Institutions / Taylor Financial Group, Inc.
Taylor Financial Group, Inc.
CIK 2012516 · Institution · as of Dec 31, 2025
Portfolio value
$170.16M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $29.93M | 17.6% |
| Norfolk Southern Corp | $23.76M | 14.0% |
| Apple Inc. | $5.25M | 3.1% |
| Warren E. Buffett | $4.81M | 2.8% |
| iShares Tr | $3.97M | 2.3% |
| iShares Tr | $3.95M | 2.3% |
| Capital Group Core Balanced | $3.93M | 2.3% |
| Oracle Corp | $3.79M | 2.2% |
| ELI LILLY & Co | $3.75M | 2.2% |
| Ssga Active ETF Tr | $3.72M | 2.2% |
| Microsoft Corp | $3.62M | 2.1% |
| iShares Tr | $3.56M | 2.1% |
| Home Depot, Inc. | $3.09M | 1.8% |
| Vanguard Index Fds | $2.99M | 1.8% |
| iShares Tr | $2.81M | 1.7% |
| iShares Tr | $2.49M | 1.5% |
| Blackstone Inc | $2.42M | 1.4% |
| iShares Tr | $2.24M | 1.3% |
| Parker-Hannifin Corp | $2.11M | 1.2% |
| SPDR S&P 500 ETF Tr | $2.02M | 1.2% |
| Lowes Companies Inc | $1.92M | 1.1% |
| Fiserv Inc | $1.87M | 1.1% |
| iShares Tr | $1.85M | 1.1% |
| Invesco Qqq Tr | $1.66M | 1.0% |
| Truist Financial Corp | $1.62M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.