Taylor Frigon Capital Management LLC Top Holdings and 13F Report (2025) About Taylor Frigon Capital Management LLCInvestment ActivityTaylor Frigon Capital Management LLC has $188.11 million in total holdings as of June 30, 2025.Taylor Frigon Capital Management LLC owns shares of 90 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 6.16% of the portfolio was purchased this quarter.About 7.06% of the portfolio was sold this quarter.This quarter, Taylor Frigon Capital Management LLC has purchased 90 new stocks and bought additional shares in 20 stocks.Taylor Frigon Capital Management LLC sold shares of 69 stocks and completely divested from 1 stock this quarter.Largest Holdings Credo Technology Group $4,199,234Monolithic Power Systems $3,525,252Carvana $3,387,122Cloudflare $3,373,955Glaukos $3,223,061 Largest New Holdings this Quarter 37637K108 - GitLab $2,140,109 Holding Largest Purchases this Quarter GitLab 47,442 shares (about $2.14M)Alexandria Real Estate Equities 13,783 shares (about $1.00M)Glaukos 8,819 shares (about $910.91K)Crown Castle 8,446 shares (about $867.67K)Alkami Technology 23,390 shares (about $704.97K) Largest Sales this Quarter Carvana 4,256 shares (about $1.43M)TransMedics Group 10,469 shares (about $1.40M)Tradeweb Markets 5,103 shares (about $747.08K)SERVICETITAN INC 6,525 shares (about $699.35K)Boot Barn 4,275 shares (about $649.80K) 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 PortfolioSectorCRDOCredo Technology Group$4,199,234$317,769 ▼-7.0%45,3532.2%Computer and TechnologyMPWRMonolithic Power Systems$3,525,252$441,022 ▼-11.1%4,8201.9%Computer and TechnologyCVNACarvana$3,387,122$1,434,102 ▼-29.7%10,0521.8%Retail/WholesaleNETCloudflare$3,373,955$217,763 ▼-6.1%17,2291.8%Computer and TechnologyGKOSGlaukos$3,223,061$910,914 ▲39.4%31,2041.7%MedicalMAINMain Street Capital$3,011,746$341,126 ▲12.8%50,9601.6%FinanceSYMSymbotic$2,978,435$208,197 ▼-6.5%76,6651.6%Business ServicesALKTAlkami Technology$2,847,597$704,975 ▲32.9%94,4791.5%Computer and TechnologyCYBRCyberArk Software$2,836,299$140,812 ▼-4.7%7,7751.5%Computer and TechnologyPCORProcore Technologies$2,834,572$173,103 ▼-5.8%41,4291.5%Computer and TechnologyTMDXTransMedics Group$2,823,725$1,402,951 ▼-33.2%21,0711.5%MedicalPRCTPROCEPT BioRobotics$2,802,298$197,510 ▼-6.6%48,6511.5%MedicalMBLYMobileye Global$2,800,960$154,125 ▼-5.2%155,7821.5%Auto/Tires/TrucksPSTGPure Storage$2,781,512$524,118 ▲23.2%51,5261.5%Computer and TechnologyARCCAres Capital$2,774,999$479,760 ▲20.9%126,3661.5%FinanceHTGCHercules Capital$2,770,066$674,003 ▲32.2%151,5351.5%FinanceCAMTCamtek$2,749,722$423,223 ▲18.2%32,5181.5%Computer and TechnologyASTERA LABS INC$2,683,575$176,138 ▼-6.2%29,6791.4%COMMNDYmonday.com$2,666,790$156,611 ▼-5.5%8,4801.4%Computer and TechnologyFVRRFiverr International$2,647,023$150,172 ▼-5.4%93,0331.4%Retail/WholesalePIImpinj$2,630,138$178,045 ▼-6.3%23,6801.4%Computer and TechnologyMRVLMarvell Technology$2,601,027$367,495 ▲16.5%33,6051.4%Computer and TechnologyAPHAmphenol$2,578,140$111,981 ▼-4.2%26,1081.4%Computer and TechnologyTOSTToast$2,525,372$161,038 ▼-6.0%57,0191.3%Computer and TechnologyIDXXIDEXX Laboratories$2,516,507$180,210 ▼-6.7%4,6921.3%MedicalKLACKLA$2,488,366$283,950 ▲12.9%2,7781.3%Computer and TechnologyTSEMTower Semiconductor$2,471,210$134,082 ▼-5.1%57,0061.3%Computer and TechnologyKRNTKornit Digital$2,429,382$253,333 ▼-9.4%127,8591.3%IndustrialsAXPAmerican Express$2,368,274$91,860 ▼-3.7%7,4251.3%FinanceONTOOnto Innovation$2,364,083$677,644 ▲40.2%23,4231.3%Computer and TechnologyCCICrown Castle$2,361,284$867,670 ▲58.1%22,9851.3%FinanceDLRDigital Realty Trust$2,354,620$45,499 ▼-1.9%13,5071.3%FinanceAREAlexandria Real Estate Equities$2,346,536$1,001,062 ▲74.4%32,3081.2%FinanceDXCMDexCom$2,336,666$148,131 ▼-6.0%26,7691.2%MedicalTWTradeweb Markets$2,303,458$747,079 ▼-24.5%15,7341.2%FinanceNICENice$2,287,210$158,606 ▲7.5%13,5411.2%Computer and TechnologyBROSDutch Bros$2,271,525$256,524 ▲12.7%33,2241.2%Retail/WholesaleGDYNGrid Dynamics$2,259,423$617,740 ▲37.6%195,6211.2%Computer and TechnologyMDBMongoDB$2,175,706$133,974 ▼-5.8%10,3611.2%Computer and TechnologyBOOTBoot Barn$2,165,696$649,800 ▼-23.1%14,2481.2%Retail/WholesaleCLPTClearPoint Neuro$2,154,561$133,859 ▼-5.8%180,4491.1%MedicalNVCRNovoCure$2,140,112$130,243 ▼-5.7%120,2311.1%MedicalGTLBGitLab$2,140,109$2,140,109 ▲New Holding47,4421.1%Computer and TechnologyCBZCBIZ$2,137,603$149,300 ▼-6.5%29,8091.1%Business ServicesSERVICETITAN INC$2,103,300$699,349 ▼-25.0%19,6241.1%SHS CL ABILLBILL$2,100,852$376,140 ▲21.8%45,4141.1%Computer and TechnologyCOSTCostco Wholesale$2,088,773$98,994 ▼-4.5%2,1101.1%Retail/WholesaleEWEdwards Lifesciences$2,078,978$6,491 ▲0.3%26,5821.1%MedicalWIXWix.com$2,077,094$111,080 ▼-5.1%13,1081.1%Computer and TechnologyEPAMEPAM Systems$2,040,481$56,743 ▲2.9%11,6871.1%Computer and TechnologyFHIFederated Hermes$1,890,574$58,148 ▼-3.0%42,6571.0%FinanceNSSCNAPCO Security Technologies$1,854,467$119,413 ▼-6.0%62,4611.0%IndustrialsOMFOneMain$1,805,988$15,447 ▼-0.8%31,6841.0%FinanceALLAllstate$1,805,147$29,794 ▼-1.6%8,9671.0%FinanceTXNTexas Instruments$1,802,557$28,029 ▼-1.5%8,6821.0%Computer and TechnologyGCMGGCM Grosvenor$1,797,598$70,192 ▼-3.8%155,5021.0%FinanceEXRExtra Space Storage$1,781,790$24,032 ▼-1.3%12,0850.9%FinanceCGENCompugen$1,770,472$97,273 ▼-5.2%994,6470.9%MedicalEQIXEquinix$1,753,045$26,248 ▼-1.5%2,2040.9%FinanceBOWLBowlero$1,731,450$112,527 ▼-6.1%189,6440.9%Consumer DiscretionaryROLRollins$1,727,524$40,397 ▼-2.3%30,6190.9%ConstructionSYKStryker$1,697,975$53,408 ▼-3.0%4,2920.9%MedicalWSOWatsco$1,683,157$62,715 ▼-3.6%3,8110.9%ConstructionASMLASML$1,638,041$35,261 ▼-2.1%2,0440.9%Computer and TechnologyCCOICogent Communications$1,632,600$21,550 ▼-1.3%33,8640.9%Computer and TechnologyINMDInMode$1,632,232$93,116 ▲6.0%97,4960.9%MedicalQUIKQuickLogic$1,616,969$83,505 ▼-4.9%262,4950.9%Computer and TechnologyHRHealthcare Realty Trust$1,546,746$21,126 ▼-1.3%97,5250.8%FinanceGGGGraco$1,518,402$21,836 ▼-1.4%17,6620.8%IndustrialsQCOMQUALCOMM$1,504,416$10,830 ▼-0.7%9,4460.8%Computer and TechnologySYYSysco$1,503,439$18,178 ▼-1.2%19,8500.8%Consumer StaplesFDSFactSet Research Systems$1,490,606$23,256 ▼-1.5%3,3330.8%Business ServicesSTESTERIS$1,486,241$22,340 ▼-1.5%6,1870.8%MedicalMKCMcCormick & Company, Incorporated$1,456,871$24,566 ▼-1.7%19,2150.8%Consumer StaplesRHPRyman Hospitality Properties$1,453,409$19,537 ▼-1.3%14,7300.8%FinanceJKHYJack Henry & Associates$1,400,499$17,117 ▼-1.2%7,7730.7%Computer and TechnologyFPIFarmland Partners$1,388,343$26,795 ▼-1.9%120,6210.7%FinanceTSCOTractor Supply$1,375,396$30,026 ▼-2.1%26,0640.7%Retail/WholesaleIRTIndependence Realty Trust$1,368,182$15,744 ▼-1.1%77,3420.7%FinanceAFGAmerican Financial Group$1,363,699$15,271 ▼-1.1%10,8050.7%FinanceFASTFastenal$1,260,661$621,049 ▲97.1%30,0160.7%Retail/WholesaleHLIHoulihan Lokey$1,201,203$17,456 ▼-1.4%6,6750.6%FinanceTJXTJX Companies$1,190,567$16,671 ▼-1.4%9,6410.6%Retail/WholesaleAVYAvery Dennison$1,166,991$11,931 ▼-1.0%6,6510.6%IndustrialsPOOLPool$1,081,867$10,201 ▼-0.9%3,7120.6%Consumer DiscretionaryAPYXApyx Medical$1,077,534$78,212 ▼-6.8%478,9040.6%MedicalHDHome Depot$1,057,663$14,664 ▼-1.4%2,8850.6%Retail/WholesaleTTCToro$1,038,387$15,267 ▼-1.4%14,6910.6%Consumer DiscretionaryFMCFMC$975,447$13,736 ▼-1.4%23,3640.5%Consumer StaplesVUZIVuzix$969,174$61,784 ▼-6.0%331,9090.5%Computer and TechnologyNVEENV5 Global$0$2,558,786 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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