Fund HoldingsTaylor Hoffman Capital Management LLC

Total Portfolio Value
$275.32M
Total Bought
$33.17M
Total Sold
$19.10M
Net Transaction
+$14.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS INC(ANET)0140,650+140,650015,5465.65%+15,546
LAM RESEARCH CORP(LRCX)091,800+91,80006,6312.41%+6,631
APPLE INC(AAPL)96,27194,974-1,29721,74923,7838.64%+2,035
ALBEMARLE CORP(ALB)014,034+14,03401,2080.44%+1,208
VERISIGN INC17,84419,452+1,6083,1564,0261.46%+870
ALPHABET INC(GOOG)39,08439,664+5806,6887,5082.73%+821
QUALYS INC(QLYS)26,92028,276+1,3563,2103,9651.44%+755
EBAY INC.(EBAY)97,836101,642+3,8065,6276,2972.29%+670
SEI INVTS CO(SEIC)64,08265,185+1,1034,7915,3761.95%+586
CISCO SYS INC(CSCO)103,091104,638+1,5475,6466,1952.25%+548
SNAP ON INC(SNA)20,45321,036+5836,7527,1412.59%+389
META PLATFORMS INC(META)20,72120,724+311,76112,1344.41%+373
DEERE & CO(DE)16,57216,708+1366,7077,0792.57%+373
3M CO(MMM)02,035+2,03502630.10%+263
ALLISON TRANSMISSION HLDGS I(ALSN)47,92349,591+1,6685,1215,3591.95%+238
PRICE T ROWE GROUP INC(TROW)38,10139,066+9654,1864,4181.60%+232
MOODYS CORP(MCO)9,8869,959+734,4894,7141.71%+226
BROOKFIELD CORP(BN)46,79046,79002,4802,6880.98%+208
SERVICENOW INC(NOW)1,6671,661-61,5551,7610.64%+206
S&P GLOBAL INC(SPGI)9,3619,423+624,4974,6931.70%+196
MICROSOFT CORP(MSFT)10,96610,96604,4564,6221.68%+166
GRACO INC(GGG)43,19143,621+4303,5183,6771.34%+159
ALPHABET INC(GOOG)6,8346,924+901,1801,3190.48%+138
CHURCH & DWIGHT CO INC(CHD)36,12635,787-3393,6093,7471.36%+138
EXXON MOBIL CORP9,23711,237+2,0001,0791,2090.44%+130
ARMSTRONG WORLD INDS INC NEW(AWI)43,38443,677+2936,0546,1732.24%+119
PAYCHEX INC(PAYX)38,68539,265+5805,3905,5062.00%+116
PROCTER AND GAMBLE CO(PG)42,97943,030+517,0997,2142.62%+115
JPMORGAN CHASE & CO.(JPM)4,9034,90301,0881,1750.43%+87
VANGUARD INDEX FDS4,8544,727-1271,8591,9400.70%+81
MONSTER BEVERAGE CORP NEW(MNST)51,68453,150+1,4662,7232,7941.01%+71
EMERSON ELEC CO(EMR)4,0704,07004415040.18%+64
KEYSIGHT TECHNOLOGIES INC(KEYS)5,6725,658-148459090.33%+64
MARKEL GROUP INC(MKL)32032004935520.20%+59
AMAZON COM INC(AMZN)1,6651,643-223103600.13%+50
FORTINET INC(FTNT)03,113+3,11302940.11%+294
MERCK & CO INC(MRK)9,64410,380+7369871,0330.38%+46
ORACLE CORP(ORCL)2,1322,412+2803584020.15%+44
ELECTRONIC ARTS INC(EA)25,62526,704+1,0793,8663,9071.42%+41
VANGUARD INDEX FDS4,8084,728-802,5132,5480.93%+35
UNION PAC CORP(UNP)18,15918,621+4624,2144,2461.54%+32
BOOKING HOLDINGS INC(BKNG)10410404865170.19%+30
WALMART INC(WMT)03,159+3,15902850.10%+285
CHECK POINT SOFTWARE TECH LT
ORD
1,5641,576+122712940.11%+23
VISA INC(V)0825+82502610.09%+261
NVIDIA CORPORATION(NVDA)11,47011,47001,5231,5400.56%+18
