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 $181.9M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($28.5M, 15.69%), NSC ($25.1M, 13.81%), IJT ($6.0M, 3.31%), AAPL ($5.5M, 3.05%), DIVB ($5.0M, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $28.5M | 15.69% | 331,273 | Added |
| 2 | NSC | NORFOLK SOUTHN CORP | $25.1M | 13.81% | 79,892 | Trimmed |
| 3 | IJT | ISHARES TR | $6.0M | 3.31% | 33,671 | Added |
| 4 | AAPL | APPLE INC | $5.5M | 3.05% | 19,153 | Hold |
| 5 | DIVB | ISHARES TR | $5.0M | 2.73% | 80,488 | Added |
| 6 | DVY | ISHARES TR | $4.8M | 2.61% | 30,431 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 2.56% | 9,323 | Hold |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | $4.6M | 2.54% | 121,739 | Added |
| 9 | GAL | SSGA ACTIVE ETF TR | $4.3M | 2.37% | 81,670 | Added |
| 10 | LLY | ELI LILLY & CO | $4.2M | 2.30% | 3,485 | Hold |
| 11 | AOM | ISHARES TR | $4.0M | 2.22% | 81,107 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $3.4M | 1.87% | 15,603 | Added |
| 13 | IJH | ISHARES TR | $3.4M | 1.85% | 43,735 | Added |
| 14 | HD | HOME DEPOT INC | $3.1M | 1.72% | 8,861 | Trimmed |
| 15 | ORCL | ORACLE CORP | $2.8M | 1.57% | 19,445 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.8M | 1.53% | 7,449 | Added |
| 17 | IJS | ISHARES TR | $2.4M | 1.34% | 17,817 | Trimmed |
| 18 | PH | PARKER-HANNIFIN CORP | $2.3M | 1.28% | 2,390 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.21% | 2,941 | Trimmed |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $2.0M | 1.08% | 21,616 | Trimmed |
| 21 | BX | BLACKSTONE INC | $1.9M | 1.04% | 16,021 | Hold |
| 22 | QQQ | INVESCO QQQ TR | $1.9M | 1.03% | 2,542 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $1.9M | 1.03% | 1,768 | Hold |
| 24 | MAR | MARRIOTT INTL INC NEW | $1.8M | 0.99% | 4,856 | Trimmed |
| 25 | LMT | LOCKHEED MARTIN CORP | $1.7M | 0.92% | 3,279 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30