DOSSIER · 13F-HR · Q2 2026

Taylor Hoffman Capital Management LLC

$412M in tracked AUM across 122 positions as of Q2 2026.

TH
CIK 0002042493 · last filed Jun 30, 2026
Total AUM
$412M
as of Q2 2026
Holdings
122
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Taylor Hoffman Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LRCX
LAM RESEARCH CORP
$37M86K9.1%
02
AMAT
APPLIED MATLS INC
$34M46K8.1%
03
AAPL
APPLE INC
$26M90K6.4%
04
ANET
ARISTA NETWORKS INC
$22M131K5.4%
05
GOOGL
ALPHABET INC
$15M42K3.6%
06
CSCO
CISCO SYS INC
$12M105K3.0%
07
EBAY
EBAY INC.
$12M103K2.8%
08
META
META PLATFORMS INC
$11M20K2.8%
09
DE
DEERE & CO
$11M17K2.7%
10
KLAC
KLA CORP
$10M33K2.4%

Filing history

2026Q2Jun 30
$412M 26.8%
122 positionsView →
2026Q1Mar 31
$325M 1.4%
116 positionsView →
2025Q4Dec 31
$329M 3.7%
117 positionsView →
2025Q3Sep 30
$317M 8.5%
118 positionsView →
2025Q2Jun 30
$293M 8.4%
119 positionsLocked
2025Q1Mar 31
$270M 2.0%
114 positionsLocked
2024Q4Dec 31
$275M 5.5%
113 positionsLocked
2024Q3Sep 30
$261M
114 positionsLocked