Taylor Financial Group, Inc. - Portfolio overview

Taylor Financial Group, Inc. has 107 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

  1. VUG - VANGUARD INDEX FDS, 15.54%
  2. NSC - NORFOLK SOUTHN CORP, 13.49%
  3. AAPL - APPLE INC, 2.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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