Long-term investor
Taylor Financial Group, Inc. @taylorfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012516).
Record
- Tracked since 2025-06-30 (448 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 15.7% · long · since 2025-06-30
- 655844108 · 13.8% · long · since 2025-06-30
- 464287887 · 3.3% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 46435U861 · 2.7% · long · since 2025-06-30
- 464287168 · 2.6% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30
- 14021D107 · 2.5% · long · since 2025-06-30
- 78467V400 · 2.4% · long · since 2025-06-30
- LLY · 2.3% · long · since 2025-06-30
- 464289875 · 2.2% · long · since 2025-06-30
- 922908744 · 1.9% · long · since 2025-06-30