Holders — by stockHoldings — by fund
Taylor Frigon Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001632665
$213.6M
disclosed book value
93
positions
3%
largest position share
Positions, as of 2026-06-30
top 93 of 93 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ALABASTERA LABS INC | 13,286 | $6.4M | 3% |
| 2 | CREDO TECHNOLOGY GROUP HOLDI | 19,137 | $5.2M | 2.4% |
| 3 | CDNLCARDINAL INFRASTRUCTURE GROU | 52,753 | $5.0M | 2.3% |
| 4 | PANWPALO ALTO NETWORKS INC | 12,837 | $4.4M | 2% |
| 5 | KLACKLA CORP | 14,437 | $4.4M | 2% |
| 6 | TOWER SEMICONDUCTOR LTD | 16,653 | $4.3M | 2% |
| 7 | MRVLMARVELL TECHNOLOGY INC | 14,333 | $4.3M | 2% |
| 8 | ONTOONTO INNOVATION INC | 10,317 | $3.9M | 1.8% |
| 9 | NETCLOUDFLARE INC | 15,460 | $3.8M | 1.8% |
| 10 | CVNACARVANA CO | 57,055 | $3.8M | 1.8% |
| 11 | GEVGE VERNOVA INC | 3,147 | $3.7M | 1.7% |
| 12 | PWRQUANTA SVCS INC | 5,031 | $3.6M | 1.7% |
| 13 | BROSDUTCH BROS INC | 46,123 | $3.3M | 1.6% |
| 14 | GKOSGLAUKOS CORP | 23,385 | $3.3M | 1.5% |
| 15 | GTLBGITLAB INC | 103,135 | $3.1M | 1.5% |
| 16 | MDBMONGODB INC | 9,002 | $3.0M | 1.4% |
| 17 | PIIMPINJ INC | 19,735 | $2.8M | 1.3% |
| 18 | QUIKQUICKLOGIC CORP | 140,746 | $2.8M | 1.3% |
| 19 | SOFISOFI TECHNOLOGIES INC | 155,252 | $2.8M | 1.3% |
| 20 | MBLYMOBILEYE GLOBAL INC | 284,206 | $2.8M | 1.3% |
| 21 | SYMSYMBOTIC INC | 60,700 | $2.7M | 1.3% |
| 22 | ALKTALKAMI TECHNOLOGY INC | 149,276 | $2.7M | 1.3% |
| 23 | BILLBILL HOLDINGS INC | 74,571 | $2.7M | 1.3% |
| 24 | NICENICE LTD | 29,077 | $2.6M | 1.2% |
| 25 | MAINMAIN STR CAP CORP | 50,728 | $2.6M | 1.2% |
| 26 | BOOTBOOT BARN HLDGS INC | 15,994 | $2.6M | 1.2% |
| 27 | TTANSERVICETITAN INC | 36,927 | $2.6M | 1.2% |
| 28 | PEVERPURE INC | 32,629 | $2.6M | 1.2% |
| 29 | MPWRMONOLITHIC PWR SYS INC | 1,846 | $2.6M | 1.2% |
| 30 | HTGCHERCULES CAPITAL INC | 160,722 | $2.5M | 1.2% |
| 31 | ARCCARES CAPITAL CORP | 136,284 | $2.5M | 1.2% |
| 32 | KORNIT DIGITAL LTD | 153,866 | $2.5M | 1.2% |
| 33 | CBZCBIZ INC | 74,318 | $2.4M | 1.1% |
| 34 | IDXXIDEXX LABS INC | 4,504 | $2.4M | 1.1% |
| 35 | CLPTCLEARPOINT NEURO INC | 132,009 | $2.4M | 1.1% |
| 36 | CAMTEK LTD | 14,430 | $2.4M | 1.1% |
| 37 | APHAMPHENOL CORP | 13,324 | $2.3M | 1.1% |
| 38 | EQIXEQUINIX INC | 2,250 | $2.3M | 1.1% |
| 39 | MONDAY COM LTD | 31,949 | $2.3M | 1.1% |
| 40 | PRCTPROCEPT BIOROBOTICS CORP | 101,572 | $2.3M | 1.1% |
| 41 | DLRDIGITAL RLTY TR INC | 12,752 | $2.3M | 1.1% |
| 42 | DXCMDEXCOM INC | 33,522 | $2.3M | 1.1% |
| 43 | RHPRYMAN HOSPITALITY PPTYS INC | 17,533 | $2.3M | 1.1% |
| 44 | TWTRADEWEB MKTS INC | 22,395 | $2.2M | 1% |
| 45 | TOSTTOAST INC | 79,581 | $2.2M | 1% |
