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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 2025-12-31, filed 2026-01-26, with 93 holding rows worth $197,569,235.

Accession
0001632665-26-000001
Filer
CIK 1632665
Filed
2026-01-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 93 entries on the cover page, a total value of $197,569,235 stated on the cover page (in dollars after the unit check, H1), rows summing to $197,569,235 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
ASTERA LABS INC COM04626A103COM26,067$4,336,506dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock30,131$4,335,550dollars as filed
MONGODB INC CL A60937P106Stock9,078$3,809,946dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock4,096$3,712,451dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock29,758$3,494,184dollars as filed
CARVANA CO CL A146869102Stock7,838$3,307,793dollars as filed
MAIN STR CAP CORP56035L104COM53,151$3,209,810dollars as filed
GLAUKOS CORP COM377322102Stock28,425$3,209,467dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock15,750$3,105,112dollars as filed
HERCULES CAPITAL INC427096508COM163,288$3,073,083dollars as filed
KLA CORP482480100COM2,526$3,069,292dollars as filed
IMPINJ INC453204109COM17,175$2,988,622dollars as filed
BILL HOLDINGS INC090043100COM54,444$2,969,376dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock39,893$2,901,817dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock26,768$2,850,792dollars as filed
DUTCH BROS INC26701L100CL A46,526$2,848,322dollars as filed
CAMTEK LTD ORDM20791105Stock26,759$2,845,686dollars as filed
ARES CAPITAL CORP04010L103COM138,683$2,805,556dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM118,475$2,733,218dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A288,952$2,609,237dollars as filed
EPAM SYS INC COM29414B104Stock13,534$2,592,468dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock36,848$2,489,082dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS155,182$2,457,456dollars as filed
IDEXX LABS INC COM45168D104Stock3,618$2,447,686dollars as filed
TRADEWEB MKTS INC CL A892672106Stock22,611$2,431,587dollars as filed
SYMBOTIC INC87151X101CLASS A COM40,740$2,424,030dollars as filed
GE Vernova Inc.36828A101COM3,706$2,422,130dollars as filed
QUANTA SVCS INC74762E102COM5,728$2,417,560dollars as filed
TRANSMEDICS GROUP INC89377M109COM19,823$2,411,468dollars as filed
ONTO INNOVATION INC COM683344105Stock15,177$2,395,841dollars as filed
BOOT BARN HLDGS INC099406100COM13,517$2,385,345dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock5,155$2,299,439dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock86,936$2,275,984dollars as filed
CBIZ INC124805102COM45,042$2,272,369dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock72,011$2,265,466dollars as filed
DEXCOM INC COM252131107Stock33,778$2,241,846dollars as filed
CROWN CASTLE INC COM22822V101REIT25,027$2,224,182dollars as filed
EVERPURE INC CL A74624M102Stock32,921$2,206,036dollars as filed
TOASTINCCLASSCLASSA888787108STOK62,031$2,202,721dollars as filed
MARVELL TECHNOLOGY INC573874104COM25,601$2,175,573dollars as filed
MONDAY COM LTD SHSM7S64H106Stock14,662$2,163,525dollars as filed
GITLAB INC CLASS A COM37637K108Stock57,530$2,159,101dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A202,702$2,116,209dollars as filed
DIGITAL RLTY TR INC COM253868103REIT13,667$2,114,478dollars as filed
FIVERR INTL LTD ORD SHSM4R82T106Stock102,138$2,082,084dollars as filed
FEDERATED HERMES INC CL B314211103Stock39,838$2,074,355dollars as filed
American Express Company025816109COM5,414$2,002,804dollars as filed
HENRY JACK & ASSOC INC426281101COM10,693$1,951,186dollars as filed
ROLLINS INC COM775711104Stock31,943$1,917,219dollars as filed
Qualcomm Incorporated747525103COM11,043$1,888,888dollars as filed
NICE LTD SPONSORED ADR653656108ADR16,666$1,883,925dollars as filed
AMPHENOL CORP NEW032095101COM13,918$1,880,908dollars as filed
WIX COM LTD SHSM98068105Stock17,720$1,840,931dollars as filed
EQUINIX INC COM29444U700REIT2,397$1,836,441dollars as filed
ALLSTATE CORP COM020002101Stock8,813$1,834,426dollars as filed
CLEARPOINT NEURO INC18507C103COM132,418$1,811,478dollars as filed
AVERY DENNISON CORP COM053611109Stock9,858$1,793,016dollars as filed
Costco Wholesale Corporation22160K105COM2,061$1,777,283dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT18,755$1,774,598dollars as filed
INDEPENDENCE RLTY TR INC45378A106COM100,437$1,755,640dollars as filed
GCM GROSVENOR INC36831E108COM CL A154,837$1,752,755dollars as filed
FACTSET RESH SYS INC COM303075105Stock6,022$1,747,465dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT13,382$1,742,551dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT34,871$1,706,603dollars as filed
STERIS PLC SHS USDG8473T100Stock6,597$1,672,471dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT98,050$1,661,941dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT9,117$1,653,003dollars as filed
WILLIAMS COS INC COM969457100Stock27,454$1,650,260dollars as filed
Texas Instruments Incorporated882508104COM9,468$1,642,603dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock12,008$1,641,253dollars as filed
VIPER ENERGY INC64361Q101CL A42,384$1,637,294dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock24,037$1,637,189dollars as filed
GRACO INC COM384109104Stock19,526$1,600,546dollars as filed
SYSCOCORP871829107COM21,651$1,595,462dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock72,854$1,564,175dollars as filed
APYX MEDICAL CORPORATION03837C106COM437,961$1,532,864dollars as filed
QUICKLOGIC CORP74837P405COMMON STOCK253,350$1,522,633dollars as filed
TJX Companies Inc872540109COM9,769$1,500,616dollars as filed
Stryker Corporation863667101COM4,086$1,436,084dollars as filed
WATSCO INC COM942622200Stock4,231$1,425,546dollars as filed
FARMLAND PARTNERS INC31154R109REIT143,622$1,391,702dollars as filed
TRACTOR SUPPLY CO COM892356106Stock26,715$1,336,027dollars as filed
COMPUGEN LTDM25722105ORD869,227$1,329,917dollars as filed
TORO CO891092108COM16,768$1,319,999dollars as filed
VITAL FARMS INC92847W103COM39,254$1,253,773dollars as filed
POOL CORP COM73278L105Stock5,480$1,253,526dollars as filed
INMODE LTD SHSM5425M103Stock86,262$1,242,364dollars as filed
FASTENAL CO COM311900104Stock30,884$1,239,391dollars as filed
VUZIX CORP92921W300COM NEW324,419$1,226,304dollars as filed
CARDINAL INFRASTRUCTURE GR A14154A102COMMON STOCK50,000$1,209,000dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock6,900$1,201,987dollars as filed
Home Depot, Inc437076102COM3,146$1,082,520dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock17,419$246,827dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001632665-26-000001this filing2026-01-26acceptance time not in the bulk data set