Taylor Financial Group, Inc.

13F filer · CIK 0002012516

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$182MU.S. long equity reported on 13F

Positions833 new · 3 closed

Net flow last quarter-$372KBuys minus sells

Top 10 positions weight30.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202683 positions
NSCNorfolk Southern Corp	$25.1M	13.81%	0.04%	-0.3%	Q4 2023
AAPLApple Inc.	$5.54M	3.05%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.67M	2.56%	Not reported	Not reported	Q4 2023
LLYELI LILLY & Co	$4.18M	2.30%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$3.13M	1.72%	0.00%	-1.5%	Q4 2023
ORCLOracle Corp	$2.85M	1.57%	0.00%	-0.3%	Q4 2023
MSFTMicrosoft Corp	$2.78M	1.53%	0.00%	+0.1%	Q4 2023
PHParker-Hannifin Corp	$2.34M	1.28%	0.00%	-0.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.2M	1.21%	Not reported	-0.5%	Q4 2023
MCHPMicrochip Technology Inc	$1.97M	1.08%	0.00%	-2.9%	Q4 2023
BXBlackstone Inc.	$1.89M	1.04%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$1.88M	1.03%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.87M	1.03%	Not reported	-3.4%	Q4 2023
MARMarriott International Inc	$1.8M	0.99%	0.00%	-1.2%	Q4 2023
LMTLockheed Martin Corp	$1.67M	0.92%	0.00%	Not reported	Q4 2023
GEGeneral Electric Co	$1.56M	0.86%	0.00%	-2.3%	Q4 2023
TFCTruist Financial Corp	$1.56M	0.86%	0.00%	Not reported	Q4 2023
LOWLowes Companies Inc	$1.52M	0.84%	0.00%	-0.3%	Q4 2023
AMZNAmazon Com Inc	$1.5M	0.82%	0.00%	Not reported	Q4 2023
FISVFiserv Inc	$1.5M	0.82%	0.01%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.37M	0.75%	0.00%	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.32M	0.73%	Not reported	Not reported	Q4 2023
GEVGE Vernova Inc.	$1.3M	0.71%	0.00%	Not reported	Q3 2024
GLWCorning Inc	$1.17M	0.64%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$1.15M	0.63%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$1.13M	0.62%	0.00%	-1.7%	Q4 2023
GSGoldman Sachs Group Inc	$1.05M	0.58%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$986K	0.54%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$906K	0.50%	0.00%	Not reported	Q4 2023
STLDSteel Dynamics Inc	$835K	0.46%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$833K	0.46%	0.00%	Not reported	Q3 2024
ROKRockwell Automation, Inc	$816K	0.45%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$803K	0.44%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$801K	0.44%	0.00%	Not reported	Q4 2023
CSXCSX Corp	$800K	0.44%	0.00%	-12.7%	Q4 2023
PPGPPG Industries Inc	$789K	0.43%	0.00%	-5.8%	Q4 2023
GOOGAlphabet Inc.	$781K	0.43%	Not reported	Not reported	Q4 2023
ATOAtmos Energy Corp	$767K	0.42%	0.00%	-0.2%	Q4 2023
AEPAmerican Electric Power Co Inc	$727K	0.40%	0.00%	-1.2%	Q4 2023
VZVerizon Communications Inc	$710K	0.39%	0.00%	Not reported	Q4 2023
FDXFedex Corp	$706K	0.39%	0.00%	Not reported	Q4 2023
UPSUnited Parcel Service Inc	$698K	0.38%	0.00%	+16.8%	Q4 2023
QCOMQualcomm Inc	$695K	0.38%	0.00%	Not reported	Q4 2023
TXNTexas Instruments Inc	$692K	0.38%	0.00%	Not reported	Q3 2024
MCDMcdonalds Corp	$692K	0.38%	0.00%	Not reported	Q4 2023
ELVElevance Health, Inc.	$673K	0.37%	0.00%	Not reported	Q4 2023
AUBAtlantic Union Bankshares Corp	$637K	0.35%	0.01%	Not reported	Q4 2023
PAYXPaychex Inc	$610K	0.34%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$600K	0.33%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$598K	0.33%	0.00%	Not reported	Q4 2023

