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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 28 of 44  ·  872 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FDX FEDEX CORP Industrials 57.0 $13K 0.00% NEW $228.07 +70.5%
542 GSLC GOLDMAN SACHS 96.0 $13K 0.00% NEW $135.42 +4.0%
543 IVT INVENTRUST PROPERTIES Real Estate 464.0 $13K 0.00% NEW $28.02 +17.0%
544 AAXJ ISHARES MSCI 145.0 $13K 0.00% NEW $89.66 +27.4%
545 JEF JEFFERIES FINANCIAL Financial Services 205.0 $13K 0.00% NEW $63.41 -17.3%
546 PAYX PAYCHEX INC Industrials 105.0 $13K 0.00% NEW $123.81 -23.9%
547 UNP UNION PACIFIC CORP Industrials 54.0 $13K 0.00% NEW $240.74 +10.4%
548 REMX VANECK RARE 195.0 $13K 0.00% NEW $66.67 +43.5%
549 VTIP VANGUARD SHORT 247.0 $13K 0.00% NEW $52.63 -4.5%
550 VIRTUS DIVID 1,000.0 $13K 0.00% NEW $13.00
551 BGY BLACKROCK ENHANCED Financial Services 2,000.0 $12K 0.00% NEW $6.00 -4.2%
552 CVNA CARVANA COMPANY Consumer Cyclical 31.0 $12K 0.00% NEW $387.10 -83.4%
553 COPX GLOBAL X 200.0 $12K 0.00% NEW $60.00 +38.4%
554 SPTM SPDR PORTFOLIO 155.0 $12K 0.00% NEW $77.42 +16.2%
555 SOFI SOFI TECHNOLOGIES Financial Services 442.0 $12K 0.00% NEW $27.15 -42.2%
556 ACI ALBERTSONS COS Consumer Defensive 600.0 $11K 0.00% NEW $18.33 -11.3%
557 APH AMPHENOL CORP Technology 90.0 $11K 0.00% NEW $122.22 +2.2%
558 AG FIRST MAJESTIC Basic Materials 925.0 $11K 0.00% NEW $11.89 +67.3%
559 GSK GSK PLC Healthcare 254.0 $11K 0.00% NEW $43.31 +19.0%
560 VMO INVESCO MUNICIPAL Financial Services 1,136.0 $11K 0.00% NEW $9.68 -1.9%
Page 28 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%