Taylor Financial Group, Inc.

Est. AUM

$165.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$26.5M	60654	16.06%	SOLE
2	NORFOLK SOUTHN CORP	COM	$23.0M	80118	13.94%	SOLE
3	APPLE INC	COM	$4.9M	19153	2.95%	SOLE
4	ISHARES TR	S&P SML 600 GWT	$4.8M	33474	2.94%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	9323	2.71%	SOLE
6	ISHARES TR	SELECT DIVID ETF	$4.4M	29069	2.67%	SOLE
7	ISHARES TR	CORE DIVID ETF	$4.2M	76990	2.52%	SOLE
8	CAPITAL GROUP CORE BALANCED	SHS	$4.0M	115973	2.42%	SOLE
9	SSGA ACTIVE ETF TR	STATE STREET GLO	$3.9M	78526	2.36%	SOLE
10	ISHARES TR	CORE 40/60 MODER	$3.7M	77609	2.23%	SOLE
11	ELI LILLY & CO	COM	$3.2M	3485	1.94%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$3.0M	15514	1.84%	SOLE
13	HOME DEPOT INC	COM	$3.0M	8993	1.79%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$2.9M	42773	1.75%	SOLE
15	ORACLE CORP	COM	$2.9M	19509	1.74%	SOLE
16	MICROSOFT CORP	COM	$2.8M	7442	1.67%	SOLE
17	ISHARES TR	SP SMCP600VL ETF	$2.2M	18250	1.31%	SOLE
18	PARKER-HANNIFIN CORP	COM	$2.1M	2395	1.30%	SOLE
19	LOCKHEED MARTIN CORP	COM	$2.0M	3279	1.20%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2955	1.16%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$1.9M	8782	1.12%	SOLE
22	BLACKSTONE INC	COM	$1.8M	16021	1.12%	SOLE
23	FISERV INC	COM	$1.7M	30490	1.03%	SOLE
24	LOWES COS INC	COM	$1.6M	6919	0.99%	SOLE
25	AT&T INC	COM	$1.6M	55718	0.98%	SOLE
26	MARRIOTT INTL INC NEW	CL A	$1.6M	4916	0.97%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$1.5M	2632	0.92%	SOLE
28	MICROCHIP TECHNOLOGY INC.	COM	$1.4M	22256	0.87%	SOLE
29	TRUIST FINL CORP	COM	$1.4M	31270	0.87%	SOLE
30	PEPSICO INC	COM	$1.3M	8461	0.80%	SOLE
31	AMAZON COM INC	COM	$1.3M	6275	0.79%	SOLE
32	CATERPILLAR INC	COM	$1.3M	1768	0.76%	SOLE
33	JPMORGAN CHASE & CO	COM	$1.2M	4192	0.75%	SOLE
34	ISHARES TR	S&P 500 GRWT ETF	$1.2M	10856	0.74%	SOLE
35	EXXON MOBIL CORP	COM	$1.2M	7211	0.74%	SOLE
36	GE AEROSPACE	COM NEW	$1.2M	4287	0.74%	SOLE
37	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.2M	1883	0.70%	SOLE
38	NETFLIX INC.	COM	$1.1M	11225	0.65%	SOLE
39	PALANTIR TECHNOLOGIES INC	CL A	$1.0M	7137	0.63%	SOLE
40	GE VERNOVA INC	COM	$964K	1105	0.58%	SOLE
41	GOLDMAN SACHS GROUP INC	COM	$879K	1040	0.53%	SOLE
42	VERIZON COMMUNICATIONS INC	COM	$841K	16771	0.51%	SOLE
43	ATMOS ENERGY CORP	COM	$824K	4465	0.50%	SOLE
44	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$816K	3435	0.49%	SOLE
45	FEDEX CORP	COM	$803K	2255	0.49%	SOLE
46	MCDONALDS CORP	COM	$795K	2560	0.48%	SOLE
47	CSX CORP	COM	$791K	19272	0.48%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$789K	5408	0.48%	SOLE
49	PPG INDS INC	COM	$738K	6909	0.45%	SOLE
50	AMERICAN ELEC PWR CO INC	COM	$704K	5376	0.43%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.