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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 43 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FVRR FIVERR INTL Communication Services 5.0 NEW
842 ASCENT SOLAR 1.0 NEW
843 AURORA CANNABIS 10.0
844 AYTU BIOPHARMA 1.0
845 CHARGEPOINT HOLDINGS 50.0
846 ETSY INC 8.0 NEW
847 GAMESTOP CORP 25.0 NEW
848 MIND MEDICINE 6.0
849 NEW GOLD 40.0 NEW
850 BARK INC 300.0 +200.0 +200.0%
851 PRECISION BIOSCIENCES 3.0
852 WESTPORT FUEL 1.0
853 CANGO INC 200.0 NEW
854 KAIXIN HOLDINGS 1.0 NEW
855 VALARIS LTD 4.0
856 GALMED PHARMACEUTICALS 17.0
Page 43 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%