Taylor Hoffman Capital Management LLC — 13F Holdings & Portfolio

CIK 2042493 · latest 13F-HR filed 2026-05-13

Taylor Hoffman Capital Management LLC manages $324.6M in 13F-reported U.S. long-equity assets across 116 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.07%), LRCX (5.80%), ANET (4.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 40, and trimmed 44.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$324.6M

Long-equity book

Holdings

116

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −4 / ↑40 / ↓44

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$3.4M +27.4%
  • LAM RESEARCH CORP$2.7M +17.1%
  • ALLISON TRANSMISSION HLDGS I$1.9M +30.9%
  • DEERE & CO$1.7M +21.1%
  • JOHNSON & JOHNSON$1.1M +18.1%
Show all 40

Top Trims

  • FAIR ISAAC CORP-$3.2M -36.6%
  • ELECTRONIC ARTS INC-$2.8M -48.1%
  • APPLE INC-$2.3M -9.2%
  • META PLATFORMS INC-$1.8M -14.0%
  • ARISTA NETWORKS INC-$1.7M -9.4%
Show all 44

New Positions

  • FACTSET RESH SYS INC$2.4M
  • ISHARES TR$249.5K
  • CHOICE HOTELS INTL INC$203.6K
Show all 3

Exited Positions

  • GENERAL MLS INC$318.6K
  • VEEVA SYS INC$254.7K
  • INTERNATIONAL BUSINESS MACHS$221.9K
  • TRANSDIGM GROUP INC$210.1K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $23.0M 7.07% 90,440 SH
2 LAM RESEARCH CORP LRCX 512807306 $18.8M 5.80% 88,042 SH
3 ARISTA NETWORKS INC ANET 040413205 $16.0M 4.94% 130,533 SH
4 APPLIED MATLS INC AMAT 038222105 $15.8M 4.88% 46,315 SH
5 ALPHABET INC GOOGL 02079K305 $12.0M 3.71% 41,830 SH
6 META PLATFORMS INC META 30303M102 $11.4M 3.50% 19,875 SH
7 DEERE & CO DE 244199105 $9.7M 2.98% 17,175 SH
8 EBAY INC. EBAY 278642103 $9.6M 2.95% 105,038 SH
9 SNAP ON INC SNA 833034101 $8.5M 2.61% 23,310 SH
10 CISCO SYS INC CSCO 17275R102 $8.2M 2.53% 105,851 SH
11 ALLISON TRANSMISSION HLDGS I ALSN 01973R101 $8.2M 2.51% 69,632 SH
12 ARMSTRONG WORLD INDS INC NEW AWI 04247X102 $7.4M 2.28% 44,844 SH
13 JOHNSON & JOHNSON JNJ 478160104 $7.3M 2.26% 30,030 SH
14 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.1M 2.18% 110,445 SH
15 PROCTER & GAMBLE CO PG 742718109 $6.9M 2.13% 47,845 SH
16 SEI INVTS CO SEIC 784117103 $5.7M 1.75% 72,405 SH
17 FAIR ISAAC CORP FICO 303250104 $5.6M 1.73% 5,252 SH
18 VERISIGN INC VRSN 92343E102 $5.1M 1.58% 20,612 SH
19 UNION PAC CORP UNP 907818108 $4.9M 1.50% 20,080 SH
20 MARKETAXESS HLDGS INC MKTX 57060D108 $4.8M 1.47% 28,863 SH
21 KLA CORP KLAC 482480100 $4.7M 1.46% 3,226 SH
22 PAYCHEX INC PAYX 704326107 $4.7M 1.44% 50,693 SH
23 MOODYS CORP MCO 615369105 $4.6M 1.42% 10,555 SH
24 GENTEX CORP GNTX 371901109 $4.5M 1.37% 203,910 SH
25 ADOBE INC ADBE 00724F101 $4.3M 1.34% 17,877 SH
26 S&P GLOBAL INC SPGI 78409V104 $4.3M 1.32% 10,076 SH
27 COHEN & STEERS INC CNS 19247A100 $4.3M 1.32% 68,351 SH
28 MICROSOFT CORP MSFT 594918104 $4.2M 1.28% 11,255 SH
29 PRICE T ROWE GROUP INC TROW 74144T108 $4.1M 1.28% 46,023 SH
30 GRACO INC GGG 384109104 $4.1M 1.27% 48,574 SH
31 MONSTER BEVERAGE CORP NEW MNST 61174X109 $4.0M 1.22% 54,593 SH
32 CSX CORP CSX 126408103 $3.6M 1.12% 88,499 SH
33 VANGUARD BD INDEX FDS BND 921937835 $3.5M 1.09% 47,885 SH
34 QUALYS INC QLYS 74758T303 $3.3M 1.01% 37,236 SH
35 VANGUARD INDEX FDS VOO 922908363 $3.2M 0.99% 5,388 SH
36 ELECTRONIC ARTS INC EA 285512109 $3.0M 0.93% 14,743 SH
37 PHILIP MORRIS INTL INC PM 718172109 $2.9M 0.89% 17,406 SH
38 BROOKFIELD CORP BN 11271J107 $2.8M 0.85% 67,979 SH
39 FACTSET RESH SYS INC FDS 303075105 $2.4M 0.75% 11,242 SH
40 CBOE GLOBAL MKTS INC CBOE 12503M108 $2.3M 0.72% 8,292 SH
41 ALBEMARLE CORP ALB 012653101 $2.2M 0.67% 12,038 SH
42 ALPHABET INC GOOG 02079K107 $2.0M 0.62% 7,051 SH
43 EXXON MOBIL CORP XOM 30231G102 $2.0M 0.61% 11,753 SH
44 ALTRIA GROUP INC MO 02209S103 $1.8M 0.55% 26,854 SH
45 VANGUARD INDEX FDS VUG 922908736 $1.7M 0.53% 3,924 SH
46 DOMINION ENERGY INC D 25746U109 $1.7M 0.52% 27,212 SH
47 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.52% 9,596 SH
48 VANGUARD INDEX FDS VTV 922908744 $1.5M 0.48% 7,896 SH
49 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $1.5M 0.45% 5,164 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.43% 4,752 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $324.6M 116 0002042493-26-000002
2025-12-31 2026-02-11 $329.2M 117 0002042493-26-000001
2025-09-30 2025-11-07 $317.4M 118 0002042493-25-000002