Taylor Hoffman Capital Management LLC

data from 30/09/2025

Capitalization

$ 317.427 M 8.49 %

Average holding period

4 ans

Performance

$ 31.287 M 11.03 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Taylor Hoffman Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 7.57% 24.028 M $ 94366 2024/09/30 4.690 M $ 24.11 %
2025/09/30 ANET ARISTA NETWORKS INC 6.30% 19.996 M $ 137230 2024/12/31 6.060 M $ 42.42 %
2025/09/30 META META PLATFORMS INC 4.59% 14.560 M $ 19826 2024/09/30 -75.301 K $ -0.50 %
2025/09/30 LRCX LAM RESEARCH CORP 4.02% 12.753 M $ 95245 2024/12/31 3.471 M $ 37.56 %
2025/09/30 GOOGL ALPHABET INC 3.19% 10.135 M $ 41691 2024/09/30 2.743 M $ 37.94 %
2025/09/30 AMAT APPLIED MATLS INC 3.08% 9.784 M $ 47786 2024/09/30 1.028 M $ 11.84 %
2025/09/30 EBAY EBAY INC. 3.06% 9.697 M $ 106623 2024/09/30 1.741 M $ 22.15 %
2025/09/30 AWI ARMSTRONG WORLD INDS INC NEW 2.73% 8.674 M $ 44253 2024/09/30 1.488 M $ 20.67 %
2025/09/30 FICO FAIR ISAAC CORP 2.47% 7.849 M $ 5245 2024/09/30 -1.731 M $ -18.13 %
2025/09/30 SNA SNAP ON INC 2.46% 7.821 M $ 22570 2024/09/30 782.330 K $ 11.36 %
2025/09/30 DE DEERE & CO 2.45% 7.782 M $ 17019 2024/09/30 -868.655 K $ -10.07 %
2025/09/30 CSCO CISCO SYS INC 2.31% 7.324 M $ 107040 2024/09/30 -102.372 K $ -1.38 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.13% 6.771 M $ 113003 2024/09/30 329.921 K $ 5.10 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.12% 6.740 M $ 43864 2024/09/30 -248.453 K $ -3.56 %
2025/09/30 MSFT MICROSOFT CORP 1.89% 5.993 M $ 11570 2024/09/30 237.750 K $ 4.13 %
2025/09/30 SEIC SEI INVTS CO 1.88% 5.962 M $ 70265 2024/09/30 -346.877 K $ -5.58 %
2025/09/30 EA ELECTRONIC ARTS INC 1.85% 5.884 M $ 29173 2024/09/30 1.222 M $ 26.30 %
2025/09/30 VRSN VERISIGN INC 1.79% 5.694 M $ 20366 2024/09/30 -185.956 K $ -3.20 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.75% 5.570 M $ 30038 2024/09/30 975.591 K $ 21.39 %
2025/09/30 ADBE ADOBE INC 1.73% 5.488 M $ 15558 2024/09/30 -445.225 K $ -8.82 %
2025/09/30 GNTX GENTEX CORP 1.69% 5.377 M $ 190017 2024/09/30 1.097 M $ 28.69 %
2025/09/30 PAYX PAYCHEX INC 1.62% 5.147 M $ 40603 2024/09/30 -750.300 K $ -12.86 %
2025/09/30 ALSN ALLISON TRANSMISSION HLDGS I 1.59% 5.049 M $ 59483 2024/09/30 -547.041 K $ -10.64 %
2025/09/30 MCO MOODYS CORP 1.56% 4.941 M $ 10370 2024/09/30 -257.980 K $ -5.01 %
2025/09/30 SPGI S&P GLOBAL INC 1.51% 4.784 M $ 9829 2024/09/30 -394.965 K $ -7.70 %
2025/09/30 UNP UNION PAC CORP 1.47% 4.671 M $ 19760 2024/09/30 122.353 K $ 2.73 %
2025/09/30 TROW PRICE T ROWE GROUP INC 1.38% 4.391 M $ 42785 2024/09/30 253.655 K $ 6.36 %
2025/09/30 QLYS QUALYS INC 1.37% 4.334 M $ 32750 2024/09/30 -330.133 K $ -7.38 %
2025/09/30 CNS COHEN & STEERS INC 1.32% 4.186 M $ 63803 2024/09/30 -611.808 K $ -12.93 %
2025/09/30 GGG GRACO INC 1.26% 4.015 M $ 47257 2024/09/30 -46.411 K $ -1.17 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 1.18% 3.742 M $ 55594 2024/09/30 255.785 K $ 7.46 %
