§ 13F · FUND PROFILE
Taylor Hoffman Capital Management LLC.
AUM · $412M (13F)Positions · 122Turnover · n/a · Q2Filed · Aug 11, 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 AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 86K | $37M | 9.1% | −2% |
| 2 | AMAT | APPLIED MATLS INC | 46K | $34M | 8.1% | ±0% |
| 3 | AAPL | APPLE INC | 90K | $26M | 6.4% | ±0% |
| 4 | ANET | ARISTA NETWORKS INC | 131K | $22M | 5.4% | ±0% |
| 5 | GOOGL | ALPHABET INC | 42K | $15M | 3.6% | ±0% |
| 6 | CSCO | CISCO SYS INC | 105K | $12M | 3.0% | −1% |
| 7 | EBAY | EBAY INC. | 103K | $12M | 2.8% | −2% |
| 8 | META | META PLATFORMS INC | 20K | $11M | 2.8% | +2% |
| 9 | DE | DEERE & CO | 17K | $11M | 2.7% | +2% |
| 10 | KLAC | KLA CORP | 33K | $10M | 2.4% | +924% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAYLOR SIGNAL
AC read
Taylor Hoffman Capital Management LLC is a Other fund managing $412 million in assets. The fund runs a portfolio of 122 positions.
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