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Home > Institutional Investor > Taylor Financial Group, Inc. > Profile

Instuitional Investor - Taylor Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Taylor Financial Group, Inc.
Portfolio Value $143,755,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 60,307 $22,363,098 15.56%
2.
Norfolk Southern Corp
 NSC 83,934 $19,879,837 13.83%
3.
Fiserv Inc
 FI 27,748 $6,127,591 4.26%
4.
Berkshire Hathaway Inc
 BRK.A 9,593 $5,109,040 3.55%
5.
Apple Inc.
 AAPL 19,270 $4,280,445 2.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)