Taylor Frigon Capital Management LLC
Top Portfolio Positions
93 positions ·
$175,120,215 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CDNL |
Cardinal Infrastructure Group Inc.
Industrials
|
86,774 | $3,441,022 | 1.96% | |
| NET |
Cloudflare, Inc.
Technology
|
15,577 | $3,214,158 | 1.84% | |
| GEV |
GE Vernova Inc.
Industrials
|
3,658 | $3,193,068 | 1.82% | |
| PWR |
Quanta Services, Inc.
Industrials
|
5,649 | $3,101,413 | 1.77% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
16,793 | $2,946,835 | 1.68% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
30,001 | $2,816,193 | 1.61% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
8,761 | $2,754,283 | 1.57% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
50,079 | $2,652,183 | 1.51% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
22,437 | $2,639,937 | 1.51% | |
| ALAB |
Astera Labs, Inc.
Technology
|
23,789 | $2,607,274 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APYX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,529,722 | 414,559 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,532,863 | 437,961 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,007,195 | 470,652 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,077,534 | 478,904 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $703,721 | 513,665 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $862,281 | 545,748 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $740,126 | 596,876 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $858,358 | 640,566 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $867,285 | 637,710 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,674,088 | 638,965 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,987,670 | 621,147 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,693,821 | 535,551 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,316,758 | 804,430 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,130,666 | 483,191 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,232,939 | 497,314 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,895,883 | 494,178 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,330,913 | 510,094 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,519,995 | 508,580 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,952,656 | 574,199 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,931,229 | 575,289 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,909,137 | 611,712 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,471,603 | 621,056 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,664,041 | 565,614 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,088,303 | 556,451 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,742,693 | 485,430 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||