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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 29 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DAPP VANECK ETF TRUST 116.0 $2K $19.39 +0.5%
562 HOOD ROBINHOOD MKTS INC Financial Services 22.0 $2K +12.0 +120.0% $100.32 +7.8%
563 TXG 10X GENOMICS INC Healthcare 57.0 $2K $38.35 +69.8%
564 DLR DIGITAL RLTY TR INC Real Estate 12.0 $2K +3.0 +33.3% $179.58 +6.1%
565 UI UBIQUITI INC Technology 4.0 $2K $534.25 +4.6%
566 GGG GRACO INC Industrials 28.0 $2K $75.64 +6.6%
567 ONDS ONDAS INC Technology 250.0 $2K +15.0 +6.4% $8.24 +5.7%
568 PHM PULTE GROUP INC Consumer Cyclical 15.0 $2K +7.0 +87.5% $137.27 -6.0%
569 RBRK RUBRIK INC. Technology 25.0 $2K $80.28 +24.7%
570 BLOCK INC 26.0 $2K +15.0 +136.4% $76.00
571 EQT EQT CORP Energy 37.0 $2K +6.0 +19.4% $53.19 +1.0%
572 CPT CAMDEN PPTY TR Real Estate 17.0 $2K +2.0 +13.3% $114.53 -6.1%
573 CNC CENTENE CORP DEL Healthcare 30.0 $2K NEW $64.20 +1.3%
574 PSA PUBLIC STORAGE Real Estate 6.0 $2K $318.33 +1.3%
575 TTC TORO CO Industrials 19.0 $2K $97.42 +2.1%
576 TNYA TENAYA THERAPEUTICS INC Healthcare 2,500.0 $2K $0.74 -5.7%
577 DASH DOORDASH INC Communication Services 10.0 $2K -91.0 -90.1% $184.60 +21.1%
578 D DOMINION ENERGY INC Utilities 27.0 $2K +13.0 +92.9% $68.30 -2.5%
579 ROIV ROIVANT SCIENCES LTD Healthcare 52.0 $2K $35.40 +2.5%
580 INTU INTUIT Technology 7.0 $2K -5.0 -41.7% $261.00 +40.6%
Page 29 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 29.7%
Healthcare 20.9%
Financial Services 11.6%
Industrials 10.4%
Consumer Cyclical 6.9%
Consumer Defensive 6.0%
Energy 5.7%
Communication Services 4.2%
Utilities 2.6%
Basic Materials 1.3%