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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 $173,785,813
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 61,939 $29,706,611 17.09%
2.
Norfolk Southern Corp
 NSC 82,517 $24,788,881 14.26%
3.
Oracle Corp
 ORCL 19,667 $5,531,238 3.18%
4.
Apple Inc.
 AAPL 19,403 $4,940,586 2.84%
5.
Berkshire Hathaway Inc
 BRK.A 9,573 $4,812,730 2.77%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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