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 CGEN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,806,331 | 848,043 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,329,917 | 869,227 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,418,123 | 964,710 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,770,471 | 994,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,531,970 | 1,049,295 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,672,360 | 1,093,046 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,174,756 | 1,201,523 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,208,247 | 1,314,433 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,410,065 | 1,321,731 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,751,529 | 1,894,712 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,793,354 | 1,928,338 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,272,255 | 1,993,207 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,403,215 | 2,004,594 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,024,873 | 1,423,435 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,020,981 | 1,546,941 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,233,239 | 666,616 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,164,017 | 672,055 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,834,929 | 659,286 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,931,185 | 658,490 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,402,633 | 652,492 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,024,565 | 584,932 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,912,303 | 570,793 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $8,387,340 | 516,144 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $7,624,737 | 507,639 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,591,238 | 632,402 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||