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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 PINS PINTEREST INC Communication Services 3 $78.0 SOLD
62 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2 $69.0 SOLD
63 ZG ZILLOW GROUP INC Communication Services 1 $69.0 SOLD
64 MPT MEDICAL PPTYS TRUST INC Financial Services 10 $50.0 SOLD
65 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 1 $47.0 SOLD
66 SOLENO THERAPEUTICS INC 1 $47.0 SOLD
67 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 2 $46.0 SOLD
68 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1 $41.0 SOLD
69 ATRC ATRICURE INC Healthcare 1 $40.0 SOLD
70 BLSH BULLISH Technology 1 $38.0 SOLD
71 CORT CORCEPT THERAPEUTICS INC Healthcare 1 $35.0 SOLD
72 ALKT ALKAMI TECHNOLOGY INC Technology 1 $24.0 SOLD
73 TEGNA INC 1 $20.0 SOLD
74 ASAN ASANA INC Technology 1 $14.0 SOLD
75 BUR BURFORD CAP LTD Financial Services 1 $9.0 SOLD
Page 4 of 4  ·  75 positions
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%