TCFG Investment Advisors, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, TCFG Investment Advisors, LLC opened 24 positions, added to 71, reduced 32 and sold out of 9.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 58,964.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 75,827.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 9,126.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 8,530.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2121836), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 58,964 | 57,894 | -1,070 | $14,964,597 | $16,753,558 | +$1,788,961 | 2026-07-17 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 75,827 | 70,747 | -5,080 | $13,224,244 | $14,155,757 | +$931,513 | 2026-07-17 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 9,126 | 6,649 | -2,477 | $1,548,248 | $908,995 | -$639,253 | 2026-07-17 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 8,530 | 8,363 | -167 | $2,446,873 | $2,954,779 | +$507,906 | 2026-07-17 |
|---|
| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 11,193 | 10,132 | -1,061 | $1,637,312 | $1,182,212 | -$455,100 | 2026-07-17 |
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| Q2 2026 | INTC
INTEL CORP | United States | COM | 4,582 | 4,328 | -254 | $202,204 | $604,319 | +$402,115 | 2026-07-17 |
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| Q2 2026 | NUE
NUCOR CORP | United States | COM | 7,701 | 7,641 | -60 | $1,302,239 | $1,702,033 | +$399,794 | 2026-07-17 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 810 | 798 | -12 | $573,591 | $849,686 | +$276,095 | 2026-07-17 |
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| Q2 2026 | PH
PARKER-HANNIFIN CORP | United States | COM | 525 | 239 | -286 | $470,001 | $233,771 | -$236,230 | 2026-07-17 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 9,290 | 8,860 | -430 | $2,807,658 | $3,041,034 | +$233,376 | 2026-07-17 |
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| Q2 2026 | APP
APPLOVIN CORP | United States | COM CL A | 1,911 | 1,883 | -28 | $760,578 | $970,178 | +$209,600 | 2026-07-17 |
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| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 7,451 | 4,646 | -2,805 | $535,950 | $335,255 | -$200,695 | 2026-07-17 |
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| Q2 2026 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 2,146 | 1,715 | -431 | $599,402 | $425,955 | -$173,447 | 2026-07-17 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 11,016 | 10,534 | -482 | $4,078,495 | $3,932,142 | -$146,353 | 2026-07-17 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 2,598 | 2,406 | -192 | $1,486,339 | $1,355,506 | -$130,833 | 2026-07-17 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 11,014 | 10,483 | -531 | $552,903 | $443,850 | -$109,053 | 2026-07-17 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 5,026 | 4,753 | -273 | $624,712 | $538,157 | -$86,555 | 2026-07-17 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,955 | 3,950 | -5 | $1,895,236 | $1,976,541 | +$81,305 | 2026-07-17 |
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| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 10,853 | 10,585 | -268 | $529,062 | $603,129 | +$74,067 | 2026-07-17 |
|---|
| Q2 2026 | PSLV
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL SILVER | 12,275 | 11,955 | -320 | $299,387 | $225,591 | -$73,796 | 2026-07-17 |
|---|
| Q2 2026 | MFIC
MIDCAP FINANCIAL INVSTMNT CO | United States | COM NEW | 42,349 | 40,474 | -1,875 | $476,005 | $407,980 | -$68,025 | 2026-07-17 |
|---|
| Q2 2026 | MSIF
MSC INCOME FUND INC | United States | COM | 34,941 | 31,281 | -3,660 | $431,063 | $363,383 | -$67,680 | 2026-07-17 |
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| Q2 2026 | CEF
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD AN | 7,125 | 6,900 | -225 | $340,005 | $277,587 | -$62,418 | 2026-07-17 |
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| Q2 2026 | B
BARRICK MNG CORP | | COM SHS | 13,062 | 12,792 | -270 | $532,210 | $470,221 | -$61,989 | 2026-07-17 |
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| Q2 2026 | MP
MP MATERIALS CORP | United States | COM CL A | 6,805 | 6,655 | -150 | $328,409 | $372,747 | +$44,338 | 2026-07-17 |
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| Q2 2026 | F
FORD MTR CO | United States | COM | 21,970 | 21,395 | -575 | $253,538 | $297,393 | +$43,855 | 2026-07-17 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 2,304 | 2,133 | -171 | $854,849 | $896,886 | +$42,037 | 2026-07-17 |
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| Q2 2026 | OKLO
OKLO INC | United States | COM CL A | 5,915 | 4,870 | -1,045 | $293,325 | $254,847 | -$38,478 | 2026-07-17 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 2,747 | 2,595 | -152 | $529,820 | $492,266 | -$37,554 | 2026-07-17 |
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| Q2 2026 | BA
BOEING CO | United States | COM | 1,778 | 1,768 | -10 | $353,910 | $382,813 | +$28,903 | 2026-07-17 |
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| Q2 2026 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 3,126 | 2,426 | -700 | $216,632 | $243,279 | +$26,647 | 2026-07-17 |
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| Q2 2026 | KHC
KRAFT HEINZ CO | United States | COM | 11,790 | 11,565 | -225 | $265,157 | $273,165 | +$8,008 | 2026-07-17 |
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