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Taylor Frigon Capital Management LLC

Position in WSO — Watsco Inc

CIK 1632665 SCOTTSDALE, AZ

Position in WSO

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,703,592
+$204,778 QoQ
Shares Held
4,088
-0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#301
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 1% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Taylor Frigon Capital Management LLC holds $4,282,911 across 3 Industrial Distribution names. WSO ranks #1 (39.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
4,088 $1,703,592

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,703,592 4,088
2026-03-31 $1,498,814 4,120
2025-12-31 $1,425,635 4,231
2025-09-30 $1,582,834 3,915
2025-06-30 $1,683,013 3,811
2025-03-31 $2,009,309 3,953
2024-12-31 $1,935,840 4,085
2024-09-30 $2,072,782 4,214
2024-06-30 $2,024,358 4,370
2024-03-31 $2,022,915 4,683
2023-12-31 $2,073,366 4,839
2023-09-30 $1,925,994 5,099
2023-06-30 $1,985,551 5,205
2023-03-31 $1,735,244 5,454
2022-12-31 $1,394,894 5,593
2022-09-30 $1,467,264 5,699
2022-06-30 $1,364,617 5,714
2022-03-31 $1,751,375 5,749
2021-12-31 $1,826,593 5,838
2021-09-30 $1,525,534 5,765
2021-06-30 $1,606,330 5,604
2021-03-31 $1,403,878 5,384
2020-12-31 $1,205,246 5,320
2020-09-30 $1,258,071 5,402
2020-06-30 $972,907 5,475
2020-03-31 $866,952 5,486