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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 13 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RSPT INVESCO EXCHANGE TRADED FD T 1,510.0 $68K 0.01% $45.26 +41.2%
242 UNILEVER PLC 1,194.0 $68K 0.01% $56.97
243 PFE PFIZER INC Healthcare 2,412.0 $68K 0.01% +100.0 +4.3% $28.08 -10.2%
244 IEUR ISHARES TR 963.0 $68K 0.01% NEW $70.27 +6.3%
245 QLTY GMO ETF TRUST 1,850.0 $67K 0.01% $36.18 +13.7%
246 NET CLOUDFLARE INC Technology 320.0 $66K 0.01% -7.0 -2.1% $206.34 +8.6%
247 SYY SYSCO CORP Consumer Defensive 920.0 $66K 0.01% $71.35 +10.3%
248 HEI HEICO CORP NEW Industrials 232.0 $64K 0.01% $274.20 +22.9%
249 CNI CANADIAN NATL RY CO Industrials 613.0 $63K 0.01% $102.77 +10.4%
250 VFC V F CORP Consumer Cyclical 3,642.0 $62K 0.01% -3K -41.0% $16.99 +2.0%
251 RKT ROCKET COS INC Financial Services 4,319.0 $62K 0.01% $14.25 +1.2%
252 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 671.0 $61K 0.01% $90.47 -2.8%
253 LRCX LAM RESEARCH CORP Technology 283.0 $60K 0.01% -2.0 -0.7% $213.66 +82.1%
254 TMO THERMO FISHER SCIENTIFIC INC Healthcare 122.0 $60K 0.01% -25.0 -17.0% $491.53 -5.5%
255 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,320.0 $60K 0.01% $45.30 -33.2%
256 VRSK VERISK ANALYTICS INC Industrials 312.0 $59K 0.01% -70.0 -18.3% $189.87 -8.5%
257 TT TRANE TECHNOLOGIES PLC Industrials 140.0 $58K 0.01% -142.0 -50.4% $416.74 +16.0%
258 COUR COURSERA INC Consumer Defensive 10,000.0 $58K 0.01% $5.82 -8.1%
259 O REALTY INCOME CORP Real Estate 951.0 $58K 0.01% +900.0 +1764.7% $61.19 -1.6%
260 AMGN AMGEN INC Healthcare 165.0 $58K 0.01% $351.87 -4.1%
Page 13 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%