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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 42 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ONB OLD NATIONAL Financial Services 18.0
822 OGN ORGANON & CO Healthcare 67.0
823 ONL ORION PROPERTIES Real Estate 1.0
824 PASG PASSAGE BIO Healthcare 5.0
825 PTON PELOTON INTERACTIVE Consumer Cyclical 25.0
826 PINS PINTEREST INC Communication Services 15.0 NEW
827 KRE SPDR S&P 1.0
828 SCLX SCILEX HOLDING Healthcare 1.0
829 SPB SPECTRUM BRANDS Consumer Defensive 5.0
830 STLD STEEL DYNAMICS INC Basic Materials 1.0
831 SFIX STITCH FIX Consumer Cyclical 35.0
832 TKO TKO GROUP Communication Services 1.0
833 SKIN BEAUTY HEALTH Consumer Defensive 100.0
834 ESGV VANGUARD ESG 4.0
835 VSS VANGUARD FTSE 1.0 NEW
836 VFF VILLAGE FARMS Consumer Defensive 100.0
837 VTS VITESSE ENERGY Energy 24.0
838 ZH ZHIHU INC Communication Services 116.0
839 BGL BLUE GOLD Basic Materials 250.0 +200.0 +400.0%
840 PRGO PERRIGO CO Healthcare 2.0
Page 42 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%