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 KRNT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,259,839 | 154,150 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,231,517 | 155,182 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,252,758 | 166,871 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,545,672 | 127,859 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,693,943 | 141,192 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,505,917 | 145,587 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,693,594 | 220,383 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,569,436 | 243,814 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,649,929 | 201,431 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $2,599,368 | 137,460 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,947,739 | 134,414 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,633,211 | 136,013 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,531,385 | 110,204 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,970,364 | 74,046 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $6,192,902 | 74,893 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,070,446 | 59,576 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,618,109 | 59,542 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $10,692,380 | 86,000 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $11,792,603 | 118,973 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,798,010 | 121,149 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $8,193,729 | 126,310 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $6,639,084 | 124,374 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,462,566 | 98,938 | Shares | Sole | 2020-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||