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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 $160,179,762
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 62,653 $27,466,870 17.15%
2.
Norfolk Southern Corp
 NSC 84,190 $21,550,155 13.45%
3.
Fiserv Inc
 FI 27,863 $4,803,860 3%
4.
Oracle Corp
 ORCL 21,847 $4,776,481 2.98%
5.
Berkshire Hathaway Inc
 BRK.A 9,593 $4,659,992 2.91%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)