Taylor Financial Group, Inc.
•CIK: 2012516•Filing: Q4 2025
**Taylor Financial Group, Inc.** manages $170M across a diversified portfolio of 102 positions. The fund exhibits notable concentration in growth and dividend-oriented equities, highlighted by a $29.9M allocation to VUG and a $23.8M position in NSC. Further significant holdings include AAPL ($5.3M) and BRK/B ($4.8M), suggesting a core strategy focused on established market leaders and income generation.
Total AUM
$170.2M
QoQ Performance
-2.1%
Positions
89
Top 10 Concentration
51.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
NSC
VUG17.6%
NSC14.0%
AAPL3.1%
BRK/B2.8%
DVY2.3%
DIVB2.3%
CGBL2.3%
ORCL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
Technology9.9%
Consumer5.9%
Financial4.8%
Industrial3.6%
Healthcare3.5%
ETF1.8%
Communication1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑12 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023