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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 36 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PBF PBF ENERGY Energy 110.0 $5K 0.00% NEW $45.45 +53.0%
702 XBI STATE STREET 32.0 $5K 0.00% $156.25 +4.6%
703 DIA STATE STREET Financial Services 10.0 $5K 0.00% $500.00 +5.5%
704 SCHH SCHWAB US 228.0 $5K 0.00% $21.93 +9.7%
705 SPG SIMON PROPERTY Real Estate 22.0 $5K 0.00% NEW $227.27 -3.2%
706 SWBI SMITH & WESSON Industrials 342.0 $5K 0.00% $14.62 -4.9%
707 BUZZ VANECK SOCIAL 127.0 $5K 0.00% $39.37 -7.4%
708 WAB WABTEC Industrials 18.0 $5K 0.00% $277.78 +5.2%
709 USFR WISDOMTREE FLOATING 103.0 $5K 0.00% -96.0 -48.2% $48.54 +4.0%
710 ONON ON HOLDING Consumer Cyclical 150.0 $5K 0.00% -2K -92.1% $33.33 -10.3%
711 AMC ENTERTAINMENT 2,500.0 $5K 0.00% $2.00
712 XPLR INFRASTRUCTURE 416.0 $5K 0.00% $12.02
713 YOLO ADVISORSHARES PURE 1,501.0 $4K 0.00% $2.66 +11.4%
714 CHT CHUNGHWA TELECOM Communication Services 98.0 $4K 0.00% $40.82 +6.2%
715 DFUV DIMENSIONAL US 80.0 $4K 0.00% $50.00 +14.2%
716 EMBC EMBECTA CORP Healthcare 1,368.0 $4K 0.00% +1K +1003.2% $2.92 +87.1%
717 QDF FLEXSHARES QUALITY 50.0 $4K 0.00% $80.00 +14.8%
718 EZBC FRANKLIN BITCOIN Financial Services 125.0 $4K 0.00% $32.00 +31.2%
719 HRL HORMEL FOODS Consumer Defensive 150.0 $4K 0.00% $26.67 -9.7%
720 NTSK NETSKOPE INC Technology 400.0 $4K 0.00% $10.00 +43.8%
Page 36 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%