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Portfolio (Quarterly) Guide ↗

Team Financial Group, LLC

· CIK 0001845163
13F Portfolio $220M AUM 267 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 101 Added 29 Reduced 9 Exited
Page 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 REGN REGENERON PHARMACEUTICALS COM Healthcare 3.0 $2K 0.00% $772.00 -18.7%
242 F FORD MTR CO COM Consumer Cyclical 171.0 $2K 0.00% NEW $13.12 +0.7%
243 EUO PROSHARES ULTRASHORT EURO Financial Services 74.0 $2K 0.00% $28.32 +3.4%
244 CL COLGATE PALMOLIVE CO COM Consumer Defensive 24.0 $2K 0.00% $80.33 +11.2%
245 CMF ISHARES CALIFORNIA MUNI BOND ETF 33.0 $2K 0.00% $57.45 -1.1%
246 FCAL FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF 35.0 $2K 0.00% $49.31 -0.4%
247 MA MASTERCARD INCORPORATED CL A Financial Services 3.0 $2K 0.00% $575.33 -13.1%
248 UGI UGI CORP NEW COM Utilities 43.0 $2K 0.00% +1.0 +2.4% $37.02 -6.9%
249 SCHH SCHWAB U.S. REIT ETF 73.0 $2K 0.00% $20.97 +10.5%
250 PFE PFIZER INC COM Healthcare 58.0 $1K 0.00% +1.0 +1.8% $25.02 +1.0%
251 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 26.0 $1K 0.00% NEW $47.08 -1.6%
252 ECG EVERUS CONSTR GROUP COM Industrials 13.0 $1K 0.00% $85.54 +72.4%
253 MDU MDU RES GROUP INC COM Industrials 55.0 $1K +1.0 +1.9% $19.38 +16.2%
254 FOXA FOX CORP CL A COM Communication Services 14.0 $1K NEW $73.07 -10.5%
255 AFRM AFFIRM HLDGS INC COM CL A Technology 12.0 $893.0 $74.42 -14.5%
256 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 12.0 $844.0 $70.33 +7.2%
257 ALC ALCON AG ORD SHS Healthcare 10.0 $788.0 $78.80 -17.0%
258 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 30.0 $743.0 NEW $24.77 +7.3%
259 AMTM AMENTUM HOLDINGS INC COM Industrials 21.0 $609.0 $29.00 -20.7%
260 BTCW WISDOMTREE BITCOIN FUND Financial Services 6.0 $556.0 $92.67 -12.7%
Page 13 of 14  ·  267 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
Financial Services 58.1%
Technology 16.8%
Consumer Defensive 6.2%
Consumer Cyclical 5.5%
Healthcare 4.3%
Industrials 3.2%
Communication Services 2.6%
Energy 1.5%
Real Estate 1.0%
Utilities 0.5%