Taylor Frigon Capital Management LLC Top Holdings and 13F Report (2025) About Taylor Frigon Capital Management LLCInvestment ActivityTaylor Frigon Capital Management LLC has $197.61 million in total holdings as of December 31, 2024.Taylor Frigon Capital Management LLC owns shares of 91 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 6.36% of the portfolio was purchased this quarter.About 13.80% of the portfolio was sold this quarter.This quarter, Taylor Frigon Capital Management LLC has purchased 88 new stocks and bought additional shares in 5 stocks.Taylor Frigon Capital Management LLC sold shares of 82 stocks and completely divested from 1 stock this quarter.Largest Holdings Grid Dynamics $4,489,967PROCEPT BioRobotics $4,377,631NovoCure $4,274,572Kornit Digital $4,127,885Carvana $3,971,621 Largest New Holdings this Quarter Camtek $2,289,506 HoldingOnto Innovation $1,927,705 HoldingKLA $1,583,492 HoldingTransMedics Group $1,534,932 Holding Largest Purchases this Quarter Camtek 28,346 shares (about $2.29M)NV5 Global 107,618 shares (about $2.03M)Onto Innovation 11,566 shares (about $1.93M)KLA 2,513 shares (about $1.58M)TransMedics Group 24,618 shares (about $1.53M) Largest Sales this Quarter ClearPoint Neuro 162,551 shares (about $2.50M)Kornit Digital 74,796 shares (about $2.12M)Carvana 9,405 shares (about $1.91M)PROCEPT BioRobotics 19,923 shares (about $1.60M)Grid Dynamics 68,697 shares (about $1.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Frigon Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGDYNGrid Dynamics$4,489,967$1,527,821 ▼-25.4%201,8872.3%Computer and TechnologyPRCTPROCEPT BioRobotics$4,377,631$1,604,200 ▼-26.8%54,3672.2%MedicalNVCRNovoCure$4,274,572$494,799 ▼-10.4%143,4422.2%MedicalKRNTKornit Digital$4,127,885$2,120,720 ▼-33.9%145,5872.1%Industrial ProductsCVNACarvana$3,971,621$1,912,601 ▼-32.5%19,5302.0%Retail/WholesaleNETCloudflare$3,816,287$783,910 ▼-17.0%35,4411.9%Computer and TechnologyWIXWix.com$3,757,629$658,239 ▼-14.9%17,5141.9%Computer and TechnologyGKOSGlaukos$3,750,299$451,319 ▼-10.7%25,0121.9%MedicalAUDCAudioCodes$3,616,857$407,021 ▼-10.1%355,8641.8%Computer and TechnologyCYBRCyberArk Software$3,439,919$446,914 ▼-11.5%11,4841.7%Computer and TechnologyMBLYMobileye Global$3,399,049$354,337 ▼-9.4%170,6351.7%Auto/Tires/TrucksBILLBILL$3,366,884$907,244 ▼-21.2%39,7461.7%Computer and TechnologyMPWRMonolithic Power Systems$3,303,461$684,005 ▲26.1%5,5831.7%Computer and TechnologyBROSDutch Bros$3,296,273$875,008 ▼-21.0%62,9301.7%Retail/WholesalePCORProcore Technologies$3,296,021$375,999 ▼-10.2%43,9881.7%Computer and TechnologyQUIKQuickLogic$3,278,017$305,597 ▼-8.5%290,0901.7%Computer and TechnologyCLPTClearPoint Neuro$3,264,343$2,500,034 ▼-43.4%212,2461.7%MedicalTSEMTower Semiconductor$3,203,304$351,556 ▼-9.9%62,1881.6%Computer and TechnologyFVRRFiverr International$3,097,464$347,038 ▼-10.1%102,0981.6%Retail/WholesaleBOOTBoot Barn$2,950,925$355,259 ▼-10.7%19,4371.5%Retail/WholesaleTWTradeweb Markets$2,793,047$350,473 ▼-11.1%21,3341.4%FinancePIImpinj$2,725,804$361,262 ▼-11.7%18,7651.4%Computer and TechnologyALKTAlkami Technology$2,672,615$326,269 ▼-10.9%72,8631.4%Computer and TechnologyMAINMain Street Capital$2,651,189$63,969 ▼-2.4%45,2581.3%FinanceEPAMEPAM Systems$2,617,772$322,708 ▼-11.0%11,6001.3%Computer and TechnologyNVEENV5 Global$2,586,713$2,027,523 ▲362.6%137,2991.3%Business ServicesPSTGPure Storage$2,449,817$288,146 ▼-10.5%42,7651.2%Computer and TechnologyDLRDigital Realty Trust$2,446,902$89,726 ▼-3.5%13,7991.2%FinanceNSSCNapco Security Technologies$2,441,123$285,262 ▼-10.5%68,6481.2%Industrial ProductsCAMTCamtek$2,289,506$2,289,506 ▲New Holding28,3461.2%Computer and TechnologyHTGCHercules Capital$2,287,069$39,276 ▼-1.7%113,8411.2%FinanceAXPAmerican Express$2,284,786$75,685 ▼-3.2%7,6981.2%FinanceARCCAres Capital$2,275,184$41,525 ▼-1.8%103,9371.2%FinanceRPAYRepay$2,274,266$258,352 ▼-10.2%298,0691.2%Business ServicesDXCMDexCom$2,259,996$271,728 ▼-10.7%29,0601.1%MedicalBOWLBowlero$2,244,202$263,053 ▼-10.5%224,1961.1%Consumer DiscretionaryNICENICE$2,205,203$178,672 ▼-7.5%12,9841.1%Computer and TechnologyMNDYmonday.com$2,179,233$1,068,427 ▲96.2%9,2561.1%Computer and TechnologyIDXXIDEXX Laboratories$2,127,976$221,604 ▼-9.4%5,1471.1%MedicalEQIXEquinix$2,110,799$71,648 ▼-3.3%2,2391.1%FinanceCOSTCostco Wholesale$2,066,189$67,804 ▼-3.2%2,2551.0%Retail/WholesaleEWEdwards Lifesciences$2,014,134$232,528 ▼-10.3%27,2071.0%MedicalGCMGGCM Grosvenor$2,000,560$70,013 ▼-3.4%163,0451.0%FinanceSYMSymbotic$1,973,454$310,696 ▲18.7%83,2331.0%Business ServicesWSOWatsco$1,935,837$61,132 ▼-3.1%4,0851.0%ConstructionONTOOnto Innovation$1,927,705$1,927,705 ▲New Holding11,5661.0%Computer and TechnologyAPHAmphenol$1,899,720$86,117 ▼-4.3%27,3541.0%Computer and TechnologyMDBMongoDB$1,865,739$221,402 ▼-10.6%8,0140.9%Computer and TechnologyEXRExtra Space Storage$1,818,428$45,330 ▼-2.4%12,1550.9%FinanceFHIFederated Hermes$1,804,903$52,087 ▼-2.8%43,9040.9%FinanceALLAllstate$1,797,574$54,560 ▼-2.9%9,3240.9%FinanceTJXTJX Companies$1,790,283$70,070 ▼-3.8%14,8190.9%Retail/WholesaleAREAlexandria Real Estate Equities$1,779,216$18,827 ▼-1.0%18,2390.9%FinanceINMDInMode$1,771,316$172,972 ▼-8.9%95,8920.9%MedicalNNDMNano Dimension$1,675,280$179,597 ▼-9.7%675,5160.8%Computer and TechnologyCGENCompugen$1,672,360$165,970 ▼-9.0%1,093,0460.8%MedicalHRHealthcare Realty Trust$1,669,338$48,426 ▼-2.8%98,4860.8%FinanceOMFOneMain$1,668,108$36,282 ▼-2.1%31,9990.8%FinanceFDSFactSet Research Systems$1,617,342$28,821 ▼-1.8%3,3670.8%Business ServicesSYKStryker$1,599,960$58,324 ▼-3.5%4,4440.8%MedicalKLACKLA$1,583,492$1,583,492 ▲New Holding2,5130.8%Computer and TechnologyCBZCBIZ$1,559,025$162,924 ▼-9.5%19,0520.8%Business ServicesRHPRyman Hospitality Properties$1,547,780$34,850 ▼-2.2%14,8340.8%FinanceIRTIndependence Realty Trust$1,542,227$29,879 ▼-1.9%77,7330.8%FinanceTMDXTransMedics Group$1,534,932$1,534,932 ▲New Holding24,6180.8%MedicalSYYSysco$1,532,105$24,161 ▼-1.6%20,0380.8%Consumer StaplesPGProcter & Gamble$1,531,584$47,275 ▼-3.0%9,1360.8%Consumer StaplesGGGGraco$1,500,868$29,333 ▼-1.9%17,8060.8%Industrial ProductsCCOICogent Communications$1,500,062$28,669 ▼-1.9%19,4640.8%Computer and TechnologyMKCMcCormick & Company, Incorporated$1,491,673$24,169 ▼-1.6%19,5650.8%Consumer StaplesAFGAmerican Financial Group$1,487,471$20,676 ▼-1.4%10,8630.8%FinanceTOSTToast$1,474,658$169,237 ▼-10.3%40,4570.7%Computer and TechnologyQCOMQUALCOMM$1,461,190$13,211 ▼-0.9%9,5120.7%Computer and TechnologyROLRollins$1,447,928$25,353 ▼-1.7%31,2390.7%ConstructionTSCOTractor Supply$1,424,008$1,133,455 ▲390.1%26,8380.7%Retail/WholesaleASMLASML$1,420,121$5,545 ▼-0.4%2,0490.7%Computer and TechnologyFPIFarmland Partners$1,414,280$17,546 ▼-1.2%120,2620.7%FinanceVUZIVuzix$1,408,952$1,219,934 ▼-46.4%357,6020.7%Computer and TechnologyJKHYJack Henry & Associates$1,349,462$22,438 ▼-1.6%7,6980.7%Computer and TechnologyCCICrown Castle$1,311,726$24,414 ▼-1.8%14,4530.7%FinanceSTESTERIS$1,278,172$12,950 ▼-1.0%6,2180.6%MedicalPOOLPool$1,244,265$17,045 ▼-1.4%3,6500.6%Consumer DiscretionaryAVYAvery Dennison$1,224,271$11,416 ▼-0.9%6,5420.6%Industrial ProductsTTCToro$1,197,933$19,705 ▼-1.6%14,9550.6%Consumer DiscretionaryHLIHoulihan Lokey$1,169,937$966,409 ▼-45.2%6,7370.6%FinanceMDLZMondelez International$1,166,587$3,106 ▼-0.3%19,5310.6%Consumer StaplesHDHome Depot$1,130,223$1,370,969 ▼-54.8%2,9060.6%Retail/WholesaleFMCFMC$1,107,287$13,125 ▼-1.2%22,7790.6%Consumer StaplesFASTFastenal$1,089,820$659,501 ▼-37.7%15,1550.6%Retail/WholesaleAPYXApyx Medical$862,282$80,782 ▼-8.6%545,7480.4%MedicalRGFReal Good Food$265,475$22,131 ▼-7.7%692,0620.1%Consumer StaplesAKTSAkoustis Technologies$0$229,919 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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