BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

TFC Financial Management, Inc.

· CIK 0001827844
13F Portfolio $902M AUM 1,034 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 99 New 282 Added 130 Reduced 63 Exited
Page 15 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WRB BERKLEY W R CORP Financial Services 3.0 $212.0 +2.0 +200.0% $70.67 -0.2%
282 PD PAGERDUTY INC Technology 3.0 $29.0 +2.0 +200.0% $9.67 +22.4%
Page 15 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Healthcare 20.6%
Financial Services 11.6%
Industrials 10.2%
Consumer Cyclical 6.8%
Consumer Defensive 5.9%
Energy 5.6%
Communication Services 5.4%
Utilities 2.5%
Basic Materials 1.2%