Taylor Frigon Capital Management LLC

Name: Taylor Frigon Capital Management LLC 13F holdings, Q1 2026
Creator: Taylor Frigon Capital Management LLC
Published: 2026-04-29

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Taylor Frigon Capital Management LLC reported 93 stock positions worth $175.8 million. Its top holding was Cardinal Infrastructure GR-A (CDNL) at 2.0% of the portfolio, followed by Cloudflare Class A (NET, 1.8%) and GE Vernova (GEV, 1.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 15 and reduced 75. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).

Most Recent 13F: Q2 2026
Location: SCOTTSDALE, AZ
CIK: 0001632665
Portfolio Value: $175.8M (Q1 2026)
SEC Filing: 0001632665-26-000002 ↗ filed Apr 29, 2026

Holdings Value

Holdings 93 stocks · $175.8M


CDNL Cardinal Infrastructure GR-A	1.96%	86,774	$3.4M	Add +73.5%
NET Cloudflare Inc. Class A	1.83%	15,577	$3.2M	Reduce -1.1%
GEV GE Vernova Inc.	1.82%	3,658	$3.2M	Reduce -1.3%
PWR Quanta Services Inc.	1.76%	5,649	$3.1M	Reduce -1.4%
TSEM Tower Semiconductor Ltd.	1.68%	16,793	$2.9M	Reduce -43.6%
CRDO Credo Technology Group Holdi	1.60%	30,001	$2.8M	Reduce -0.4%
CVNA Carvana Co.	1.57%	8,761	$2.8M	Add +11.8%
MAIN Main Street Capital Corp.	1.51%	50,079	$2.7M	Reduce -5.8%
TW Tradeweb Markets Inc. Class A	1.50%	22,437	$2.6M	Reduce -0.8%
ALAB Astera Labs Inc.	1.48%	23,789	$2.6M	Reduce -8.7%
MRVL Marvell Technology Inc.	1.44%	25,504	$2.5M	Reduce -0.4%
GKOS Glaukos Corp.	1.44%	23,445	$2.5M	Reduce -17.5%
KRNT Kornit Digital Ltd.	1.41%	154,150	$2.5M	Reduce -0.7%
ARCC Ares Capital Corp.	1.38%	134,528	$2.4M	Reduce -3.0%
PLTR Palantir Technologies Inc. Class A	1.35%	16,254	$2.4M	New
DLR Digital Realty Trust Inc.	1.35%	13,151	$2.4M	Reduce -3.8%
QUIK Quicklogic Corp.	1.34%	250,547	$2.4M	Reduce -1.1%
ALKT Alkami Technology Inc.	1.33%	149,610	$2.3M	Add +26.3%
BROS Dutch Bros Inc. Class A	1.33%	46,242	$2.3M	Reduce -0.6%
HTGC Hercules Capital Inc.	1.33%	158,491	$2.3M	Reduce -2.9%
TTAN Servicetitan Inc. Class A	1.31%	36,400	$2.3M	Add +36.0%
EQIX Equinix Inc.	1.30%	2,323	$2.3M	Reduce -3.1%
PCOR Procore Technologies Inc.	1.29%	39,670	$2.3M	Reduce -0.6%
PRCT Procept Biorobotics Corp.	1.26%	88,708	$2.2M	Add +23.2%
MDB Mongodb Inc.	1.26%	9,029	$2.2M	Reduce -0.5%
CAMT Camtek Ltd.	1.25%	14,465	$2.2M	Reduce -45.9%
SYM Symbotic Inc.	1.22%	40,457	$2.2M	Reduce -0.7%
KLAC KLA Corp.	1.22%	1,458	$2.1M	Reduce -42.3%
ONTO Onto Innovation Inc.	1.21%	10,395	$2.1M	Reduce -31.5%
FHI Federated Hermes Inc.	1.21%	37,541	$2.1M	Reduce -5.8%
WIX Wix.com Ltd.	1.21%	23,532	$2.1M	Add +32.8%
TOST Toast Inc. Class A	1.20%	79,518	$2.1M	Add +28.2%
DXCM Dexcom Inc.	1.20%	33,517	$2.1M	Reduce -0.8%
BILL Bill Holdings Inc.	1.18%	54,181	$2.1M	Reduce -0.5%
NOG Northern Oil and Gas Inc.	1.17%	70,128	$2.0M	Reduce -3.7%
MNDY Monday.com Ltd.	1.16%	29,556	$2.0M	Add +101.6%
MPWR Monolithic Power Systems Inc.	1.15%	1,855	$2.0M	Reduce -54.7%
PI Impinj Inc.	1.15%	19,733	$2.0M	Add +14.9%
IDXX Idexx Laboratories Inc.	1.15%	3,594	$2.0M	Reduce -0.7%
CCI Crown Castle Inc.	1.13%	24,488	$2.0M	Reduce -2.1%
