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Disclosery

13F-HR filed by Taylor Frigon Capital Management LLC

Taylor Frigon Capital Management LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-25, with 90 holding rows worth $167,989,132.

Accession
0001632665-25-000004
Filer
CIK 1632665
Filed
2025-04-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 90 entries on the cover page, a total value of $167,989,132 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,989,132 with VALUE read as dollars as filed, 13F file number 028-16391. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
MONOLITHIC PWR SYS INC COM609839105Stock5,423$3,145,098dollars as filed
TRADEWEB MKTS INC CL A892672106Stock20,837$3,093,461dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock52,080$3,034,181dollars as filed
CARVANA CO CL A146869102Stock14,308$2,973,803dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock43,959$2,912,056dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS141,192$2,619,925dollars as filed
NV5 HOLDINGS, INC62945V109COM132,786$2,558,786dollars as filed
MAIN STR CAP CORP56035L104COM45,188$2,555,814dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock8,161$2,539,780dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock26,149$2,487,031dollars as filed
CBIZ INC124805102COM31,891$2,419,251dollars as filed
FIVERR INTL LTD ORD SHSM4R82T106Stock98,311$2,388,727dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A164,354$2,365,876dollars as filed
ARES CAPITAL CORP04010L103COM104,519$2,316,151dollars as filed
IMPINJ INC453204109COM25,283$2,293,168dollars as filed
CLEARPOINT NEURO INC18507C103COM191,660$2,278,837dollars as filed
NOVOCURE LTDG6674U108ORD SHS127,548$2,272,905dollars as filed
WIX COM LTD SHSM98068105Stock13,809$2,256,114dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A142,137$2,224,444dollars as filed
GLAUKOS CORP COM377322102Stock22,385$2,221,787dollars as filed
HERCULES CAPITAL INC427096508COM114,664$2,202,698dollars as filed
MONDAY COM LTD SHSM7S64H106Stock8,978$2,183,090dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock60,099$2,143,130dollars as filed
GCM GROSVENOR INC36831E108COM CL A161,574$2,137,621dollars as filed
TRANSMEDICS GROUP INC89377M109COM31,540$2,122,011dollars as filed
IDEXX LABS INC COM45168D104Stock5,028$2,105,915dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW34,311$2,103,628dollars as filed
Costco Wholesale Corporation22160K105COM2,210$2,090,174dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock18,341$2,077,444dollars as filed
American Express Company025816109COM7,713$2,075,293dollars as filed
ONTO INNOVATION INC COM683344105Stock16,709$2,027,470dollars as filed
TOASTINCCLASSCLASSA888787108STOK60,655$2,011,926dollars as filed
WATSCO INC COM942622200Stock3,953$2,009,383dollars as filed
BOOT BARN HLDGS INC099406100COM18,523$1,978,947dollars as filed
DIGITAL RLTY TR INC COM253868103REIT13,768$1,972,819dollars as filed
LUCKY STRIKE ENTERTAINMENT C10258P102CL A COM201,969$1,971,217dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock48,785$1,959,206dollars as filed
NICE LTD SPONSORED ADR653656108ADR12,602$1,947,954dollars as filed
DEXCOM INC COM252131107Stock28,466$1,943,943dollars as filed
MONGODB INC CL A60937P106Stock10,999$1,936,741dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock26,499$1,920,648dollars as filed
EPAM SYS INC COM29414B104Stock11,362$1,918,360dollars as filed
ALLSTATE CORP COM020002101Stock9,115$1,887,443dollars as filed
ASTERA LABS INC COM04626A103COM31,627$1,887,183dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM71,089$1,866,086dollars as filed
EVERPURE INC CL A74624M102Stock41,817$1,851,239dollars as filed
EQUINIX INC COM29444U700REIT2,237$1,823,708dollars as filed
DUTCH BROS INC26701L100CL A29,472$1,819,601dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT12,248$1,818,713dollars as filed
FEDERATED HERMES INC CL B314211103Stock43,969$1,792,629dollars as filed
AMPHENOL CORP NEW032095101COM27,242$1,786,818dollars as filed
MARVELL TECHNOLOGY INC573874104COM28,857$1,776,725dollars as filed
INMODE LTD SHSM5425M103Stock91,934$1,775,762dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT18,525$1,713,782dollars as filed
BILL HOLDINGS INC090043100COM37,283$1,713,437dollars as filed
ROLLINS INC COM775711104Stock31,335$1,693,030dollars as filed
KLA CORP482480100COM2,461$1,672,988dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT98,857$1,670,691dollars as filed
INDEPENDENCE RLTY TR INC45378A106COM78,232$1,660,869dollars as filed
SYMBOTIC INC87151X101CLASS A COM82,024$1,657,705dollars as filed
Stryker Corporation863667101COM4,427$1,647,865dollars as filed
CAMTEK LTD ORDM20791105Stock27,513$1,613,087dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock19,539$1,608,271dollars as filed
Texas Instruments Incorporated882508104COM8,817$1,584,415dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock31,955$1,561,960dollars as filed
FACTSET RESH SYS INC COM303075105Stock3,385$1,538,751dollars as filed
COMPUGEN LTDM25722105ORD1,049,295$1,531,971dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock66,483$1,530,439dollars as filed
CROWN CASTLE INC COM22822V101REIT14,539$1,515,397dollars as filed
SYSCOCORP871829107COM20,090$1,507,554dollars as filed
GRACO INC COM384109104Stock17,916$1,496,165dollars as filed
TRACTOR SUPPLY CO COM892356106Stock26,633$1,467,495dollars as filed
Qualcomm Incorporated747525103COM9,514$1,461,445dollars as filed
HENRY JACK & ASSOC INC426281101COM7,868$1,436,717dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock10,926$1,435,021dollars as filed
STERIS PLC SHS USDG8473T100Stock6,280$1,423,362dollars as filed
QUICKLOGIC CORP74837P405COMMON STOCK276,051$1,410,621dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,088$1,383,571dollars as filed
FARMLAND PARTNERS INC31154R109REIT122,949$1,370,881dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT14,928$1,365,016dollars as filed
AVERY DENNISON CORP COM053611109Stock6,719$1,195,869dollars as filed
POOL CORP COM73278L105Stock3,747$1,192,720dollars as filed
TJX Companies Inc872540109COM9,776$1,190,717dollars as filed
FASTENAL CO COM311900104Stock15,229$1,180,995dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock6,772$1,093,690dollars as filed
TORO CO891092108COM14,907$1,084,477dollars as filed
Home Depot, Inc437076102COM2,925$1,071,850dollars as filed
FMC CORP COM NEW302491303Stock23,693$999,608dollars as filed
VUZIX CORP92921W300COM NEW353,068$720,259dollars as filed
APYX MEDICAL CORPORATION03837C106COM513,665$703,721dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001632665-25-000004this filing2025-04-25acceptance time not in the bulk data set