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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 383.0 $18K 0.01% +4.0 +1.1% $46.02 +1.5%
162 KO COCA COLA CO COM Consumer Defensive 235.0 $16K 0.01% +4.0 +1.7% $69.78 +15.8%
163 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 280.0 $16K 0.01% +2.0 +0.7% $56.79 +6.1%
164 STLD STEEL DYNAMICS INC COM Basic Materials 92.0 $16K 0.01% $169.50 +35.3%
165 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 174.0 $15K 0.01% +1.0 +0.6% $88.45 +13.7%
166 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 210.0 $15K 0.01% -56.0 -21.1% $72.78 +28.5%
167 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 50.0 $15K 0.01% $303.90 +33.1%
168 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 127.0 $15K 0.01% $118.96 -1.7%
169 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 104.0 $15K 0.01% $141.02 +12.6%
170 XOM EXXON MOBIL CORP COM Energy 120.0 $14K 0.01% +1.0 +0.8% $120.57 +31.0%
171 WM WASTE MGMT INC DEL COM Industrials 66.0 $14K 0.01% +1.0 +1.5% $218.08 +0.8%
172 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 125.0 $14K 0.01% +1.0 +0.8% $113.70 +11.0%
173 VLO VALERO ENERGY CORP COM Energy 87.0 $14K 0.01% +1.0 +1.2% $161.94 +54.8%
174 ISHARES MSCI INTL QUALITY FACTOR ETF 300.0 $14K 0.01% +3.0 +1.0% $45.48
175 TPR TAPESTRY INC COM Consumer Cyclical 99.0 $13K 0.01% $128.07 +1.0%
176 JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 115.0 $12K 0.01% +1.0 +0.9% $108.61 +9.6%
177 DLR DIGITAL RLTY TR INC COM Real Estate 79.0 $12K 0.01% $155.13 +21.5%
178 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 27.0 $12K 0.01% $453.37 -3.6%
179 CRM SALESFORCE INC COM Technology 45.0 $12K 0.01% -125.0 -73.5% $267.33 -35.1%
180 PM PHILIP MORRIS INTL INC COM Consumer Defensive 73.0 $12K 0.01% $161.30 +17.6%
Page 9 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%