Taylor Frigon Capital Management LLC

Position in ONTO — Onto Innovation Inc.

CIK 1632665 SCOTTSDALE, AZ

Back to ONTO Full portfolio

Position in ONTO

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

Position Value

$3,904,468

+$1,772,766 QoQ

Shares Held

10,317

-0.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#255

of 690 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ONTO Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Taylor Frigon Capital Management LLC holds $10,614,076 across 3 Semiconductor Equipment & Materials names. ONTO ranks #2 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	14,437	$4,355,787
2	ONTO	Onto Innovation Inc. This page	10,317	$3,904,468
3	CAMT	Camtek Ltd	14,430	$2,353,821

All Filings in ONTO

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,904,468	10,317	-0.8%	Shares	Sole	2026-07-23
2026-03-31	$2,131,702	10,395	-31.5%	Shares	Sole	2026-04-29
2025-12-31	$2,395,841	15,177	-44.9%	Shares	Sole	2026-01-26
2025-09-30	$3,557,297	27,529	+17.5%	Shares	Sole	2025-10-21
2025-06-30	$2,364,083	23,423	+40.2%	Shares	Sole	2025-07-17
2025-03-31	$2,027,470	16,709	+44.5%	Shares	Sole	2025-04-25
2024-12-31	$1,927,705	11,566	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.