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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 41 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TIC TIC SOLUTIONS Industrials 18.0
802 AVXL ANAVEX LIFE Healthcare 30.0
803 BCE BCE INC Communication Services 10.0
804 BODI BEACHBODY CO Communication Services 22.0
805 BDTX BLACK DIAMOND Healthcare 100.0
806 CPSH CPS TECHNOLOGIES Technology 23.0
807 CXAI CXAPP INC Technology 1,000.0
808 HELP CYBIN INC Healthcare 2.0 -13.0 -86.7%
809 DXC DXC TECHNOLOGY Technology 5.0
810 EFC ELLINGTON FINANCIAL Real Estate 11.0
811 FBTC FIDELITY WISE Financial Services 4.0
812 FLY FIREFLY AEROSPACE Industrials 1.0
813 HSBC HSBC HOLDINGS Financial Services 5.0 NEW
814 HAL HALLIBURTON COMPANY Energy 5.0
815 INDI INDIE SEMICONDUCTOR Technology 125.0
816 CQQQ INVESCO CHINA 5.0
817 IWN ISHARES RUSSELL 2.0 NEW
818 ICLN ISHARES GLOBAL 10.0 NEW
819 IGLB ISHARES 10 1.0
820 AOA ISHARES CORE 3.0
Page 41 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%