Investor
Taylor Financial Group, Inc.
CIK 0002012516 · filed 2026-05-14 · SEC filing
13F book
$165M
Positions
99
1 new · 4 sold
Largest name
16.1%
Vanguard Growth Etf
Est. mark
−$5.5M
Price effect on 98 names still held. Flow $324.7K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 60.7K | $26.5M | 16.1% | −$3.1M | Cut−$3.44M |
| Norfolk Southn Corp | — | 80.1K | $23M | 13.9% | −$137.8K | Cut−$761.4K |
| Apple Inc. | AAPL | 19.2K | $4.86M | 2.9% | −$346.1K | Cut−$393.7K |
| Ishares Tr | — | 33.5K | $4.84M | 2.9% | $62.6K | Added$2.35M |
| Berkshire Hathaway Inc Del | — | 9.32K | $4.47M | 2.7% | −$218.6K | Cut−$344.3K |
| Ishares Tr | — | 29.1K | $4.4M | 2.7% | $289K | Added$430.1K |
| Ishares Tr | — | 77K | $4.15M | 2.5% | $59.4K | Added$206.4K |
| Capital Group Core Balanced | — | 116K | $3.99M | 2.4% | −$102.5K | Added$56.3K |
| Ssga Active Etf Tr | — | 78.5K | $3.89M | 2.4% | $3.76K | Added$170.6K |
| Ishares Tr | — | 77.6K | $3.68M | 2.2% | −$26.8K | Added$119.9K |
| Eli Lilly & Co | LLY | 3.48K | $3.21M | 1.9% | −$539.9K | Held |
| Vanguard Index Fds | — | 15.5K | $3.04M | 1.8% | $80.8K | Cut$56.4K |
| Home Depot, Inc. | HD | 8.99K | $2.96M | 1.8% | −$136.8K | Held |
| Ishares Tr | — | 42.8K | $2.89M | 1.8% | $65.2K | Added$76.6K |
| Oracle Corp | — | 19.5K | $2.87M | 1.7% | −$929.6K | Added−$920.7K |
| Microsoft Corp | MSFT | 7.44K | $2.75M | 1.7% | −$844.3K | Cut−$862.7K |
| Ishares Tr | — | 18.3K | $2.16M | 1.3% | $86.3K | Cut−$80.5K |
| Parker-Hannifin Corp | PH | 2.4K | $2.14M | 1.3% | $39K | Held |
| Lockheed Martin Corp | LMT | 3.28K | $1.98M | 1.2% | $395.8K | Held |
| Spdr S&P 500 Etf Tr | — | 2.96K | $1.92M | 1.2% | −$93.3K | Held |
| Ishares Tr | — | 8.78K | $1.85M | 1.1% | −$8.04K | Added$1.46K |
| Blackstone Inc. | BX | 16K | $1.84M | 1.1% | −$614.5K | Added−$577K |
| Fiserv Inc | FISV | 30.5K | $1.7M | 1.0% | −$316.6K | Added−$169.1K |
| Lowes Cos Inc | — | 6.92K | $1.63M | 1.0% | −$33.8K | Cut−$281.7K |
| At&T Inc | — | 55.7K | $1.62M | 1.0% | $221.6K | Added$289.1K |
| Marriott Intl Inc New | — | 4.92K | $1.61M | 1.0% | $82.7K | Held |
| Invesco Qqq Tr | — | 2.63K | $1.52M | 0.9% | −$97.7K | Cut−$144.4K |
| Microchip Technology Inc. | — | 22.3K | $1.44M | 0.9% | $19.8K | Cut−$7.66K |
| Truist Finl Corp | — | 31.3K | $1.44M | 0.9% | −$101.3K | Cut−$180.9K |
| Pepsico Inc | PEP | 8.46K | $1.31M | 0.8% | $99.6K | Cut$56.5K |
| Amazon Com Inc | AMZN | 6.28K | $1.31M | 0.8% | −$139.8K | Added−$124.2K |