2025/09/30 KLAC KLA CORP 1.14% 3.606 M $ 3343 2024/09/30 615.506 K $ 20.41 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.13% 3.593 M $ 48317 2024/09/30 37.208 K $ 1.01 %
2025/09/30 VOO VANGUARD INDEX FDS 1.07% 3.390 M $ 5536 2024/09/30 264.680 K $ 7.81 %
2025/09/30 MKTX MARKETAXESS HLDGS INC 1.06% 3.361 M $ 19287 2025/09/30 0.000 $ 0.00 %
2025/09/30 BN BROOKFIELD CORP 1.00% 3.181 M $ 46383 2024/09/30 -752.206 K $ -26.08 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.94% 2.995 M $ 18465 2024/09/30 -368.007 K $ -10.94 %
2025/09/30 CSX CSX CORP 0.88% 2.795 M $ 78705 2024/09/30 226.670 K $ 8.83 %
2025/09/30 VUG VANGUARD INDEX FDS 0.65% 2.063 M $ 4301 2024/09/30 180.664 K $ 9.40 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.65% 2.058 M $ 8392 2024/09/30 102.400 K $ 5.16 %
2025/09/30 NVDA NVIDIA CORPORATION 0.59% 1.858 M $ 9958 2024/09/30 323.067 K $ 18.10 %
2025/09/30 MO ALTRIA GROUP INC 0.56% 1.787 M $ 27045 2024/09/30 200.193 K $ 12.67 %
2025/09/30 GOOG ALPHABET INC 0.54% 1.710 M $ 7020 2024/09/30 464.443 K $ 37.30 %
2025/09/30 D DOMINION ENERGY INC 0.52% 1.653 M $ 27022 2024/09/30 127.182 K $ 8.23 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.48% 1.531 M $ 4853 2024/09/30 124.971 K $ 8.80 %
2025/09/30 NOW SERVICENOW INC 0.48% 1.523 M $ 1655 2024/09/30 -178.408 K $ -10.49 %
2025/09/30 VTV VANGUARD INDEX FDS 0.47% 1.487 M $ 7973 2024/09/30 77.805 K $ 5.52 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.45% 1.441 M $ 4796 2024/09/30 213.134 K $ 17.36 %
2025/09/30 XOM EXXON MOBIL CORP 0.43% 1.366 M $ 12115 2024/09/30 59.969 K $ 4.59 %
2025/09/30 MCD MCDONALDS CORP 0.41% 1.299 M $ 4274 2024/09/30 50.091 K $ 4.01 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.41% 1.296 M $ 2578 2024/09/30 43.748 K $ 3.49 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.40% 1.275 M $ 10303 2024/09/30 60.478 K $ 4.87 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.36% 1.150 M $ 18403 2024/09/30 -91.462 K $ -7.37 %
2025/09/30 ALB ALBEMARLE CORP 0.35% 1.097 M $ 13534 2024/12/31 249.160 K $ 29.38 %
2025/09/30 PEP PEPSICO INC 0.33% 1.058 M $ 7536 2024/09/30 63.789 K $ 6.36 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.32% 1.014 M $ 20253 2024/09/30 22.619 K $ 2.12 %
2025/09/30 KEYS KEYSIGHT TECHNOLOGIES INC 0.30% 963.459 K $ 5508 2024/09/30 60.918 K $ 6.75 %
2025/09/30 KO COCA COLA CO 0.30% 952.687 K $ 14365 2024/09/30 -63.636 K $ -6.26 %
2025/09/30 ZTS ZOETIS INC 0.30% 938.935 K $ 6417 2024/09/30 -61.795 K $ -6.18 %
2025/09/30 GE GE AEROSPACE 0.29% 914.192 K $ 3039 2024/09/30 118.433 K $ 16.87 %
2025/09/30 MRK MERCK & CO INC 0.27% 871.613 K $ 10385 2024/09/30 49.531 K $ 6.03 %
2025/09/30 CAT CATERPILLAR INC 0.25% 806.861 K $ 1691 2024/09/30 152.176 K $ 22.91 %
2025/09/30 ORCL ORACLE CORP 0.25% 797.315 K $ 2835 2024/09/30 178.626 K $ 28.64 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.24% 755.161 K $ 2896 2024/09/30 39.124 K $ 5.46 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.24% 754.135 K $ 2184 2024/09/30 72.792 K $ 10.68 %
2025/09/30 IVOO VANGUARD ADMIRAL FDS INC 0.23% 737.288 K $ 6680 2024/09/30 36.422 K $ 5.14 %
