Taylor Financial Group, Inc.
Top Portfolio Positions
79 positions ·
$93,661,560 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
80,118 | $22,993,866 | 24.55% | |
| AAPL |
Apple Inc.
Technology
|
19,153 | $4,860,839 | 5.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,485 | $3,205,398 | 3.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,993 | $2,957,707 | 3.16% | |
| ORCL |
Oracle Corp
Technology
|
19,509 | $2,869,968 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
7,442 | $2,754,805 | 2.94% | |
| PH |
Parker-Hannifin Corp
Industrials
|
2,395 | $2,144,099 | 2.29% | |
| LMT |
Lockheed Martin Corp
Industrials
|
3,279 | $1,981,794 | 2.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,955 | $1,921,754 | 2.05% | |
| BX |
Blackstone Inc.
Financial Services
|
16,021 | $1,842,254 | 1.97% |
Portfolio Trend
Holdings in CADL
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,340 | 16,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $76,840 | 13,600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $69,360 | 13,600 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $50,600 | 10,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $56,500 | 10,000 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||