NICE Nice Ltd. - Spon ADR	1.13%	17,995	$2.0M	Add +8.0%
BOOT Boot Barn Holdings Inc.	1.12%	13,410	$2.0M	Reduce -0.8%
COST Costco Wholesale Corp.	1.12%	1,969	$2.0M	Reduce -4.5%
TMDX Transmedics Group Inc.	1.12%	19,718	$2.0M	Reduce -0.5%
P Everpure Inc. Class A	1.10%	32,696	$1.9M	Reduce -0.7%
VNOM Viper Energy Inc. Class A	1.10%	41,006	$1.9M	Reduce -3.3%
WMB Williams Cos Inc.	1.09%	26,438	$1.9M	Reduce -3.7%
EPAM Epam Systems Inc.	1.09%	13,471	$1.9M	Reduce -0.5%
OMF Onemain Holdings Inc.	1.08%	35,339	$1.9M	Reduce -4.1%
SOFI Sofi Technologies Inc.	1.07%	118,017	$1.9M	Add +35.8%
CGEN Compugen Ltd.	1.03%	848,043	$1.8M	Reduce -2.4%
TXN Texas Instruments Inc.	1.00%	9,075	$1.8M	Reduce -4.2%
APH Amphenol Corp. Class A	0.97%	13,506	$1.7M	Reduce -3.0%
ALL Allstate Corp.	0.97%	8,189	$1.7M	Reduce -7.1%
EXR Extra Space Storage Inc.	0.96%	12,888	$1.7M	Reduce -3.7%
RHP Ryman Hospitality Properties	0.95%	18,105	$1.7M	Reduce -3.5%
AVY Avery Dennison Corp.	0.93%	9,498	$1.6M	Reduce -3.6%
GDYN Grid Dynamics Holdings Inc.	0.93%	287,691	$1.6M	Reduce -0.4%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.92%	10,230	$1.6M	Reduce -4.3%
HR Healthcare Realty Trust Inc.	0.91%	94,645	$1.6M	Reduce -3.5%
ROL Rollins Inc.	0.91%	30,072	$1.6M	Reduce -5.9%
ARE Alexandria Real Estate Equit	0.91%	34,531	$1.6M	Reduce -1.0%
AXP American Express Co.	0.91%	5,261	$1.6M	Reduce -2.8%
GGG Graco Inc.	0.90%	18,706	$1.6M	Reduce -4.2%
PANW Palo Alto Networks Inc.	0.90%	9,826	$1.6M	New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.89%	7,254	$1.6M	New
APYX Apyx Medical Corp.	0.87%	414,559	$1.5M	Reduce -5.3%
WSO Watsco Inc.	0.85%	4,120	$1.5M	Reduce -2.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.85%	9,360	$1.5M	Reduce -4.2%
AFG American Financial Group Inc.	0.84%	11,626	$1.5M	Reduce -3.2%
SYY Sysco Corp.	0.84%	20,813	$1.5M	Reduce -3.9%
TTC Toro Co.	0.84%	15,807	$1.5M	Reduce -5.7%
GCMG GCM Grosvenor Inc. Class A	0.84%	150,206	$1.5M	Reduce -3.0%
IRT Independence Realty Trust Inc.	0.82%	97,104	$1.4M	Reduce -3.3%
AVB Avalonbay Communities Inc.	0.82%	8,818	$1.4M	Reduce -3.3%
STE Steris PLC	0.80%	6,378	$1.4M	Reduce -3.3%
MBLY Mobileye Global Inc. Class A	0.79%	201,864	$1.4M	Reduce -0.4%
FAST Fastenal Co.	0.78%	29,598	$1.4M	Reduce -4.2%
QCOM Qualcomm Inc.	0.78%	10,660	$1.4M	Reduce -3.5%
FVRR Fiverr International Ltd.	0.77%	101,492	$1.3M	Reduce -0.6%
SYK Stryker Corp.	0.73%	3,910	$1.3M	Reduce -4.3%
VITL Vital Farms Inc.	0.72%	89,972	$1.3M	Add +129.2%
FDS Factset Research Systems Inc.	0.72%	5,825	$1.3M	Reduce -3.3%
GTLB Gitlab Inc. Class A	0.71%	57,714	$1.2M	Add +0.3%
CBZ Cbiz Inc.	0.69%	45,297	$1.2M	Add +0.6%
CLPT Clearpoint Neuro Inc.	0.68%	131,901	$1.2M	Reduce -0.4%
MKC McCormick & Co.-Non VTG SHRS	0.67%	23,298	$1.2M	Reduce -3.1%
TSCO Tractor Supply Company	0.67%	25,824	$1.2M	Reduce -3.3%
POOL Pool Corp.	0.61%	5,340	$1.1M	Reduce -2.5%
HD Home Depot Inc.	0.57%	3,049	$1.0M	Reduce -3.1%
HLI Houlihan Lokey Inc.	0.54%	6,641	$954K	Reduce -3.8%
VUZI Vuzix Corp.	0.42%	323,041	$746K	Reduce -0.4%
SMR Nuscale Power Corp.	0.11%	17,634	$191K	Add +1.2%

