BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 50 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PARR PAR PAC HOLDINGS INC Energy 1.0 $57.0 $57.00 +41.9%
982 IRIDIUM COMMUNICATIONS INC 1.0 $55.0 NEW $55.00
983 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 1.0 $54.0 $54.00 -24.1%
984 AA ALCOA CORP Basic Materials 1.0 $53.0 $53.00 -6.6%
985 SCSC SCANSOURCE INC Technology 1.0 $53.0 NEW $53.00 -2.1%
986 SLG SL GREEN RLTY CORP Real Estate 1.0 $52.0 NEW $52.00 +8.9%
987 NWSA NEWS CORP NEW Communication Services 2.0 $50.0 $25.00 +18.1%
988 OFG OFG BANCORP Financial Services 1.0 $50.0 $50.00 +5.9%
989 CNA CNA FINL CORP Financial Services 1.0 $49.0 -7.0 -87.5% $49.00 +2.7%
990 GABC GERMAN AMERN BANCORP INC Financial Services 1.0 $48.0 $48.00 +5.4%
991 CART MAPLEBEAR INC Consumer Cyclical 1.0 $48.0 $48.00 +3.5%
992 VIAV VIAVI SOLUTIONS INC Technology 1.0 $48.0 $48.00 -14.9%
993 ASTRANA HEALTH INC 1.0 $47.0 NEW $47.00
994 AM ANTERO MIDSTREAM CORP Energy 2.0 $46.0 $23.00 -1.7%
995 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 1.0 $44.0 $44.00 -3.2%
996 BIRKENSTOCK HOLDING PLC 1.0 $44.0 NEW $44.00
997 VNOM VIPER ENERGY INC Energy 1.0 $43.0 $43.00 +1.3%
998 VERSIGENT PLC 1.0 $43.0 NEW $43.00
999 TPG TPG INC Financial Services 1.0 $41.0 $41.00 +26.6%
1000 PLURI INC 19.0 $40.0 $2.11
Page 50 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%