VANGUARD INDEX FDS1,8931,89305325490.20%+17
ONEOK INC NEW(OKE)4,1224,12203994140.15%+15
GENTEX CORP(GNTX)138,604146,706+8,1024,2014,2151.53%+14
BROOKFIELD ASSET MANAGMT LTD(BAM)11,90711,90706326450.23%+14
OREILLY AUTOMOTIVE INC(ORLY)30430403513600.13%+10
CHOICE HOTELS INTL INC(CHH)3,4763,47604854940.18%+9
BERKSHIRE HATHAWAY INC DEL2,1892,18909879920.36%+5
CARMAX INC(KMX)3,7463,360-3862712750.10%+4
TRUIST FINL CORP(TFC)10,18810,18804394420.16%+3
NATIONAL BANKSHARES INC VA18,15018,15005195210.19%+2
VANGUARD ADMIRAL FDS INC5,8865,867-196176190.22%+2
VEEVA SYS INC(VEEV)01,141+1,14102400.09%+240
WATSCO INC(WSO)72472403423430.12%+1
VANGUARD ADMIRAL FDS INC3,4593,445-143653650.13%+1
SPDR SER TR
ST STR NUVEE ETF
04,656+4,65602120.08%+212
DOVER CORP(DOV)2,2322,23204234190.15%-4
PAYCOM SOFTWARE INC(PAYC)01,094+1,09402240.08%+224
KIMBERLY-CLARK CORP(KMB)01,682+1,68202200.08%+220
TRANSDIGM GROUP INC(TDG)0158+15802000.07%+200
HOME DEPOT INC(HD)0565+56502200.08%+220
MCDONALDS CORP(MCD)4,2944,29401,2541,2450.45%-10
CHEVRON CORP NEW(CVX)2,6422,64203933830.14%-11
NUVEEN TAXABLE MUNICPAL INM011,284+11,28401690.06%+169
STARBUCKS CORP(SBUX)2,7282,72802672490.09%-18
SHERWIN WILLIAMS CO(SHW)94394303383210.12%-18
ANALOG DEVICES INC(ADI)1,5121,500-123373190.12%-19
ISHARES TR5,8775,87704664440.16%-21
ILLINOIS TOOL WKS INC(ITW)2,8962,89607567340.27%-22
CATERPILLAR INC(CAT)1,7111,71106446210.23%-23
VANGUARD INDEX FDS8,2168,21601,4141,3910.51%-23
AMERICAN ELEC PWR CO INC3,7463,74603703450.13%-24
VANGUARD MUN BD FDS23,35422,816-5381,1761,1440.42%-32
LINDE PLC(LIN)92992904243890.14%-35
GE AEROSPACE(GE)2,8932,743-1504974580.17%-39
GENERAL MLS INC(GIS)9,2999,29906335930.22%-40
COCA COLA CO(KO)13,72813,72808978550.31%-42
ELI LILLY & CO(LLY)72972906055630.20%-42
NEXTERA ENERGY INC(NEE)5,5715,57104423990.15%-42
NVR INC(NVR)444404033600.13%-43
TEXAS INSTRS INC(TXN)1,2931,155-1382632170.08%-46
FASTENAL CO(FAST)7,4627,46205835370.19%-47
UNITED PARCEL SERVICE INC(UPS)7,4037,40309929340.34%-59
NOVO-NORDISK A S(NVO)2,3202,328+82602000.07%-59
UNIVERSAL CORP VA(UVV)8,1726,459-1,7134163540.13%-62
SYSCO CORP(SYY)6,5795,579-1,0004934270.15%-67
ELEVANCE HEALTH INC(ELV)1,4281,390-385795130.19%-67
MICRON TECHNOLOGY INC(MU)4,2074,080-1274193430.12%-76
ALTRIA GROUP INC(MO)27,33726,812-5251,4891,4020.51%-87
ZOETIS INC(ZTS)6,4176,41701,1471,0460.38%-102
NORFOLK SOUTHN CORP(NSC)4,9264,796-1301,2341,1260.41%-108
VANGUARD BD INDEX FDS56,83456,207-6274,1524,0421.47%-110
AMGEN INC(AMGN)1,3721,222-1504393190.12%-121
KLA CORP(KLAC)3,4093,40902,2712,1480.78%-123
UNITEDHEALTH GROUP INC(UNH)2,1842,18401,2331,1050.40%-128
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