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Portfolio (Quarterly) Guide ↗

TFC Financial Management, Inc.

· CIK 0001827844
13F Portfolio $797M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 963 New
Page 49 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BUR BURFORD CAP LTD Financial Services 1.0 $9.0 NEW $9.00 -49.7%
962 SXC SUNCOKE ENERGY INC Energy 1.0 $8.0 NEW $8.00 +8.0%
963 GAMESTOP CORP NEW 1.0 $4.0 NEW $4.00
Page 49 of 49  ·  963 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 33.9%
Healthcare 18.0%
Financial Services 11.1%
Industrials 9.3%
Consumer Cyclical 7.3%
Consumer Defensive 6.1%
Communication Services 5.9%
Energy 4.9%
Utilities 1.7%
Basic Materials 1.1%