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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 43 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AVXL ANAVEX LIFE Healthcare 30.0
842 BCE BCE INC Communication Services 10.0
843 BODI BEACHBODY CO Communication Services 22.0
844 BDTX BLACK DIAMOND Healthcare 100.0
845 CPSH CPS TECHNOLOGIES Technology 23.0
846 CHTR CHARTER COMMUNICATIONS Communication Services 3.0
847 CDE COEUR MINING Basic Materials 19.0 NEW
848 CXAI CXAPP INC Technology 1,000.0
849 HELP CYBIN INC Healthcare 2.0
850 DFTX DEFINIUM THERAPEUTICS Healthcare 6.0 NEW
851 EH EHANG HOLDINGS Industrials 40.0
852 EFC ELLINGTON FINANCIAL Real Estate 11.0
853 FBTC FIDELITY WISE Financial Services 4.0
854 FLY FIREFLY AEROSPACE Industrials 1.0
855 HSBC HSBC HOLDINGS Financial Services 5.0
856 HAL HALLIBURTON COMPANY Energy 5.0
857 CQQQ INVESCO CHINA 5.0
858 IWN ISHARES RUSSELL 2.0
859 ICLN ISHARES GLOBAL 10.0
860 AOA ISHARES CORE 3.0
Page 43 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%