Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Taylor Financial Group, Inc. (CIK 2012516) reported $165.0M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($26.5M, 16.06%), NSC ($23.0M, 13.94%), AAPL ($4.9M, 2.95%), IJT ($4.8M, 2.94%), BRK/B ($4.5M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $26.5M | 16.06% | 60,654 | Trimmed |
| 2 | NSC | NORFOLK SOUTHN CORP | $23.0M | 13.94% | 80,118 | Trimmed |
| 3 | AAPL | APPLE INC | $4.9M | 2.95% | 19,153 | Trimmed |
| 4 | IJT | ISHARES TR | $4.8M | 2.94% | 33,474 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 2.71% | 9,323 | Trimmed |
| 6 | DVY | ISHARES TR | $4.4M | 2.67% | 29,069 | Added |
| 7 | DIVB | ISHARES TR | $4.2M | 2.52% | 76,990 | Added |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | $4.0M | 2.42% | 115,973 | Added |
| 9 | GAL | SSGA ACTIVE ETF TR | $3.9M | 2.36% | 78,526 | Added |
| 10 | AOM | ISHARES TR | $3.7M | 2.23% | 77,609 | Added |
| 11 | LLY | ELI LILLY & CO | $3.2M | 1.94% | 3,485 | Hold |
| 12 | VTV | VANGUARD INDEX FDS | $3.0M | 1.84% | 15,514 | Trimmed |
| 13 | HD | HOME DEPOT INC | $3.0M | 1.79% | 8,993 | Hold |
| 14 | IJH | ISHARES TR | $2.9M | 1.75% | 42,773 | Added |
| 15 | ORCL | ORACLE CORP | $2.9M | 1.74% | 19,509 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.8M | 1.67% | 7,442 | Trimmed |
| 17 | IJS | ISHARES TR | $2.2M | 1.31% | 18,250 | Trimmed |
| 18 | PH | PARKER-HANNIFIN CORP | $2.1M | 1.30% | 2,395 | Hold |
| 19 | LMT | LOCKHEED MARTIN CORP | $2.0M | 1.20% | 3,279 | Hold |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.16% | 2,955 | Hold |
| 21 | IVE | ISHARES TR | $1.9M | 1.12% | 8,782 | Added |
| 22 | BX | BLACKSTONE INC | $1.8M | 1.12% | 16,021 | Added |
| 23 | FISV | FISERV INC | $1.7M | 1.03% | 30,490 | Added |
| 24 | LOW | LOWES COS INC | $1.6M | 0.99% | 6,919 | Trimmed |
| 25 | T | AT&T INC | $1.6M | 0.98% | 55,718 | Added |
Source: SEC Form 13F filings · as of 2026-03-31