Holdings
Taylor Hoffman Capital Management LLC
As of Jun 30, 2026, Taylor Hoffman Capital Management LLC reported 105 positions worth US$387M. Largest: Lam Research Corporation, Applied Materials, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 86,261 | US$37.4M | −1,781 | Jun 30, 2026 |
| Applied Materials, Inc. | 46,341 | US$33.5M | +26 | Jun 30, 2026 |
| Apple Inc | 90,398 | US$26.2M | −42 | Jun 30, 2026 |
| Arista Networks, Inc. | 131K | US$22.2M | +281 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 48,456 | US$17.3M | −408 | Jun 30, 2026 |
| Cisco Systems, Inc. | 105K | US$12.3M | −1,029 | Jun 30, 2026 |
| Ebay Inc. | 103K | US$11.6M | −1,651 | Jun 30, 2026 |
| Meta Platforms, Inc. | 20,349 | US$11.5M | +474 | Jun 30, 2026 |
| Deere & Company | 17,463 | US$11.1M | +288 | Jun 30, 2026 |
| Kla Corporation | 33,040 | US$9.97M | +29,814 | Jun 30, 2026 |