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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 12 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DEM WISDOMTREE TR 1,666.0 $83K 0.01% -285.0 -14.6% $49.69 +12.1%
222 BK BANK NEW YORK MELLON CORP Financial Services 697.0 $83K 0.01% $118.63 +20.1%
223 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,332.0 $81K 0.01% -1K -45.2% $60.65 -11.0%
224 REGN REGENERON PHARMACEUTICALS Healthcare 104.0 $80K 0.01% $772.64 -21.1%
225 VZ VERIZON COMMUNICATIONS INC Communication Services 1,591.0 $80K 0.01% $50.20 -9.6%
226 COP CONOCOPHILLIPS Energy 602.0 $79K 0.01% $132.04 -18.4%
227 MU MICRON TECHNOLOGY INC Technology 231.0 $78K 0.01% -18.0 -7.2% $337.84 +235.7%
228 MCO MOODYS CORP Financial Services 177.0 $77K 0.01% $436.28 +3.3%
229 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 844.0 $76K 0.01% -27.0 -3.1% $90.11 +21.6%
230 VSS VANGUARD INTL EQUITY INDEX F 515.0 $75K 0.01% $145.79 +8.1%
231 IGV ISHARES TR 929.0 $74K 0.01% -946.0 -50.5% $80.05 +11.3%
232 MCK MCKESSON CORP Healthcare 84.0 $73K 0.01% $865.40 -13.3%
233 MKC MCCORMICK & CO INC Consumer Defensive 1,416.0 $71K 0.01% $50.44 -7.5%
234 ECL ECOLAB INC Basic Materials 268.0 $71K 0.01% $266.40 +1.0%
235 ABNB AIRBNB INC Consumer Cyclical 563.0 $71K 0.01% $126.28 +12.8%
236 FNCL FIDELITY COVINGTON TRUST 1,004.0 $70K 0.01% $70.21 +8.3%
237 LOANDEPOT INC 49,572.0 $70K 0.01% $1.42
238 SHEL SHELL PLC Energy 741.0 $69K 0.01% -210.0 -22.1% $92.96 -15.2%
239 TYL TYLER TECHNOLOGIES INC Technology 201.0 $69K 0.01% $342.38 -18.5%
240 RELX RELX PLC Communication Services 2,062.0 $68K 0.01% $33.15 -5.9%
Page 12 of 50  ·  998 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 29.1%
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%