Q1 2026Reported May 14, 202681 positions
NSCNorfolk Southern Corp	$23M	13.94%	0.04%	-2.6%	Q4 2023
AAPLApple Inc.	$4.86M	2.95%	0.00%	-0.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.47M	2.71%	Not reported	-2.6%	Q4 2023
LLYELI LILLY & Co	$3.21M	1.94%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$2.96M	1.79%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$2.87M	1.74%	0.00%	+0.3%	Q4 2023
MSFTMicrosoft Corp	$2.75M	1.67%	0.00%	-0.5%	Q4 2023
PHParker-Hannifin Corp	$2.14M	1.30%	0.00%	Not reported	Q4 2023
LMTLockheed Martin Corp	$1.98M	1.20%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.92M	1.16%	Not reported	Not reported	Q4 2023
BXBlackstone Inc.	$1.84M	1.12%	0.00%	+2.1%	Q4 2023
FISVFiserv Inc	$1.7M	1.03%	0.01%	+9.5%	Q4 2023
LOWLowes Companies Inc	$1.63M	0.99%	0.00%	-12.9%	Q4 2023
TAt&T Inc.	$1.62M	0.98%	0.00%	+4.4%	Q4 2023
MARMarriott International Inc	$1.61M	0.97%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.52M	0.92%	Not reported	-2.8%	Q4 2023
MCHPMicrochip Technology Inc	$1.44M	0.87%	0.00%	-1.9%	Q4 2023
TFCTruist Financial Corp	$1.44M	0.87%	0.00%	-4.9%	Q4 2023
PEPPepsico Inc	$1.31M	0.80%	0.00%	-3.4%	Q4 2023
AMZNAmazon Com Inc	$1.31M	0.79%	0.00%	+1.2%	Q4 2023
CATCaterpillar Inc	$1.25M	0.76%	0.00%	+0.9%	Q4 2023
JPMJPMorgan Chase & Co	$1.23M	0.75%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$1.22M	0.74%	0.00%	+0.9%	Q4 2023
GEGeneral Electric Co	$1.22M	0.74%	0.00%	-3.5%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.16M	0.70%	Not reported	Not reported	Q4 2023
NFLXNetflix Inc	$1.08M	0.65%	0.00%	+10.9%	Q4 2023
PLTRPalantir Technologies Inc.	$1.04M	0.63%	0.00%	+0.4%	Q3 2024
GEVGE Vernova Inc.	$965K	0.58%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$880K	0.53%	0.00%	Not reported	Q4 2023
VZVerizon Communications Inc	$842K	0.51%	0.00%	+2.7%	Q4 2023
ATOAtmos Energy Corp	$825K	0.50%	0.00%	Not reported	Q4 2023
FDXFedex Corp	$803K	0.49%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$795K	0.48%	0.00%	Not reported	Q4 2023
CSXCSX Corp	$791K	0.48%	0.00%	-4.9%	Q4 2023
PPGPPG Industries Inc	$738K	0.45%	0.00%	-4.7%	Q4 2023
AEPAmerican Electric Power Co Inc	$705K	0.43%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$700K	0.42%	0.00%	Not reported	Q3 2024
STLDSteel Dynamics Inc	$655K	0.40%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$639K	0.39%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$634K	0.38%	Not reported	-0.7%	Q4 2023
GLWCorning Inc	$621K	0.38%	0.00%	Not reported	Q2 2025
ROKRockwell Automation, Inc	$591K	0.36%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$576K	0.35%	0.00%	-6.9%	Q4 2023
PAYXPaychex Inc	$572K	0.35%	0.00%	-1.2%	Q4 2023
DHRDanaher Corp	$555K	0.34%	0.00%	-0.8%	Q4 2023
UPSUnited Parcel Service Inc	$547K	0.33%	0.00%	+35.6%	Q4 2023
AUBAtlantic Union Bankshares Corp	$538K	0.33%	0.01%	-1.0%	Q4 2023
ELVElevance Health, Inc.	$509K	0.31%	0.00%	-6.7%	Q4 2023
RTXRTX Corp	$500K	0.30%	0.00%	Not reported	Q1 2024
QCOMQualcomm Inc	$484K	0.29%	0.00%	+1.9%	Q4 2023

