$122 Million is the total value of Taylor Financial Group, Inc.'s 89 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 17.4% |
| NORFOLK SOUTHN CORP | 3 | Q2 2024 | 16.4% |
| FISERV INC | 3 | Q2 2024 | 3.4% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 3.1% |
| APPLE INC | 3 | Q2 2024 | 3.0% |
| HOME DEPOT INC | 3 | Q2 2024 | 2.5% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.5% |
| ORACLE CORP | 3 | Q2 2024 | 2.4% |
| MICROCHIP TECHNOLOGY INC. | 3 | Q2 2024 | 2.0% |
| ELI LILLY & CO | 3 | Q2 2024 | 2.2% |
View Taylor Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-09-17 |
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-20 |
View Taylor Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.