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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 52 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ALHC ALIGNMENT HEALTHCARE INC Healthcare 1.0 $24.0 -3.0 -75.0% $24.00 -42.8%
1022 LUNR INTUITIVE MACHINES INC Industrials 1.0 $22.0 NEW $22.00 -10.1%
1023 PATH UIPATH INC Technology 2.0 $22.0 $11.00 +43.2%
1024 FIRST TRACKS BIOTHERAPEUTICS 1.0 $21.0 NEW $21.00
1025 EMBC EMBECTA CORP Healthcare 6.0 $20.0 -1.0 -14.3% $3.33 +54.8%
1026 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2.0 $19.0 $9.50 +26.6%
1027 NN NEXTNAV INC Communication Services 1.0 $18.0 NEW $18.00 +6.1%
1028 MECHANICS BANCORP 1.0 $16.0 NEW $16.00
1029 CRK COMSTOCK RES INC Energy 1.0 $15.0 $15.00 -9.1%
1030 ENTA ENANTA PHARMACEUTICALS INC Healthcare 1.0 $15.0 $15.00 -13.3%
1031 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1.0 $9.0 $9.00 -0.8%
1032 SXC SUNCOKE ENERGY INC Energy 1.0 $9.0 $9.00 +2.7%
1033 GDYN GRID DYNAMICS HLDGS INC Technology 1.0 $6.0 $6.00 +26.0%
1034 GAMESTOP CORP NEW 1.0 $3.0 $3.00
Page 52 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%