $23K 0.00% NEW $270.59 +7.6%
453 EOI EATON VANCE Financial Services 1,087.0 $23K 0.00% NEW $21.16 -6.7%
454 FIS FIDELITY NATIONAL Technology 356.0 $23K 0.00% NEW $64.61 -32.6%
455 KHC KRAFT HEINZ Consumer Defensive 897.0 $23K 0.00% NEW $25.64 -7.2%
456 NOK NOKIA CORP Technology 4,829.0 $23K 0.00% NEW $4.76 +224.8%
457 SCHA SCHWAB US 810.0 $23K 0.00% NEW $28.40 +17.4%
458 UPS UNITED PARCEL Industrials 274.0 $23K 0.00% NEW $83.94 +20.3%
459 VTWO VANGUARD RUSSELL 236.0 $23K 0.00% NEW $97.46 +18.2%
460 ALGN ALIGN TECHNOLOGY Healthcare 175.0 $22K 0.00% NEW $125.71 +30.1%
Page 23 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%