Taylor Financial Group, Inc. Top Holdings and 13F Report (2026) About Taylor Financial Group, Inc.Investment ActivityTaylor Financial Group, Inc. has $164.98 million in total holdings as of March 31, 2026.Taylor Financial Group, Inc. owns shares of 99 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Taylor Financial Group, Inc. has purchased 102 new stocks and bought additional shares in 27 stocks.Taylor Financial Group, Inc. sold shares of 34 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Growth ETF $26,492,990Norfolk Southern $22,993,817Apple $4,860,840iShares S&P Small-Cap 600 Growth ETF $4,844,023Berkshire Hathaway $4,467,582 Largest New Holdings this Quarter 780259305 - Shell $214,272 Holding Largest Purchases this Quarter iShares S&P Small-Cap 600 Growth ETF 15,835 shares (about $2.29M)Shell 2,304 shares (about $214.27K)SPDR SSgA Global Allocation ETF 3,371 shares (about $166.87K)CAPITAL GROUP CORE BALANCED 4,614 shares (about $158.77K)FISERV INC 2,644 shares (about $147.54K) Largest Sales this Quarter Norfolk Southern 2,160 shares (about $619.92K)Trane Technologies 822 shares (about $342.56K)Vanguard Growth ETF 696 shares (about $304.01K)Lowe's Companies 1,028 shares (about $242.90K)WALMART INC 1,800 shares (about $223.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$26,492,990$304,005 â–¼-1.1%60,65416.1%ETFNSCNorfolk Southern$22,993,817$619,919 â–¼-2.6%80,11813.9%TransportationAAPLApple$4,860,840$44,413 â–¼-0.9%19,1532.9%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$4,844,023$2,291,483 â–²89.8%33,4742.9%ETFBRK.BBerkshire Hathaway$4,467,582$119,800 â–¼-2.6%9,3232.7%FinanceDVYiShares Select Dividend ETF$4,401,398$141,116 â–²3.3%29,0692.7%ETFDIVBiShares Core Dividend ETF$4,153,611$147,014 â–²3.7%76,9902.5%ETFCAPITAL GROUP CORE BALANCED$3,990,638$158,768 â–²4.1%115,9732.4%SHSGALSPDR SSgA Global Allocation ETF$3,887,060$166,865 â–²4.5%78,5262.4%ETFAOMiShares Core 40/60 Moderate Allocation ETF$3,676,319$146,704 â–²4.2%77,6092.2%ETFLLYEli Lilly and Company$3,205,3980.0%3,4851.9%MedicalVTVVanguard Value ETF$3,043,847$25,114 â–¼-0.8%15,5141.8%ETFHDHome Depot$2,957,7080.0%8,9931.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,888,461$11,413 â–²0.4%42,7731.8%ETFORCLOracle$2,870,017$8,974 â–²0.3%19,5091.7%Computer and TechnologyMSFTMicrosoft$2,754,805$14,066 â–¼-0.5%7,4421.7%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$2,161,713$173,766 â–¼-7.4%18,2501.3%ETFPHParker-Hannifin$2,144,1000.0%2,3951.3%IndustrialsLMTLockheed Martin$1,981,7950.0%3,2791.2%AerospaceSPYSPDR S&P 500 ETF Trust$1,921,7550.0%2,9551.2%FinanceIVEiShares S&P 500 Value ETF$1,854,319$9,502 â–²0.5%8,7821.1%ETFBXBlackstone$1,842,255$37,487 â–²2.1%16,0211.1%FinanceFISERV INC$1,701,342$147,535 â–²9.5%30,4901.0%COMLOWLowe's Companies$1,634,821$242,896 â–¼-12.9%6,9191.0%Retail/WholesaleTAT&T$1,615,275$67,489 â–²4.4%55,7181.0%Computer and TechnologyMARMarriott International$1,607,8760.0%4,9161.0%Consumer DiscretionaryQQQInvesco QQQ$1,519,138$43,866 â–¼-2.8%2,6320.9%FinanceMCHPMicrochip Technology$1,437,960$27,847 â–¼-1.9%22,2560.9%Computer and TechnologyTFCTruist Financial$1,437,483$74,380 â–¼-4.9%31,2700.9%FinancePEPPepsiCo$1,313,909$46,587 â–¼-3.4%8,4610.8%Consumer StaplesAMZNAmazon.com$1,306,894$15,620 â–²1.2%6,2750.8%Retail/WholesaleCATCaterpillar$1,252,557$10,627 â–²0.9%1,7680.8%IndustrialsJPMJPMorgan Chase & Co.