TCFG Investment Advisors, LLC

13F filer · CIK 0002121836

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$297MU.S. long equity reported on 13F

Positions16026 new · 11 closed

Net flow last quarter+$9.71MBuys minus sells

Top 10 positions weight23.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026160 positions
AAPLApple Inc.	$16.8M	5.64%	0.00%	-1.8%	Q1 2026
NVDANvidia Corp	$14.2M	4.77%	0.00%	-6.7%	Q1 2026
AMZNAmazon Com Inc	$6.7M	2.26%	0.00%	+0.9%	Q1 2026
FNVFRANCO NEVADA Corp	$6.64M	2.24%	0.02%	+10.2%	Q1 2026
AMDAdvanced Micro Devices Inc	$5.58M	1.88%	0.00%	+0.6%	Q1 2026
MUMicron Technology Inc	$4.19M	1.41%	0.00%	+2.6%	Q1 2026
MSFTMicrosoft Corp	$3.93M	1.32%	0.00%	-4.4%	Q1 2026
AEMAgnico Eagle Mines Ltd	$3.82M	1.29%	0.00%	+3.5%	Q1 2026
GOOGLAlphabet Inc.	$3.64M	1.23%	0.00%	+1.6%	Q1 2026
VVisa Inc.	$3.04M	1.02%	0.00%	-4.6%	Q1 2026
GOOGAlphabet Inc.	$2.95M	1.00%	Not reported	-2.0%	Q1 2026
WPMWheaton Precious Metals Corp.	$2.91M	0.98%	0.01%	Not reported	Q1 2026
AVGOBroadcom Inc.	$2.55M	0.86%	0.00%	+6.5%	Q1 2026
REMXRemedytemp Inc	$2.49M	0.84%	Not reported	+3.1%	Q1 2026
EPDEnterprise Products Partners L.P.	$2.34M	0.79%	0.00%	+5.0%	Q1 2026
CVXChevron Corp	$2.24M	0.75%	0.00%	+0.3%	Q1 2026
QQQInvesco QQQ Trust, Series 1	$2.03M	0.68%	Not reported	+1.1%	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.98M	0.67%	Not reported	-0.1%	Q1 2026
FVDFirst Trust Value Line Dividend Fund	$1.87M	0.63%	Not reported	-0.2%	Q1 2026
CCJCameco Corp	$1.85M	0.62%	0.00%	+20.4%	Q1 2026
SIISprott Inc.	$1.84M	0.62%	0.06%	+6.7%	Q1 2026
NUENucor Corp	$1.7M	0.57%	0.00%	-0.8%	Q1 2026
LGOVLargo Vista Group Ltd	$1.68M	0.57%	Not reported	0.0%	Q1 2026
HYMCHycroft Mining Holding Corp	$1.53M	0.52%	0.07%	+18.0%	Q1 2026
KLACKla Corp	$1.46M	0.49%	0.00%	+2.1%	Q1 2026
SMHMarket Vectors ETF Trust	$1.39M	0.47%	Not reported	Not reported	Q1 2026
METAMeta Platforms, Inc.	$1.36M	0.46%	Not reported	-7.4%	Q1 2026
NFLXNetflix Inc	$1.27M	0.43%	0.00%	+2.5%	Q1 2026
ARLPAlliance Resource Partners LP	$1.23M	0.41%	0.04%	New	Q2 2026
SNDKSandisk Corp	$1.2M	0.40%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$1.19M	0.40%	Not reported	-0.4%	Q1 2026
PLTRPalantir Technologies Inc.	$1.18M	0.40%	0.00%	-9.5%	Q1 2026
MRVLMarvell Technology, Inc.	$1.17M	0.39%	0.00%	+25.5%	Q1 2026
JPMJPMorgan Chase & Co	$1.16M	0.39%	0.00%	+4.4%	Q1 2026
AAAUGoldman Sachs Physical Gold ETF	$1.12M	0.38%	0.05%	+277.3%	Q1 2026
CGCPCardiogenesis Corp	$1.11M	0.38%	Not reported	-1.5%	Q1 2026
GLWCorning Inc	$1.11M	0.37%	0.00%	+39.9%	Q1 2026
GEVGE Vernova Inc.	$1.11M	0.37%	0.00%	+2.2%	Q1 2026
GLDSPDR Gold Trust	$1.08M	0.36%	0.00%	+4.7%	Q1 2026
KMIKinder Morgan, Inc.	$1.07M	0.36%	0.00%	+6.1%	Q1 2026
CSLCarlisle Companies Inc	$1.07M	0.36%	0.01%	Not reported	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.06M	0.36%	0.00%	+1.4%	Q1 2026
HCHLHappy City Holdings Ltd	$1.03M	0.35%	Not reported	New	Q2 2026
AFGRAffinion Group Holdings, Inc.	$1.02M	0.34%	3.84%	Not reported	Q1 2026
JDZGJIADE Ltd	$1.01M	0.34%	164.66%	New	Q2 2026
COSTCostco Wholesale Corp	$998K	0.34%	0.00%	+0.3%	Q1 2026
APPAppLovin Corp	$970K	0.33%	0.00%	-1.5%	Q1 2026
JNJJohnson & Johnson	$944K	0.32%	0.00%	+2.2%	Q1 2026
LLYELI LILLY & Co	$928K	0.31%	0.00%	+25.2%	Q1 2026
XOMExxonMobil Holdings Corp	$909K	0.31%	0.00%	-27.1%	Q1 2026

