StockDriftsStockDriftsTop 50 Taylor Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 15.69% | 331.3K | $28.5M | -8.97%(-32.65K) | $49.65(+79.38%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 13.81% | 79.9K | $25.1M | -0.28%(-226) | $216.74(+55.12%) | 2026-06-30 | |
| IJT | ISHARES TR | 3.31% | 33.7K | $6.0M | +0.59%(+197) | $131.67(+34.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.05% | 19.2K | $5.5M | +0.00%(+0) | $183.56(+67.06%) | 2026-06-30 | |
| DIVB | ISHARES TR | 2.73% | 80.5K | $5.0M | +4.54%(+3.50K) | $43.54(+55.35%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.61% | 30.4K | $4.8M | +4.69%(+1.36K) | $122.18(+32.88%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.56% | 9.3K | $4.7M | +0.00%(+0) | $353.48(+48.06%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.54% | 121.7K | $4.6M | +4.97%(+5.77K) | $29.00(+32.38%) | 2026-06-30 | |
| GAL | SSGA ACTIVE ETF TR | 2.37% | 81.7K | $4.3M | +4.00%(+3.14K) | $42.83(+25.38%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.3% | 3.5K | $4.2M | +0.00%(+0) | $594.30(+106.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.51% |
Taylor Financial Group, Inc. reports $181.93M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VUG (15.7%), NSC (13.8%) and IJT (3.3%). The top 20 holdings account for 66.64% of reported assets. Its disclosed equity book has returned +35.76% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Taylor Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012516). View Taylor Financial Group, Inc.’s 13F filings on SEC