$1,233,1190.0%4,1920.7%FinanceIVWiShares S&P 500 Growth ETF$1,227,9220.0%10,8560.7%ETFXOMExxonMobil$1,223,474$11,028 â–²0.9%7,2110.7%EnergyGEGE Aerospace$1,216,380$43,979 â–¼-3.5%4,2870.7%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$1,161,3590.0%1,8830.7%ETFNFLXNetflix$1,079,284$106,246 â–²10.9%11,2250.7%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$1,044,000$3,657 â–²0.4%7,1370.6%CL AGE VERNOVA INC$964,5550.0%1,1050.6%COMGSThe Goldman Sachs Group$879,8300.0%1,0400.5%FinanceVZVerizon Communications$841,904$22,339 â–²2.7%16,7710.5%Computer and TechnologyATOAtmos Energy$824,7750.0%4,4650.5%UtilitiesQQQMInvesco NASDAQ 100 ETF$816,2250.0%3,4350.5%ETFFDXFedEx$803,1860.0%2,2550.5%TransportationMCDMcDonald's$795,4670.0%2,5600.5%Retail/WholesaleCSXCSX$791,116$41,050 â–¼-4.9%19,2720.5%TransportationSDYSPDR S&P Dividend ETF$789,244$30,647 â–¼-3.7%5,4080.5%ETFPPGPPG Industries$738,434$36,339 â–¼-4.7%6,9090.4%Basic MaterialsAEPAmerican Electric Power$704,6850.0%5,3760.4%UtilitiesNVDANVIDIA$699,5180.0%4,0110.4%Computer and TechnologySTLDSteel Dynamics$655,0200.0%3,6390.4%Basic MaterialsCOSTCostco Wholesale$638,7120.0%6410.4%Retail/WholesaleGOOGAlphabet$633,674$4,590 â–¼-0.7%2,2090.4%Computer and TechnologyGLWCorning$620,9750.0%4,5670.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$593,015$3,627 â–²0.6%1,9620.4%ETFROKRockwell Automation$591,4340.0%1,6480.4%Computer and TechnologyJNJJohnson & Johnson$575,901$42,777 â–¼-6.9%2,3560.3%MedicalPAYXPaychex$571,789$6,817 â–¼-1.2%6,2070.3%Computer and TechnologyDHRDanaher$554,580$4,171 â–¼-0.7%2,9250.3%MedicalUPSUnited Parcel Service$547,288$143,635 â–²35.6%5,5630.3%TransportationAUBAtlantic Union Bankshares$538,087$5,361 â–¼-1.0%15,0560.3%FinanceVOOVanguard S&P 500 ETF$518,1950.0%8670.3%ETFIVViShares Core S&P 500 ETF$515,3830.0%7890.3%ETFELVElevance Health$509,385$36,594 â–¼-6.7%1,7400.3%MedicalRTXRTX$499,8040.0%2,5910.3%AerospaceQCOMQualcomm$484,342$9,015 â–²1.9%3,7610.3%Computer and TechnologyHONHoneywell International$482,5740.0%2,1350.3%Multi-Sector ConglomeratesTXNTexas Instruments$450,987$80,568 â–²21.8%2,3230.3%Computer and TechnologyDISWalt Disney$430,915$14,939 â–¼-3.4%4,4710.3%Consumer DiscretionaryFASTFastenal$416,340$232 â–²0.1%8,9730.3%Retail/WholesaleMOAltria Group$414,9300.0%6,2880.3%Consumer StaplesPFEPfizer$413,899$28,080 â–²7.3%14,7400.3%MedicalAPDAir Products and Chemicals$411,043$5,810 â–¼-1.4%1,4150.2%Basic MaterialsMETAMeta Platforms$402,2070.0%7030.2%Computer and TechnologyPGProcter & Gamble$398,366$14,877 â–¼-3.6%2,7580.2%Consumer StaplesGPCGenuine Parts$388,949$5,076 â–¼-1.3%3,6780.2%Retail/WholesaleVGKVanguard FTSE Europe ETF$365,4120.0%4,4330.2%ETFCMICummins$352,4030.0%6550.2%Auto/Tires/TrucksGOOGLAlphabet$351,973$4,601 â–¼-1.3%1,2240.2%Computer and TechnologyWALMART INC$330,585$223,704 â–¼-40.4%2,6600.2%COMABBVAbbVie$322,973$14,354 â–¼-4.3%1,4850.2%MedicalDEDeere & Company$306,9990.0%5450.2%IndustrialsKIMBERLY-CLARK CORP$295,777$33,282 â–²12.7%3,0660.2%COMENBEnbridge$291,1230.0%5,3790.2%EnergyTTTrane Technologies$287,551$342,561 â–¼-54.4%6900.2%ConstructionINTCIntel$286,183$44,130 â–¼-13.4%6,4850.2%Computer and TechnologyMLMMartin Marietta Materials$279,6230.0%4750.2%ConstructionPNCThe PNC Financial Services Group$279,2570.0%1,3420.2%FinanceDUKDuke Energy$263,0580.0%2,0090.2%UtilitiesTSLATesla$245,355$372 â–¼-0.2%6600.1%Auto/Tires/TrucksETNEaton$232,4860.0%6500.1%IndustrialsIBMInternational Business Machines$220,090$81,685 â–¼-27.1%9080.1%Computer and TechnologyAVGOBroadcom$217,2760.0%7020.1%Computer and TechnologySHELShell$214,272$214,272 â–²New Holding2,3040.1%EnergyKOCocaCola$214,005$53,843 â–¼-20.1%2,8140.1%Consumer StaplesBACBank of America$212,6960.0%4,3630.1%FinanceCADLCandel Therapeutics$81,340$14,700 â–²22.1%16,6000.0%MedicalMISTMilestone Pharmaceuticals$17,850$5,950 â–²50.0%15,0000.0%MedicalABTAbbott Laboratories$0$262,357 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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