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Portfolio (Quarterly) Guide ↗

TSFG, LLC

· CIK 0001800513
13F Portfolio $669M AUM 856 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 47 New 153 Added 146 Reduced 63 Exited
Page 27 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 COPX GLOBAL X 200.0 $14K 0.00% $70.00 +18.6%
522 OMAB GRUPO AEROPORTUARIO Industrials 130.0 $14K 0.00% $107.69 -2.8%
523 AAXJ ISHARES MSCI 145.0 $14K 0.00% $96.55 +18.3%
524 STIP ISHARES 0-5 140.0 $14K 0.00% -4K -96.8% $100.00 +3.3%
525 MSEX MIDDLESEX WATER Utilities 286.0 $14K 0.00% +2.0 +0.7% $48.95 +5.7%
526 AESI ATLAS ENERGY Energy 1,525.0 $14K 0.00% $9.18 +112.1%
527 XITK STATE STREET 78.0 $14K 0.00% $179.49 +5.1%
528 REMX VANECK RARE 195.0 $14K 0.00% $71.79 +33.3%
529 MGV VANGUARD MEGA 100.0 $14K 0.00% $140.00 +11.2%
530 DFJ WISDOMTREE JAPAN 149.0 $14K 0.00% $93.96 +13.4%
531 ETHO AMPLIFY ETHO 201.0 $13K 0.00% +1.0 +0.5% $64.68 +14.9%
532 AI C3 AI Technology 1,000.0 $13K 0.00% $13.00 -28.2%
533 CMCSA COMCAST CORP Communication Services 432.0 $13K 0.00% -749.0 -63.4% $30.09 -16.7%
534 DOW DOW INC Basic Materials 550.0 $13K 0.00% $23.64 +51.9%
535 GPC GENUINE PARTS Consumer Cyclical 106.0 $13K 0.00% +1.0 +0.9% $122.64 -20.4%
536 IVT INVENTRUST PROPERTIES Real Estate 464.0 $13K 0.00% $28.02 +17.0%
537 JEF JEFFERIES FINANCIAL Financial Services 205.0 $13K 0.00% $63.41 -17.3%
538 ONDS ONDAS HOLDINGS Technology 1,300.0 $13K 0.00% NEW $10.00 -8.2%
539 SPTM STATE STREET 155.0 $13K 0.00% $83.87 +7.3%
540 VIRTUS DIVID 1,000.0 $13K 0.00% $13.00
Page 27 of 43  ·  856 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 29.1%
Financial Services 25.6%
Technology 20.7%
Consumer Cyclical 9.4%
Communication Services 4.9%
Industrials 3.0%
Consumer Defensive 2.6%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.4%