Taylor Frigon Capital Management LLC

SCOTTSDALE, AZ · CIK 1632665 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2007 · limited liability company

Assets managed$232.6m
Staff11 · 6 in investment roles
Main clients (by assets)Private funds 49%, High net worth individuals 26%, Mutual funds and ETFs 14%
Private funds2 · $126.1m gross assets
Form ADV · 2026-03-24SEC adviser record

Others nearbyScottsdale, AZ

As an employer

Offices in1 country
Private fundsother private 2

$213.6m reported value +21.6% vs Q1 2026

93positions

21.2%in top 10

2 new 42 added 49 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ASTERA LABS INC COM ALAB	ALAB	13,286	$6.4m3.00%	3.00%	Reduced -10.5k	-10,503 -44.1%
2	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	19,137	$5.2m2.44%	2.44%	Reduced -10.9k	-10,864 -36.2%
3	CARDINAL INFRASTRUCTURE GROU CL A CDNL	CDNL	52,753	$5.0m2.33%	2.33%	Reduced -34.0k	-34,021 -39.2%
4	PALO ALTO NETWORKS INC COM PANW	PANW	12,837	$4.4m2.05%	2.05%	Added +3.0k	+3,011 30.6%
5	KLA CORP COM NEW KLAC	KLAC	14,437	$4.4m2.04%	2.04%	Reduced -143	-143 -1.0%
6	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	16,653	$4.3m2.03%	2.03%	Reduced -140	-140 -0.8%
7	MARVELL TECHNOLOGY INC COM MRVL	MRVL	14,333	$4.3m2.00%	2.00%	Reduced -11.2k	-11,171 -43.8%
8	ONTO INNOVATION INC COM ONTO	ONTO	10,317	$3.9m1.83%	1.83%	Reduced -78	-78 -0.8%
9	CLOUDFLARE INC CL A COM NET	NET	15,460	$3.8m1.77%	1.77%	Reduced -117	-117 -0.8%
10	CARVANA CO CL A CVNA	CVNA	57,055	$3.8m1.76%	1.76%	Added +13.2k	+13,250 30.2%
11	GE VERNOVA INC COM GEV	GEV	3,147	$3.7m1.73%	1.73%	Reduced -511	-511 -14.0%
12	QUANTA SVCS INC COM PWR	PWR	5,031	$3.6m1.70%	1.70%	Reduced -618	-618 -10.9%
13	DUTCH BROS INC CL A BROS	BROS	46,123	$3.3m1.55%	1.55%	Reduced -119	-119 -0.3%
14	GLAUKOS CORP COM GKOS	GKOS	23,385	$3.3m1.53%	1.53%	Reduced -60	-60 -0.3%
15	GITLAB INC CLASS A COM GTLB	GTLB	103,135	$3.1m1.47%	1.47%	Added +45.4k	+45,421 78.7%
16	MONGODB INC CL A MDB	MDB	9,002	$3.0m1.42%	1.42%	Reduced -27	-27 -0.3%
17	IMPINJ INC COM PI	PI	19,735	$2.8m1.32%	1.32%	Added +2	+2 0.0%
18	QUICKLOGIC CORP COM NEW QUIK	QUIK	140,746	$2.8m1.32%	1.32%	Reduced -109.8k	-109,801 -43.8%
19	SOFI TECHNOLOGIES INC COM SOFI	SOFI	155,252	$2.8m1.30%	1.30%	Added +37.2k	+37,235 31.6%
20	MOBILEYE GLOBAL INC COMMON CLASS A MBLY	MBLY	284,206	$2.8m1.29%	1.29%	Added +82.3k	+82,342 40.8%
21	SYMBOTIC INC CLASS A COM SYM	SYM	60,700	$2.7m1.28%	1.28%	Added +20.2k	+20,243 50.0%
22	ALKAMI TECHNOLOGY INC COM ALKT	ALKT	149,276	$2.7m1.27%	1.27%	Reduced -334	-334 -0.2%
23	BILL HOLDINGS INC COM BILL	BILL	74,571	$2.7m1.26%	1.26%	Added +20.4k	+20,390 37.6%
24	NICE LTD SPONSORED ADR NICE	NICE	29,077	$2.6m1.24%	1.24%	Added +11.1k	+11,082 61.6%
25	MAIN STR CAP CORP COM MAIN	MAIN	50,728	$2.6m1.23%	1.23%	Added +649	+649 1.3%
26	BOOT BARN HLDGS INC COM BOOT	BOOT	15,994	$2.6m1.23%	1.23%	Added +2.6k	+2,584 19.3%
