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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 37 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AGNC AGNC INVESTMENT Real Estate 220.0 $2K +7.0 +3.3% $9.09 +12.9%
722 REIT ALPS ACTIVE 60.0 $2K $33.33 -10.0%
723 ACAD ACADIA PHARMACEUTICAL Healthcare 75.0 $2K $26.67 -20.1%
724 AEHR AEHR TEST Technology 100.0 $2K $20.00 +356.5%
725 AWF ALLIANCEBERNSTEIN GLOBAL Financial Services 171.0 $2K $11.70 -12.4%
726 APLD APPLIED DIGITAL Technology 75.0 $2K $26.67 +80.1%
727 CRVO CERVOMED INC Healthcare 300.0 $2K $6.67 -53.7%
728 CAG CONAGRA BRANDS Consumer Defensive 102.0 $2K $19.61 -31.8%
729 CRON CRONOS GROUP Healthcare 750.0 $2K $2.67 +2.4%
730 HPQ HP INC Technology 105.0 $2K $19.05 +15.0%
731 HE HAWAIIAN ELEC INDS INC Utilities 200.0 $2K $10.00 +36.9%
732 HPE HEWLETT PACKARD Technology 63.0 $2K $31.75 +7.0%
733 ILPT INDUSTRIAL LOGISTICS Real Estate 356.0 $2K -181.0 -33.7% $5.62 +54.5%
734 OMFL INVESCO RUSSELL 28.0 $2K $71.43 -5.3%
735 EMHY ISHARES JPMORGAN 51.0 $2K +1.0 +2.0% $39.22 +2.2%
736 EPP ISHARES MSCI 31.0 $2K $64.52 -14.2%
737 INTF ISHARES INTL 55.0 $2K NEW $36.36 +14.0%
738 IFRA ISHARES TRUST 46.0 $2K $43.48 +39.1%
739 MFA MFA FINANCIAL Real Estate 252.0 $2K NEW $7.94 +19.7%
740 MXL MAXLINEAR INC Technology 100.0 $2K $20.00 +398.4%
Page 37 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%