Q4 2025Reported Feb 6, 202683 positions
NSCNorfolk Southern Corp	$23.8M	13.96%	0.04%	-0.3%	Q4 2023
AAPLApple Inc.	$5.25M	3.09%	0.00%	-0.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.81M	2.83%	Not reported	Not reported	Q4 2023
ORCLOracle Corp	$3.79M	2.23%	0.00%	-1.1%	Q4 2023
LLYELI LILLY & Co	$3.75M	2.20%	0.00%	-2.1%	Q4 2023
MSFTMicrosoft Corp	$3.62M	2.13%	0.00%	-1.5%	Q4 2023
HDHome Depot, Inc.	$3.09M	1.82%	0.00%	Not reported	Q4 2023
BXBlackstone Inc.	$2.42M	1.42%	0.00%	+3.0%	Q4 2023
PHParker-Hannifin Corp	$2.11M	1.24%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.02M	1.18%	Not reported	Not reported	Q4 2023
LOWLowes Companies Inc	$1.92M	1.13%	0.00%	-0.1%	Q4 2023
FISVFiserv Inc	$1.87M	1.10%	0.01%	-5.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.66M	0.98%	Not reported	+0.2%	Q4 2023
TFCTruist Financial Corp	$1.62M	0.95%	0.00%	-0.8%	Q4 2023
LMTLockheed Martin Corp	$1.59M	0.93%	0.00%	-0.6%	Q4 2023
MARMarriott International Inc	$1.53M	0.90%	0.00%	Not reported	Q4 2023
MCHPMicrochip Technology Inc	$1.45M	0.85%	0.00%	-1.1%	Q4 2023
AMZNAmazon Com Inc	$1.43M	0.84%	0.00%	+7.5%	Q4 2023
GEGeneral Electric Co	$1.37M	0.80%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.35M	0.79%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$1.33M	0.78%	0.00%	-1.6%	Q4 2023
PLTRPalantir Technologies Inc.	$1.26M	0.74%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$1.26M	0.74%	0.00%	-1.4%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.14M	0.67%	Not reported	-1.7%	Q4 2023
CATCaterpillar Inc	$1M	0.59%	0.00%	-1.5%	Q4 2023
NFLXNetflix Inc	$949K	0.56%	0.00%	+34.6%	Q4 2023
GSGoldman Sachs Group Inc	$914K	0.54%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$860K	0.51%	0.00%	-0.9%	Q4 2023
MCDMcdonalds Corp	$782K	0.46%	0.00%	Not reported	Q4 2023
ATOAtmos Energy Corp	$748K	0.44%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$748K	0.44%	0.00%	Not reported	Q3 2024
PPGPPG Industries Inc	$743K	0.44%	0.00%	-5.4%	Q4 2023
CSXCSX Corp	$735K	0.43%	0.00%	-21.0%	Q4 2023
GEVGE Vernova Inc.	$722K	0.42%	0.00%	Not reported	Q3 2024
PAYXPaychex Inc	$705K	0.41%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$698K	0.41%	Not reported	Not reported	Q4 2023
DHRDanaher Corp	$675K	0.40%	0.00%	-3.3%	Q4 2023
VZVerizon Communications Inc	$665K	0.39%	0.00%	-0.8%	Q4 2023
ELVElevance Health, Inc.	$654K	0.38%	0.00%	Not reported	Q4 2023
FDXFedex Corp	$651K	0.38%	0.00%	Not reported	Q4 2023
ROKRockwell Automation, Inc	$641K	0.38%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$631K	0.37%	0.00%	+8.1%	Q4 2023
AEPAmerican Electric Power Co Inc	$620K	0.36%	0.00%	Not reported	Q4 2023
STLDSteel Dynamics Inc	$617K	0.36%	0.00%	Not reported	Q4 2023
TTTrane Technologies plc	$588K	0.35%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$553K	0.32%	0.00%	Not reported	Q4 2023
AUBAtlantic Union Bankshares Corp	$537K	0.32%	0.01%	Not reported	Q4 2023
DISWalt Disney Co	$526K	0.31%	0.00%	-9.2%	Q4 2023
JNJJohnson & Johnson	$524K	0.31%	0.00%	-1.9%	Q4 2023
WMTWalmart Inc.	$497K	0.29%	0.00%	Not reported	Q2 2024

