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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABT	ABBOTT LABS	Healthcare	2,094	$262K	0.15%	SOLD
2	V	VISA INC	Financial Services	626	$220K	0.13%	SOLD
3	IYW	ISHARES TR	—	1,088	$217K	0.13%	SOLD
4	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	779	$200K	0.12%	SOLD

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%