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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 7 of 52  ·  1,034 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VWO VANGUARD INTL EQUITY INDEX F 4,655.0 $278K 0.03% $59.69 +0.3%
122 Q QNITY ELECTRONICS INC Technology 1,697.0 $277K 0.03% +15.0 +0.9% $163.31 -21.6%
123 C CITIGROUP INC Financial Services 1,930.0 $270K 0.03% +2K +493.9% $139.96 -6.1%
124 SYK STRYKER CORPORATION Healthcare 854.0 $269K 0.03% +15.0 +1.8% $314.78 +7.4%
125 UNP UNION PAC CORP Industrials 979.0 $266K 0.03% +436.0 +80.3% $272.00 +12.8%
126 JEPQ J P MORGAN EXCHANGE TRADED F 4,270.0 $262K 0.03% +42.0 +1.0% $61.46 -3.0%
127 JHMM JOHN HANCOCK EXCHANGE TRADED 3,490.0 $262K 0.03% $74.97 +1.2%
128 VBR VANGUARD INDEX FDS 1,049.0 $255K 0.03% -209.0 -16.6% $242.91 +2.2%
129 PEP PEPSICO INC Consumer Defensive 1,851.0 $251K 0.03% -73.0 -3.8% $135.42 +5.6%
130 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 853.0 $250K 0.03% +508.0 +147.2% $293.04 +5.7%
131 CARR CARRIER GLOBAL CORPORATION Industrials 3,384.0 $248K 0.03% +49.0 +1.5% $73.35 -17.3%
132 SPG SIMON PPTY GROUP INC NEW Real Estate 1,061.0 $237K 0.03% $223.65 -0.9%
133 SCHF SCHWAB STRATEGIC TR 8,558.0 $237K 0.03% $27.70 +1.8%
134 LOW LOWES COS INC Consumer Cyclical 1,061.0 $234K 0.03% $220.59 -1.1%
135 ROK ROCKWELL AUTOMATION INC Industrials 459.0 $227K 0.03% $495.08 -11.8%
136 LIN LINDE PLC Basic Materials 435.0 $226K 0.03% +56.0 +14.8% $518.99 -6.2%
137 VT VANGUARD INTL EQUITY INDEX F 1,436.0 $225K 0.03% +616.0 +75.1% $156.92 +2.0%
138 ITW ILLINOIS TOOL WKS INC Industrials 827.0 $224K 0.03% $270.47 +5.2%
139 QUS SPDR SERIES TRUST 1,193.0 $223K 0.03% $186.86 +4.2%
140 ANET ARISTA NETWORKS INC Technology 1,306.0 $222K 0.03% -107.0 -7.6% $169.88 +9.0%
Page 7 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%