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Taylor Hoffman Capital Management LLC

Portfolio Manager
Taylor Hoffman Capital Management LLC
Performance
+4.08% (2025 Q4)
AUM (13F)
$324.59M
# of Holdings
116
Performance Rank
Allocation (Top 20)
60.36%

Taylor Hoffman Capital Management LLC Holdings Map

Top 50 Taylor Hoffman Capital Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.07%90.4K$23.0M
-2.69%(-2.50K)
2025-Q1: 95.0K shares2025-Q2: 94.8K shares2025-Q3: 94.4K shares2025-Q4: 92.9K shares2026-Q1: 90.4K shares
$214.29(+39.16%)
2026-03-31
LRCX
LAM RESEARCH CORP
5.8%88.0K$18.8M
-6.20%(-5.82K)
2025-Q1: 92.8K shares2025-Q2: 94.9K shares2025-Q3: 95.2K shares2025-Q4: 93.9K shares2026-Q1: 88.0K shares
$77.18(+287.60%)
2026-03-31
ANET
ARISTA NETWORKS INC
4.94%130.5K$16.0M
-3.29%(-4.44K)
2025-Q1: 138.8K shares2025-Q2: 139.6K shares2025-Q3: 137.2K shares2025-Q4: 135.0K shares2026-Q1: 130.5K shares
$91.78(+61.05%)
2026-03-31
AMAT
APPLIED MATLS INC
4.88%46.3K$15.8M
-4.24%(-2.05K)
2025-Q1: 45.9K shares2025-Q2: 47.4K shares2025-Q3: 47.8K shares2025-Q4: 48.4K shares2026-Q1: 46.3K shares
$216.25(+103.73%)
2026-03-31
GOOGL
ALPHABET INC
3.71%41.8K$12.0M
-1.06%(-447)
2025-Q1: 40.0K shares2025-Q2: 41.0K shares2025-Q3: 41.7K shares2025-Q4: 42.3K shares2026-Q1: 41.8K shares
$175.83(+128.10%)
2026-03-31
META
META PLATFORMS INC
3.5%19.9K$11.4M
-0.73%(-146)
2025-Q1: 20.4K shares2025-Q2: 20.3K shares2025-Q3: 19.8K shares2025-Q4: 20.0K shares2026-Q1: 19.9K shares
$539.88(+14.55%)
2026-03-31
DE
DEERE & CO
2.98%17.2K$9.7M
+0.11%(+19)
2025-Q1: 16.8K shares2025-Q2: 17.0K shares2025-Q3: 17.0K shares2025-Q4: 17.2K shares2026-Q1: 17.2K shares
$397.87(+44.43%)
2026-03-31
EBAY
EBAY INC.
2.95%105.0K$9.6M
-1.37%(-1.46K)
2025-Q1: 103.1K shares2025-Q2: 105.6K shares2025-Q3: 106.6K shares2025-Q4: 106.5K shares2026-Q1: 105.0K shares
$60.13(+88.33%)
2026-03-31
SNA
SNAP ON INC
2.61%23.3K$8.5M
+1.75%(+400)
2025-Q1: 21.4K shares2025-Q2: 22.1K shares2025-Q3: 22.6K shares2025-Q4: 22.9K shares2026-Q1: 23.3K shares
$282.25(+29.81%)
2026-03-31
CSCO
CISCO SYS INC
2.53%105.9K$8.2M
-1.01%(-1.08K)
2025-Q1: 104.5K shares2025-Q2: 106.6K shares2025-Q3: 107.0K shares2025-Q4: 106.9K shares2026-Q1: 105.9K shares
$50.81(+127.37%)
2026-03-31

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