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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHEL SHELL PLC Energy 2,304.0 $214K 0.13% NEW $93.00 -7.2%

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%