Institutions / Taylor Securities Services, Inc.
Taylor Securities Services, Inc.
CIK 2115182 · Institution · as of Dec 31, 2025
Portfolio value
$219.22M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Listed Fds Tr | $50.03M | 22.8% |
| J P Morgan Exchange Traded F | $49.73M | 22.7% |
| SPDR S&P 500 ETF Tr | $25.31M | 11.5% |
| Apple Inc. | $18.14M | 8.3% |
| J P Morgan Exchange Traded F | $13.37M | 6.1% |
| Global X Artificial Intelligence & Technology ETF | $8.63M | 3.9% |
| Watsco, Inc. | $7.95M | 3.6% |
| NVIDIA Corp | $6.33M | 2.9% |
| Fidelity Greenwood Street Trust | $3.88M | 1.8% |
| Microsoft Corp | $2.62M | 1.2% |
| Travel + Leisure Co | $2.56M | 1.2% |
| Visa Inc | $2.33M | 1.1% |
| Lockheed Martin Corp | $2.27M | 1.0% |
| Deere & Co | $2.06M | 0.9% |
| Invesco Qqq Tr | $1.54M | 0.7% |
| Home Depot, Inc. | $1.33M | 0.6% |
| Alphabet Inc. | $1.23M | 0.6% |
| iShares Tr | $1.13M | 0.5% |
| Alphabet Inc. | $1.12M | 0.5% |
| Amazon.com Inc | $1.11M | 0.5% |
| American Express Co | $1.07M | 0.5% |
| Invesco Exch Traded Fd Tr II | $958.8K | 0.4% |
| Amgen Inc | $859.1K | 0.4% |
| SPDR Series Trust | $842.3K | 0.4% |
| L3HARRIS Technologies, Inc. /De | $836.7K | 0.4% |
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.