Taylor Financial Group, Inc. holds a focused book of 103 stocks worth $181.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Ustechnology ETF and trimmed Norfolk Southern Corp. Their largest long position is Vanguard Growth ETF at 16% of the equity book. Cloning the disclosed picks since 2024 would be +11% (+6.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Taylor Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +17.9%, a 7.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Taylor Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Taylor Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $780.9B |
| MORGAN STANLEY | 80 / 80 | $588.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $546.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $424.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $168.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $158.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $103.4B |
| LPL Financial LLC | 80 / 80 | $84.9B |
Ranked by how many of Taylor Financial Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $28.5M | 331.3K | 15.7% | ▲+446% Added · +271K sh | |
| 2 | Norfolk Southn Corp COM | $25.1M | 79.9K | 13.8% | ▼−0.3% Reduced · −226 sh | |
| 3 | Ishares TR S&P SML 600 GWT | $6.0M | 33.7K | 3.3% | ▲+0.6% Added · +197 sh | |
| 4 | Apple Inc COM | $5.5M | 19.2K | 3.0% | —Held | |
| 5 | Ishares TR CORE DIVID ETF | $5.0M | 80.5K | 2.7% | ▲+4.5% Added · +3K sh | |
| 6 | Ishares TR SELECT DIVID ETF | $4.8M | 30.4K | 2.6% | ▲+4.7% Added · +1K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $4.7M | 9.3K | 2.6% | —Held | |
| 8 | Capital Group Core Balanced SHS | $4.6M | 121.7K | 2.5% | ▲+5.0% Added · +6K sh | |
| 9 | Ssga Active ETF TR ST STR GLOBA ETF | $4.3M | 81.7K | 2.4% | ▲+4.0% Added · +3K sh | |
| 10 | Eli Lilly & Co COM | $4.2M | 3.5K | 2.3% | —Held | |
| 11 | Ishares TR CORE 40 MODE ETF | $4.0M | 81.1K | 2.2% | ▲+4.5% Added · +3K sh | |
| 12 | Vanguard Index FDS VALUE ETF | $3.4M | 15.6K | 1.9% | ▲+0.6% Added · +89 sh | |
| 13 | Ishares TR CORE S&P MCP ETF | $3.4M | 43.7K | 1.9% | ▲+2.2% Added · +962 sh | |
| 14 | Home Depot Inc COM | $3.1M | 8.9K | 1.7% | ▼−1.5% Reduced · −132 sh | |
| 15 | Oracle Corp COM | $2.8M | 19.4K | 1.6% | ▼−0.3% Reduced · −64 sh | |
| 16 | Microsoft Corp COM | $2.8M | 7.4K | 1.5% | ▲+0.1% Added · +7 sh | |
| 17 | Ishares TR SP SMCP600VL ETF | $2.4M | 17.8K | 1.3% | ▼−2.4% Reduced · −433 sh | |
| 18 | Parker-Hannifin Corp COM | $2.3M | 2.4K | 1.3% | ▼−0.2% Reduced · −5 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $2.2M | 2.9K | 1.2% | ▼−0.5% Reduced · −14 sh | |
| 20 | Microchip Technology Inc. COM | $2.0M | 21.6K | 1.1% | ▼−2.9% Reduced · −640 sh | |
| 21 | Blackstone Inc COM | $1.9M | 16.0K | 1.0% | —Held | |
| 22 | Caterpillar Inc COM | $1.9M | 1.8K | 1.0% | —Held | |
| 23 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.5K | 1.0% | ▼−3.4% Reduced · −90 sh | |
| 24 | Marriott Intl Inc New CL A | $1.8M | 4.9K | 1.0% | ▼−1.2% Reduced · −60 sh | |
| 25 | Lockheed Martin Corp COM | $1.7M | 3.3K | 0.9% | —Held | |
| 26 | Ishares TR S&P 500 VAL ETF | $1.7M | 7.3K | 0.9% | ▼−17% Reduced · −1K sh | |
| 27 | Ge Aerospace COM NEW | $1.6M | 4.2K | 0.9% | ▼−2.3% Reduced · −100 sh | |
| 28 | Truist Finl Corp COM | $1.6M | 31.3K | 0.9% | —Held | |
| 29 | Lowes Cos Inc COM | $1.5M | 6.9K | 0.8% | ▼−0.3% Reduced · −18 sh | |
| 30 | Amazon Com Inc COM | $1.5M | 6.3K | 0.8% | —Held | |
| 31 | Fiserv Inc COM | $1.5M | 30.5K | 0.8% | —Held | |
| 32 | Ishares TR S&P 500 GRWT ETF | $1.5M | 10.9K | 0.8% | —Held | |
| 33 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 0.8% | —Held | |
| 34 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.3M | 1.9K | 0.7% | —Held | |
| 35 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.7% | —Held | |
| 36 | Corning Inc COM | $1.2M | 4.6K | 0.6% | —Held | |
| 37 | AT&T Inc COM | $1.2M | 55.7K | 0.6% | —Held | |
| 38 | Pepsico Inc COM | $1.1M | 8.3K | 0.6% | ▼−1.7% Reduced · −144 sh | |
| 39 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.1M | 3.6K | 0.6% | ▲+3.8% Added · +130 sh | |
| 40 | Goldman Sachs Group Inc COM | $1.1M | 1.0K | 0.6% | —Held | |
| 41 | Exxon Mobil Corp COM | $986K | 7.2K | 0.5% | —Held | |
| 42 | Intel Corp COM | $906K | 6.5K | 0.5% | —Held | |
| 43 | Steel Dynamics Inc COM | $835K | 3.6K | 0.5% | —Held | |
| 44 | Palantir Technologies Inc CL A | $833K | 7.1K | 0.5% | —Held | |
| 45 | Rockwell Automation Inc COM | $816K | 1.6K | 0.4% | —Held | |
| 46 | Nvidia Corporation COM | $803K | 4.0K | 0.4% | —Held | |
| 47 | Netflix Inc. COM | $801K | 11.2K | 0.4% | —Held | |
| 48 | CSX Corp COM | $800K | 16.8K | 0.4% | ▼−13% Reduced · −2K sh | |
| 49 | PPG Inds Inc COM | $789K | 6.5K | 0.4% | ▼−5.8% Reduced · −403 sh | |
| 50 | Alphabet Inc CAP STK CL C | $781K | 2.2K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 103 | $181.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 99 | $165.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 102 | $170.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 105 | $173.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 104 | $160.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 97 | $143.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 96 | $144.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 99 | $144.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.