Institutional Fund
Taylor Frigon Capital Management LLC
Scottsdale, AZCIK 16326655 filings on record
Portfolio Value
$175.75M
Q1 2026
Holdings
93
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-11.0%
from $197.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cardinal Infrastructure Grou2.0%
- Cloudflare Inc1.8%
- Ge Vernova Inc1.8%
- Quanta Svcs Inc1.8%
- Tower Semiconductor Ltd1.7%
- Credo Technology Group Holdi1.6%
- Other89.4%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cardinal Infrastructure Grou | 86.8K | $3.44M | 2.0% | +36.8K | Added |
| 2 | Cloudflare Inc | 15.6K | $3.21M | 1.8% | −173 | Reduced |
| 3 | Ge Vernova Inc | 3.7K | $3.19M | 1.8% | −48 | Reduced |
| 4 | Quanta Svcs Inc | 5.6K | $3.10M | 1.8% | −79 | Reduced |
| 5 | Tower Semiconductor Ltd | 16.8K | $2.95M | 1.7% | −13.0K | Reduced |
| 6 | Credo Technology Group Holdi | 30.0K | $2.82M | 1.6% | −130 | Reduced |
| 7 | Carvana Co | 8.8K | $2.75M | 1.6% | +923 | Added |
| 8 | Main Str Cap Corp | 50.1K | $2.65M | 1.5% | −3.1K | Reduced |
| 9 | Tradeweb Mkts Inc | 22.4K | $2.64M | 1.5% | −174 | Reduced |
| 10 | Astera Labs Inc | 23.8K | $2.61M | 1.5% | −2.3K | Reduced |
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