Q3 2025Reported Oct 31, 202586 positions
NSCNorfolk Southern Corp	$24.8M	14.26%	0.04%	-2.0%	Q4 2023
ORCLOracle Corp	$5.53M	3.18%	0.00%	-10.0%	Q4 2023
AAPLApple Inc.	$4.94M	2.84%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.81M	2.77%	Not reported	-0.2%	Q4 2023
MSFTMicrosoft Corp	$3.93M	2.26%	0.00%	Not reported	Q4 2023
FISVFiserv Inc	$3.82M	2.20%	0.01%	+6.2%	Q4 2023
HDHome Depot, Inc.	$3.64M	2.10%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$2.71M	1.56%	0.00%	+1.9%	Q4 2023
BXBlackstone Inc.	$2.6M	1.50%	0.00%	Not reported	Q4 2023
LOWLowes Companies Inc	$2M	1.15%	0.00%	-0.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.97M	1.13%	Not reported	Not reported	Q4 2023
PHParker-Hannifin Corp	$1.82M	1.04%	0.00%	-0.3%	Q4 2023
LMTLockheed Martin Corp	$1.65M	0.95%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.62M	0.93%	Not reported	-1.3%	Q4 2023
TAt&T Inc.	$1.53M	0.88%	0.00%	-1.5%	Q4 2023
TFCTruist Financial Corp	$1.52M	0.87%	0.00%	-0.6%	Q4 2023
MCHPMicrochip Technology Inc	$1.47M	0.85%	0.00%	-0.2%	Q4 2023
GEGeneral Electric Co	$1.34M	0.77%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.32M	0.76%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$1.3M	0.75%	0.00%	Not reported	Q3 2024
MARMarriott International Inc	$1.28M	0.74%	0.00%	-0.8%	Q4 2023
AMZNAmazon Com Inc	$1.27M	0.73%	0.00%	-0.2%	Q4 2023
PEPPepsico Inc	$1.25M	0.72%	0.00%	-1.1%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.14M	0.66%	Not reported	-0.7%	Q4 2023
CSXCSX Corp	$912K	0.52%	0.00%	+61.2%	Q4 2023
NFLXNetflix Inc	$902K	0.52%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$849K	0.49%	0.00%	Not reported	Q4 2023
GSGoldman Sachs Group Inc	$828K	0.48%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$813K	0.47%	0.00%	-1.0%	Q4 2023
PPGPPG Industries Inc	$805K	0.46%	0.00%	-0.7%	Q4 2023
PAYXPaychex Inc	$796K	0.46%	0.00%	-0.8%	Q4 2023
MCDMcdonalds Corp	$778K	0.45%	0.00%	-0.2%	Q4 2023
ATOAtmos Energy Corp	$762K	0.44%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$748K	0.43%	0.00%	Not reported	Q3 2024
VZVerizon Communications Inc	$723K	0.42%	0.00%	-2.9%	Q4 2023
GEVGE Vernova Inc.	$679K	0.39%	0.00%	Not reported	Q3 2024
TTTrane Technologies plc	$638K	0.37%	0.00%	Not reported	Q4 2023
AEPAmerican Electric Power Co Inc	$605K	0.35%	0.00%	Not reported	Q4 2023
DHRDanaher Corp	$604K	0.35%	0.00%	-1.4%	Q4 2023
ELVElevance Health, Inc.	$603K	0.35%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$593K	0.34%	0.00%	-1.2%	Q4 2023
DISWalt Disney Co	$583K	0.34%	0.00%	-1.3%	Q4 2023
ROKRockwell Automation, Inc	$576K	0.33%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$568K	0.33%	0.00%	-2.7%	Q4 2023
UPSUnited Parcel Service Inc	$559K	0.32%	0.00%	+0.8%	Q4 2023
GOOGAlphabet Inc.	$542K	0.31%	Not reported	Not reported	Q4 2023
AUBAtlantic Union Bankshares Corp	$537K	0.31%	0.01%	-2.1%	Q4 2023
FDXFedex Corp	$532K	0.31%	0.00%	+0.2%	Q4 2023
GPCGenuine Parts Co	$519K	0.30%	0.00%	-0.3%	Q4 2023
STLDSteel Dynamics Inc	$507K	0.29%	0.00%	Not reported	Q4 2023

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