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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 4 of 50  ·  998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHS WISDOMTREE TR 7,947.0 $868K 0.11% -225.0 -2.8% $109.22 +2.2%
62 HD HOME DEPOT INC Consumer Cyclical 2,345.0 $771K 0.10% +19.0 +0.8% $328.90 +1.6%
63 LLY ELI LILLY & CO Healthcare 784.0 $721K 0.09% -76.0 -8.8% $920.08 +19.4%
64 MO ALTRIA GROUP INC Consumer Defensive 10,846.0 $716K 0.09% $65.99 +4.7%
65 ABBV ABBVIE INC Healthcare 3,239.0 $704K 0.09% -315.0 -8.9% $217.46 -0.4%
66 ABT ABBOTT LABORATORIES Healthcare 6,538.0 $671K 0.08% $102.67 -13.9%
67 AVGO BROADCOM INC Technology 2,071.0 $641K 0.08% -44.0 -2.1% $309.51 +32.9%
68 TJX TJX COS INC NEW Consumer Cyclical 3,889.0 $621K 0.08% -20.0 -0.5% $159.71 +2.6%
69 ISRG INTUITIVE SURGICAL INC Healthcare 1,317.0 $607K 0.07% $460.99 -11.8%
70 V VISA INC Financial Services 1,915.0 $579K 0.07% +104.0 +5.7% $302.17 +8.3%
71 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,840.0 $577K 0.07% -160.0 -5.3% $203.17 +7.5%
72 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 16,741.0 $567K 0.07% $33.85 +28.2%
73 IJH ISHARES TR 8,335.0 $563K 0.07% +3K +70.9% $67.53 +12.2%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 3,394.0 $561K 0.07% -67.0 -1.9% $165.34 +7.9%
75 CVNA CARVANA CO Consumer Cyclical 1,732.0 $545K 0.07% -49.0 -2.8% $314.38 -78.8%
76 CL COLGATE PALMOLIVE CO Consumer Defensive 6,284.0 $536K 0.07% $85.23 +5.0%
77 IWR ISHARES TR 5,495.0 $534K 0.07% -110.0 -2.0% $97.23 +11.6%
78 CVX CHEVRON CORPORATION Energy 2,516.0 $521K 0.06% $206.94 -16.1%
79 IDV ISHARES TR 12,113.0 $516K 0.06% -2K -11.8% $42.56 -1.0%
80 GS GOLDMAN SACHS GROUP INC Financial Services 604.0 $511K 0.06% +19.0 +3.2% $845.45 +29.7%
Page 4 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%