Taylor Frigon Capital Management LLC
CIK 0001632665 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$213.6M
2026 Q2
Positions
93
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ALAB
ASTERA LABS INC
3.0%
CRDO
CREDO TECHNOLOGY GROUP HOLDI
2.4%
CDNL
CARDINAL INFRASTRUCTURE GROU
2.3%
PANW
PALO ALTO NETWORKS INC
2.0%
KLAC
KLA CORP
2.0%
TSEM
TOWER SEMICONDUCTOR LTD
2.0%
MRVL
MARVELL TECHNOLOGY INC
2.0%
ONTO
ONTO INNOVATION INC
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.