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Portfolio (Quarterly) Guide ↗

Taylor Securities Services, Inc.

· CIK 0002115182
13F Portfolio $246M AUM 63 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 19 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HELO J P MORGAN EXCHANGE TRADED F 605,044.0 $40.9M 16.63% -90K -12.9% $67.58 +3.2%
2 IVV ISHARES TR 1,610.0 $1.2M 0.49% -233.0 -12.6% $748.89 +3.3%
3 SPLV INVESCO EXCH TRADED FD TR II 11,142.0 $835K 0.34% -2K -13.7% $74.90 -0.2%
4 OCTW AIM ETF PRODUCTS TRUST 10,150.0 $415K 0.17% -403.0 -3.8% $40.91 +2.2%
5 SHW SHERWIN WILLIAMS CO Basic Materials 1,100.0 $379K 0.15% -500.0 -31.2% $344.32 -3.1%
6 VTI VANGUARD INDEX FDS 836.0 $309K 0.13% -467.0 -35.8% $370.04 +2.6%
7 JBND J P MORGAN EXCHANGE TRADED F 5,230.0 $280K 0.11% -739.0 -12.4% $53.50 -2.1%
8 NVBW AIM ETF PRODUCTS TRUST 6,475.0 $231K 0.09% -284.0 -4.2% $35.62 +2.4%
9 XOM EXXON MOBIL CORP Energy 1,473.0 $201K 0.08% -89.0 -5.7% $136.68 +16.7%

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
Financial Services 39.4%
Technology 30.8%
Industrials 16.8%
Consumer Cyclical 7.5%
Healthcare 1.9%
Communication Services 1.8%
Consumer Defensive 1.0%
Basic Materials 0.6%
Energy 0.2%