§ 13F · FUND PROFILE
Taylor Financial Group, Inc..
AUM · $182M (13F)Positions · 103Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 331K | $29M | 15.7% | +446% |
| 2 | NSC | NORFOLK SOUTHN CORP | 80K | $25M | 13.8% | ±0% |
| 3 | IJT | ISHARES TR | 34K | $6M | 3.3% | +1% |
| 4 | AAPL | APPLE INC | 19K | $6M | 3.0% | ±0% |
| 5 | DIVB | ISHARES TR | 80K | $5M | 2.7% | +5% |
| 6 | DVY | ISHARES TR | 30K | $5M | 2.6% | +5% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $5M | 2.6% | ±0% |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | 122K | $5M | 2.5% | +5% |
| 9 | GAL | SSGA ACTIVE ETF TR | 82K | $4M | 2.4% | +4% |
| 10 | LLY | ELI LILLY & CO | 3K | $4M | 2.3% | ±0% |
§ 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 $182 million in assets. The fund runs a portfolio of 103 positions.
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