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Latest Taylor Financial Group, Inc. Stock Portfolio

$164Million– No. of Holdings #99

Taylor Financial Group, Inc. Performance:
2026 Q1: -3.17%YTD: -3.17%2025: 11.38%
Performance for 2026 Q1 is -3.17%, and YTD is -3.17%, and 2025 is 11.38%.

About Taylor Financial Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Taylor Financial Group, Inc. reported an equity portfolio of $165 Millions as of 31 Mar, 2026.

The top stock holdings of Taylor Financial Group, Inc. are VB, NSC, AAPL. The fund has invested 16.1% of it's portfolio in VANGUARD INDEX FDS and 13.9% of portfolio in NORFOLK SOUTHN CORP.

The fund managers got completely rid off ABBOTT LABS (ABT), VISA INC (V) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in TRANE TECHNOLOGIES PLC (TT), WALMART INC (WMT) and INTERNATIONAL BUSINESS MACHS (IBM). Taylor Financial Group, Inc. opened new stock positions in SHELL PLC (SHEL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), MILESTONE PHARMACEUTICALS IN (MIST) and UNITED PARCEL SVCS INC (UPS).
Taylor Financial Group, Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026

Taylor Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Taylor Financial Group, Inc. made a return of -3.17% in the last quarter. In trailing 12 months, it's portfolio return was 10.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
shell plc214,272
New stocks bought by Taylor Financial Group, Inc.

Additions

Ticker% Inc.
ishares tr89.77
milestone pharmaceuticals in50.00
united parcel svcs inc35.58
candel therapeutics inc22.06
texas instrs inc21.75
kimberly-clark corp12.68
netflix inc.10.92
fiserv inc9.5
Additions to existing portfolio by Taylor Financial Group, Inc.

Reductions

Ticker% Reduced
trane technologies plc-54.37
walmart inc-40.36
international business machs-27.07
coca cola co-20.1
intel corp-13.36
lowes cos inc-12.94
ishares tr-7.44
johnson & johnson-6.91
Taylor Financial Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
abbott labs-262,357
ishares tr-217,252
automatic data processing in-200,382
visa inc-219,544
Taylor Financial Group, Inc. got rid off the above stocks

Sector Distribution

Taylor Financial Group, Inc. has about 47.4% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Utilities
Sector%
Others47.4
Industrials21.5
Technology9.7
Consumer Cyclical5.4
Financial Services3.9
Healthcare3.4
Communication Services3.2
Consumer Defensive2.2
Basic Materials1.3
Utilities1.1

Market Cap. Distribution

Taylor Financial Group, Inc. has about 51.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED47.4
LARGE-CAP29.4
MEGA-CAP22.5

Stocks belong to which Index?

About 51.1% of the stocks held by Taylor Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50051.1
Others48.6
Top 5 Winners (%)%
GLW
corning inc
55.3 %
XOM
exxon mobil corp
40.7 %
ge vernova inc
33.6 %
LMT
lockheed martin corp
25.0 %
CAT
caterpillar inc
23.5 %
Top 5 Winners ($)$
LMT
lockheed martin corp
0.4 M
XOM
exxon mobil corp
0.4 M
IJR
ishares tr
0.3 M
ge vernova inc
0.2 M
CAT
caterpillar inc
0.2 M
Top 5 Losers (%)%
MIST
milestone pharmaceuticals in
-36.8 %
BX
blackstone inc
-25.2 %
QCOM
qualcomm inc
-24.5 %
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.1 M
ORCL
oracle corp
-0.9 M
MSFT
microsoft corp
-0.8 M
BX
blackstone inc
-0.6 M
LLY
eli lilly & co
-0.5 M

Taylor Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Taylor Financial Group, Inc.

Taylor Financial Group, Inc. has 99 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for Taylor Financial Group, Inc. last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions