Taylor Frigon Capital Management LLC Top Holdings and 13F Report (2025) About Taylor Frigon Capital Management LLCInvestment ActivityTaylor Frigon Capital Management LLC has $201.10 million in total holdings as of September 30, 2025.Taylor Frigon Capital Management LLC owns shares of 89 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 10.65% of the portfolio was purchased this quarter.About 9.47% of the portfolio was sold this quarter.This quarter, Taylor Frigon Capital Management LLC has purchased 90 new stocks and bought additional shares in 55 stocks.Taylor Frigon Capital Management LLC sold shares of 30 stocks and completely divested from 5 stocks this quarter.Largest Holdings Credo Technology Group $6,263,123ASTERA LABS INC $5,149,148Tower Semiconductor $3,978,018Monolithic Power Systems $3,813,291Pure Storage $3,787,204 Largest New Holdings this Quarter 74762E102 - Quanta Services $2,400,735 Holding36828A101 - GE VERNOVA INC $2,304,645 Holding053484101 - AvalonBay Communities $1,666,478 Holding67079K100 - NuScale Power $635,724 Holding Largest Purchases this Quarter Quanta Services 5,793 shares (about $2.40M)GE VERNOVA INC 3,748 shares (about $2.30M)AvalonBay Communities 8,627 shares (about $1.67M)Cogent Communications 39,407 shares (about $1.51M)monday.com 5,063 shares (about $980.65K) Largest Sales this Quarter Symbotic 32,501 shares (about $1.75M)Impinj 5,713 shares (about $1.03M)ClearPoint Neuro 46,425 shares (about $1.01M)Amphenol 8,084 shares (about $1.00M)CyberArk Software 1,954 shares (about $944.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Frigon Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRDOCredo Technology Group$6,263,123$340,727 ▼-5.2%43,0133.1%Computer and TechnologyASTERA LABS INC$5,149,148$662,000 ▼-11.4%26,2982.6%COMTSEMTower Semiconductor$3,978,018$143,515 ▼-3.5%55,0212.0%Computer and TechnologyMPWRMonolithic Power Systems$3,813,291$624,194 ▼-14.1%4,1421.9%Computer and TechnologyPSTGPure Storage$3,787,204$16,976 ▲0.5%51,7581.9%Computer and TechnologyCVNACarvana$3,669,036$122,980 ▼-3.2%9,7261.8%Retail/WholesaleONTOOnto Innovation$3,557,297$530,577 ▲17.5%27,5291.8%Computer and TechnologyNETCloudflare$3,437,088$260,083 ▼-7.0%16,0171.7%Computer and TechnologyCAMTCamtek$3,351,200$64,816 ▼-1.9%31,9011.7%Computer and TechnologyMAINMain Street Capital$3,283,949$43,432 ▲1.3%51,6431.6%FinanceMDBMongoDB$3,259,300$43,453 ▲1.4%10,5011.6%Computer and TechnologyPIImpinj$3,247,535$1,032,625 ▼-24.1%17,9671.6%Computer and TechnologyALKTAlkami Technology$2,978,341$631,483 ▲26.9%119,9011.5%Computer and TechnologyPCORProcore Technologies$2,942,541$78,462 ▼-2.6%40,3531.5%Computer and TechnologyCLPTClearPoint Neuro$2,920,383$1,011,601 ▼-25.7%134,0241.5%MedicalHTGCHercules Capital$2,919,973$54,442 ▲1.9%154,4141.5%FinanceBILLBILL$2,916,634$511,055 ▲21.2%55,0621.5%Computer and TechnologyKLACKLA$2,888,491$107,860 ▼-3.6%2,6781.4%Computer and TechnologyMRVLMarvell Technology$2,883,265$58,092 ▲2.1%34,2961.4%Computer and TechnologyCYBRCyberArk Software$2,812,416$944,075 ▼-25.1%5,8211.4%Computer and TechnologyCCOICogent Communications$2,809,960$1,511,268 ▲116.4%73,2711.4%Computer and TechnologyAREAlexandria Real Estate Equities$2,738,818$46,254 ▲1.7%32,8631.4%FinanceMBLYMobileye Global$2,662,552$462,910 ▲21.0%188,5661.3%Auto/Tires/TrucksARCCAres Capital$2,634,080$54,944 ▲2.1%129,0581.3%FinanceMNDYmonday.com$2,623,144$980,653 ▲59.7%13,5431.3%Computer and TechnologyGTLBGitLab$2,622,574$483,889 ▲22.6%58,1761.3%Computer and TechnologyFVRRFiverr International$2,606,586$390,166 ▲17.6%109,4101.3%Retail/WholesalePRCTPROCEPT BioRobotics$2,599,160$862,806 ▲49.7%72,8261.3%MedicalWIXWix.com$2,596,418$268,044 ▲11.5%14,6171.3%Computer and TechnologyNICENice$2,581,427$620,961 ▲31.7%17,8301.3%Computer and TechnologyKRNTKornit Digital$2,513,950$587,725 ▲30.5%166,8711.3%IndustrialsBROSDutch Bros$2,484,423$745,479 ▲42.9%47,4671.2%Retail/WholesaleAXPAmerican