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 Hoffman Capital Management LLC (CIK 2042493) reported $324.6M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($23.0M, 7.07%), LRCX ($18.8M, 5.80%), ANET ($16.0M, 4.94%), AMAT ($15.8M, 4.88%), GOOGL ($12.0M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.0M | 7.07% | 90,440 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $18.8M | 5.80% | 88,042 | Trimmed |
| 3 | ANET | ARISTA NETWORKS INC | $16.0M | 4.94% | 130,533 | Trimmed |
| 4 | AMAT | APPLIED MATLS INC | $15.8M | 4.88% | 46,315 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $12.0M | 3.71% | 41,830 | Trimmed |
| 6 | META | META PLATFORMS INC | $11.4M | 3.50% | 19,875 | Trimmed |
| 7 | DE | DEERE & CO | $9.7M | 2.98% | 17,175 | Added |
| 8 | EBAY | EBAY INC. | $9.6M | 2.95% | 105,038 | Trimmed |
| 9 | SNA | SNAP ON INC | $8.5M | 2.61% | 23,310 | Added |
| 10 | CSCO | CISCO SYS INC | $8.2M | 2.53% | 105,851 | Trimmed |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS I | $8.2M | 2.51% | 69,632 | Added |
| 12 | AWI | ARMSTRONG WORLD INDS INC NEW | $7.4M | 2.28% | 44,844 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $7.3M | 2.26% | 30,030 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $7.1M | 2.18% | 110,445 | Added |
| 15 | PG | PROCTER & GAMBLE CO | $6.9M | 2.13% | 47,845 | Added |
| 16 | SEIC | SEI INVTS CO | $5.7M | 1.75% | 72,405 | Added |
| 17 | FICO | FAIR ISAAC CORP | $5.6M | 1.73% | 5,252 | Added |
| 18 | VRSN | VERISIGN INC | $5.1M | 1.58% | 20,612 | Added |
| 19 | UNP | UNION PAC CORP | $4.9M | 1.50% | 20,080 | Added |
| 20 | MKTX | MARKETAXESS HLDGS INC | $4.8M | 1.47% | 28,863 | Added |
| 21 | KLAC | KLA CORP | $4.7M | 1.46% | 3,226 | Trimmed |
| 22 | PAYX | PAYCHEX INC | $4.7M | 1.44% | 50,693 | Added |
| 23 | MCO | MOODYS CORP | $4.6M | 1.42% | 10,555 | Added |
| 24 | GNTX | GENTEX CORP | $4.5M | 1.37% | 203,910 | Added |
| 25 | ADBE | ADOBE INC | $4.3M | 1.34% | 17,877 | Added |
Source: SEC Form 13F filings · as of 2026-03-31