Instuitional Investor - Taylor Hoffman Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	86,261	$37,379,485	9.08%
2.	Applied Materials Inc	AMAT	46,341	$33,504,543	8.14%
3.	Apple Inc.	AAPL	90,398	$26,157,474	6.36%
4.	Arista Networks Inc.	ANET	130,814	$22,222,682	5.4%
5.	Alphabet Inc.	GOOGL	41,749	$14,919,840	3.62%