Taylor Hoffman Capital Management LLC

RIA/Wealth

Taylor Hoffman Capital Management LLC is a RIA/Wealth based in Cranberry Twp, PA led by Josiah David Hoffman, managing $317.4M across 118 long positions as of Q3 2025 with 38% Technology concentration.

OwnerJosiah David Hoffman

Portfolio Value: $317.4M
Positions: 118
Top Holding: AAPL at 7.57%
Last Reported: Q3 2025

Address1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066, United States

Top Holdings

Largest long holdings in Taylor Hoffman Capital Management LLC's portfolio (39.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$24.0M	7.57%	-$114.1K Sold	0.00% 94.4K shares	Q3 2024 Held for 1y 2m
2 Arista Networks ANET	Computer Hardware Technology	$20.0M	6.30%	-$350.4K Sold	0.01% 137.2K shares	Q3 2024 Held for 1y 2m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$14.6M	4.59%	-$345.9K Sold	0.00% 19.8K shares	Q3 2024 Held for 1y 2m
4 Lam Research LRCX	Semiconductors Technology	$12.8M	4.02%	+$40.2K Bought	0.01% 95.2K shares	Q4 2024 Held for 11 months
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$10.1M	3.19%	+$164.1K Bought	0.00% 41.7K shares	Q3 2024 Held for 1y 2m
6 Applied Materials AMAT	Semiconductors Technology	$9.8M	3.08%	+$70.6K Bought	0.01% 47.8K shares	Q3 2024 Held for 1y 2m
7 eBay EBAY	Specialty Retail Consumer Cyclical	$9.7M	3.05%	+$96.0K Bought	0.02% 106.6K shares	Q3 2024 Held for 1y 2m
8 Armstrong World Industries AWI	Construction Industrials	$8.7M	2.73%	-$14.7K Sold	0.10% 44.3K shares	Q3 2024 Held for 1y 2m
9 Fair Isaac FICO	Software - Application Technology	$7.8M	2.47%	+$32.9K Bought	0.02% 5.2K shares	Q3 2024 Held for 1y 2m
10 Snap-on SNA	Manufacturing - Tools & Accessories Industrials	$7.8M	2.46%	+$152.1K Bought	0.04% 22.6K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Taylor Hoffman Capital Management LLC's latest filing

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Market Value

$317.4M

Prior: $292.6M

Q/Q Change

+8.49%

+$24.8M

Net Flows % of MV

+0.442%

Turnover Ratio

2.13%

New Purchases

3 stocks

$3.8M

Added To

29 stocks

+$3.7M

Sold Out Of

4 stocks

$4.1M

Reduced Holdings

33 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 MarketAxess MKTX	New	0 → 19.3K +$3.4M
2 NewMarket NEU	New	0 → 275.0 +$227.8K
3 Hershey HSY	New	0 → 1.1K +$207.8K
4 Check Point Software Technologies CHKP	+44.46%	1.5K → 2.2K +$141.9K
5 Adobe ADBE	+19.26%	13.0K → 15.6K +$886.5K

Decreased Positions

Position	Shares Δ	Change
1 Church & Dwight CHD	Sold	36.7K → 0 −$3.5M
2 Invesco NASDAQ 100 ETF QQQM	Sold	906.0 → 0 −$205.8K
3 Kimberly-Clark KMB	Sold	1.6K → 0 −$204.0K
4 CarMax KMX	Sold	3.0K → 0 −$202.5K
5 Choice Hotels International CHH	-13.54%	3.1K → 2.6K −$44.2K