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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACHR ARCHER AVIATION INC Industrials 30.0 $142.0 -34.0 -53.1% $4.73 +33.0%
122 WDAY WORKDAY INC Technology 1.0 $123.0 -7.0 -87.5% $123.00 +56.8%
123 TROW PRICE T ROWE GROUP INC Financial Services 1.0 $114.0 -100.0 -99.0% $114.00 -2.9%
124 TW TRADEWEB MKTS INC Financial Services 1.0 $100.0 -209.0 -99.5% $100.00 +6.7%
125 VTS VITESSE ENERGY INC Energy 4.0 $64.0 -17.0 -81.0% $16.00 +3.3%
126 CNA CNA FINL CORP Financial Services 1.0 $49.0 -7.0 -87.5% $49.00 +2.6%
127 VSNT VERSANT MEDIA GROUP INC Industrials 1.0 $37.0 -3.0 -75.0% $37.00 +7.1%
128 CPNG COUPANG INC Consumer Cyclical 2.0 $35.0 -5.0 -71.4% $17.50 -9.9%
129 ALHC ALIGNMENT HEALTHCARE INC Healthcare 1.0 $24.0 -3.0 -75.0% $24.00 -45.1%
130 EMBC EMBECTA CORP Healthcare 6.0 $20.0 -1.0 -14.3% $3.33 +55.3%
Page 7 of 7  ·  130 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%