account_balance
Investment manager · 13F filer · SEC CIK 2115182
Taylor Securities Services, Inc.
Reported value$250Mas of Sep 30, 2026
Positions59 2 new, 6 sold out
Top 10 weight83.6%HEGD alone is 30%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HEGDListed FDS Tr
30.1%Added +19%
HELOJ P Morgan Exchange Traded F
13.5%Trimmed −19%
SPYSPDR S&P 500 ETF Trust
10.4%Trimmed −14%
AAPLApple Inc.
9.0%
AIQGlobal X FDS
6.0%Added +9%
JPSTJ P Morgan Exchange Traded F
4.9%Added +3%
NVDANVIDIA Corp
3.1%
WSOWatsco Inc
2.6%
FHEQFidelity Greenwood Street Tr
2.6%
JEPI1.5%
DE1.2%MSFT1.1%HEGDListed FDS Tr
30.1%Added +19%
HELOJ P Morgan Exchange Traded F
13.5%Trimmed −19%
SPYSPDR S&P 500 ETF Trust
10.4%Trimmed −14%
AAPLApple Inc.
9.0%
AIQ6.0%
JPSTJ P Morgan Exchange Traded F
4.9%
FHEQ
DEMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HEGD Listed FDS Tr 30.1% Added +19%
HELO J P Morgan Exchange Traded F 13.5% Trimmed −19%
SPY SPDR S&P 500 ETF Trust 10.4% Trimmed −14%AAPL Apple Inc. 9.0% HeldAIQ Global X FDS 6.0% Added +9%
JPST J P Morgan Exchange Traded F 4.9% Added +3%
NVDA NVIDIA Corp 3.1% HeldWSO Watsco Inc 2.6% Trimmed −12%FHEQ Fidelity Greenwood Street Tr 2.6% Added +6%
JEPI J P Morgan Exchange Traded F 1.5% Added +81%
DE Deere & Co 1.2% HeldMSFT Microsoft Corp 1.1% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.