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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 5 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAW DIMENSIONAL ETF TRUST 6,355.0 $526K 0.06% +216.0 +3.5% $82.79 +2.7%
82 ISRG INTUITIVE SURGICAL INC Healthcare 1,319.0 $525K 0.06% $397.68 -1.6%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,076.0 $514K 0.06% +138.0 +14.7% $477.57 -13.4%
84 IDV ISHARES TR 12,280.0 $509K 0.06% +167.0 +1.4% $41.43 +7.6%
85 BNL BROADSTONE NET LEASE INC Real Estate 24,116.0 $498K 0.06% $20.67 +0.5%
86 ISHARES TR 9,767.0 $484K 0.05% +2K +22.1% $49.55
87 ABT ABBOTT LABORATORIES Healthcare 5,231.0 $475K 0.05% -1K -20.0% $90.73 +24.2%
88 EMR EMERSON ELEC CO Industrials 3,277.0 $469K 0.05% +1K +55.1% $143.13 +10.2%
89 TSLA TESLA INC Consumer Cyclical 1,104.0 $464K 0.05% +28.0 +2.6% $420.60 -19.9%
90 GPC GENUINE PARTS CO Consumer Cyclical 3,920.0 $462K 0.05% $117.98 +11.8%
91 XLK SELECT SECTOR SPDR TR 2,417.0 $460K 0.05% $190.50 -2.6%
92 IGM ISHARES TR 2,810.0 $460K 0.05% $163.58 -2.0%
93 ADI ANALOG DEVICES INC Technology 1,154.0 $458K 0.05% $397.19 -5.2%
94 CVX CHEVRON CORPORATION Energy 2,691.0 $446K 0.05% +175.0 +7.0% $165.79 +24.1%
95 MDLZ MONDELEZ INTL INC Consumer Defensive 7,708.0 $446K 0.05% -193.0 -2.4% $57.84 +8.3%
96 GLD SPDR GOLD TR Financial Services 1,202.0 $443K 0.05% +961.0 +398.8% $368.38 +8.2%
97 IXUS ISHARES TR 4,586.0 $438K 0.05% +57.0 +1.3% $95.45 +1.1%
98 ASML ASML HLDG NV Technology 206.0 $410K 0.04% +32.0 +18.4% $1989.44 -9.4%
99 NEE NEXTERA ENERGY INC Utilities 4,471.0 $392K 0.04% +24.0 +0.5% $87.78 -1.8%
100 CTVA CORTEVA INC Basic Materials 4,590.0 $389K 0.04% $84.69 -8.0%
Page 5 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%