13F Insight
DOSSIER · 13F-HR · Q1 2026

Taylor Securities Services, Inc.

Taylor Securities Services's holding co. based in Omaha, NE — $214M in tracked AUM across 55 positions as of Q1 2026.

TS
Taylor Securities Services·Omaha, NE·Holding Co.
CIK 0002115182 · last filed Mar 31, 2026
Total AUM
$214M
▲ 18.1%
vs prior
Holdings
55
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Taylor Securities Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HEGD
LISTED FDS TR
$53M2.2M24.9%
02
HELO
J P MORGAN EXCHANGE TRADED F
$44M695K20.7%
03
SPY
STATE STR SPDR S&P 500 ETF T
$25M38K11.6%
04
AAPL
APPLE INC
$17M67K7.9%
05
JPST
J P MORGAN EXCHANGE TRADED F
$12M233K5.5%
06
AIQ
GLOBAL X FDS
$9M187K4.1%
07
WSO
WATSCO INC
$9M24K4.0%
08
NVDA
NVIDIA CORPORATION
$6M34K2.8%
09
FHEQ
FIDELITY GREENWOOD STREET TR
$5M156K2.1%
10
LMT
LOCKHEED MARTIN CORP
$3M5K1.3%

Filing history

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