| Caterpillar Inc | CAT | 1.77K | $1.25M | 0.8% | $237.7K | Added$248.3K |
| Jpmorgan Chase & Co. | — | 4.19K | $1.23M | 0.7% | −$117.6K | Held |
| Ishares Tr | — | 10.9K | $1.23M | 0.7% | −$110.2K | Held |
| Exxon Mobil Corp | — | 7.21K | $1.22M | 0.7% | $352.5K | Added$363.5K |
| Ge Aerospace | — | 4.29K | $1.22M | 0.7% | −$104K | Cut−$151.7K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.88K | $1.16M | 0.7% | $25.4K | Held |
| Netflix Inc | NFLX | 11.2K | $1.08M | 0.7% | $24.2K | Added$130.4K |
| Palantir Technologies Inc. | PLTR | 7.14K | $1.04M | 0.6% | −$223.8K | Added−$220.2K |
| GE Vernova Inc. | GEV | 1.1K | $964.6K | 0.6% | $242.4K | Held |
| Goldman Sachs Group Inc | — | 1.04K | $879.8K | 0.5% | −$34.3K | Held |
| Verizon Communications Inc | VZ | 16.8K | $841.9K | 0.5% | $154.6K | Added$176.9K |
| Atmos Energy Corp | ATO | 4.46K | $824.8K | 0.5% | $76.3K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 3.44K | $816.2K | 0.5% | −$52.6K | Held |
| Fedex Corp | FDX | 2.25K | $803.2K | 0.5% | $151.8K | Held |
| Mcdonalds Corp | MCD | 2.56K | $795.5K | 0.5% | $13.2K | Held |
| Csx Corp | CSX | 19.3K | $791.1K | 0.5% | $92.5K | Cut$56.3K |
| Spdr Series Trust | — | 5.41K | $789.2K | 0.5% | $36.7K | Cut$7.44K |
| Ppg Inds Inc | — | 6.91K | $738.4K | 0.4% | $30.5K | Cut−$4.3K |
| American Elec Pwr Co Inc | — | 5.38K | $704.7K | 0.4% | $84.8K | Held |
| Nvidia Corp | NVDA | 4.01K | $699.5K | 0.4% | −$48.5K | Held |
| Steel Dynamics Inc | STLD | 3.64K | $655K | 0.4% | $38.4K | Held |
| Costco Whsl Corp New | — | 641 | $638.7K | 0.4% | $86K | Held |
| Alphabet Inc | — | 2.21K | $633.7K | 0.4% | −$59.5K | Cut−$64.5K |
| Corning Inc | — | 4.57K | $621K | 0.4% | $221.1K | Held |
| Vanguard Index Fds | — | 1.96K | $593K | 0.4% | $273 | Added$3.9K |
| Rockwell Automation, Inc | ROK | 1.65K | $591.4K | 0.4% | −$49.8K | Held |
| Johnson & Johnson | JNJ | 2.36K | $575.9K | 0.3% | $88.3K | Cut$52.1K |
| Paychex Inc | PAYX | 6.21K | $571.8K | 0.3% | −$124.5K | Cut−$132.8K |
| Danaher Corporation | — | 2.92K | $554.6K | 0.3% | −$115K | Cut−$120K |
| United Parcel Service Inc | UPS | 5.56K | $547.3K | 0.3% | −$3.32K | Added$140.3K |
| Atlantic Un Bankshares Corp | — | 15.1K | $538.1K | 0.3% | $6.62K | Cut$1.33K |
| Vanguard Index Fds | — | 867 | $518.2K | 0.3% | −$25.7K | Held |
| Ishares Tr | — | 789 | $515.4K | 0.3% | −$25K | Held |
| Elevance Health Inc Formerly | — | 1.74K | $509.4K | 0.3% | −$100.6K | Cut−$144.4K |
