Taylor Frigon Capital Management LLC Top Holdings and 13F Report (2026) About Taylor Frigon Capital Management LLCInvestment ActivityTaylor Frigon Capital Management LLC has $175.75 million in total holdings as of March 31, 2026.Taylor Frigon Capital Management LLC owns shares of 93 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 10.30% of the portfolio was sold this quarter.This quarter, Taylor Frigon Capital Management LLC has purchased 93 new stocks and bought additional shares in 15 stocks.Taylor Frigon Capital Management LLC sold shares of 75 stocks and completely divested from 3 stocks this quarter.Largest Holdings CARDINAL INFRASTRUCTURE GROU $3,441,023Cloudflare $3,214,158GE VERNOVA INC $3,193,068Quanta Services $3,101,414Tower Semiconductor $2,946,836 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $2,377,635 Holding697435105 - Palo Alto Networks $1,575,358 Holding363576109 - Arthur J. Gallagher & Co. $1,571,071 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 16,254 shares (about $2.38M)Palo Alto Networks 9,826 shares (about $1.58M)Arthur J. Gallagher & Co. 7,254 shares (about $1.57M)CARDINAL INFRASTRUCTURE GROU 36,774 shares (about $1.46M)monday.com 14,894 shares (about $1.03M) Largest Sales this Quarter Monolithic Power Systems 2,241 shares (about $2.45M)Tower Semiconductor 12,965 shares (about $2.28M)Camtek 12,294 shares (about $1.86M)KLA 1,068 shares (about $1.57M)Onto Innovation 4,782 shares (about $980.64K) 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 PortfolioSectorCARDINAL INFRASTRUCTURE GROU$3,441,023$1,458,273 ▲73.5%86,7742.0%CL ANETCloudflare$3,214,158$35,697 ▼-1.1%15,5771.8%Computer and TechnologyGE VERNOVA INC$3,193,068$41,899 ▼-1.3%3,6581.8%COMPWRQuanta Services$3,101,414$43,373 ▼-1.4%5,6491.8%ConstructionTSEMTower Semiconductor$2,946,836$2,275,098 ▼-43.6%16,7931.7%Computer and TechnologyCRDOCredo Technology Group$2,816,194$12,203 ▼-0.4%30,0011.6%Computer and TechnologyCVNACarvana$2,754,283$290,173 ▲11.8%8,7611.6%Retail/WholesaleMAINMain Street Capital$2,652,199$162,694 ▼-5.8%50,0791.5%FinanceTWTradeweb Markets$2,639,937$20,473 ▼-0.8%22,4371.5%FinanceASTERA LABS INC$2,607,274$249,669 ▼-8.7%23,7891.5%COMMRVLMarvell Technology$2,526,171$9,608 ▼-0.4%25,5041.4%Computer and TechnologyGKOSGlaukos$2,524,089$536,147 ▼-17.5%23,4451.4%MedicalKRNTKornit Digital$2,474,561$16,567 ▼-0.7%154,1501.4%IndustrialsARCCAres Capital$2,424,202$74,873 ▼-3.0%134,5281.4%FinancePALANTIR TECHNOLOGIES INC$2,377,635$2,377,635 ▲New Holding16,2541.4%CL ADLRDigital Realty Trust$2,369,862$92,985 ▼-3.8%13,1511.3%FinanceQUIKQuickLogic$2,350,131$26,292 ▼-1.1%250,5471.3%Computer and TechnologyALKTAlkami Technology$2,344,389$487,886 ▲26.3%149,6101.3%Computer and TechnologyBROSDutch Bros$2,342,620$14,387 ▼-0.6%46,2421.3%Retail/WholesaleHTGCHercules Capital$2,340,917$70,852 ▼-2.9%158,4911.3%FinanceSERVICETITAN INC$2,309,944$611,247 ▲36.0%36,4001.3%SHS CL AEQIXEquinix$2,277,107$72,538 ▼-3.1%2,3231.3%FinancePCORProcore Technologies$2,261,190$12,711 ▼-0.6%39,6701.3%Computer and TechnologyPRCTPROCEPT BioRobotics$2,218,587$417,592 ▲23.2%88,7081.3%MedicalMDBMongoDB$2,210,028$11,994 ▼-0.5%9,0291.3%Computer and TechnologyCAMTCamtek$2,193,039$1,863,894 ▼-45.9%14,4651.2%Computer and TechnologySYMSymbotic$2,152,312$15,056 ▼-0.7%40,4571.2%Business ServicesKLACKLA$2,146,774$1,572,534 ▼-42.3%1,4581.2%Computer and TechnologyONTOOnto Innovation$2,131,703$980,645 ▼-31.5%10,3951.2%Computer and TechnologyFHIFederated Hermes$2,128,975$130,264 ▼-5.8%37,5411.2%FinanceWIXWix.com$2,119,527$523,487 ▲32.8%23,5321.2%Computer and TechnologyTOSTToast$2,108,022$463,580 ▲28.2%79,5181.2%Computer and TechnologyDXCMDexCom$2,104,868$16,391 ▼-0.8%33,5171.2%MedicalBILLBILL$2,075,132$10,073 ▼-0.5%54,1811.2%Computer and TechnologyNOGNorthern Oil and Gas$2,049,829$79,680 ▼-3.7%70,1281.2%EnergyMNDYmonday.com$2,042,615$1,029,324 ▲101.6%29,5561.2%Computer and TechnologyMPWRMonolithic Power Systems$2,028,164$2,450,197 ▼-54.7%1,8551.2%Computer and TechnologyPIImpinj$2,026,579$262,707 ▲14.9%19,7331.2%Computer and TechnologyIDXXIDEXX Laboratories$2,019,433$13,485 ▼-0.7%3,5941.1%MedicalCCICrown Castle$1,991,132$43,826 ▼-2.2%24,4881.1%FinanceNICENiCE$1,984,129$146,536 ▲8.0%17,9951.1%Computer and TechnologyBOOTBoot Barn$1,962,688$15,661 ▼-0.8%13,4101.1%Retail/WholesaleCOSTCostco Wholesale$1,961,973$91,672 ▼-4.5%1,9691.1%Retail/WholesaleTMDXTransMedics Group$1,960,166$10,438 ▼-0.5%19,7181.1%MedicalEVERPURE INC$1,930,372$13,284 ▼-0.7%32,6961.1%CL AVIPER ENERGY INC$1,926,852$64,752 ▼-3.3%41,0061.1%CL AWMBWilliams Companies$1,924,158$73,944 ▼-3.7%26,4381.1%EnergyEPAMEPAM Systems$1,909,287$8,929 ▼-0.5%13,4711.1%Computer and TechnologyOMFOneMain$1,890,283$80,716 ▼-4.1%35,3391.1%FinanceSOFISoFi Technologies$1,874,110$493,566 ▲35.8%118,0171.1%FinanceCGENCompugen$1,806,332$45,122 ▼-2.4%848,0431.0%MedicalTXNTexas Instruments$1,761,821$76,297 ▼-4.2%9,0751.0%Computer and TechnologyAPHAmphenol$1,706,527$52,058 ▼-3.0%13,5061.0%Computer and TechnologyALLAllstate$1,697,907$129,380 ▼-7.1%8,1891.0%FinanceEXRExtra Space Storage$1,689,942$64,776 ▼-3.7%12,8881.0%FinanceRHPRyman Hospitality Properties$1,670,548$59,975 ▼-3.5%18,1051.0%FinanceAVYAvery