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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 13 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 299.0 $81K 0.01% $271.95 -14.9%
242 ABNB AIRBNB INC Consumer Cyclical 565.0 $81K 0.01% $143.10 +29.3%
243 TILE INTERFACE INC Consumer Cyclical 2,221.0 $80K 0.01% -53.0 -2.3% $35.84 +9.0%
244 VSS VANGUARD INTL EQUITY INDEX F 515.0 $79K 0.01% $154.29 +3.3%
245 STRL STERLING INFRASTRUCTURE INC Industrials 94.0 $79K 0.01% -36.0 -27.7% $839.36 -38.0%
246 NU NU HLDGS LTD Financial Services 5,880.0 $79K 0.01% +4K +210.0% $13.36 +6.4%
247 NVO NOVO-NORDISK A S Healthcare 1,619.0 $78K 0.01% -1K -46.6% $47.94 -3.8%
248 SYY SYSCO CORP Consumer Defensive 925.0 $77K 0.01% +5.0 +0.5% $83.61 -0.7%
249 QLTY GMO ETF TRUST 1,850.0 $77K 0.01% $41.62 +2.7%
250 FNCL FIDELITY COVINGTON TRUST 1,004.0 $77K 0.01% $76.57 +6.0%
251 CNI CANADIAN NATL RY CO Industrials 613.0 $73K 0.01% $119.24 +7.5%
252 AMGN AMGEN INC Healthcare 200.0 $72K 0.01% +35.0 +21.2% $362.13 +19.8%
253 IEUR ISHARES TR 963.0 $72K 0.01% $75.17 +3.5%
254 VGK VANGUARD INTL EQUITY INDEX F 814.0 $72K 0.01% NEW $88.54 +3.9%
255 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,250.0 $72K 0.01% -82.0 -6.2% $57.62 +13.6%
256 UNILEVER PLC 1,194.0 $72K 0.01% $60.12
257 T AT&T INC Communication Services 3,370.0 $70K 0.01% -1K -26.1% $20.70 +21.6%
258 TT TRANE TECHNOLOGIES PLC Industrials 142.0 $70K 0.01% +2.0 +1.4% $491.16 -8.2%
259 OTTR OTTER TAIL CORP Utilities 773.0 $70K 0.01% NEW $89.98 +2.3%
260 KVUE KENVUE INC Consumer Defensive 3,578.0 $68K 0.01% +1K +45.5% $19.11 -0.9%
Page 13 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%