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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 10 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GILD GILEAD SCIENCES INC Healthcare 1,053.0 $133K 0.01% +12.0 +1.1% $126.34 +13.5%
182 VYMI VANGUARD WHITEHALL FDS 1,351.0 $133K 0.01% +23.0 +1.7% $98.17 +6.1%
183 AEP AMERICAN ELEC PWR CO INC Utilities 961.0 $131K 0.01% +10.0 +1.1% $136.74 -8.1%
184 CRM SALESFORCE INC Technology 838.0 $131K 0.01% -768.0 -47.8% $156.70 +31.1%
185 SOLV SOLVENTUM CORP Healthcare 1,695.0 $131K 0.01% $77.15 +14.9%
186 IWP ISHARES TR 888.0 $130K 0.01% $146.41 -2.8%
187 CSX CSX CORP Industrials 2,733.0 $130K 0.01% +300.0 +12.3% $47.53 +7.2%
188 ETHO AMPLIFY ETF TR 1,601.0 $129K 0.01% $80.59 +1.4%
189 AVEM AMERICAN CENTY ETF TR 1,327.0 $128K 0.01% $96.49 -3.1%
190 XYL XYLEM INC Industrials 1,073.0 $127K 0.01% -118.0 -9.9% $118.21 -4.0%
191 PLD PROLOGIS INC. Real Estate 927.0 $126K 0.01% -103.0 -10.0% $135.47 +3.8%
192 WEC WEC ENERGY GROUP INC Utilities 1,060.0 $124K 0.01% +6.0 +0.6% $116.77 -7.1%
193 SN SHARKNINJA INC Consumer Cyclical 809.0 $123K 0.01% $152.27 +18.2%
194 PHO INVESCO EXCHANGE TRADED FD T 1,776.0 $123K 0.01% $69.08 +3.7%
195 IVE ISHARES TR 535.0 $122K 0.01% $227.10 +4.0%
196 EXPD EXPEDITORS INTL WASH INC Industrials 744.0 $121K 0.01% $162.99 +14.4%
197 CME CME GROUP INC Financial Services 549.0 $121K 0.01% +3.0 +0.6% $220.83 +22.7%
198 SCHA SCHWAB STRATEGIC TR 3,257.0 $118K 0.01% $36.13 -4.1%
199 GHC GRAHAM HLDGS CO Consumer Defensive 103.0 $118K 0.01% NEW $1141.43 +1.0%
200 HONEYWELL INTL INC 524.0 $117K 0.01% NEW $223.99
Page 10 of 52  ·  1,034 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%