§ 13F · FUND PROFILE
Taylor Hoffman Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 118Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 90K | $23M | 7.1% | −3% |
| 2 | LRCX | LAM RESEARCH CORP | 88K | $19M | 5.8% | −6% |
| 3 | ANET | ARISTA NETWORKS INC | 131K | $16M | 4.9% | −3% |
| 4 | AMAT | APPLIED MATLS INC | 46K | $16M | 4.9% | −4% |
| 5 | GOOGL | ALPHABET INC | 42K | $12M | 3.7% | −1% |
| 6 | META | META PLATFORMS INC | 20K | $11M | 3.5% | −1% |
| 7 | DE | DEERE & CO | 17K | $10M | 3.0% | ±0% |
| 8 | EBAY | EBAY INC. | 105K | $10M | 2.9% | −1% |
| 9 | SNA | SNAP ON INC | 23K | $8M | 2.6% | +2% |
| 10 | CSCO | CISCO SYS INC | 106K | $8M | 2.5% | −1% |
§ 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 $317 million in assets. The fund runs a portfolio of 118 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