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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 2026-06-30, filed 2026-07-23, with 93 holding rows worth $213,647,350.

Accession
0001632665-26-000003
Filer
CIK 1632665
Filed
2026-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 93 entries on the cover page, a total value of $213,647,350 stated on the cover page (in dollars after the unit check, H1), rows summing to $213,647,350 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 COM04626A103COM13,286$6,417,404dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock19,137$5,204,307dollars as filed
CARDINAL INFRASTRUCTURE GR A14154A102COMMON STOCK52,753$4,969,333dollars as filed
PALO ALTO NETWORKS INC697435105COM12,837$4,377,674dollars as filed
KLA CORP482480100COM14,437$4,355,787dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock16,653$4,340,438dollars as filed
MARVELL TECHNOLOGY INC573874104COM14,333$4,269,657dollars as filed
ONTO INNOVATION INC COM683344105Stock10,317$3,904,469dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock15,460$3,792,029dollars as filed
CARVANA CO CL A146869102Stock57,055$3,755,360dollars as filed
GE Vernova Inc.36828A101COM3,147$3,697,284dollars as filed
QUANTA SVCS INC74762E102COM5,031$3,622,521dollars as filed
DUTCH BROS INC26701L100CL A46,123$3,312,093dollars as filed
GLAUKOS CORP COM377322102Stock23,385$3,268,288dollars as filed
GITLAB INC CLASS A COM37637K108Stock103,135$3,148,712dollars as filed
MONGODB INC CL A60937P106Stock9,002$3,023,772dollars as filed
IMPINJ INC453204109COM19,735$2,826,644dollars as filed
QUICKLOGIC CORP74837P405COMMON STOCK140,746$2,810,698dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock155,252$2,783,668dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A284,206$2,751,114dollars as filed
SYMBOTIC INC87151X101CLASS A COM60,700$2,728,465dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM149,276$2,704,881dollars as filed
BILL HOLDINGS INC090043100COM74,571$2,696,487dollars as filed
NICE LTD SPONSORED ADR653656108ADR29,077$2,641,645dollars as filed
MAIN STR CAP CORP56035L104COM50,728$2,631,754dollars as filed
BOOT BARN HLDGS INC099406100COM15,994$2,627,334dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock36,927$2,611,108dollars as filed
EVERPURE INC CL A74624M102Stock32,629$2,570,839dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock1,846$2,551,837dollars as filed
HERCULES CAPITAL INC427096508COM160,722$2,534,583dollars as filed
ARES CAPITAL CORP04010L103COM136,284$2,525,336dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS153,866$2,500,323dollars as filed
CBIZ INC124805102COM74,318$2,384,121dollars as filed
IDEXX LABS INC COM45168D104Stock4,504$2,371,086dollars as filed
CLEARPOINT NEURO INC18507C103COM132,009$2,355,041dollars as filed
CAMTEK LTD ORDM20791105Stock14,430$2,353,822dollars as filed
AMPHENOL CORP NEW032095101COM13,324$2,349,371dollars as filed
EQUINIX INC COM29444U700REIT2,250$2,345,451dollars as filed
MONDAY COM LTD SHSM7S64H106Stock31,949$2,312,788dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock101,572$2,293,496dollars as filed
DIGITAL RLTY TR INC COM253868103REIT12,752$2,290,027dollars as filed
DEXCOM INC COM252131107Stock33,522$2,257,707dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT17,533$2,253,867dollars as filed
TRADEWEB MKTS INC CL A892672106Stock22,395$2,231,886dollars as filed
TOASTINCCLASSCLASSA888787108STOK79,581$2,213,943dollars as filed
VITAL FARMS INC92847W103COM188,784$2,195,558dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock35,145$2,142,791dollars as filed
Palantir Technologies Inc. Class A69608A108COM18,143$2,116,744dollars as filed
FIGMA INC CL A316841105COM116,599$2,109,276dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock50,483$2,050,619dollars as filed
Eli Lilly and Company532457108COM1,672$2,005,447dollars as filed
Texas Instruments Incorporated882508104COM6,660$1,985,146dollars as filed
Qualcomm Incorporated747525103COM10,375$1,917,117dollars as filed
WILLIAMS COS INC COM969457100Stock25,769$1,915,667dollars as filed
ALLSTATE CORP COM020002101Stock7,982$1,899,237dollars as filed
CROWN CASTLE INC COM22822V101REIT24,988$1,892,344dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT12,880$1,871,517dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT35,289$1,865,004dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT92,207$1,859,816dollars as filed
APYX MEDICAL CORPORATION03837C106COM413,602$1,857,073dollars as filed
GCM GROSVENOR INC36831E108COM CL A147,494$1,814,182dollars as filed
COMPUGEN LTDM25722105ORD842,181$1,802,267dollars as filed
TRANSMEDICS GROUP INC89377M109COM26,908$1,787,229dollars as filed
American Express Company025816109COM5,204$1,760,207dollars as filed
SYSCOCORP871829107COM20,528$1,715,730dollars as filed
VIPER ENERGY INC64361Q101CL A40,314$1,709,327dollars as filed
WATSCO INC COM942622200Stock4,088$1,703,660dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock7,215$1,656,348dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT8,749$1,650,849dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock11,544$1,615,467dollars as filed
INDEPENDENCE RLTY TR INC45378A106COM96,631$1,612,773dollars as filed
AVERY DENNISON CORP COM053611109Stock9,507$1,543,441dollars as filed
FEDERATED HERMES INC CL B314211103Stock27,573$1,522,555dollars as filed
TORO CO891092108COM15,494$1,509,429dollars as filed
Costco Wholesale Corporation22160K105COM1,566$1,464,951dollars as filed
GRACO INC COM384109104Stock18,951$1,432,885dollars as filed
HENRY JACK & ASSOC INC426281101COM10,395$1,431,827dollars as filed
FASTENAL CO COM311900104Stock28,955$1,390,719dollars as filed
TJX Companies Inc872540109COM9,134$1,383,801dollars as filed
FACTSET RESH SYS INC COM303075105Stock5,951$1,369,237dollars as filed
STERIS PLC SHS USDG8473T100Stock6,447$1,357,545dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock71,297$1,294,041dollars as filed
ROLLINS INC COM775711104Stock30,815$1,286,218dollars as filed
Stryker Corporation863667101COM3,881$1,221,914dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock24,142$1,217,265dollars as filed
EPAM SYS INC COM29414B104Stock15,206$1,206,596dollars as filed
POOL CORP COM73278L105Stock5,531$1,188,672dollars as filed
Home Depot, Inc437076102COM3,069$1,082,440dollars as filed
FIVERR INTL LTD ORD SHSM4R82T106Stock102,261$1,055,334dollars as filed
VUZIX CORP92921W300COM NEW321,981$933,745dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock6,822$915,006dollars as filed
TRACTOR SUPPLY CO COM892356106Stock26,833$848,194dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock51,016$511,690dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001632665-26-000003this filing2026-07-23acceptance time not in the bulk data set