TFC FINANCIAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONB | 101K | $2.24M |
 | HTFL | 56K | $1.35M |
 | LDI | 50K | $70.39K |
 | JNJ | 49K | $12.03M |
 | AAPL | 43K | $10.95M |
 | XOM | 41K | $6.91M |
 | MRK | 39K | $4.64M |
 | BNL | 24K | $440.60K |
 | NVDA | 24K | $4.15M |
 | AMSC | 17K | $566.68K |
 | TTD | 16K | $371.53K |
 | MSFT | 16K | $5.95M |
 | DBI | 16K | $88.59K |
 | IBM | 12K | $3.02M |
 | FFIN | 12K | $359.12K |
 | ACN | 12K | $2.41M |
 | BRK-B | 12K | $5.63M |
 | MO | 11K | $715.73K |
 | WMT | 10K | $1.25M |
 | COUR | 10K | $58.20K |
Old National Bancorp
ONB
Shares Held
101K
Value
$2.24M
Heartflow, Inc. Common Stock
HTFL
Shares Held
56K
Value
$1.35M
loanDepot, Inc.
LDI
Shares Held
50K
Value
$70.39K
Johnson & Johnson
JNJ
Shares Held
49K
Value
$12.03M
Apple Inc.
AAPL
Shares Held
43K
Value
$10.95M
Exxon Mobil Corporation
XOM
Shares Held
41K
Value
$6.91M
Merck & Co., Inc.
MRK
Shares Held
39K
Value
$4.64M
Broadstone Net Lease, Inc.
BNL
Shares Held
24K
Value
$440.60K
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.15M
American Superconductor Corporation
AMSC
Shares Held
17K
Value
$566.68K
The Trade Desk, Inc.
TTD
Shares Held
16K
Value
$371.53K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$5.95M
Designer Brands Inc.
DBI
Shares Held
16K
Value
$88.59K
International Business Machines Corporation
IBM
Shares Held
12K
Value
$3.02M
First Financial Bankshares, Inc.
FFIN
Shares Held
12K
Value
$359.12K
Accenture plc
ACN
Shares Held
12K
Value
$2.41M
Berkshire Hathaway Inc.
BRK-B
Shares Held
12K
Value
$5.63M
Altria Group, Inc.
MO
Shares Held
11K
Value
$715.73K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.25M
Coursera, Inc.
COUR
Shares Held
10K
Value
$58.20K