TFC Financial Management, Inc.

CIK
1827844
City
BOSTON
State / Country
MA

Top Portfolio Positions

860 positions · $112,536,750 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JNJ
Johnson & Johnson
Healthcare
49,216 $12,030,359 10.69%
AAPL
Apple Inc.
Technology
43,158 $10,953,068 9.73%
XOM
Exxon Mobil Corp
Energy
40,731 $6,910,421 6.14%
MSFT
Microsoft Corp
Technology
16,071 $5,949,002 5.29%
MRK
Merck & Co., Inc.
Healthcare
38,593 $4,642,351 4.13%
NVDA
Nvidia Corp
Technology
23,813 $4,152,987 3.69%
IBM
International Business Machines Corp
Technology
12,470 $3,022,603 2.69%
GOOGL
Alphabet Inc.
Communication Services
9,367 $2,693,574 2.39%
ACN
Accenture plc
Technology
12,168 $2,412,792 2.14%
ONB
Old National Bancorp /In/
Financial Services
101,400 $2,240,940 1.99%

Holdings in TXRH

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $95,946 581