Taylor Securities Services, Inc.

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Rodrigo Diaz - Compliance Analyst
Location
Harrisburg, PA
Holdings as of
31 Dec 2025
Value $
$219,215,927
Num holdings
54
Filing time
05 Mar 2026, 14:31:07 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included HEGD, HELO, SPY, AAPL, and JPST.
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rodrigo Diaz Compliance Analyst Covington, Kentucky 05 Mar 2026