Portfolio Sells Q4 2025 → Q1 2026


CYBR Cyberark Software Ltd./Israel	Sold out	0.00%	−1.16
MPWR Monolithic Power Systems Inc.	Reduce -54.7%	1.15%	−0.73
ALAB Astera Labs Inc.	Reduce -8.7%	1.48%	−0.71
FPI Farmland Partners Inc.	Sold out	0.00%	−0.70
MDB Mongodb Inc.	Reduce -0.5%	1.26%	−0.67
INMD Inmode Ltd.	Sold out	0.00%	−0.63
CRDO Credo Technology Group Holdi	Reduce -0.4%	1.60%	−0.59
GDYN Grid Dynamics Holdings Inc.	Reduce -0.4%	0.93%	−0.39
KLAC KLA Corp.	Reduce -42.3%	1.22%	−0.33
BILL Bill Holdings Inc.	Reduce -0.5%	1.18%	−0.32
FVRR Fiverr International Ltd.	Reduce -0.6%	0.77%	−0.29
MBLY Mobileye Global Inc. Class A	Reduce -0.4%	0.79%	−0.28
CLPT Clearpoint Neuro Inc.	Reduce -0.4%	0.68%	−0.23
EPAM Epam Systems Inc.	Reduce -0.5%	1.09%	−0.23
HTGC Hercules Capital Inc.	Reduce -2.9%	1.33%	−0.22
VUZI Vuzix Corp.	Reduce -0.4%	0.42%	−0.20
CAMT Camtek Ltd.	Reduce -45.9%	1.25%	−0.19
GKOS Glaukos Corp.	Reduce -17.5%	1.44%	−0.19
OMF Onemain Holdings Inc.	Reduce -4.1%	1.08%	−0.18
PCOR Procore Technologies Inc.	Reduce -0.6%	1.29%	−0.18
QCOM Qualcomm Inc.	Reduce -3.5%	0.78%	−0.17
FDS Factset Research Systems Inc.	Reduce -3.3%	0.72%	−0.17
MKC McCormick & Co.-Non VTG SHRS	Reduce -3.1%	0.67%	−0.16
MAIN Main Street Capital Corp.	Reduce -5.8%	1.51%	−0.12
BROS Dutch Bros Inc. Class A	Reduce -0.6%	1.33%	−0.11
AXP American Express Co.	Reduce -2.8%	0.91%	−0.11
TMDX Transmedics Group Inc.	Reduce -0.5%	1.12%	−0.11
TSEM Tower Semiconductor Ltd.	Reduce -43.6%	1.68%	−0.09
BOOT Boot Barn Holdings Inc.	Reduce -0.8%	1.12%	−0.09
IDXX Idexx Laboratories Inc.	Reduce -0.7%	1.15%	−0.09
JKHY Jack Henry & Associates Inc.	Reduce -4.3%	0.92%	−0.07
IRT Independence Realty Trust Inc.	Reduce -3.3%	0.82%	−0.07
HLI Houlihan Lokey Inc.	Reduce -3.8%	0.54%	−0.07
ROL Rollins Inc.	Reduce -5.9%	0.91%	−0.06
GCMG GCM Grosvenor Inc. Class A	Reduce -3.0%	0.84%	−0.05
STE Steris PLC	Reduce -3.3%	0.80%	−0.04
ARCC Ares Capital Corp.	Reduce -3.0%	1.38%	−0.04
POOL Pool Corp.	Reduce -2.5%	0.61%	−0.02
P Everpure Inc. Class A	Reduce -0.7%	1.10%	−0.02
AVB Avalonbay Communities Inc.	Reduce -3.3%	0.82%	−0.02
TSCO Tractor Supply Company	Reduce -3.3%	0.67%	−0.01
SYM Symbotic Inc.	Reduce -0.7%	1.22%	−0.00
ONTO Onto Innovation Inc.	Reduce -31.5%	1.21%	+0.00
SYK Stryker Corp.	Reduce -4.3%	0.73%	+0.00
CCI Crown Castle Inc.	Reduce -2.1%	1.13%	+0.01
AFG American Financial Group Inc.	Reduce -3.2%	0.84%	+0.01
APH Amphenol Corp. Class A	Reduce -3.0%	0.97%	+0.02
HD Home Depot Inc.	Reduce -3.1%	0.57%	+0.02
AVY Avery Dennison Corp.	Reduce -3.6%	0.93%	+0.03
SYY Sysco Corp.	Reduce -3.9%	0.84%	+0.04

