Taylor Hoffman Capital Management LLC
Taylor Hoffman Capital Management LLC reported 122 positions worth $411.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: LRCX (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LRCX | SH | $37.4M | 9.08% | 86,261 | — | — | |
| ▸ 2 | AMAT | SH | $33.5M | 8.14% | 46,341 | — | — | |
| ▸ 3 | AAPL | SH | $26.2M | 6.36% | 90,398 | — | — | |
| ▸ 4 | ANET | SH | $22.2M | 5.40% | 130,814 | — | — | |
| ▸ 5 | GOOGL | SH | $14.9M | 3.63% | 41,749 | — | — | |
| ▸ 6 | CSCO | SH | $12.3M | 2.99% | 104,822 | — | — | |
| ▸ 7 | EBAY | SH | $11.6M | 2.81% | 103,387 | — | — | |
| ▸ 8 | META | SH | $11.5M | 2.79% | 20,349 | — | — | |
| ▸ 9 | DE | SH | $11.1M | 2.69% | 17,463 | — | — | |
| ▸ 10 | KLAC | SH | $10.0M | 2.42% | 33,040 | — | — |
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Frequently Asked Questions
What stocks does Taylor Hoffman Capital Management LLC hold as of Q2 2026?
Taylor Hoffman Capital Management LLC reported 122 positions worth $411.6M in its Q2 2026 13F filing. Largest positions: LRCX (9.1%), AMAT (8.1%), AAPL (6.4%), ANET (5.4%) and GOOGL (3.6%).
What did Taylor Hoffman Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Taylor Hoffman Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.