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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 33 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SENS SENSEONICS HOLDINGS Healthcare 1,125.0 $6K 0.00% NEW $5.33 +7.1%
642 TEVA TEVA PHARMACEUTICAL Healthcare 200.0 $6K 0.00% $30.00 +14.4%
643 HYD VANECK HIGH 116.0 $6K 0.00% NEW $51.72 -2.0%
644 CLOI VANECK CLO 119.0 $6K 0.00% +2.0 +1.7% $50.42 +4.9%
645 DOL WISDOMTREE TRUE 88.0 $6K 0.00% $68.18 +8.7%
646 BTCW WISDOMTREE BITCOIN Financial Services 69.0 $6K 0.00% NEW $86.96 -5.5%
647 XERS XERIS BIOPHARMA Healthcare 708.0 $6K 0.00% -350.0 -33.1% $8.47 -26.5%
648 ZBRA ZEBRA TECHNOLOGIES Technology 25.0 $6K 0.00% $240.00 +1.4%
649 TT TRANE TECHNOLOGIES Industrials 15.0 $6K 0.00% $400.00 +12.9%
650 FLEX FLEX LTD Technology 100.0 $6K 0.00% $60.00 +118.4%
651 YOLO ADVISORSHARES PURE 1,501.0 $5K 0.00% $3.33 -14.1%
652 ATO ATMOS ENERGY CORP Utilities 27.0 $5K 0.00% $185.19 -4.2%
653 MQY BLACKROCK MUNIYIELD Financial Services 448.0 $5K 0.00% $11.16 -0.5%
654 DRI DARDEN RESTAURANTS Consumer Cyclical 26.0 $5K 0.00% $192.31 +2.5%
655 DAL DELTA AIRLINES Industrials 75.0 $5K 0.00% $66.67 +13.5%
656 DT DYNATRACE INC Technology 120.0 $5K 0.00% +65.0 +118.2% $41.67 -6.0%
657 FLDR FIDELITY LOW 99.0 $5K 0.00% +2.0 +2.1% $50.51 -0.7%
658 QCLN FIRST TRUST 107.0 $5K 0.00% +1.0 +0.9% $46.73 +32.9%
659 GDV GABELLI DIVIDEND Financial Services 183.0 $5K 0.00% $27.32 +6.2%
660 GOOD GLADSTONE COMMERCIAL Real Estate 430.0 $5K 0.00% +15.0 +3.6% $11.63 +10.9%
Page 33 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%