Fund HoldingsTaylor Hoffman Capital Management LLC

Total Portfolio Value
$269.79M
Total Bought
$13.60M
Total Sold
$11.83M
Net Transaction
+$1.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VERISIGN INC19,45219,669+2174,0265,0151.86%+989
DEERE & CO(DE)16,70816,753+457,0798,0152.97%+936
EBAY INC.(EBAY)101,642103,114+1,4726,2976,9912.59%+694
PHILIP MORRIS INTL INC(PM)018,465+18,46502,9191.08%+2,919
PAYCHEX INC(PAYX)39,26539,395+1305,5066,0902.26%+584
VANGUARD INDEX FDS4,7286,024+1,2962,5483,1071.15%+559
VANGUARD TAX-MANAGED FDS0113,342+113,34205,7822.14%+5,782
EXXON MOBIL CORP11,23714,137+2,9001,2091,6830.62%+474
BERKSHIRE HATHAWAY INC DEL2,1892,573+3849921,3710.51%+379
MONSTER BEVERAGE CORP NEW(MNST)53,15052,896-2542,7943,1231.16%+329
JOHNSON & JOHNSON(JNJ)029,099+29,09904,4591.65%+4,459
BLOCK H & R INC04,972+4,97202800.10%+280
CAPITAL ONE FINL CORP(COF)01,540+1,54002740.10%+274
CISCO SYS INC(CSCO)104,638104,509-1296,1956,4592.39%+264
CBOE GLOBAL MKTS INC(CBOE)08,530+8,53001,9200.71%+1,920
UNION PAC CORP(UNP)18,62118,891+2704,2464,4801.66%+234
SOUTHERN CO(SO)02,270+2,27002080.08%+208
ALTRIA GROUP INC(MO)26,81226,944+1321,4021,5840.59%+182
COCA COLA CO(KO)13,72814,328+6008551,0300.38%+175
KLA CORP(KLAC)3,4093,385-242,1482,3100.86%+162
ELECTRONIC ARTS INC(EA)26,70427,870+1,1663,9074,0601.50%+153
S&P GLOBAL INC(SPGI)9,4239,487+644,6934,8461.80%+153
DUKE ENERGY CORP NEW(DUK)010,691+10,69101,2940.48%+1,294
PROCTER AND GAMBLE CO(PG)43,03043,125+957,2147,3552.73%+141
MONDELEZ INTL INC(MDLZ)018,403+18,40301,2450.46%+1,245
CHURCH & DWIGHT CO INC(CHD)35,78735,476-3113,7473,8841.44%+136
LAM RESEARCH CORP(LRCX)91,80092,770+9706,6316,7562.50%+126
SNAP ON INC(SNA)21,03621,360+3247,1417,2532.69%+112
CHEVRON CORP NEW(CVX)2,6422,912+2703834910.18%+108
MCDONALDS CORP(MCD)4,2944,29401,2451,3470.50%+102
GE AEROSPACE(GE)2,7432,74304585590.21%+101
ELEVANCE HEALTH INC(ELV)1,3901,39005136010.22%+89
NVR INC(NVR)4462+183604470.17%+87
VANGUARD ADMIRAL FDS INC5,8677,094+1,2276197040.26%+85
PAYCOM SOFTWARE INC(PAYC)1,0941,391+2972243070.11%+83
VANGUARD ADMIRAL FDS INC3,4454,573+1,1283654420.16%+77
OREILLY AUTOMOTIVE INC(ORLY)30430403604350.16%+75
GRACO INC(GGG)43,62144,459+8383,6773,7511.39%+74
DOMINION ENERGY INC(D)029,156+29,15601,6400.61%+1,640
CHECK POINT SOFTWARE TECH LT
ORD
1,5761,543-332943560.13%+62
MARKEL GROUP INC(MKL)320330+105526140.23%+61
AMGEN INC(AMGN)1,2221,22203193750.14%+57
AMERICAN ELEC PWR CO INC3,7463,626-1203453930.15%+47
LINDE PLC(LIN)92992903894340.16%+45
3M CO(MMM)2,0352,03502633010.11%+38
UNITEDHEALTH GROUP INC(UNH)2,1842,18401,1051,1420.42%+38
ISHARES TR5,8775,87704444810.18%+37
