TSG Advice Partners, LLC
Filing Date
Global Rank
#4,401
/ 8,232
▼ 624
Top Industry
Consumer Electronics
18.1%
3Y Alpha vs SPY
-4.1%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.0%
SPY
+9.1%
Annualised alpha
-4.1%
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.7%
−7.2 pts
Top 5
58.9%
−14.5 pts
Top 10
70.8%
−11.4 pts
HHI
1,056
Diversified−835
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.7% | $64,008,855 |
| Technology | 24.7% | $38,926,129 |
| Consumer Cyclical | 7.4% | $11,598,859 |
| Financial Services | 6.9% | $10,874,733 |
| Communication Services | 6.5% | $10,176,438 |
| Healthcare | 6.3% | $9,899,057 |
| Consumer Defensive | 3.3% | $5,120,244 |
| Industrials | 2.8% | $4,472,409 |
| Energy | 1.0% | $1,515,735 |
| Utilities | 0.3% | $445,914 |
| Basic Materials | 0.3% | $421,891 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GILD | Gilead Sciences, Inc. | +4,508 | 6,145 | $856,428 | |
| PFE | Pfizer Inc | +4,291 | 29,639 | $832,263 | |
| ABBV | AbbVie Inc. | +3,036 | 5,826 | $1,267,096 | |
| ABT | Abbott Laboratories | +2,282 | 10,439 | $1,071,772 | |
| AAPL | Apple Inc. | +2,098 | 66,812 | $16,956,217 | |
| VZ | Verizon Communications Inc | +2,082 | 8,358 | $419,571 | |
| AMZN | Amazon Com Inc | +2,005 | 29,906 | $6,228,522 | |
| T | At&T Inc. | +1,772 | 12,155 | $352,373 | |
| NFLX | Netflix Inc | +1,379 | 16,650 | $1,600,897 | |
| TSLA | Tesla, Inc. | +1,072 | 4,353 | $1,618,227 | |
| NVDA | Nvidia Corp | +969 | 41,599 | $7,254,865 | |
| CSCO | Cisco Systems, Inc. | +956 | 7,080 | $549,337 | |
| ETN | Eaton Corp plc | +905 | 1,546 | $552,957 | |
| BRK-B | Berkshire Hathaway Inc | +886 | 3,614 | $1,731,828 | |
| PLTR | Palantir Technologies Inc. | +871 | 2,517 | $368,186 | |
| XOM | Exxon Mobil Corp | +754 | 5,434 | $921,932 | |
| KO | Coca Cola Co | +734 | 4,991 | $379,565 | |
| GOOGL | Alphabet Inc. | +508 | 12,855 | $3,696,583 | |
| DIS | Walt Disney Co | +476 | 3,443 | $331,836 | |
| WFC | Wells Fargo & Company/Mn | +472 | 4,913 | $391,123 | |
| MSFT | Microsoft Corp | +418 | 15,956 | $5,906,432 | |
| MS | Morgan Stanley | +273 | 2,997 | $493,216 | |
| WMT | Walmart Inc. | +248 | 10,060 | $1,250,256 | |
| AVGO | Broadcom Inc. | +203 | 3,891 | $1,204,303 | |
| JPM | Jpmorgan Chase & Co | +203 | 10,563 | $3,107,212 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDY | Spdr S&P Midcap 400 ETF Trust | −67,768 | 35,383 | $21,822,819 | |
| SPY | Spdr S&P 500 ETF Trust | −50,597 | 62,301 | $40,516,832 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,283 | 2,892 | $1,669,204 | |
| IBM | International Business Machines Corp | −396 | 4,097 | $993,071 | |
| TSCO | Tractor Supply Co /De/ | −240 | 6,260 | $283,578 | |
| HD | Home Depot, Inc. | −229 | 3,465 | $1,139,603 | |
| QCOM | Qualcomm Inc/De | −194 | 1,693 | $218,024 | |
| V | Visa Inc. | −147 | 8,132 | $2,457,815 | |
| HON | Honeywell International Inc | −110 | 1,278 | $288,866 | |
| SLDP | Solid Power, Inc. | −91 | 10,000 | $30,000 | |
| PANW | Palo Alto Networks Inc | −85 | 4,898 | $785,247 | |
| PEP | Pepsico Inc | −66 | 4,620 | $717,439 | |
| AXP | American Express Co | −48 | 772 | $233,514 | |
| CRWD | CrowdStrike Holdings, Inc. | −34 | 1,190 | $464,587 | |
| PG | PROCTER & GAMBLE Co | −27 | 5,221 | $754,121 | |
| GE | General Electric Co | −19 | 1,301 | $369,184 | |
| MA | Mastercard Inc | −17 | 1,461 | $730,003 | |
| BAC | Bank Of America Corp /De/ | −8 | 7,511 | $366,161 | |
| AMAT | Applied Materials Inc /De | −7 | 1,654 | $565,320 | |
| HII | Huntington Ingalls Industries, Inc. | −4 | 595 | $226,040 | |
| GS | Goldman Sachs Group Inc | −1 | 1,024 | $866,293 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JCI | Johnson Controls International plc | 3,417 | $447,456 | |
| LIN | Linde PLC | 851 | $421,891 | |
| MU | Micron Technology Inc | 1,051 | $355,069 | |
| BMY | Bristol Myers Squibb Co | 5,194 | $315,016 | |
| UBSI | United Bankshares Inc/Wv | 7,012 | $290,437 | |
| KMB | Kimberly Clark Corp | 2,779 | $268,090 | |
| LMT | Lockheed Martin Corp | 424 | $256,261 | |
| NEE | Nextera Energy Inc | 2,496 | $231,828 | |
| INTC | Intel Corp | 5,068 | $223,650 | |
| DUK | Duke Energy CORP | 1,635 | $214,086 | |
| GD | General Dynamics Corp | 591 | $202,843 | |
| No positions match the current search. | ||||
19 positions ·
$38,926,129 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 66,812 | $16,956,217 | 43.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 41,599 | $7,254,865 | 18.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,956 | $5,906,432 | 15.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,891 | $1,204,303 | 3.09% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,097 | $993,071 | 2.55% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,881 | $865,153 | 2.22% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 4,898 | $785,247 | 2.02% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 1,448 | $567,268 | 1.46% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,654 | $565,320 | 1.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,080 | $549,337 | 1.41% | |
| ALGM |
Allegro Microsystems, Inc.
Technology
|
Added | 17,192 | $542,063 | 1.39% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,190 | $464,587 | 1.19% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,086 | $445,694 | 1.14% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,021 | $411,132 | 1.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,517 | $368,186 | 0.95% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 1,051 | $355,069 | 0.91% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,342 | $250,511 | 0.64% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,068 | $223,650 | 0.57% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,693 | $218,024 | 0.56% |