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 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 -68.0%
1022 LUNR INTUITIVE MACHINES INC Industrials 1.0 $22.0 — NEW — $22.00 -28.6%
1023 PATH UIPATH INC Technology 2.0 $22.0 — — — $11.00 +14.5%
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 +68.6%
1026 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2.0 $19.0 — — — $9.50 +31.6%
1027 NN NEXTNAV INC Communication Services 1.0 $18.0 — NEW — $18.00 -19.7%
1028 — MECHANICS BANCORP — 1.0 $16.0 — NEW — $16.00 —
1029 CRK COMSTOCK RES INC Energy 1.0 $15.0 — — — $15.00 -7.9%
1030 ENTA ENANTA PHARMACEUTICALS INC Healthcare 1.0 $15.0 — — — $15.00 -20.0%
1031 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1.0 $9.0 — — — $9.00 +9.1%
1032 SXC SUNCOKE ENERGY INC Energy 1.0 $9.0 — — — $9.00 +8.3%
1033 GDYN GRID DYNAMICS HLDGS INC Technology 1.0 $6.0 — — — $6.00 +28.5%
1034 — GAMESTOP CORP NEW — 1.0 $3.0 — — — $3.00 —
Page 52 of 52  ·  1,034 positions

① 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 29.7%
Healthcare 20.9%
Financial Services 11.6%
Industrials 10.4%
Consumer Cyclical 6.9%
Consumer Defensive 6.0%
Energy 5.7%
Communication Services 4.2%
Utilities 2.6%
Basic Materials 1.3%