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Portfolio (Quarterly) Guide ↗

Taylor Financial Group, Inc.

· CIK 0002012516
13F Portfolio $182M AUM 103 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 13 Added 16 Reduced 3 Exited
Page 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNH UNITEDHEALTH GROUP INC Healthcare 505.0 $210K 0.12% NEW $415.63 -5.5%
102 DRI DARDEN RESTAURANTS INC Consumer Cyclical 975.0 $201K 0.11% NEW $206.01 +4.7%
103 MIST MILESTONE PHARMACEUTICALS IN Healthcare 20,000.0 $27K 0.01% +5K +33.3% $1.34 -13.4%
Page 6 of 6  ·  103 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 37.8%
Technology 19.9%
Financial Services 12.2%
Consumer Cyclical 9.3%
Healthcare 7.0%
Communication Services 3.9%
Consumer Defensive 3.4%
Utilities 3.0%
Basic Materials 2.3%
Energy 1.3%