Portfolio Buys Q4 2025 → Q1 2026


PLTR Palantir Technologies Inc. Class A	New	1.35%	+1.35
CDNL Cardinal Infrastructure GR-A	Add +73.5%	1.96%	+1.35
PANW Palo Alto Networks Inc.	New	0.90%	+0.90
AJG Arthur J Gallagher & Co.	New	0.89%	+0.89
WIX Wix.com Ltd.	Add +32.8%	1.21%	+0.27
NICE Nice Ltd. - Spon ADR	Add +8.0%	1.13%	+0.18
PRCT Procept Biorobotics Corp.	Add +23.2%	1.26%	+0.12
VITL Vital Farms Inc.	Add +129.2%	0.72%	+0.09
TOST Toast Inc. Class A	Add +28.2%	1.20%	+0.08
MNDY Monday.com Ltd.	Add +101.6%	1.16%	+0.07
SMR Nuscale Power Corp.	Add +1.2%	0.11%	−0.02
ALKT Alkami Technology Inc.	Add +26.3%	1.33%	−0.05
SOFI Sofi Technologies Inc.	Add +35.8%	1.07%	−0.09
CVNA Carvana Co.	Add +11.8%	1.57%	−0.11
TTAN Servicetitan Inc. Class A	Add +36.0%	1.31%	−0.13
PI Impinj Inc.	Add +14.9%	1.15%	−0.36
GTLB Gitlab Inc. Class A	Add +0.3%	0.71%	−0.38
CBZ Cbiz Inc.	Add +0.6%	0.69%	−0.46

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	93	$213.6M	ALAB, CRDO, CDNL, PANW, KLAC
Q1 2026	93	$175.8M	CDNL, NET, GEV, PWR, TSEM
Q4 2025	93	$197.6M	ALAB, CRDO, MDB, MPWR, TSEM
Q3 2025	89	$201.1M	CRDO, ALAB, TSEM, MPWR, P
Q2 2025	90	$188.1M	CRDO, MPWR, CVNA, NET, GKOS
Q1 2025	90	$168.0M	MPWR, TW, PRCT, CVNA, PCOR
Q4 2024	91	$197.6M	GDYN, PRCT, NVCR, KRNT, CVNA
Q3 2024	88	$200.6M	PRCT, KRNT, CVNA, PI, CLPT
Q2 2024	87	$210.0M	MPWR, CYBR, CVNA, P, WIX
Q1 2024	85	$209.9M	QUIK, CYBR, MPWR, NSSC, GKOS