Taylor Hoffman Capital Management LLC: 13F holdings
CIK 20424932026Q2
| Positions | 122 |
|---|---|
| Reported value | $411.6m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 86,261 | $37.4m | 9.1% |
| AMAT APPLIED MATLS INC | 46,341 | $33.5m | 8.1% |
| AAPL APPLE INC | 90,398 | $26.2m | 6.4% |
| ANET ARISTA NETWORKS INC | 130,814 | $22.2m | 5.4% |
| GOOGL ALPHABET INC | 41,749 | $14.9m | 3.6% |
| CSCO CISCO SYS INC | 104,822 | $12.3m | 3.0% |
| EBAY EBAY INC. | 103,387 | $11.6m | 2.8% |
| META META PLATFORMS INC | 20,349 | $11.5m | 2.8% |
| DE DEERE & CO | 17,463 | $11.1m | 2.7% |
| KLAC KLA CORP | 33,040 | $10.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042493")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.