Express$2,468,157$1,993 ▲0.1%7,4311.2%FinanceCBZCBIZ$2,414,764$836,079 ▲53.0%45,5961.2%Business ServicesPWRQuanta Services$2,400,735$2,400,735 ▲New Holding5,7931.2%ConstructionSYMSymbotic$2,380,440$1,751,804 ▼-42.4%44,1641.2%Business ServicesDLRDigital Realty Trust$2,365,407$30,255 ▲1.3%13,6821.2%FinanceGKOSGlaukos$2,347,335$197,351 ▼-7.8%28,7841.2%MedicalIDXXIDEXX Laboratories$2,335,143$662,529 ▼-22.1%3,6551.2%MedicalTMDXTransMedics Group$2,329,721$34,445 ▼-1.5%20,7641.2%MedicalGE VERNOVA INC$2,304,645$2,304,645 ▲New Holding3,7481.1%COMSERVICETITAN INC$2,277,145$298,457 ▲15.1%22,5841.1%SHS CL ACCICrown Castle$2,270,775$52,973 ▲2.4%23,5341.1%FinanceBOOTBoot Barn$2,264,564$96,615 ▼-4.1%13,6651.1%Retail/WholesaleGDYNGrid Dynamics$2,258,722$750,484 ▲49.8%292,9601.1%Computer and TechnologyAPHAmphenol$2,230,480$1,000,399 ▼-31.0%18,0241.1%Computer and TechnologyFHIFederated Hermes$2,133,960$81,219 ▼-3.7%41,0931.1%FinanceEPAMEPAM Systems$2,096,055$311,239 ▲17.4%13,7251.0%Computer and TechnologyTOSTToast$2,010,971$70,793 ▼-3.4%55,0801.0%Computer and TechnologyOMFOneMain$1,992,078$203,200 ▲11.4%35,2831.0%FinanceALLAllstate$1,954,603$29,836 ▲1.6%9,1061.0%FinanceCOSTCostco Wholesale$1,948,451$4,628 ▼-0.2%2,1051.0%Retail/WholesaleGCMGGCM Grosvenor$1,849,895$27,013 ▼-1.4%153,2640.9%FinanceROLRollins$1,827,460$28,900 ▲1.6%31,1110.9%ConstructionQCOMQUALCOMM$1,804,773$233,394 ▲14.9%10,8490.9%Computer and TechnologyHRHealthcare Realty Trust$1,789,313$30,939 ▲1.8%99,2410.9%FinanceEQIXEquinix$1,771,581$45,425 ▲2.6%2,2620.9%FinanceEXRExtra Space Storage$1,747,893$44,677 ▲2.6%12,4020.9%FinanceDXCMDexCom$1,738,841$62,445 ▼-3.5%25,8410.9%MedicalTWTradeweb Markets$1,690,891$55,268 ▼-3.2%15,2360.8%FinanceAVBAvalonBay Communities$1,666,478$1,666,478 ▲New Holding8,6270.8%FinanceSYYSysco$1,665,244$30,795 ▲1.9%20,2240.8%Consumer StaplesTXNTexas Instruments$1,623,071$27,927 ▲1.8%8,8340.8%Computer and TechnologyAFGAmerican Financial Group$1,610,497$35,993 ▲2.3%11,0520.8%FinanceWSOWatsco$1,582,634$42,042 ▲2.7%3,9150.8%ConstructionPOOLPool$1,563,294$412,372 ▲35.8%5,0420.8%Consumer DiscretionarySTESTERIS$1,562,831$31,920 ▲2.1%6,3160.8%MedicalSYKStryker$1,557,005$29,573 ▼-1.9%4,2120.8%MedicalQUIKQuickLogic$1,556,747$33,972 ▼-2.1%256,8890.8%Computer and TechnologyAVYAvery Dennison$1,537,365$458,777 ▲42.5%9,4800.8%IndustrialsIRTIndependence Realty Trust$1,536,736$269,106 ▲21.2%93,7610.8%FinanceGGGGraco$1,534,972$34,409 ▲2.3%18,0670.8%IndustrialsTSCOTractor Supply$1,501,115$18,881 ▲1.3%26,3960.7%Retail/WholesaleMKCMcCormick & Company, Incorporated$1,499,692$214,041 ▲16.6%22,4140.7%Consumer StaplesFASTFastenal$1,487,896$15,889 ▲1.1%30,3400.7%Retail/WholesaleJKHYJack Henry & Associates$1,427,407$269,724 ▲23.3%9,5840.7%Computer and TechnologyTJXTJX Companies$1,418,660$25,150 ▲1.8%9,8150.7%Retail/WholesaleCGENCompugen$1,418,124$44,007 ▼-3.0%964,7100.7%MedicalHLIHoulihan Lokey$1,395,008$24,434 ▲1.8%6,7940.7%FinanceINMDInMode$1,389,190$32,906 ▼-2.3%95,2400.7%MedicalFPIFarmland Partners$1,372,195$59,840 ▲4.6%126,1210.7%FinanceRHPRyman Hospitality Properties$1,352,719$33,059 ▲2.5%15,0990.7%FinanceFMCFMC$1,307,938$522,207 ▲66.5%38,8920.7%Consumer StaplesHDHome Depot$1,194,434$25,526 ▲2.2%2,9480.6%Retail/WholesaleTTCToro$1,144,892$25,451 ▲2.3%15,0250.6%Consumer DiscretionaryVUZIVuzix$1,031,579$7,296 ▼-0.7%329,5780.5%Computer and TechnologyAPYXApyx Medical$1,007,195$17,659 ▼-1.7%470,6520.5%MedicalFDSFactSet Research Systems$986,864$32,084 ▲3.4%3,4450.5%Business ServicesSMRNuScale Power$635,724$635,724 ▲New Holding17,6590.3%Computer and TechnologyNVCRNovoCure$0$2,140,112 ▼-100.0%00.0%MedicalEWEdwards Lifesciences$0$2,078,978 ▼-100.0%00.0%MedicalNSSCNAPCO Security Technologies$0$1,854,467 ▼-100.0%00.0%IndustrialsBOWLBowlero$0$1,731,450 ▼-100.0%00.0%Consumer DiscretionaryASMLASML$0$1,638,041 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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