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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 16 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GUSE GOLDMAN SACHS ETF TR 896.0 $35K 0.00% $39.09 +15.0%
302 SBCF SEACOAST BKG CORP FLA Financial Services 1,142.0 $35K 0.00% $30.29 +1.8%
303 GLW CORNING INC Technology 251.0 $34K 0.00% -3K -92.0% $136.06 +43.3%
304 CAT CATERPILLAR INC Industrials 48.0 $34K 0.00% $710.29 +38.8%
305 SCHX SCHWAB STRATEGIC TR 1,327.0 $34K 0.00% $25.64 +15.0%
306 CVS CVS HEALTH CORP Healthcare 463.0 $33K 0.00% +114.0 +32.7% $71.87 +36.8%
307 MTB M & T BK CORP Financial Services 160.0 $33K 0.00% -15.0 -8.6% $206.82 +8.8%
308 DEUS DBX ETF TR 551.0 $33K 0.00% $59.89 +7.9%
309 CRSP CRISPR THERAPEUTICS AG Healthcare 688.0 $33K 0.00% $47.57 +13.7%
310 TNGX TANGO THERAPEUTICS INC Healthcare 1,550.0 $32K 0.00% +250.0 +19.2% $20.92 +33.7%
311 XLB SELECT SECTOR SPDR TR 643.0 $32K 0.00% $49.93 +3.8%
312 APP APPLOVIN CORP Technology 80.0 $32K 0.00% -79.0 -49.7% $398.00 +18.0%
313 GFS GLOBALFOUNDRIES INC Technology 700.0 $31K 0.00% $44.48 +93.0%
314 NOBL PROSHARES TR 293.0 $31K 0.00% $106.11 -48.2%
315 AZN ASTRAZENECA PLC Healthcare 153.0 $30K 0.00% NEW $197.22 -11.3%
316 OTIS OTIS WORLDWIDE CORP Industrials 387.0 $30K 0.00% -10.0 -2.5% $77.08 -4.9%
317 SO SOUTHERN CO Utilities 308.0 $30K 0.00% -110.0 -26.3% $96.52 -3.6%
318 ES EVERSOURCE ENERGY Utilities 414.0 $29K 0.00% $69.28 +0.4%
319 OEF ISHARES TR 90.0 $29K 0.00% $318.08 +15.9%
320 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 299.0 $28K 0.00% -68.0 -18.5% $93.87 +189.6%
Page 16 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%