Taylor Financial Group, Inc.: 13F holdings
CIK 20125162026Q2
| Positions | 103 |
|---|
| Reported value | $181.9m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 103 (+4 vs prior quarter) |
|---|
| Reported value | $181.9m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 331,273 | $28.5m | 15.7% |
| NSC NORFOLK SOUTHN CORP | 79,892 | $25.1m | 13.8% |
| IJT ISHARES TR | 33,671 | $6.0m | 3.3% |
| AAPL APPLE INC | 19,153 | $5.5m | 3.0% |
| DIVB ISHARES TR | 80,488 | $5.0m | 2.7% |
| DVY ISHARES TR | 30,431 | $4.8m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,323 | $4.7m | 2.6% |
| CGBL CAPITAL GROUP CORE BALANCED | 121,739 | $4.6m | 2.5% |
| GAL SSGA ACTIVE ETF TR | 81,670 | $4.3m | 2.4% |
| LLY ELI LILLY & CO | 3,485 | $4.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012516")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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