2025/09/30 FAST FASTENAL CO 0.23% 714.807 K $ 14576 2024/09/30 102.615 K $ 16.76 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 0.21% 673.145 K $ 11822 2024/09/30 19.624 K $ 3.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.20% 649.369 K $ 3881 2024/09/30 171.035 K $ 35.76 %
2025/09/30 VTI VANGUARD INDEX FDS 0.20% 621.203 K $ 1893 2024/09/30 45.886 K $ 7.98 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.19% 612.108 K $ 7328 2024/09/30 -127.580 K $ -17.25 %
2025/09/30 MKL MARKEL GROUP INC 0.19% 602.078 K $ 315 2024/09/30 -27.262 K $ -4.31 %
2025/09/30 EMR EMERSON ELEC CO 0.18% 575.093 K $ 4384 2024/09/30 -9.425 K $ -1.61 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.18% 561.524 K $ 104 2024/09/30 -40.556 K $ -6.74 %
2025/09/30 EFA ISHARES TR 0.17% 548.735 K $ 5877 2024/09/30 23.390 K $ 4.45 %
2025/09/30 LLY ELI LILLY & CO 0.17% 548.597 K $ 719 2024/09/30 -11.885 K $ -2.12 %
2025/09/30 NKSH NATIONAL BANKSHARES INC VA 0.17% 534.336 K $ 18150 2024/09/30 40.656 K $ 8.24 %
2025/09/30 NVR NVR INC 0.16% 498.149 K $ 62 2024/09/30 40.238 K $ 8.79 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.15% 491.614 K $ 4560 2024/09/30 80.620 K $ 19.62 %
2025/09/30 VIOO VANGUARD ADMIRAL FDS INC 0.15% 488.320 K $ 4420 2024/09/30 41.108 K $ 9.13 %
2025/09/30 CVX CHEVRON CORP NEW 0.15% 468.355 K $ 3016 2024/09/30 36.493 K $ 8.45 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.15% 461.202 K $ 2229 2024/09/30 -22.126 K $ -6.48 %
2025/09/30 TFC TRUIST FINL CORP 0.15% 460.263 K $ 10067 2024/09/30 27.482 K $ 6.35 %
2025/09/30 SYY SYSCO CORP 0.14% 453.529 K $ 5508 2024/09/30 36.352 K $ 8.71 %
2025/09/30 GIS GENERAL MLS INC 0.14% 448.133 K $ 8888 2024/09/30 -12.694 K $ -2.68 %
2025/09/30 LIN LINDE PLC 0.14% 441.275 K $ 929 2024/09/30 5.406 K $ 1.24 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.14% 436.858 K $ 1352 2024/09/30 -89.542 K $ -16.93 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.13% 407.925 K $ 3626 2024/09/30 32.023 K $ 8.42 %
2025/09/30 NEE NEXTERA ENERGY INC 0.13% 401.531 K $ 5319 2024/09/30 32.286 K $ 8.74 %
2025/09/30 GEV GE VERNOVA INC 0.11% 364.636 K $ 593 2025/06/30 50.849 K $ 16.21 %
2025/09/30 DOV DOVER CORP 0.11% 363.856 K $ 2181 2024/09/30 -35.768 K $ -8.95 %
2025/09/30 AMZN AMAZON COM INC 0.11% 363.827 K $ 1657 2024/09/30 298.000 $ 0.08 %
2025/09/30 WMT WALMART INC 0.11% 363.699 K $ 3529 2024/09/30 18.949 K $ 5.40 %
2025/09/30 UVV UNIVERSAL CORP VA 0.11% 360.864 K $ 6459 2024/09/30 -15.307 K $ -4.07 %
2025/09/30 ADI ANALOG DEVICES INC 0.11% 355.774 K $ 1448 2024/09/30 11.120 K $ 3.23 %
2025/09/30 AMGN AMGEN INC 0.11% 353.314 K $ 1252 2024/09/30 3.743 K $ 1.07 %
2025/09/30 VEEV VEEVA SYS INC 0.11% 339.915 K $ 1141 2024/09/30 11.330 K $ 3.45 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.10% 327.373 K $ 1540 2025/03/31 -277.000 $ -0.08 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.10% 326.523 K $ 943 2024/09/30 2.734 K $ 0.84 %
2025/09/30 OKE ONEOK INC NEW 0.09% 300.782 K $ 4122 2024/09/30 -35.696 K $ -10.61 %