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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 18 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 238.0 $29K 0.00% -81.0 -25.4% $123.11 +28.8%
342 MSI MOTOROLA SOLUTIONS INC Technology 70.0 $29K 0.00% -27.0 -27.8% $415.30 +14.0%
343 AZN ASTRAZENECA PLC Healthcare 153.0 $29K 0.00% $189.62 -13.3%
344 ONEQ FIDELITY COMWLTH TR 280.0 $29K 0.00% $103.22 -0.5%
345 LH LABCORP HOLDINGS INC Healthcare 101.0 $28K 0.00% +1.0 +1.0% $280.00 +18.9%
346 HII HUNTINGTON INGALLS INDS INC Industrials 99.0 $28K 0.00% $279.98 +7.7%
347 OTIS OTIS WORLDWIDE CORP Industrials 387.0 $28K 0.00% $71.60 +0.2%
348 AMP AMERIPRISE FINL INC Financial Services 60.0 $28K 0.00% +1.0 +1.7% $458.95 +19.2%
349 ASEA GLOBAL X FDS 1,397.0 $27K 0.00% $19.61 +9.9%
350 SPYG SPDR SERIES TRUST 230.0 $27K 0.00% $118.99 +0.7%
351 WBD WARNER BROS DISCOVERY INC Communication Services 997.0 $27K 0.00% +23.0 +2.4% $26.66 +5.9%
352 SOFI SOFI TECHNOLOGIES INC Financial Services 1,476.0 $26K 0.00% -170.0 -10.3% $17.93 -0.1%
353 OKLO OKLO INC Utilities 495.0 $26K 0.00% +370.0 +296.0% $52.33 -20.4%
354 SPACE EXPLORATION TECHN CORP 145.0 $25K 0.00% NEW $170.86
355 SE SEA LTD Consumer Cyclical 258.0 $25K 0.00% $95.83 +22.3%
356 BRO BROWN & BROWN INC Financial Services 376.0 $24K 0.00% -10.0 -2.6% $64.15 +12.4%
357 VCSH VANGUARD SCOTTSDALE FDS 304.0 $24K 0.00% $79.03 -0.5%
358 WAT WATERS CORP Healthcare 64.0 $24K 0.00% -2.0 -3.0% $375.05 +7.9%
359 AFL AFLAC INC Financial Services 200.0 $23K 0.00% +7.0 +3.6% $117.25 -0.9%
360 ATI ATI INC Industrials 118.0 $23K 0.00% $197.10 +6.1%
Page 18 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%