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Latest Taylor Financial Group, Inc. Stock Portfolio

Taylor Financial Group, Inc. Performance:
2025 Q4: -4.39%YTD: 7.6%2024: 11.7%
Performance for 2025 Q4 is -4.39%, and YTD is 7.6%, and 2024 is 11.7%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Taylor Financial Group, Inc. reported an equity portfolio of $170.2 Millions as of 31 Dec, 2025.

The top stock holdings of Taylor Financial Group, Inc. are VB, NSC, AAPL. The fund has invested 17.6% of it's portfolio in VANGUARD INDEX FDS and 14% of portfolio in NORFOLK SOUTHN CORP.

The fund managers got completely rid off DOCUSIGN INC (DOCU), UBER TECHNOLOGIES INC (UBER) and 3M CO (MMM) stocks. They significantly reduced their stock positions in UNITED PARCEL SERVICE INC (UPS), CSX CORP (CSX) and DISNEY WALT CO (DIS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), TEXAS INSTRS INC (TXN) and META PLATFORMS INC (META).

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

Our best estimate is that Taylor Financial Group, Inc. made a return of -4.39% in the last quarter. In trailing 12 months, it's portfolio return was 7.6%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Taylor Financial Group, Inc.

Additions

Ticker% Inc.
netflix inc1,245
texas instrs inc46.32
meta platforms inc30.67
qualcomm inc8.05
amazon com inc7.45
blackstone inc2.99
vanguard index fds0.97
ishares tr0.82
Additions to existing portfolio by Taylor Financial Group, Inc.

Reductions

Ticker% Reduced
united parcel service inc-38.68
csx corp-21.03
disney walt co-9.22
intel corp-8.94
kimberly-clark corp-6.85
fiserv inc-5.92
ppg inds inc-5.39
abbott labs-4.56
Taylor Financial Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
docusign inc-288,360
uber technologies inc-222,882
3m co-208,135
Taylor Financial Group, Inc. got rid off the above stocks

Sector Distribution

Taylor Financial Group, Inc. has about 46.4% of it's holdings in Others sector.

Sector%
Others46.4
Industrials21
Technology10.8
Consumer Cyclical5.6
Financial Services4.5
Healthcare3.9
Communication Services2.9
Consumer Defensive2.1
Basic Materials1.2

Market Cap. Distribution

Taylor Financial Group, Inc. has about 53.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED46.4
LARGE-CAP34.9
MEGA-CAP18.4

Stocks belong to which Index?

About 52.4% of the stocks held by Taylor Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50052.4
Others47.3
Top 5 Winners (%)%
LLY
eli lilly & co
40.4 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.8 %
FDX
fedex corp
22.5 %
STLD
steel dynamics inc
21.5 %
Top 5 Winners ($)$
LLY
eli lilly & co
1.1 M
VB
vanguard index fds
0.5 M
AAPL
apple inc
0.3 M
PH
parker-hannifin corp
0.3 M
MAR
marriott intl inc new
0.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.4 %
fiserv inc
-46.5 %
ORCL
oracle corp
-30.5 %
KMB
kimberly-clark corp
-18.2 %
FAST
fastenal co
-18.2 %
Top 5 Losers ($)$
NFLX
netflix inc
-6.0 M
fiserv inc
-1.8 M
ORCL
oracle corp
-1.7 M
NSC
norfolk southn corp
-1.0 M
HD
home depot inc
-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 102 stocks in it's portfolio. About 51% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Taylor Financial Group, Inc. last quarter.

Last Reported on: 06 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions