TSFG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMAT | 195 | $40.00K |
 | LNG | 194 | $46.00K |
 | ADP | 191 | $56.00K |
 | OLED | 191 | $27.00K |
 | ECL | 182 | $50.00K |
 | TXN | 182 | $33.00K |
 | PLD | 180 | $21.00K |
 | BNTX | 178 | $18.00K |
 | MSI | 178 | $81.00K |
 | ALGN | 175 | $22.00K |
 | AJG | 171 | $53.00K |
 | RNR | 166 | $42.00K |
 | NOV | 166 | $2.00K |
 | JACK | 157 | $3.00K |
 | FTV | 155 | $8.00K |
 | ROKU | 155 | $16.00K |
 | KD | 155 | $5.00K |
 | CRWD | 154 | $76.00K |
 | NOC | 153 | $93.00K |
 | HRL | 150 | $4.00K |
Applied Materials, Inc.
AMAT
Shares Held
195
Value
$40.00K
Cheniere Energy, Inc.
LNG
Shares Held
194
Value
$46.00K
Automatic Data Processing, Inc.
ADP
Shares Held
191
Value
$56.00K
Universal Display Corporation
OLED
Shares Held
191
Value
$27.00K
Ecolab Inc.
ECL
Shares Held
182
Value
$50.00K
Texas Instruments Incorporated
TXN
Shares Held
182
Value
$33.00K
Prologis, Inc.
PLD
Shares Held
180
Value
$21.00K
BioNTech SE
BNTX
Shares Held
178
Value
$18.00K
Motorola Solutions, Inc.
MSI
Shares Held
178
Value
$81.00K
Align Technology, Inc.
ALGN
Shares Held
175
Value
$22.00K
Arthur J. Gallagher & Co.
AJG
Shares Held
171
Value
$53.00K
RenaissanceRe Holdings Ltd.
RNR
Shares Held
166
Value
$42.00K
NOV Inc.
NOV
Shares Held
166
Value
$2.00K
Jack in the Box Inc.
JACK
Shares Held
157
Value
$3.00K
Fortive Corporation
FTV
Shares Held
155
Value
$8.00K
Roku, Inc.
ROKU
Shares Held
155
Value
$16.00K
Kyndryl Holdings, Inc.
KD
Shares Held
155
Value
$5.00K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
154
Value
$76.00K
Northrop Grumman Corporation
NOC
Shares Held
153
Value
$93.00K
Hormel Foods Corporation
HRL
Shares Held
150
Value
$4.00K