Taylor Frigon Capital Management LLC Top Holdings and 13F Report (2026) About Taylor Frigon Capital Management LLCInvestment ActivityTaylor Frigon Capital Management LLC has $196.64 million in total holdings as of September 30, 2026.Taylor Frigon Capital Management LLC owns shares of 92 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 7.74% of the portfolio was purchased this quarter.About 11.46% of the portfolio was sold this quarter.This quarter, Taylor Frigon Capital Management LLC has purchased 93 new stocks and bought additional shares in 35 stocks.Taylor Frigon Capital Management LLC sold shares of 52 stocks and completely divested from 6 stocks this quarter.Largest Holdings Cloudflare $5,255,041EVERPURE INC $4,025,670Tower Semiconductor $3,707,109GitLab $3,598,182Marvell Technology $3,586,122 Largest New Holdings this Quarter M6191J100 - JFrog $3,236,672 Holding58733R102 - MercadoLibre $2,466,612 HoldingG6683N103 - NU $2,394,892 Holding147528103 - Casey's General Stores $2,324,926 Holding29476L107 - Equity Residential $1,462,189 Holding Largest Purchases this Quarter JFrog 33,354 shares (about $3.24M)MercadoLibre 1,427 shares (about $2.47M)NU 189,170 shares (about $2.39M)Casey's General Stores 3,821 shares (about $2.32M)Equity Residential 24,065 shares (about $1.46M) Largest Sales this Quarter Palo Alto Networks 5,191 shares (about $2.06M)ASTERA LABS INC 5,677 shares (about $2.02M)GitLab 26,983 shares (about $1.27M)Onto Innovation 3,276 shares (about $1.01M)BILL 20,075 shares (about $853.99K) 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 PortfolioSectorNETCloudflare$5,255,041$113,908 ▼-2.1%15,1322.7%TechnologyEVERPURE INC$4,025,670$241,551 ▼-5.7%30,7822.0%CL ATSEMTower Semiconductor$3,707,109$80,283 ▼-2.1%16,3001.9%TechnologyGTLBGitLab$3,598,182$1,274,947 ▼-26.2%76,1521.8%TechnologyMRVLMarvell Technology$3,586,122$200,800 ▼-5.3%13,5731.8%TechnologyGKOSGlaukos$3,575,401$264,182 ▼-6.9%21,7761.8%HealthcareCVNACarvana$3,416,560$151,659 ▼-4.3%54,6301.7%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$3,287,404$106,244 ▼-3.1%17,5751.7%CL AFROGJFrog$3,236,672$3,236,672 ▲New Holding33,3541.6%TechnologyPIImpinj$3,193,334$344,954 ▼-9.7%17,8111.6%TechnologyPWRQuanta Services$3,176,569$55,898 ▼-1.7%4,9441.6%IndustrialsCRDOCredo Technology Group$3,156,377$571,319 ▼-15.3%16,2041.6%TechnologyPANWPalo Alto Networks$3,037,832$2,062,436 ▼-40.4%7,6461.5%TechnologySERVICETITAN INC$2,989,037$559,610 ▲23.0%45,4331.5%SHS CL ANICENiCE$2,959,226$276,172 ▼-8.5%26,5951.5%TechnologyGE VERNOVA INC$2,940,816$50,376 ▼-1.7%3,0941.5%COMMDBMongoDB$2,938,434$199,754 ▼-6.4%8,4291.5%TechnologyPCORProcore Technologies$2,919,697$308,717 ▲11.8%56,4521.5%TechnologyTMDXTransMedics Group$2,919,582$674,109 ▲30.0%34,9861.5%HealthcareFIGMA INC$2,915,348$464,437 ▲18.9%138,6941.5%CLASS A COM STKMAINMain Street Capital$2,805,076$12,496 ▲0.4%50,9551.4%FinanceKLACKLA$2,763,912$50,292 ▼-1.8%14,1791.4%TechnologyDXCMDexCom$2,732,114$160,499 ▼-5.5%31,6621.4%HealthcareHTGCHercules Capital$2,724,440$22,710 ▲0.8%162,0731.4%FinanceASTERA LABS INC$2,708,576$2,020,842 ▼-42.7%7,6091.4%COMARCCAres Capital$2,636,252$33,234 ▲1.3%138,0241.3%FinanceSYMSymbotic$2,503,207$50,442 ▼-2.0%59,5011.3%IndustrialsKRNTKornit Digital$2,492,103$65,150 ▼-2.5%149,9461.3%IndustrialsMELIMercadoLibre$2,466,612$2,466,612 ▲New Holding1,4271.3%Consumer DiscretionaryMPWRMonolithic Power Systems$2,442,510$44,458 ▼-1.8%1,8131.2%TechnologyBROSDutch Bros$2,424,036$645,533 ▲36.3%62,8641.2%Consumer DiscretionaryNUNU$2,394,892$2,394,892 ▲New Holding189,1701.2%FinanceSOFISoFi Technologies$2,394,785$45,777 ▼-1.9%152,3401.2%FinanceMNDYmonday.com$2,394,050$112,669 ▼-4.5%30,5131.2%TechnologyCASYCasey's General Stores$2,324,926$2,324,926 ▲New Holding3,8211.2%Consumer StaplesBILLBILL$2,318,260$853,991 ▼-26.9%54,4961.2%TechnologyIDXXIDEXX