Titelia

Holdings of TFC Financial Management, Inc.

907 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 79.6 % of the equity sleeve

Sector breakdown

  • Funds 41.8 %
  • Technology 3.9 %
  • Health care 2.9 %
  • Financials 2.1 %
  • Industrials 1.5 %
  • Energy 1.0 %
  • Consumer staples 0.9 %
  • Consumer discretionary 0.9 %
  • Communication 0.8 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 43.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.0 %
  • GB 0.0 %
  • NL 0.0 %
  • DK 0.0 %
  • DE 0.0 %
  • FR 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US895744.6M $99.88 %
2TW1317K $0.04 %
3GB6247.7K $0.03 %
4NL1229.8K $0.03 %
5DK1111.4K $0.01 %
6DE114.9K $0.00 %
7FR12.4K $0.00 %
8JP1825 $0.00 %

Positions

RankCompanySharesValueWeight
501Vistra Corp 111.7K $
502Mosaic Co/The 641.6K $
503Public Storage 61.6K $
504Digital Realty Trust Inc 91.6K $
505Baxter International Inc 961.6K $
506Molina Healthcare Inc 121.6K $
507Marvell Technology Inc 161.6K $
508Ionis Pharmaceuticals Inc 211.6K $
509PPL Corp 411.6K $
510CH Robinson Worldwide Inc 91.5K $
511Rivian Automotive Inc 1001.5K $
512Southwest Airlines Co 401.5K $
513AMETEK Inc 71.5K $
514Geron Corp 1,0001.5K $
515Camden Property Trust 151.5K $
516Compass Inc 2001.5K $
517Hershey Co/The 71.5K $
518Essex Property Trust Inc 61.5K $
519Raymond James Financial Inc 101.4K $
520Extra Space Storage Inc 111.4K $
521Lucid Group Inc 1501.4K $
522Truist Financial Corp 311.4K $
523Roper Technologies Inc 41.4K $
524Exelon Corp 281.4K $
525ResMed Inc 61.3K $
526Host Hotels & Resorts Inc 681.3K $
527Everus Construction Group Inc 111.3K $
528PBF Energy Inc 271.3K $
529Insulet Corp 61.3K $
530Alibaba Group Holding Ltd 101.3K $
531DaVita Inc 81.2K $
532Lululemon Athletica Inc 81.2K $
533Rubrik Inc 251.2K $
534Jones Lang LaSalle Inc 41.2K $
535Teledyne Technologies Inc 21.2K $
53610X Genomics Inc 571.2K $
537Expand Energy Corp 111.2K $
538Valmont Industries Inc 31.2K $
539Old Dominion Freight Line Inc 61.2K $
540Generac Holdings Inc 61.2K $
541Ball Corp 191.1K $
542Baidu Inc 101.1K $
543UDR Inc 331.1K $
544Monolithic Power Systems Inc 11.1K $
545Arthur J Gallagher & Co 51.1K $
546Fair Isaac Corp 11.1K $
547Stanley Black & Decker Inc 151.1K $
548Lincoln National Corp 301.1K $
549International Paper Co 291K $
550Workday Inc 81K $
551NetApp Inc 101K $
552NRG Energy Inc 71K $
553Enovix Corp 192995 $
554Kimco Realty Corp 44989 $
555NiSource Inc 21988 $
556PulteGroup Inc 8941 $
557Cipher Digital Inc 73940 $
558HealthEquity Inc 11920 $
559Reliance Inc 3912 $
560Williams-Sonoma Inc 5912 $
561Murphy Oil Corp 22908 $
562Consolidated Edison Inc 8906 $
563Lamar Advertising Co 7887 $
564Corpay Inc 3873 $
565Western Union Co/The 100873 $
566Dominion Energy Inc 14866 $
567Federal Realty Investment Trust 8850 $
568C3.ai Inc 100842 $
569Fiserv Inc 15837 $
570Crocs Inc 10831 $
571Toyota Motor Corp 4825 $
572Dell Technologies Inc 5821 $
573Kohl's Corp 63813 $
574AutoNation Inc 4782 $
575PG&E Corp 44774 $
576Dollar Tree Inc 7767 $
577Roku Inc 8757 $
578West Pharmaceutical Services Inc 3752 $
579Ford Motor Co 65751 $
580FMC Corp 43741 $
581EMCOR Group Inc 1739 $
582MongoDB Inc 3735 $
583Biogen Inc 4734 $
584Franklin Resources Inc 31733 $
585Casey's General Stores Inc 1728 $
586Masco Corp 12725 $
587Universal Health Services Inc 4716 $
588Iron Mountain Inc 7715 $
589Lumentum Holdings Inc 1703 $
590Alaska Air Group Inc 19699 $
591Rollins Inc 13697 $
592Robinhood Markets Inc 10693 $
593Curtiss-Wright Corp 1682 $
594Celsius Holdings Inc 19675 $
595GXO Logistics Inc 13675 $
596DT Midstream Inc 5674 $
597Block Inc 11662 $
598Chemours Co/The 30661 $
599Incyte Corp 7659 $
600Unity Software Inc 30659 $