Taylor Frigon Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TF Taylor Frigon Capital Management LLC | Institutional Filer | ▼ 11.04% | $175.8M | 93 |
Current Portfolio Holdings
Showing all 93 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CDNL | CARDINAL INFRASTRUCTURE GROU | — | 87K | $3.4M | 1.96% |
| 2 | NET | Cloudflare, Inc. | Technology | 16K | $3.2M | 1.83% |
| 3 | GEV | GE Vernova Inc. | Utilities | 4K | $3.2M | 1.82% |
| 4 | PWR | Quanta Services, Inc. | Industrials | 6K | $3.1M | 1.76% |
| 5 | TSEM | Tower Semiconductor Ltd. | Technology | 17K | $2.9M | 1.68% |
| 6 | CRDO | Credo Technology Group Holding Ltd | Technology | 30K | $2.8M | 1.60% |
| 7 | CVNA | Carvana Co. | Consumer Cyclical | 9K | $2.8M | 1.57% |
| 8 | MAIN | Main Street Capital Corporation | Financial Services | 50K | $2.7M | 1.51% |
| 9 | TW | Tradeweb Markets Inc. | Financial Services | 22K | $2.6M | 1.50% |
| 10 | ALAB | Astera Labs, Inc. Common Stock | Technology | 24K | $2.6M | 1.48% |
| 11 | MRVL | Marvell Technology, Inc. | Technology | 26K | $2.5M | 1.44% |
| 12 | GKOS | Glaukos Corporation | Healthcare | 23K | $2.5M | 1.44% |
| 13 | KRNT | Kornit Digital Ltd. | Industrials | 154K | $2.5M | 1.41% |
| 14 | ARCC | Ares Capital Corporation | Financial Services | 135K | $2.4M | 1.38% |
| 15 | PLTR | Palantir Technologies Inc. | Technology | 16K | $2.4M | 1.35% |
Showing 1 to 15 of 93 holdings