Laboratories$2,308,602$43,342 ▼-1.8%4,4211.2%HealthcareEQIXEquinix$2,295,413$19,221 ▲0.8%2,2691.2%Real EstateTOSTToast$2,265,163$41,891 ▼-1.8%78,1361.2%FinanceTWTradeweb Markets$2,217,875$40,437 ▼-1.8%21,9941.1%FinanceDLRDigital Realty Trust$2,210,575$27,733 ▼-1.2%12,5941.1%Real EstateCAMTCamtek$2,202,066$38,192 ▼-1.7%14,1841.1%TechnologyONTOOnto Innovation$2,167,361$1,008,418 ▼-31.8%7,0411.1%TechnologyRHPRyman Hospitality Properties$2,080,659$15,061 ▼-0.7%17,4071.1%Real EstateALKTAlkami Technology$2,027,831$15,757 ▼-0.8%148,1251.0%TechnologyOMFOneMain$1,959,144$12,463 ▲0.6%35,3701.0%FinanceCGENCompugen$1,942,682$61,709 ▼-3.1%816,2531.0%HealthcareQCOMQualcomm$1,940,860$31,470 ▲1.6%10,5461.0%TechnologyLLYEli Lilly and Company$1,931,167$3,471 ▼-0.2%1,6691.0%HealthcareGCMGGCM Grosvenor$1,900,144$1,057 ▼-0.1%147,4121.0%FinanceTXNTexas Instruments$1,890,327$24,928 ▲1.3%6,7491.0%TechnologyBOOTBoot Barn$1,888,849$37,948 ▼-2.0%15,6791.0%Consumer DiscretionaryPRCTPROCEPT BioRobotics$1,827,120$23,522 ▼-1.3%100,2810.9%HealthcareWMBWilliams Companies$1,771,094$19,575 ▲1.1%26,0570.9%EnergyALLAllstate$1,746,482$24,405 ▼-1.4%7,8720.9%FinanceAREAlexandria Real Estate Equities$1,730,652$55,814 ▲3.3%36,4650.9%Real EstateCCICrown Castle$1,725,784$60,319 ▲3.6%25,8930.9%Real EstateEXRExtra Space Storage$1,725,451$31,563 ▲1.9%13,1200.9%Real EstateVITLVital Farms$1,717,839$34,076 ▼-1.9%185,1120.9%Consumer StaplesHRHealthcare Realty Trust$1,652,239$16,481 ▲1.0%93,1360.8%Real EstateCARDINAL INFRASTRUCTURE GROU$1,635,417$21,175 ▲1.3%53,4450.8%CL ANOGNorthern Oil and Gas$1,635,393$4,118 ▲0.3%71,4770.8%EnergyAVYAvery Dennison$1,629,248$6,656 ▲0.4%9,5460.8%MaterialsAJGArthur J. Gallagher & Co.$1,621,406$24,408 ▼-1.5%7,1080.8%FinanceVIPER ENERGY INC$1,620,215$12,087 ▲0.8%40,6170.8%CL ASYYSysco$1,612,135$11,772 ▲0.7%20,6790.8%Consumer StaplesFDSFactSet Research Systems$1,584,139$22,407 ▼-1.4%5,8680.8%FinanceQUIKQuickLogic$1,582,755$16,120 ▼-1.0%139,3270.8%TechnologyAXPAmerican Express$1,582,216$304 ▼0.0%5,2030.8%FinanceAFGAmerican Financial Group$1,580,672$1,915 ▲0.1%11,5580.8%FinanceFHIFederated Hermes$1,560,516$6,201 ▲0.4%27,6830.8%FinanceCLPTClearPoint Neuro$1,506,690$105,140 ▼-6.5%123,3980.8%HealthcareTTCToro$1,481,725$12,246 ▼-0.8%15,3670.8%IndustrialsGGGGraco$1,476,481$20,286 ▲1.4%19,2150.8%IndustrialsJKHYJack Henry & Associates$1,470,845$18,192 ▼-1.2%10,2680.7%FinanceEQREquity Residential$1,462,189$1,462,189 ▲New Holding24,0650.7%Real EstateCOSTCostco Wholesale$1,452,000$26,400 ▲1.9%1,5950.7%Consumer StaplesIRTIndependence Realty Trust$1,423,677$19,630 ▲1.4%97,9820.7%Real EstateFASTFastenal$1,417,553$16,593 ▼-1.2%28,6200.7%IndustrialsSTESTERIS$1,366,115$12,181 ▲0.9%6,5050.7%HealthcareWSOWatsco$1,305,642$68,113 ▲5.5%4,3130.7%IndustrialsTJXTJX Companies$1,207,593$926 ▼-0.1%9,1270.6%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$1,134,187$14,013 ▲1.3%24,4440.6%Consumer StaplesSYKStryker$1,075,435$6,610 ▲0.6%3,9050.5%HealthcareROLRollins$968,930$40,782 ▲4.4%32,1690.5%IndustrialsAPYXApyx Medical$968,794$44,531 ▼-4.4%395,4260.5%HealthcarePOOLPool$935,364$39,985 ▲4.5%5,7780.5%Consumer DiscretionaryHDHome Depot$886,560$13,372 ▲1.5%3,1160.5%Consumer DiscretionaryHLIHoulihan Lokey$882,103$20,214 ▲2.3%6,9820.4%FinanceVUZIVuzix$850,378$47,949 ▼-5.3%304,7950.4%TechnologyTSCOTractor Supply$838,263$1,345 ▼-0.2%26,7900.4%Consumer DiscretionarySMRNuScale Power$397,196$5,830 ▼-1.4%50,2780.2%IndustrialsMBLYMobileye Global$0$2,751,114 ▼-100.0%00.0%Consumer DiscretionaryCBZCBIZ$0$2,384,121 ▼-100.0%00.0%IndustrialsAPHAmphenol$0$2,349,371 ▼-100.0%00.0%TechnologyAVBAvalonBay Communities$0$1,650,849 ▼-100.0%00.0%Real EstateEPAMEPAM Systems$0$1,206,596 ▼-100.0%00.0%TechnologyFVRRFiverr International$0$1,055,334 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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