Portfolio (Quarterly) Guide ↗

Taylor Hoffman Capital Management LLC

· CIK 0002042493

13F Portfolio $412M AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 43 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HSY	HERSHEY CO	Consumer Defensive	1,111	$231K	0.07%	SOLD

Sector Allocation

Technology 46.7%

Industrials 14.7%

Financial Services 11.5%

Consumer Cyclical 7.7%

Communication Services 7.6%

Consumer Defensive 5.8%

Healthcare 3.3%

Utilities 1.3%

Basic Materials 0.7%

Energy 0.7%