Long-term investor
Tfc Financial Management, Inc. @tfcfinancialmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001827844).
Record
- Tracked since 2025-06-30 (484 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +10.9% · 1 year +10.6% · all +10.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 27.4% · long · since 2025-09-30
- 46435G326 · 13.6% · long · since 2025-09-30
- 464287457 · 10.5% · long · since 2025-09-30
- 46434G103 · 6.6% · long · since 2025-09-30
- 46641Q761 · 6.4% · long · since 2025-09-30
- 25434V724 · 5.5% · long · since 2025-09-30
- 25434V609 · 3.1% · long · since 2025-09-30
- 92206C623 · 2.6% · long · since 2026-03-31
- 922908637 · 2.2% · long · since 2025-09-30
- AAPL · 1.6% · long · since 2025-09-30
- 67092P888 · 1.4% · long · since 2025-09-30
- MSFT · 0.9% · long · since 2025-09-30