§ 13F · FUND PROFILE
Taylor Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174M (13F)Positions · 105Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$214K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 61K | $26M | 16.1% | −1% |
| 2 | NSC | NORFOLK SOUTHN CORP | 80K | $23M | 13.9% | −3% |
| 3 | AAPL | APPLE INC | 19K | $5M | 2.9% | −1% |
| 4 | IJT | ISHARES TR | 33K | $5M | 2.9% | +90% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 2.7% | −3% |
| 6 | DVY | ISHARES TR | 29K | $4M | 2.7% | +3% |
| 7 | DIVB | ISHARES TR | 77K | $4M | 2.5% | +4% |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | 116K | $4M | 2.4% | +4% |
| 9 | GAL | SSGA ACTIVE ETF TR | 79K | $4M | 2.4% | +4% |
| 10 | AOM | ISHARES TR | 78K | $4M | 2.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAYLOR SIGNAL
AC read
Taylor Financial Group, Inc. is a Other fund managing $174 million in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed