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Portfolio (Quarterly) Guide ↗

TCFG Investment Advisors, LLC

· CIK 0002121836
13F Portfolio $297M AUM 299 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 112 Added 66 Reduced 18 Exited
Page 7 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANNALY CAPITAL MANAGEMENT IN 29,687.0 $664K 0.22% +17K +140.6% $22.36
122 IWD ISHARES TR 2,688.0 $659K 0.22% $245.24 +5.1%
123 ORCL ORACLE CORP Technology 4,333.0 $635K 0.21% +1K +38.8% $146.55 -3.3%
124 SPHQ INVESCO EXCHANGE TRADED FD T 7,019.0 $632K 0.21% $90.10 -4.5%
125 FYT FIRST TR EXCHANGE-TRADED ALP 9,025.0 $630K 0.21% $69.81 +3.2%
126 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,289.0 $622K 0.21% NEW $271.95 -14.9%
127 IWM ISHARES TR 2,062.0 $620K 0.21% NEW $300.45 -0.9%
128 INTC INTEL CORP Technology 4,328.0 $604K 0.20% -254.0 -5.5% $139.63 -34.4%
129 BAC BANK OF AMER CORP Financial Services 10,585.0 $603K 0.20% -268.0 -2.5% $56.98 +10.0%
130 MA MASTERCARD INCORPORATED Financial Services 1,161.0 $597K 0.20% $514.57 +12.4%
131 BUFG FIRST TR EXCHNG TRADED FD VI 20,238.0 $593K 0.20% $29.32 +1.8%
132 CLS CELESTICA INC Technology 1,623.0 $592K 0.20% +49.0 +3.1% $364.66 -18.4%
133 SIVR ABRDN SILVER ETF TRUST Financial Services 10,157.0 $571K 0.19% -66.0 -0.7% $56.22 +14.9%
134 COPP SPROTT FDS TR 14,800.0 $567K 0.19% NEW $38.30 +11.7%
135 BLUEROCK PVT REAL ESTATE FD 43,466.0 $565K 0.19% $13.01
136 FPE FIRST TR EXCH TRADED FD III 31,362.0 $561K 0.19% -1K -4.2% $17.88 -0.7%
137 ETN EATON CORP PLC Industrials 1,281.0 $546K 0.18% $426.12 -1.8%
138 FTDS FIRST TR EXCHANGE-TRADED FD 8,845.0 $543K 0.18% $61.36 +9.0%
139 TEMA ETF TRUST 12,850.0 $538K 0.18% +500.0 +4.0% $41.89
140 WMT WALMART INC Consumer Defensive 4,753.0 $538K 0.18% -273.0 -5.4% $113.22 -8.2%
Page 7 of 15  ·  299 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
Technology 41.2%
Financial Services 12.7%
Basic Materials 10.7%
Energy 8.5%
Communication Services 7.3%
Consumer Cyclical 6.5%
Industrials 5.8%
Consumer Defensive 3.2%
Healthcare 2.5%
Utilities 1.5%