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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 25 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EDGF 3EDGE DYNAMIC 932.0 $23K 0.00% $24.68 +0.0%
482 INOD INNODATA INC Technology 300.0 $23K 0.00% NEW $76.67 -18.8%
483 ICE INTERCONTINENTAL EXCH Financial Services 186.0 $23K 0.00% +131.0 +238.2% $123.66 +29.5%
484 XMHQ INVESCO S&P 200.0 $23K 0.00% $115.00 +3.2%
485 SCZ ISHARES MSCI 279.0 $23K 0.00% $82.44 +4.1%
486 MCHP MICROCHIP TECHNOLOGY Technology 247.0 $23K 0.00% NEW $93.12 -18.1%
487 QCOM QUALCOMM INC Technology 125.0 $23K 0.00% -123.0 -49.6% $184.00 -12.4%
488 MMM 3M COMPANY Industrials 139.0 $23K 0.00% $165.47 +8.0%
489 TM TOYOTA MOTOR Consumer Cyclical 136.0 $23K 0.00% +3.0 +2.3% $169.12 +13.3%
490 ADMA ADMA BIOLOGICS Healthcare 2,569.0 $22K 0.00% $8.56 +14.5%
491 CLM CORNERSTONE STRATEGIC Financial Services 2,856.0 $22K 0.00% +304.0 +11.9% $7.70 -10.9%
492 PHM PULTEGROUP INC Consumer Cyclical 159.0 $22K 0.00% +13.0 +8.9% $138.36 -7.6%
493 TBIL F/M U S 438.0 $22K 0.00% $50.23 -0.5%
494 SONY SONY GROUP Technology 1,100.0 $22K 0.00% NEW $20.00 +18.0%
495 TMUS T-MOBILE US Communication Services 132.0 $22K 0.00% $166.67 +8.8%
496 USAR USA RARE Basic Materials 1,000.0 $22K 0.00% NEW $22.00 -22.7%
497 CB CHUBB LTD Financial Services 65.0 $22K 0.00% $338.46 +1.5%
498 BC BRUNSWICK CORP Consumer Cyclical 250.0 $21K 0.00% $84.00 -3.8%
499 OEF ISHARES S&P 57.0 $21K 0.00% -3.0 -5.0% $368.42 +2.3%
500 AOK ISHARES CORE 500.0 $21K 0.00% NEW $42.00 -1.8%
Page 25 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%