CIK: 1841815
TCG ADVISORY SERVICES, LLC

Address: 900 S. Capital Of Tx Highway, Suite 350, Austin, TX 78746

α Alpha 0.6300↭ Flow 0.4600Mixed Active/Passive957 holdings21 quarters

📊 Score Breakdown — Alpha: 0.6300 / Flow: 0.4600click to expand ▼

940holdings (Q4 2025)
$3.86B13F reported value
+238 NEW+313 INCREASED-220 DECREASED-92 EXITED77 UNCHANGED

Total (Q4 25): $3,862,701,624

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$1.83B+$1.35B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$3.86B+$0.85B+28.4%
Q3 25$3.01B+$0.01B+0.4%
Q2 25$3.00B+$0.48B+18.9%
Q1 25$2.52B+$0.13B+5.6%
Q4 24$2.39B+$0.09B+4.1%
Q3 24$2.29B$-0.35B-13.1%
Q2 24$2.64B+$0.81B+44.1%
Q1 24$1.83B+$0.37B+25.0%
Q4 23$1.47B+$0.80B+121.2%
Q3 23$0.66B+$0.06B+10.0%
Q2 23$0.60B+$0.12B+24.6%
Q1 23$0.48B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025957$3,862,701,62413F-HR17-Feb-20260001172661-26-001003
Q3 2530-Sep-2025816$3,007,894,57213F-HR12-Nov-20250001172661-25-004693
Q2 2530-Jun-2025729$2,996,994,76713F-HR14-Aug-20250001172661-25-003409
Q1 2531-Mar-2025628$2,519,976,23413F-HR15-May-20250001172661-25-002166
Q4 2431-Dec-2024600$2,386,932,86113F-HR11-Feb-20250001172661-25-000639
Q3 2430-Sep-2024551$2,293,731,79113F-HR14-Nov-20240001172661-24-004804
Q2 2430-Jun-2024501$2,639,462,40413F-HR9-Aug-20240001172661-24-003188
Q1 2431-Mar-2024482$1,831,818,41113F-HR10-May-20240001172661-24-002125
Q4 2331-Dec-2023413$1,465,907,78013F-HR6-Feb-20240001172661-24-000479
Q3 2330-Sep-2023268$662,559,29813F-HR14-Nov-20230001172661-23-003822
Q2 2330-Jun-2023257$602,409,60913F-HR14-Aug-20230001172661-23-002970
Q1 2331-Mar-2023224$483,610,70513F-HR24-Apr-20230001172661-23-001755
Q4 2231-Dec-2022134$457,998,63513F-HR10-Feb-20230001172661-23-000619
Q3 2230-Sep-2022181$331,687,00013F-HR14-Nov-20220001420506-22-002156
Q2 2230-Jun-2022167$320,380,00013F-HR12-Aug-20220001420506-22-001540
Q1 2231-Mar-2022178$424,954,00013F-HR13-May-20220001420506-22-000861
Q4 2131-Dec-2021207$430,400,00013F-HR11-Feb-20220001420506-22-000272
Q3 2130-Sep-2021217$420,224,00013F-HR12-Nov-20210001420506-21-001498
Q2 2130-Jun-2021206$374,400,00013F-HR13-Aug-20210001420506-21-001096
Q1 2131-Mar-2021224$339,043,00013F-HR14-May-20210001420506-21-000621
Q4 2031-Dec-2020163$219,686,00013F-HR12-Feb-20210001420506-21-000236