Taylor Financial Group, Inc.
Filing Date
Global Rank
#5,399
/ 8,232
▲ 185
Top Industry
Railroads
25.9%
3Y Alpha vs SPY
-8.1%
Period ended 2 months ago
Filed May 14, 2026 · 31d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.8%
SPY
+52.9%
Annualised alpha
-8.1%
Max drawdown
−19.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.4%
+0.3 pts
Top 5
39.2%
−1.0 pts
Top 10
51.1%
−2.0 pts
HHI
692
Diversified+3
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 36.5% | $35,864,572 |
| Technology | 16.8% | $16,518,729 |
| Financial Services | 11.1% | $10,890,316 |
| Consumer Cyclical | 9.1% | $8,937,223 |
| Unclassified | 6.4% | $6,303,592 |
| Healthcare | 5.8% | $5,681,324 |
| Communication Services | 4.8% | $4,721,545 |
| Consumer Defensive | 3.7% | $3,606,294 |
| Basic Materials | 2.1% | $2,084,119 |
| Utilities | 1.8% | $1,792,518 |
| Energy | 1.8% | $1,728,909 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MIST | Milestone Pharmaceuticals Inc. | +5,000 | 15,000 | $17,850 | |
| CADL | Candel Therapeutics, Inc. | +3,000 | 16,600 | $81,340 | |
| FISV | Fiserv Inc | +2,644 | 30,490 | $1,701,342 | |
| T | At&T Inc. | +2,328 | 55,718 | $1,615,264 | |
| UPS | United Parcel Service Inc | +1,460 | 5,563 | $547,287 | |
| NFLX | Netflix Inc | +1,105 | 11,225 | $1,079,283 | |
| PFE | Pfizer Inc | +1,000 | 14,740 | $413,899 | |
| VZ | Verizon Communications Inc | +445 | 16,771 | $841,904 | |
| TXN | Texas Instruments Inc | +415 | 2,323 | $450,987 | |
| KMB | Kimberly Clark Corp | +345 | 3,066 | $295,777 | |
| BX | Blackstone Inc. | +326 | 16,021 | $1,842,254 | |
| AMZN | Amazon Com Inc | +75 | 6,275 | $1,306,894 | |
| QCOM | Qualcomm Inc/De | +70 | 3,761 | $484,341 | |
| XOM | Exxon Mobil Corp | +65 | 7,211 | $1,223,418 | |
| ORCL | Oracle Corp | +61 | 19,509 | $2,869,968 | |
| PLTR | Palantir Technologies Inc. | +25 | 7,137 | $1,044,000 | |
| CAT | Caterpillar Inc | +15 | 1,768 | $1,252,557 | |
| FAST | Fastenal Co | +5 | 8,973 | $416,347 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NSC | Norfolk Southern Corp | −2,160 | 80,118 | $22,993,866 | |
| WMT | Walmart Inc. | −1,800 | 2,660 | $330,584 | |
| TFC | Truist Financial Corp | −1,618 | 31,270 | $1,437,481 | |
| LOW | Lowes Companies Inc | −1,028 | 6,919 | $1,634,821 | |
| INTC | Intel Corp | −1,000 | 6,485 | $286,183 | |
| CSX | Csx Corp | −1,000 | 19,272 | $791,115 | |
| TT | Trane Technologies plc | −822 | 690 | $287,550 | |
| KO | Coca Cola Co | −708 | 2,814 | $214,004 | |
| MCHP | Microchip Technology Inc | −431 | 22,256 | $1,437,960 | |
| PPG | Ppg Industries Inc | −340 | 6,909 | $738,433 | |
| IBM | International Business Machines Corp | −337 | 908 | $220,090 | |
| PEP | Pepsico Inc | −300 | 8,461 | $1,313,908 | |
| BRK-B | Berkshire Hathaway Inc | −250 | 9,323 | $4,467,581 | |
| JNJ | Johnson & Johnson | −175 | 2,356 | $575,900 | |
| AAPL | Apple Inc. | −175 | 19,153 | $4,860,839 | |
| GE | General Electric Co | −155 | 4,287 | $1,216,521 | |
| DIS | Walt Disney Co | −155 | 4,471 | $430,914 | |
| AUB | Atlantic Union Bankshares Corp | −150 | 15,056 | $538,101 | |
| ELV | Elevance Health, Inc. | −125 | 1,740 | $509,385 | |
| PG | PROCTER & GAMBLE Co | −103 | 2,758 | $398,365 | |
| QQQ | Invesco Qqq Trust, Series 1 | −76 | 2,632 | $1,519,137 | |
| PAYX | Paychex Inc | −74 | 6,207 | $571,788 | |
| ABBV | AbbVie Inc. | −66 | 1,485 | $322,972 | |
| GPC | Genuine Parts Co | −48 | 3,678 | $388,948 | |
| MSFT | Microsoft Corp | −38 | 7,442 | $2,754,805 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHEL | Shell plc | 2,304 | $214,272 | |
| No positions match the current search. | ||||
3 positions ·
$1,792,518 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities