TSFG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARM | 807 | $114.00K |
 | SHW | 795 | $275.00K |
 | WWD | 771 | $195.00K |
 | HD | 767 | $311.00K |
 | GS | 758 | $603.00K |
 | VTRS | 755 | $7.00K |
 | CRON | 750 | $2.00K |
 | BDX | 727 | $136.00K |
 | KKR | 726 | $94.00K |
 | AFL | 699 | $78.00K |
 | V | 689 | $235.00K |
 | COF | 687 | $146.00K |
 | STT | 683 | $79.00K |
 | LLY | 683 | $521.00K |
 | SW | 672 | $29.00K |
 | UA | 663 | $3.00K |
 | BMY | 656 | $30.00K |
 | PRU | 645 | $67.00K |
 | MAR | 635 | $165.00K |
 | PNW | 631 | $57.00K |
Arm Holdings plc American Depositary Shares
ARM
Shares Held
807
Value
$114.00K
The Sherwin-Williams Company
SHW
Shares Held
795
Value
$275.00K
Woodward, Inc.
WWD
Shares Held
771
Value
$195.00K
The Home Depot, Inc.
HD
Shares Held
767
Value
$311.00K
The Goldman Sachs Group, Inc.
GS
Shares Held
758
Value
$603.00K
Viatris Inc.
VTRS
Shares Held
755
Value
$7.00K
Cronos Group Inc.
CRON
Shares Held
750
Value
$2.00K
Becton, Dickinson and Company
BDX
Shares Held
727
Value
$136.00K
KKR & Co. Inc.
KKR
Shares Held
726
Value
$94.00K
Aflac Incorporated
AFL
Shares Held
699
Value
$78.00K
Visa Inc.
V
Shares Held
689
Value
$235.00K
Capital One Financial Corporation
COF
Shares Held
687
Value
$146.00K
State Street Corporation
STT
Shares Held
683
Value
$79.00K
Eli Lilly and Company
LLY
Shares Held
683
Value
$521.00K
Smurfit Westrock Plc
SW
Shares Held
672
Value
$29.00K
Under Armour, Inc.
UA
Shares Held
663
Value
$3.00K
Bristol-Myers Squibb Company
BMY
Shares Held
656
Value
$30.00K
Prudential Financial, Inc.
PRU
Shares Held
645
Value
$67.00K
Marriott International, Inc.
MAR
Shares Held
635
Value
$165.00K
Pinnacle West Capital Corporation
PNW
Shares Held
631
Value
$57.00K