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Portfolio (Quarterly) Guide ↗

TFC Financial Management, Inc.

· CIK 0001827844
13F Portfolio $812M AUM 998 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 115 Added 174 Reduced 75 Exited
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 53.0 $51K 0.01% +1.0 +1.9% $967.25 +8.6%
42 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 319.0 $50K 0.01% +68.0 +27.1% $157.13 -14.8%
43 TOST TOAST INC Technology 1,814.0 $48K 0.01% +1K +474.1% $26.51 -7.0%
44 SOUTHSTATE BK CORP 502.0 $46K 0.01% +3.0 +0.6% $92.51
45 CVSB MORGAN STANLEY ETF TRUST 911.0 $46K 0.01% +13.0 +1.4% $50.61 +0.2%
46 PGR PROGRESSIVE CORP Financial Services 232.0 $46K 0.01% +3.0 +1.3% $198.28 +3.3%
47 NUBD NUSHARES ETF TR 2,069.0 $46K 0.01% +31.0 +1.5% $22.21 -0.5%
48 ACWX ISHARES TR 562.0 $38K 0.01% +312.0 +124.8% $68.47 +12.6%
49 GRMN GARMIN LTD Technology 159.0 $37K 0.01% +1.0 +0.6% $231.75 +1.1%
50 CVS CVS HEALTH CORP Healthcare 463.0 $33K 0.00% +114.0 +32.7% $71.87 +36.8%
51 TNGX TANGO THERAPEUTICS INC Healthcare 1,550.0 $32K 0.00% +250.0 +19.2% $20.92 +33.7%
52 BSX BOSTON SCIENTIFIC CORP Healthcare 438.0 $27K 0.00% +160.0 +57.5% $62.75 -27.8%
53 AMP AMERIPRISE FINL INC Financial Services 59.0 $26K 0.00% +20.0 +51.3% $444.58 +5.1%
54 SOFI SOFI TECHNOLOGIES INC Financial Services 1,646.0 $26K 0.00% +1K +219.0% $15.88 +12.8%
55 TXN TEXAS INSTRS INC Technology 131.0 $25K 0.00% +100.0 +322.6% $194.28 +66.2%
56 GIS GENERAL MILLS INC Consumer Defensive 660.0 $25K 0.00% +90.0 +15.8% $37.20 -10.2%
57 CRWD CROWDSTRIKE HLDGS INC Technology 61.0 $24K 0.00% +24.0 +64.9% $390.43 +75.4%
58 MSTR STRATEGY INC Technology 180.0 $22K 0.00% +3.0 +1.7% $124.80 -9.8%
59 AFL AFLAC INC Financial Services 193.0 $21K 0.00% +169.0 +704.2% $109.72 +5.2%
60 IUSG ISHARES TR 132.0 $21K 0.00% +61.0 +85.9% $155.60 +21.3%
Page 3 of 6  ·  115 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 29.1%
Healthcare 21.0%
Financial Services 10.7%
Industrials 9.6%
Energy 7.1%
Consumer Cyclical 6.7%
Consumer Defensive 6.3%
Communication Services 5.4%
Utilities 2.2%
Basic Materials 1.2%