WALMART INC(WMT)3,1593,558+3992853160.12%+31
FASTENAL CO(FAST)7,4627,288-1745375660.21%+29
WATSCO INC(WSO)72472403433700.14%+27
ORACLE CORP(ORCL)2,4123,022+6104024290.16%+27
VISA INC(V)82582502612860.11%+25
TRANSDIGM GROUP INC(TDG)15815802002210.08%+21
VEEVA SYS INC(VEEV)1,1411,14102402600.10%+20
STARBUCKS CORP(SBUX)2,7282,72802492680.10%+19
MICRON TECHNOLOGY INC(MU)4,0804,08003433620.13%+19
ELI LILLY & CO(LLY)729719-105635790.21%+16
ARMSTRONG WORLD INDS INC NEW(AWI)43,67743,681+46,1736,1872.29%+14
NUVEEN TAXABLE MUNICPAL INM11,28411,28401691810.07%+12
SHERWIN WILLIAMS CO(SHW)94394303213310.12%+10
JPMORGAN CHASE & CO.(JPM)4,9034,863-401,1751,1850.44%+10
VANGUARD INDEX FDS8,2168,126-901,3911,4000.52%+9
NORFOLK SOUTHN CORP(NSC)4,7964,79601,1261,1350.42%+9
UNIVERSAL CORP VA(UVV)6,4596,45903543620.13%+8
FORTINET INC(FTNT)3,1133,11302943010.11%+7
KIMBERLY-CLARK CORP(KMB)1,6821,582-1002202260.08%+6
PEPSICO INC(PEP)09,275+9,27501,3880.51%+1,388
SPDR SER TR
ST STR NUVEE ETF
4,6564,65602122100.08%-2
ONEOK INC NEW(OKE)4,1224,12204144100.15%-4
NEXTERA ENERGY INC(NEE)5,5715,57103993950.15%-4
SYSCO CORP(SYY)5,5795,57904274210.16%-6
ZOETIS INC(ZTS)6,4176,41701,0461,0390.39%-7
TEXAS INSTRS INC(TXN)1,1551,15502172060.08%-11
ILLINOIS TOOL WKS INC(ITW)2,8962,89607347200.27%-14
CARMAX INC(KMX)3,3603,249-1112752560.09%-18
MOODYS CORP(MCO)9,95910,012+534,7144,6931.74%-21
TRUIST FINL CORP(TFC)10,18810,18804424180.15%-24
VANGUARD INDEX FDS1,8931,89305495220.19%-27
VANGUARD MUN BD FDS22,81622,440-3761,1441,1150.41%-29
BOOKING HOLDINGS INC(BKNG)10410405174870.18%-29
ANALOG DEVICES INC(ADI)1,5001,441-593192870.11%-32
DOVER CORP(DOV)2,2322,181-514193850.14%-34
CHOICE HOTELS INTL INC(CHH)3,4763,458-184944590.17%-35
GENERAL MLS INC(GIS)9,2999,29905935550.21%-38
MICROSOFT CORP(MSFT)10,96611,986+1,0204,6224,5811.70%-41
NATIONAL BANKSHARES INC VA18,15018,15005214720.17%-49
AMAZON COM INC(AMZN)1,6431,620-233603110.12%-49
CATERPILLAR INC(CAT)1,7111,71106215660.21%-55
EMERSON ELEC CO(EMR)4,0704,07005044480.17%-57
BROOKFIELD ASSET MANAGMT LTD(BAM)11,90711,822-856455850.22%-60
KEYSIGHT TECHNOLOGIES INC(KEYS)5,6585,601-579098400.31%-68
UNITED PARCEL SERVICE INC(UPS)7,4037,40309348090.30%-125
MERCK & CO INC(MRK)10,38010,38001,0339040.34%-128
QUALYS INC(QLYS)28,27629,622+1,3463,9653,8111.41%-153
META PLATFORMS INC(META)20,72420,415-30912,13411,9634.43%-171
BROOKFIELD CORP(BN)46,79046,634-1562,6882,5090.93%-179
ALPHABET INC(GOOG)6,9247,091+1671,3191,1270.42%-192
ALBEMARLE CORP(ALB)14,03414,03401,2081,0080.37%-200
NOVO-NORDISK A S(NVO)2,3280-2,3282000-200
CSX CORP(CSX)079,128+79,12802,3370.87%+2,337
Page 1 of 1