Taylor Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Taylor Financial Group, Inc. held in its portfolio 102 assets valued at $170,158,016 (i.e. $170.16M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($29.93M), NORFOLK SOUTHN CORP ($23.76M), and APPLE INC ($5.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Taylor Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 61350 | 29930005 | GROWTH ETF |
| NORFOLK SOUTHN CORP | 82278 | 23755255 | COM |
| APPLE INC | 19328 | 5254510 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9573 | 4811868 | CL B NEW |
| ISHARES TR | 28137 | 3971313 | SELECT DIVID ETF |
| ISHARES TR | 74265 | 3947185 | CORE DIVID ETF |
| CAPITAL GROUP CORE BALANCED | 111359 | 3934321 | SHS |
| ORACLE CORP | 19448 | 3790673 | COM |
| ELI LILLY & CO | 3485 | 3745260 | COM |
| SSGA ACTIVE ETF TR | 75155 | 3716435 | STATE STREET GLO |
| MICROSOFT CORP | 7480 | 3617478 | COM |
| ISHARES TR | 74512 | 3556439 | CORE 40/60 MODER |
| HOME DEPOT INC | 8993 | 3094491 | COM |
| VANGUARD INDEX FDS | 15642 | 2987466 | VALUE ETF |
| ISHARES TR | 42604 | 2811864 | CORE S&P MCP ETF |
| ISHARES TR | 17639 | 2489921 | S&P SML 600 GWT |
| BLACKSTONE INC | 15695 | 2419227 | COM |
| ISHARES TR | 19717 | 2242217 | SP SMCP600VL ETF |
| PARKER-HANNIFIN CORP | 2395 | 2105109 | COM |
| SPDR S&P 500 ETF TR | 2955 | 2015074 | TR UNIT |
| LOWES COS INC | 7947 | 1916499 | COM |
| FISERV INC | 27846 | 1870416 | COM |
| ISHARES TR | 8737 | 1852856 | S&P 500 VAL ETF |
| INVESCO QQQ TR | 2708 | 1663551 | UNIT SER 1 |
| TRUIST FINL CORP | 32888 | 1618412 | COM |
| LOCKHEED MARTIN CORP | 3279 | 1585954 | COM |
| MARRIOTT INTL INC NEW | 4916 | 1525140 | CL A |
| MICROCHIP TECHNOLOGY INC. | 22687 | 1445616 | COM |
| AMAZON COM INC | 6200 | 1431084 | COM |
| GE AEROSPACE | 4442 | 1368115 | COM NEW |
| JPMORGAN CHASE & CO. | 4192 | 1350746 | COM |
| ISHARES TR | 10856 | 1338111 | S&P 500 GRWT ETF |
| AT&T INC | 53390 | 1326216 | COM |
| PALANTIR TECHNOLOGIES INC | 7112 | 1264158 | CL A |
| PEPSICO INC | 8761 | 1257379 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1883 | 1135976 | UTSER1 S&PDCRP |
| CATERPILLAR INC | 1753 | 1004241 | COM |
| NETFLIX INC | 10120 | 948851 | COM |
| GOLDMAN SACHS GROUP INC | 1040 | 914160 | COM |
| INVESCO EXCH TRADED FD TR II | 3435 | 868780 | NASDAQ 100 ETF |
| EXXON MOBIL CORP | 7146 | 859989 | COM |
| MCDONALDS CORP | 2560 | 782260 | COM |
| SPDR SERIES TRUST | 5618 | 781801 | STATE STREET SPD |
| ATMOS ENERGY CORP | 4465 | 748468 | COM |
| NVIDIA CORPORATION | 4011 | 748052 | COM |
| PPG INDS INC | 7249 | 742733 | COM |
| CSX CORP | 20272 | 734860 | COM |
| GE VERNOVA INC | 1105 | 722195 | COM |
| PAYCHEX INC | 6281 | 704603 | COM |
| ALPHABET INC | 2225 | 698205 | CAP STK CL C |
| DANAHER CORPORATION | 2947 | 674627 | COM |
| VERIZON COMMUNICATIONS INC | 16326 | 664958 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1865 | 653776 | COM |
| FEDEX CORP | 2255 | 651379 | COM |
| ROCKWELL AUTOMATION INC | 1648 | 641187 | COM |
| QUALCOMM INC | 3691 | 631346 | COM |
| AMERICAN ELEC PWR CO INC | 5376 | 619905 | COM |
| STEEL DYNAMICS INC | 3639 | 616629 | COM |
| VANGUARD INDEX FDS | 1950 | 589115 | SML CP GRW ETF |
| TRANE TECHNOLOGIES PLC | 1512 | 588470 | SHS |
| COSTCO WHSL CORP NEW | 641 | 552760 | COM |
| VANGUARD INDEX FDS | 867 | 543847 | S&P 500 ETF SHS |
| ISHARES TR | 789 | 540418 | CORE S&P500 ETF |
| ATLANTIC UN BANKSHARES CORP | 15206 | 536758 | COM |
| DISNEY WALT CO | 4626 | 526300 | COM |
| JOHNSON & JOHNSON | 2531 | 523790 | COM |
| WALMART INC | 4460 | 496889 | COM |
| RTX CORPORATION | 2591 | 475189 | COM |
| META PLATFORMS INC | 703 | 464043 | CL A |
| GENUINE PARTS CO | 3726 | 458149 | COM |
| HONEYWELL INTL INC | 2135 | 416517 | COM |
| PROCTER AND GAMBLE CO | 2861 | 410010 | COM |
| UNITED PARCEL SERVICE INC | 4103 | 406977 | CL B |
| CORNING INC | 4567 | 399887 | COM |
| ALPHABET INC | 1240 | 388120 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 4433 | 370643 | FTSE EUROPE ETF |
| INTERNATIONAL BUSINESS MACHS | 1245 | 368781 | COM |
| ALTRIA GROUP INC | 6288 | 362553 | COM |
| FASTENAL CO | 8968 | 359905 | COM |
| AIR PRODS & CHEMS INC | 1435 | 354474 | COM |
| ABBVIE INC | 1551 | 354388 | COM |
| PFIZER INC | 13740 | 342126 | COM |
| CUMMINS INC | 655 | 334345 | COM |
| TEXAS INSTRS INC | 1908 | 331019 | COM |
| TESLA INC | 661 | 297265 | COM |
| MARTIN MARIETTA MATLS INC | 475 | 295764 | COM |
| PNC FINL SVCS GROUP INC | 1342 | 280116 | COM |
| INTEL CORP | 7485 | 276197 | COM |
| KIMBERLY-CLARK CORP | 2721 | 274522 | COM |
| ABBOTT LABS | 2094 | 262357 | COM |
| ENBRIDGE INC | 5379 | 257366 | COM |
| DEERE & CO | 545 | 253736 | COM |
| COCA COLA CO | 3522 | 246223 | COM |
| BROADCOM INC | 702 | 242962 | COM |
| BANK AMERICA CORP | 4363 | 239965 | COM |
| DUKE ENERGY CORP NEW | 2009 | 235475 | COM NEW |
| VISA INC | 626 | 219544 | COM CL A |
| ISHARES TR | 1088 | 217252 | U.S. TECH ETF |
| EATON CORP PLC | 650 | 207032 | SHS |
| AUTOMATIC DATA PROCESSING IN | 779 | 200382 | COM |
| CANDEL THERAPEUTICS INC | 13600 | 76840 | COM |
| MILESTONE PHARMACEUTICALS IN | 10000 | 20200 | COM |
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