| RTX Corp | RTX | 2.59K | $499.8K | 0.3% | $24.6K | Held |
| Qualcomm Inc | — | 3.76K | $484.3K | 0.3% | −$156K | Added−$147K |
| Honeywell Intl Inc | — | 2.13K | $482.6K | 0.3% | $66.1K | Held |
| Texas Instrs Inc | — | 2.32K | $451K | 0.3% | $39.4K | Added$120K |
| Disney Walt Co | — | 4.47K | $430.9K | 0.3% | −$77.8K | Cut−$95.4K |
| Fastenal Co | FAST | 8.97K | $416.3K | 0.3% | $56.2K | Added$56.4K |
| Altria Group, Inc. | MO | 6.29K | $414.9K | 0.3% | $52.4K | Held |
| Pfizer Inc | PFE | 14.7K | $413.9K | 0.3% | $43.7K | Added$71.8K |
| Air Prods & Chems Inc | — | 1.42K | $411K | 0.2% | $61.5K | Cut$56.6K |
| Meta Platforms, Inc. | META | 703 | $402.2K | 0.2% | −$61.8K | Held |
| Procter And Gamble Co | PG | 2.76K | $398.4K | 0.2% | $3.12K | Cut−$11.6K |
| Genuine Parts Co | GPC | 3.68K | $388.9K | 0.2% | −$63.3K | Cut−$69.2K |
| Vanguard Intl Equity Index F | — | 4.43K | $365.4K | 0.2% | −$5.23K | Held |
| Cummins Inc | CMI | 655 | $352.4K | 0.2% | $18.1K | Held |
| Alphabet Inc | — | 1.22K | $352K | 0.2% | −$31.1K | Cut−$36.1K |
| Walmart Inc. | WMT | 2.66K | $330.6K | 0.2% | $34.2K | Cut−$166.3K |
| AbbVie Inc. | ABBV | 1.49K | $323K | 0.2% | −$16.3K | Cut−$31.4K |
| Deere & Co | DE | 545 | $307K | 0.2% | $53.3K | Held |
| Kimberly Clark Corp | KMB | 3.07K | $295.8K | 0.2% | −$12K | Added$21.3K |
| Enbridge Inc | — | 5.38K | $291.1K | 0.2% | $33.8K | Held |
| Trane Technologies Plc | TT | 690 | $287.6K | 0.2% | $19K | Cut−$300.9K |
| Intel Corp | INTC | 6.49K | $286.2K | 0.2% | $46.9K | Cut$9.99K |
| Martin Marietta Matls Inc | — | 475 | $279.6K | 0.2% | −$16.1K | Held |
| Pnc Finl Svcs Group Inc | — | 1.34K | $279.3K | 0.2% | −$859 | Held |
| Duke Energy Corp New | — | 2.01K | $263.1K | 0.2% | $27.6K | Held |
| Tesla, Inc. | TSLA | 660 | $245.4K | 0.1% | −$51.5K | Cut−$51.9K |
| Eaton Corp Plc | ETN | 650 | $232.5K | 0.1% | $25.5K | Held |
| International Business Machs | — | 908 | $220.1K | 0.1% | −$48.9K | Cut−$148.7K |
| Broadcom Inc. | AVGO | 702 | $217.3K | 0.1% | −$25.7K | Held |
| Shell Plc | — | 2.3K | $214.3K | 0.1% | — | New |
| Coca Cola Co | KO | 2.81K | $214K | 0.1% | $17.3K | Cut−$32.2K |
| Bank America Corp | — | 4.36K | $212.7K | 0.1% | −$27.3K | Held |
| Candel Therapeutics, Inc. | CADL | 16.6K | $81.3K | 0.0% | −$10.2K | Added$4.5K |
| Milestone Pharmaceuticals In | — | 15K | $17.9K | 0.0% | −$8.3K | Added−$2.35K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.