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 CAMT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,193,038 | 14,465 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,845,819 | 26,759 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,351,200 | 31,901 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,749,722 | 32,518 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,613,087 | 27,513 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,289,506 | 28,346 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||