Position in UI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,161
+$948 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026TFC Financial Management, Inc. holds $426,077 across 12 Communication Equipment names. UI ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
4,530 | $351,482 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
97 | $42,095 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
1,006 | $23,952 | |
| 4 | UI |
Ubiquiti Inc.
This page
|
4 | $3,161 | |
| 5 | ONDS |
Ondas Inc.
|
235 | $2,124 | |
| 6 | AMPG |
AmpliTech Group, Inc.
|
1,000 | $1,900 | |
| 7 | LITE |
Lumentum Holdings Inc.
|
1 | $702 | |
| 8 | CIEN |
Ciena Corp
|
1 | $388 |
All Filings in UI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,161 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,213 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,642 | 4 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,646 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,240 | 4 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,327 | 4 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $886 | 4 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $436 | 3 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $347 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $418 | 3 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||