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Portfolio (Quarterly) Guide ↗

Taylor Financial Group, Inc.

· CIK 0002012516
13F Portfolio $165M AUM 99 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 23 Added 33 Reduced 4 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,066.0 $296K 0.18% +345.0 +12.7% $96.47 +2.4%
22 CADL CANDEL THERAPEUTICS INC Healthcare 16,600.0 $81K 0.05% +3K +22.1% $4.90 +62.2%
23 MIST MILESTONE PHARMACEUTICALS IN Healthcare 15,000.0 $18K 0.01% +5K +50.0% $1.19 +17.6%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.6%
Technology 18.7%
Financial Services 11.7%
Consumer Cyclical 9.5%
Healthcare 6.0%
Communication Services 5.7%
Consumer Defensive 3.8%
Utilities 2.9%
Basic Materials 2.2%
Energy 1.8%