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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 2025-06-30, filed 2025-07-17, with 90 holding rows worth $188,111,758.

Accession
0001632665-25-000005
Filer
CIK 1632665
Filed
2025-07-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 90 entries on the cover page, a total value of $188,111,758 stated on the cover page (in dollars after the unit check, H1), rows summing to $188,111,758 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
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock45,353$4,199,234dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock4,820$3,525,252dollars as filed
CARVANA CO CL A146869102Stock10,052$3,387,122dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock17,229$3,373,955dollars as filed
GLAUKOS CORP COM377322102Stock31,204$3,223,061dollars as filed
MAIN STR CAP CORP56035L104COM50,960$3,011,746dollars as filed
SYMBOTIC INC87151X101CLASS A COM76,665$2,978,435dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM94,479$2,847,597dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock7,775$2,836,299dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock41,429$2,834,572dollars as filed
TRANSMEDICS GROUP INC89377M109COM21,071$2,823,725dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock48,651$2,802,298dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A155,782$2,800,960dollars as filed
EVERPURE INC CL A74624M102Stock51,526$2,781,512dollars as filed
ARES CAPITAL CORP04010L103COM126,366$2,774,999dollars as filed
HERCULES CAPITAL INC427096508COM151,535$2,770,066dollars as filed
CAMTEK LTD ORDM20791105Stock32,518$2,749,722dollars as filed
ASTERA LABS INC COM04626A103COM29,679$2,683,575dollars as filed
MONDAY COM LTD SHSM7S64H106Stock8,480$2,666,790dollars as filed
FIVERR INTL LTD ORD SHSM4R82T106Stock93,033$2,647,023dollars as filed
IMPINJ INC453204109COM23,680$2,630,138dollars as filed
MARVELL TECHNOLOGY INC573874104COM33,605$2,601,027dollars as filed
AMPHENOL CORP NEW032095101COM26,108$2,578,140dollars as filed
TOASTINCCLASSCLASSA888787108STOK57,019$2,525,372dollars as filed
IDEXX LABS INC COM45168D104Stock4,692$2,516,507dollars as filed
KLA CORP482480100COM2,778$2,488,366dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock57,006$2,471,210dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS127,859$2,429,382dollars as filed
American Express Company025816109COM7,425$2,368,274dollars as filed
ONTO INNOVATION INC COM683344105Stock23,423$2,364,083dollars as filed
CROWN CASTLE INC COM22822V101REIT22,985$2,361,284dollars as filed
DIGITAL RLTY TR INC COM253868103REIT13,507$2,354,620dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT32,308$2,346,536dollars as filed
DEXCOM INC COM252131107Stock26,769$2,336,666dollars as filed
TRADEWEB MKTS INC CL A892672106Stock15,734$2,303,458dollars as filed
NICE LTD SPONSORED ADR653656108ADR13,541$2,287,210dollars as filed
DUTCH BROS INC26701L100CL A33,224$2,271,525dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A195,621$2,259,423dollars as filed
MONGODB INC CL A60937P106Stock10,361$2,175,706dollars as filed
BOOT BARN HLDGS INC099406100COM14,248$2,165,696dollars as filed
CLEARPOINT NEURO INC18507C103COM180,449$2,154,561dollars as filed
NOVOCURE LTDG6674U108ORD SHS120,231$2,140,112dollars as filed
GITLAB INC CLASS A COM37637K108Stock47,442$2,140,109dollars as filed
CBIZ INC124805102COM29,809$2,137,603dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock19,624$2,103,300dollars as filed
BILL HOLDINGS INC090043100COM45,414$2,100,852dollars as filed
Costco Wholesale Corporation22160K105COM2,110$2,088,773dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock26,582$2,078,978dollars as filed
WIX COM LTD SHSM98068105Stock13,108$2,077,094dollars as filed
EPAM SYS INC COM29414B104Stock11,687$2,040,481dollars as filed
FEDERATED HERMES INC CL B314211103Stock42,657$1,890,574dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock62,461$1,854,467dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock31,684$1,805,988dollars as filed
ALLSTATE CORP COM020002101Stock8,967$1,805,147dollars as filed
Texas Instruments Incorporated882508104COM8,682$1,802,557dollars as filed
GCM GROSVENOR INC36831E108COM CL A155,502$1,797,598dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT12,085$1,781,790dollars as filed
COMPUGEN LTDM25722105ORD994,647$1,770,472dollars as filed
EQUINIX INC COM29444U700REIT2,204$1,753,045dollars as filed
LUCKY STRIKE ENTERTAINMENT C10258P102CL A COM189,644$1,731,450dollars as filed
ROLLINS INC COM775711104Stock30,619$1,727,524dollars as filed
Stryker Corporation863667101COM4,292$1,697,975dollars as filed
WATSCO INC COM942622200Stock3,811$1,683,157dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,044$1,638,041dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW33,864$1,632,600dollars as filed
INMODE LTD SHSM5425M103Stock97,496$1,632,232dollars as filed
QUICKLOGIC CORP74837P405COMMON STOCK262,495$1,616,969dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT97,525$1,546,746dollars as filed
GRACO INC COM384109104Stock17,662$1,518,402dollars as filed
Qualcomm Incorporated747525103COM9,446$1,504,416dollars as filed
SYSCOCORP871829107COM19,850$1,503,439dollars as filed
FACTSET RESH SYS INC COM303075105Stock3,333$1,490,606dollars as filed
STERIS PLC SHS USDG8473T100Stock6,187$1,486,241dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock19,215$1,456,871dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT14,730$1,453,409dollars as filed
HENRY JACK & ASSOC INC426281101COM7,773$1,400,499dollars as filed
FARMLAND PARTNERS INC31154R109REIT120,621$1,388,343dollars as filed
TRACTOR SUPPLY CO COM892356106Stock26,064$1,375,396dollars as filed
INDEPENDENCE RLTY TR INC45378A106COM77,342$1,368,182dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock10,805$1,363,699dollars as filed
FASTENAL CO COM311900104Stock30,016$1,260,661dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock6,675$1,201,203dollars as filed
TJX Companies Inc872540109COM9,641$1,190,567dollars as filed
AVERY DENNISON CORP COM053611109Stock6,651$1,166,991dollars as filed
POOL CORP COM73278L105Stock3,712$1,081,867dollars as filed
APYX MEDICAL CORPORATION03837C106COM478,904$1,077,534dollars as filed
Home Depot, Inc437076102COM2,885$1,057,663dollars as filed
TORO CO891092108COM14,691$1,038,387dollars as filed
FMC CORP COM NEW302491303Stock23,364$975,447dollars as filed
VUZIX CORP92921W300COM NEW331,909$969,174dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001632665-25-000005this filing2025-07-17acceptance time not in the bulk data set