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
Holdings in VUZI
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $746,224 | 323,041 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,226,303 | 324,419 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,031,579 | 329,578 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $969,174 | 331,909 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $720,258 | 353,068 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,408,951 | 357,602 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $780,659 | 667,230 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $485,501 | 359,631 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $434,915 | 359,434 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $751,060 | 359,359 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,225,883 | 337,709 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,685,340 | 330,459 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,281,462 | 309,532 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,144,911 | 314,536 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,884,957 | 325,554 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,302,139 | 324,245 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,200,459 | 333,403 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,847,522 | 328,434 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,420,545 | 327,012 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,948,611 | 324,175 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,936,893 | 351,293 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $9,907,079 | 1,091,088 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,941,681 | 1,083,702 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,595,315 | 1,085,906 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,074,136 | 873,282 | Shares | Sole | 2020-04-24 | |
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