§ 13F · FUND PROFILE
Taylor Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160.2T (13F)Positions · 104Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 61K | $29.9T | 17.6% | −1% |
| 2 | NSC | NORFOLK SOUTHN CORP | 82K | $23.8T | 14.0% | ±0% |
| 3 | AAPL | APPLE INC | 19K | $5.3T | 3.1% | ±0% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $4.8T | 2.8% | ±0% |
| 5 | DVY | ISHARES TR | 28K | $4.0T | 2.3% | ±0% |
| 6 | DIVB | ISHARES TR | 74K | $3.9T | 2.3% | ±0% |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | 111K | $3.9T | 2.3% | ±0% |
| 8 | ORCL | ORACLE CORP | 19K | $3.8T | 2.2% | −1% |
| 9 | LLY | ELI LILLY & CO | 3K | $3.7T | 2.2% | −2% |
| 10 | GAL | SSGA ACTIVE ETF TR | 75K | $3.7T | 2.2% | ±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 $160179.8 trillion in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed