Taylor Financial Group, Inc.
Top Portfolio Positions
80 positions ·
$98,129,141 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
80,118 | $22,993,866 | 23.43% | |
| AAPL |
Apple Inc.
Technology
|
19,153 | $4,860,839 | 4.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,323 | $4,467,581 | 4.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,485 | $3,205,398 | 3.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,993 | $2,957,707 | 3.01% | |
| ORCL |
Oracle Corp
Technology
|
19,509 | $2,869,968 | 2.92% | |
| MSFT |
Microsoft Corp
Technology
|
7,442 | $2,754,805 | 2.81% | |
| PH |
Parker-Hannifin Corp
Industrials
|
2,395 | $2,144,099 | 2.18% | |
| LMT |
Lockheed Martin Corp
Industrials
|
3,279 | $1,981,794 | 2.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,955 | $1,921,754 | 1.96% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MIST
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,850 | 15,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,200 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,000 | 10,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $19,400 | 10,000 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||