Taylor Frigon Capital Management LLC

Position in AXP — American Express Co

CIK 1632665 SCOTTSDALE, AZ

Position in AXP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,760,253

+$168,906 QoQ

Shares Held

5,204

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,249

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

Taylor Frigon Capital Management LLC holds $6,686,711 across 3 Credit Services names. AXP ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	155,252	$2,783,668
2	OMF	OneMain Holdings, Inc.	35,145	$2,142,790
3	AXP	American Express Co This page	5,204	$1,760,253

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,760,253	5,204	-1.1%	Shares	Sole	2026-07-23
2026-03-31	$1,591,347	5,261	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$2,002,909	5,414	-27.1%	Shares	Sole	2026-01-26
2025-09-30	$2,468,280	7,431	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$2,368,426	7,425	-3.7%	Shares	Sole	2025-07-17
2025-03-31	$2,075,182	7,713	+0.2%	Shares	Sole	2025-04-25
2024-12-31	$2,284,689	7,698	-3.2%	Shares	Sole	2025-02-05
2024-09-30	$2,156,853	7,953	-2.6%	Shares	Sole	2024-10-23
2024-06-30	$1,890,142	8,163	-4.3%	Shares	Sole	2024-07-29
2024-03-31	$1,941,512	8,527	+0.2%	Shares	Sole	2024-04-19
2023-12-31	$1,594,825	8,513	-2.8%	Shares	Sole	2024-01-30
2023-09-30	$1,306,158	8,755	+1.2%	Shares	Sole	2023-10-25
2023-06-30	$1,507,178	8,652	-0.8%	Shares	Sole	2023-07-31
2023-03-31	$1,439,023	8,724	-1.0%	Shares	Sole	2023-04-25
2022-12-31	$1,302,268	8,814	-2.7%	Shares	Sole	2023-02-06
2022-09-30	$1,221,610	9,055	+1.0%	Shares	Sole	2022-11-07
2022-06-30	$1,243,005	8,967	-0.5%	Shares	Sole	2022-08-04
2022-03-31	$1,684,870	9,010	-1.6%	Shares	Sole	2022-04-25
2021-12-31	$1,497,594	9,154	+1.1%	Shares	Sole	2022-01-21
2021-09-30	$1,516,816	9,054	+2.9%	Shares	Sole	2021-10-27
2021-06-30	$1,453,363	8,796	+6.8%	Shares	Sole	2021-07-26
2021-03-31	$1,164,899	8,236	+2.3%	Shares	Sole	2021-04-23
2020-12-31	$973,204	8,049	-0.7%	Shares	Sole	2021-01-22
2020-09-30	$812,426	8,104	+3.5%	Shares	Sole	2020-10-20
2020-06-30	$745,511	7,831	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.