13F-HR filed by Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 93 holding rows worth $175,751,945.
- Accession
- 0001632665-26-000002
- Filer
- CIK 1632665
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 93 entries on the cover page, a total value of $175,751,945 stated on the cover page (in dollars after the unit check, H1), rows summing to $175,751,945 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARDINAL INFRASTRUCTURE GR A | 14154A102 | COMMON STOCK | 86,774 | $3,441,023 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 15,577 | $3,214,158 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 3,658 | $3,193,068 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 5,649 | $3,101,414 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 16,793 | $2,946,836 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 30,001 | $2,816,194 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 8,761 | $2,754,283 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 50,079 | $2,652,199 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 22,437 | $2,639,937 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 23,789 | $2,607,274 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 25,504 | $2,526,171 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 23,445 | $2,524,089 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 154,150 | $2,474,561 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 134,528 | $2,424,202 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 16,254 | $2,377,635 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 13,151 | $2,369,862 | dollars as filed | |
| QUICKLOGIC CORP | 74837P405 | COMMON STOCK | 250,547 | $2,350,131 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 149,610 | $2,344,389 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 46,242 | $2,342,620 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 158,491 | $2,340,917 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 36,400 | $2,309,944 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 2,323 | $2,277,107 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 39,670 | $2,261,190 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 88,708 | $2,218,587 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 9,029 | $2,210,028 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 14,465 | $2,193,039 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 40,457 | $2,152,312 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,458 | $2,146,774 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 10,395 | $2,131,703 | dollars as filed | |
| FEDERATED HERMES INC CL B | 314211103 | Stock | 37,541 | $2,128,975 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 23,532 | $2,119,527 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 79,518 | $2,108,022 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 33,517 | $2,104,868 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 54,181 | $2,075,132 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 70,128 | $2,049,829 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 29,556 | $2,042,615 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1,855 | $2,028,164 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 19,733 | $2,026,579 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 3,594 | $2,019,433 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 24,488 | $1,991,132 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 17,995 | $1,984,129 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 13,410 | $1,962,688 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,969 | $1,961,973 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 19,718 | $1,960,166 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 32,696 | $1,930,372 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 41,006 | $1,926,852 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 26,438 | $1,924,158 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 13,471 | $1,909,287 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 35,339 | $1,890,283 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 118,017 | $1,874,110 | dollars as filed | |
| COMPUGEN LTD | M25722105 | ORD | 848,043 | $1,806,332 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 9,075 | $1,761,821 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 13,506 | $1,706,527 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 8,189 | $1,697,907 | dollars as filed | |
| EXTRA SPACE STORAGE INC COM | 30225T102 | REIT | 12,888 | $1,689,942 | dollars as filed | |
| RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | REIT | 18,105 | $1,670,548 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 9,498 | $1,640,034 | dollars as filed | |
| GRID DYNAMICS HLDGS INC | 39813G109 | CL A | 287,691 | $1,639,839 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 10,230 | $1,616,724 | dollars as filed | |
| HEALTHCARE RLTY TR CL A COM | 42226K105 | REIT | 94,645 | $1,608,022 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 30,072 | $1,606,146 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 34,531 | $1,602,916 | dollars as filed | |
| American Express Company | 025816109 | COM | 5,261 | $1,591,280 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 18,706 | $1,583,463 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 9,826 | $1,575,358 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 7,254 | $1,571,071 | dollars as filed | |
| APYX MEDICAL CORPORATION | 03837C106 | COM | 414,559 | $1,529,723 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 4,120 | $1,498,797 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 9,360 | $1,494,792 | dollars as filed | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 11,626 | $1,484,756 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 20,813 | $1,484,591 | dollars as filed | |
| TORO CO | 891092108 | COM | 15,807 | $1,476,976 | dollars as filed | |
| GCM GROSVENOR INC | 36831E108 | COM CL A | 150,206 | $1,472,016 | dollars as filed | |
| INDEPENDENCE RLTY TR INC | 45378A106 | COM | 97,104 | $1,445,885 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 8,818 | $1,440,420 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 6,378 | $1,410,367 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 201,864 | $1,386,806 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 29,598 | $1,373,361 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 10,660 | $1,372,834 | dollars as filed | |
| FIVERR INTL LTD ORD SHS | M4R82T106 | Stock | 101,492 | $1,348,793 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 3,910 | $1,284,785 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 89,972 | $1,270,405 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 5,825 | $1,263,959 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 57,714 | $1,248,931 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 45,297 | $1,216,224 | dollars as filed | |
| CLEARPOINT NEURO INC | 18507C103 | COM | 131,901 | $1,200,299 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 23,298 | $1,175,167 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 25,824 | $1,169,823 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 5,340 | $1,080,457 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,049 | $1,002,807 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 6,641 | $953,722 | dollars as filed | |
| VUZIX CORP | 92921W300 | COM NEW | 323,041 | $746,225 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 17,634 | $191,153 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001632665-26-000002 | this filing | 2026-04-29 | acceptance time not in the bulk data set |