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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MIRM MIRUM PHARMACEUTICALS INC Healthcare 1.0 $118.0 NEW $118.00 -14.5%
82 DIOD DIODES INC Technology 1.0 $110.0 NEW $110.00 -9.8%
83 CMPR CIMPRESS PLC Communication Services 1.0 $102.0 NEW $102.00 -12.3%
84 TNC TENNANT CO Industrials 1.0 $88.0 NEW $88.00 -24.1%
85 ANIP ANI PHARMACEUTICALS INC Healthcare 1.0 $83.0 NEW $83.00 -7.5%
86 WMK WEIS MKTS INC Consumer Defensive 1.0 $79.0 NEW $79.00 -10.2%
87 LPX LOUISIANA PAC CORP Basic Materials 1.0 $79.0 NEW $79.00 -10.5%
88 CCB COASTAL FINL CORP WA Financial Services 1.0 $78.0 NEW $78.00 -36.0%
89 SYBT STOCK YDS BANCORP INC Financial Services 1.0 $77.0 NEW $77.00 +8.9%
90 IRIDIUM COMMUNICATIONS INC 1.0 $55.0 NEW $55.00
91 SCSC SCANSOURCE INC Technology 1.0 $53.0 NEW $53.00 -2.2%
92 SLG SL GREEN RLTY CORP Real Estate 1.0 $52.0 NEW $52.00 +9.0%
93 ASTRANA HEALTH INC 1.0 $47.0 NEW $47.00
94 BIRKENSTOCK HOLDING PLC 1.0 $44.0 NEW $44.00
95 VERSIGENT PLC 1.0 $43.0 NEW $43.00
96 LUNR INTUITIVE MACHINES INC Industrials 1.0 $22.0 NEW $22.00 -10.7%
97 FIRST TRACKS BIOTHERAPEUTICS 1.0 $21.0 NEW $21.00
98 NN NEXTNAV INC Communication Services 1.0 $18.0 NEW $18.00 +6.7%
99 MECHANICS BANCORP 1.0 $16.0 NEW $16.00
Page 5 of 5  ·  99 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%