| 46 | VITLVITAL FARMS INC | 188,784 | $2.2M | 1% |
| 47 | OMFONEMAIN HLDGS INC | 35,145 | $2.1M | 1% |
| 48 | PLTRPALANTIR TECHNOLOGIES INC | 18,143 | $2.1M | 1% |
| 49 | FIGFIGMA INC | 116,599 | $2.1M | 1% |
| 50 | PCORPROCORE TECHNOLOGIES INC | 50,483 | $2.1M | 1% |
| 51 | LLYELI LILLY & CO | 1,672 | $2.0M | 0.9% |
| 52 | TXNTEXAS INSTRS INC | 6,660 | $2.0M | 0.9% |
| 53 | QCOMQUALCOMM INC | 10,375 | $1.9M | 0.9% |
| 54 | WMBWILLIAMS COS INC | 25,769 | $1.9M | 0.9% |
| 55 | ALLALLSTATE CORP | 7,982 | $1.9M | 0.9% |
| 56 | CCICROWN CASTLE INC | 24,988 | $1.9M | 0.9% |
| 57 | EXREXTRA SPACE STORAGE INC | 12,880 | $1.9M | 0.9% |
| 58 | AREALEXANDRIA REAL ESTATE EQ IN | 35,289 | $1.9M | 0.9% |
| 59 | HRHEALTHCARE RLTY TR | 92,207 | $1.9M | 0.9% |
| 60 | APYXAPYX MEDICAL CORPORATION | 413,602 | $1.9M | 0.9% |
| 61 | GCMGGCM GROSVENOR INC | 147,494 | $1.8M | 0.8% |
| 62 | COMPUGEN LTD | 842,181 | $1.8M | 0.8% |
| 63 | TMDXTRANSMEDICS GROUP INC | 26,908 | $1.8M | 0.8% |
| 64 | AXPAMERICAN EXPRESS CO | 5,204 | $1.8M | 0.8% |
| 65 | SYYSYSCO CORP | 20,528 | $1.7M | 0.8% |
| 66 | VNOMVIPER ENERGY INC | 40,314 | $1.7M | 0.8% |
| 67 | WSOWATSCO INC | 4,088 | $1.7M | 0.8% |
| 68 | AJGGALLAGHER ARTHUR J & CO | 7,215 | $1.7M | 0.8% |
| 69 | AVBAVALONBAY CMNTYS INC | 8,749 | $1.7M | 0.8% |
| 70 | AFGAMERICAN FINANCIAL GROUP INC | 11,544 | $1.6M | 0.8% |
| 71 | IRTINDEPENDENCE RLTY TR INC | 96,631 | $1.6M | 0.8% |
| 72 | AVYAVERY DENNISON CORP | 9,507 | $1.5M | 0.7% |
| 73 | FHIFEDERATED HERMES INC | 27,573 | $1.5M | 0.7% |
| 74 | TTCTORO CO | 15,494 | $1.5M | 0.7% |
| 75 | COSTCOSTCO WHOLESALE CORPORATION | 1,566 | $1.5M | 0.7% |
| 76 | GGGGRACO INC | 18,951 | $1.4M | 0.7% |
| 77 | JKHYHENRY JACK & ASSOC INC | 10,395 | $1.4M | 0.7% |
| 78 | FASTFASTENAL CO | 28,955 | $1.4M | 0.7% |
| 79 | TJXTJX COS INC NEW | 9,134 | $1.4M | 0.6% |
| 80 | FDSFACTSET RESH SYS INC | 5,951 | $1.4M | 0.6% |
| 81 | STERIS PLC | 6,447 | $1.4M | 0.6% |
| 82 | NOGNORTHERN OIL & GAS INC | 71,297 | $1.3M | 0.6% |
| 83 | ROLROLLINS INC | 30,815 | $1.3M | 0.6% |
| 84 | SYKSTRYKER CORPORATION | 3,881 | $1.2M | 0.6% |
| 85 | MKCMCCORMICK & CO INC | 24,142 | $1.2M | 0.6% |
| 86 | EPAMEPAM SYS INC | 15,206 | $1.2M | 0.6% |
| 87 | POOLPOOL CORP | 5,531 | $1.2M | 0.6% |
| 88 | HDHOME DEPOT INC | 3,069 | $1.1M | 0.5% |
| 89 | FIVERR INTL LTD | 102,261 | $1.1M | 0.5% |
| 90 | VUZIVUZIX CORP | 321,981 | $933,745 | 0.4% |
| 91 | HLIHOULIHAN LOKEY INC | 6,822 | $915,006 | 0.4% |
| 92 | TSCOTRACTOR SUPPLY CO | 26,833 | $848,194 | 0.4% |
| 93 | SMRNUSCALE PWR CORP | 51,016 | $511,690 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.