Dennison$1,640,034$62,162 ▼-3.7%9,4980.9%IndustrialsGDYNGrid Dynamics$1,639,839$7,188 ▼-0.4%287,6910.9%Computer and TechnologyJKHYJack Henry & Associates$1,616,724$73,171 ▼-4.3%10,2300.9%Computer and TechnologyHRHealthcare Realty Trust$1,608,022$57,851 ▼-3.5%94,6450.9%FinanceROLRollins$1,606,146$99,930 ▼-5.9%30,0720.9%ConstructionAREAlexandria Real Estate Equities$1,602,916$15,783 ▼-1.0%34,5310.9%FinanceAXPAmerican Express$1,591,280$46,277 ▼-2.8%5,2610.9%FinanceGGGGraco$1,583,463$69,413 ▼-4.2%18,7060.9%IndustrialsPANWPalo Alto Networks$1,575,358$1,575,358 ▲New Holding9,8260.9%Computer and TechnologyAJGArthur J. Gallagher & Co.$1,571,071$1,571,071 ▲New Holding7,2540.9%FinanceAPYXApyx Medical$1,529,723$86,353 ▼-5.3%414,5590.9%MedicalWSOWatsco$1,498,797$40,380 ▼-2.6%4,1200.9%ConstructionTJXTJX Companies$1,494,792$65,317 ▼-4.2%9,3600.9%Retail/WholesaleAFGAmerican Financial Group$1,484,756$48,785 ▼-3.2%11,6260.8%FinanceSYYSysco$1,484,591$59,775 ▼-3.9%20,8130.8%Consumer StaplesTTCToro$1,476,976$89,794 ▼-5.7%15,8070.8%Consumer DiscretionaryGCMGGCM Grosvenor$1,472,016$45,384 ▼-3.0%150,2060.8%FinanceIRTIndependence Realty Trust$1,445,885$49,629 ▼-3.3%97,1040.8%FinanceAVBAvalonBay Communities$1,440,420$48,842 ▼-3.3%8,8180.8%FinanceSTESTERIS$1,410,367$48,427 ▼-3.3%6,3780.8%MedicalMBLYMobileye Global$1,386,806$5,757 ▼-0.4%201,8640.8%Auto/Tires/TrucksFASTFastenal$1,373,361$59,671 ▼-4.2%29,5980.8%Retail/WholesaleQCOMQualcomm$1,372,834$49,324 ▼-3.5%10,6600.8%Computer and TechnologyFVRRFiverr International$1,348,793$8,585 ▼-0.6%101,4920.8%Retail/WholesaleSYKStryker$1,284,785$57,832 ▼-4.3%3,9100.7%MedicalVITLVital Farms$1,270,405$716,138 ▲129.2%89,9720.7%Consumer StaplesFDSFactSet Research Systems$1,263,959$42,747 ▼-3.3%5,8250.7%Business ServicesGTLBGitLab$1,248,931$3,982 ▲0.3%57,7140.7%Computer and TechnologyCBZCBIZ$1,216,224$6,847 ▲0.6%45,2970.7%Business ServicesCLPTClearPoint Neuro$1,200,299$4,705 ▼-0.4%131,9010.7%MedicalMKCMcCormick & Company, Incorporated$1,175,167$37,276 ▼-3.1%23,2980.7%Consumer StaplesTSCOTractor Supply$1,169,823$40,362 ▼-3.3%25,8240.7%Retail/WholesalePOOLPool$1,080,457$28,327 ▼-2.6%5,3400.6%Consumer DiscretionaryHDHome Depot$1,002,807$31,903 ▼-3.1%3,0490.6%Retail/WholesaleHLIHoulihan Lokey$953,722$37,195 ▼-3.8%6,6410.5%FinanceVUZIVuzix$746,225$3,183 ▼-0.4%323,0410.4%Computer and TechnologySMRNuScale Power$191,153$2,331 ▲1.2%17,6340.1%Computer and TechnologyCYBRCyberArk Software$0$2,299,439 ▼-100.0%00.0%Computer and TechnologyFPIFarmland Partners$0$1,391,702 ▼-100.0%00.0%FinanceINMDInMode$0$1,242,364 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
