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Institutional Investment Manager
TAYLOR WEALTH MANAGEMENT PARTNERS
TAYLOR WEALTH MANAGEMENT PARTNERS (CIK: 0001606716). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Portfolio Summary: 152 holdings with a total value of $249,604,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 TYLER TECHNOLOGIES INC 80,824 13,474,000 5.40%
152 ULTA BEAUTY INC 65,786 16,028,000 6.42%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606716-16-000010, filed 2016.08.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.