Q1 2026Reported May 6, 2026145 positions
AAPLApple Inc.	$15M	5.59%	0.00%	New	Q1 2026
NVDANvidia Corp	$13.2M	4.94%	0.00%	New	Q1 2026
FNVFRANCO NEVADA Corp	$7.14M	2.67%	0.02%	New	Q1 2026
AMZNAmazon Com Inc	$5.8M	2.17%	0.00%	New	Q1 2026
AEMAgnico Eagle Mines Ltd	$4.82M	1.80%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$4.08M	1.52%	0.00%	New	Q1 2026
WPMWheaton Precious Metals Corp.	$3.4M	1.27%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$2.88M	1.08%	0.00%	New	Q1 2026
VVisa Inc.	$2.81M	1.05%	0.00%	New	Q1 2026
CVXChevron Corp	$2.78M	1.04%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$2.45M	0.91%	Not reported	New	Q1 2026
REMXRemedytemp Inc	$2.4M	0.90%	Not reported	New	Q1 2026
EPDEnterprise Products Partners L.P.	$2.29M	0.86%	0.00%	New	Q1 2026
SIISprott Inc.	$2.18M	0.82%	0.06%	New	Q1 2026
AVGOBroadcom Inc.	$1.96M	0.73%	0.00%	New	Q1 2026
HYMCHycroft Mining Holding Corp	$1.95M	0.73%	0.06%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$1.94M	0.73%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.9M	0.71%	Not reported	New	Q1 2026
FVDFirst Trust Value Line Dividend Fund	$1.83M	0.68%	Not reported	New	Q1 2026
LGOVLargo Vista Group Ltd	$1.69M	0.63%	Not reported	New	Q1 2026
NFLXNetflix Inc	$1.66M	0.62%	0.00%	New	Q1 2026
CCJCameco Corp	$1.64M	0.61%	0.00%	New	Q1 2026
PLTRPalantir Technologies Inc.	$1.64M	0.61%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$1.57M	0.59%	Not reported	New	Q1 2026
XOMExxonMobil Holdings Corp	$1.55M	0.58%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$1.49M	0.56%	Not reported	New	Q1 2026
NUENucor Corp	$1.3M	0.49%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$1.2M	0.45%	0.00%	New	Q1 2026
MUMicron Technology Inc	$1.2M	0.45%	0.00%	New	Q1 2026
CGCPCardiogenesis Corp	$1.13M	0.42%	Not reported	New	Q1 2026
COSTCostco Wholesale Corp	$1.06M	0.40%	0.00%	New	Q1 2026
KMIKinder Morgan, Inc.	$1.06M	0.40%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$1.04M	0.39%	Not reported	New	Q1 2026
JPMJPMorgan Chase & Co	$998K	0.37%	0.00%	New	Q1 2026
CSLCarlisle Companies Inc	$981K	0.37%	0.01%	New	Q1 2026
JNJJohnson & Johnson	$889K	0.33%	0.00%	New	Q1 2026
AFGRAffinion Group Holdings, Inc.	$873K	0.33%	3.84%	New	Q1 2026
PGPROCTER & GAMBLE Co	$863K	0.32%	0.00%	New	Q1 2026
TSLATesla, Inc.	$855K	0.32%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$830K	0.31%	0.00%	New	Q1 2026
SMHMarket Vectors ETF Trust	$815K	0.30%	Not reported	New	Q1 2026
GEVGE Vernova Inc.	$807K	0.30%	0.00%	New	Q1 2026
IAUIshares Gold Trust	$793K	0.30%	0.00%	New	Q1 2026
APPAppLovin Corp	$761K	0.28%	0.00%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$742K	0.28%	0.00%	New	Q1 2026
SIVRabrdn Silver ETF Trust	$732K	0.27%	0.01%	New	Q1 2026
PSECProspect Capital Corp	$725K	0.27%	0.06%	New	Q1 2026
BPREBluerock Private Real Estate Fund	$721K	0.27%	Not reported	New	Q1 2026
KLACKla Corp	$699K	0.26%	0.00%	New	Q1 2026
SPTSSports Media Inc	$684K	0.26%	Not reported	New	Q1 2026

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