27	SERVICETITAN INC SHS CL A TTAN	TTAN	36,927	$2.6m1.22%	1.22%	Added +527	+527 1.4%
28	PURE STORAGE INC CL A P	P	32,629	$2.6m1.20%	1.20%	Reduced -67	-67 -0.2%
29	MONOLITHIC PWR SYS INC COM MPWR	MPWR	1,846	$2.6m1.19%	1.19%	Reduced -9	-9 -0.5%
30	HERCULES CAPITAL INC COM HTGC	HTGC	160,722	$2.5m1.19%	1.19%	Added +2.2k	+2,231 1.4%
31	ARES CAPITAL CORP COM ARCC	ARCC	136,284	$2.5m1.18%	1.18%	Added +1.8k	+1,756 1.3%
32	KORNIT DIGITAL LTD SHS KRNT	KRNT	153,866	$2.5m1.17%	1.17%	Reduced -284	-284 -0.2%
33	CBIZ INC COM CBZ	CBZ	74,318	$2.4m1.12%	1.12%	Added +29.0k	+29,021 64.1%
34	IDEXX LABS INC COM IDXX	IDXX	4,504	$2.4m1.11%	1.11%	Added +910	+910 25.3%
35	CLEARPOINT NEURO INC COM CLPT	CLPT	132,009	$2.4m1.10%	1.10%	Added +108	+108 0.1%
36	CAMTEK LTD ORD CAMT	CAMT	14,430	$2.4m1.10%	1.10%	Reduced -35	-35 -0.2%
37	AMPHENOL CORP CL A APH	APH	13,324	$2.3m1.10%	1.10%	Reduced -182	-182 -1.4%
38	EQUINIX INC COM EQIX	EQIX	2,250	$2.3m1.10%	1.10%	Reduced -73	-73 -3.1%
39	MONDAY COM LTD SHS MNDY	MNDY	31,949	$2.3m1.08%	1.08%	Added +2.4k	+2,393 8.1%
40	PROCEPT BIOROBOTICS CORP COM PRCT	PRCT	101,572	$2.3m1.07%	1.07%	Added +12.9k	+12,864 14.5%
41	DIGITAL RLTY TR INC COM DLR	DLR	12,752	$2.3m1.07%	1.07%	Reduced -399	-399 -3.0%
42	DEXCOM INC COM DXCM	DXCM	33,522	$2.3m1.06%	1.06%	Added +5	+5 0.0%
43	RYMAN HOSPITALITY PPTYS INC COM RHP	RHP	17,533	$2.3m1.05%	1.05%	Reduced -572	-572 -3.2%
44	TRADEWEB MKTS INC CL A TW	TW	22,395	$2.2m1.04%	1.04%	Reduced -42	-42 -0.2%
45	TOAST INC CL A TOST	TOST	79,581	$2.2m1.04%	1.04%	Added +63	+63 0.1%
46	VITAL FARMS INC COM VITL	VITL	188,784	$2.2m1.03%	1.03%	Added +98.8k	+98,812 109.8%
47	ONEMAIN HLDGS INC COM OMF	OMF	35,145	$2.1m1.00%	1.00%	Reduced -194	-194 -0.6%
48	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	18,143	$2.1m0.99%	0.99%	Added +1.9k	+1,889 11.6%
49	FIGMA INC CLASS A COM STK FIG	FIG	116,599	$2.1m0.99%	0.99%	New
50	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	50,483	$2.1m0.96%	0.96%	Added +10.8k	+10,813 27.3%
51	ELI LILLY & CO COM LLY	LLY	1,672	$2.0m0.94%	0.94%	New
52	TEXAS INSTRS INC COM TXN	TXN	6,660	$2.0m0.93%	0.93%	Reduced -2.4k	-2,415 -26.6%
53	QUALCOMM INC COM QCOM	QCOM	10,375	$1.9m0.90%	0.90%	Reduced -285	-285 -2.7%
54	WILLIAMS COS INC COM WMB	WMB	25,769	$1.9m0.90%	0.90%	Reduced -669	-669 -2.5%
55	ALLSTATE CORP COM ALL	ALL	7,982	$1.9m0.89%	0.89%	Reduced -207	-207 -2.5%
56	CROWN CASTLE INC COM CCI	CCI	24,988	$1.9m0.89%	0.89%	Added +500	+500 2.0%
57	EXTRA SPACE STORAGE INC COM EXR	EXR	12,880	$1.9m0.88%	0.88%	Reduced -8	-8 -0.1%
58	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	35,289	$1.9m0.87%	0.87%	Added +758	+758 2.2%
59	HEALTHCARE RLTY TR CL A COM HR	HR	92,207	$1.9m0.87%	0.87%	Reduced -2.4k	-2,438 -2.6%
60	APYX MEDICAL CORPORATION COM APYX	APYX	413,602	$1.9m0.87%	0.87%	Reduced -957	-957 -0.2%
61	GCM GROSVENOR INC COM CL A GCMG	GCMG	147,494	$1.8m0.85%	0.85%	Reduced -2.7k	-2,712 -1.8%
62	COMPUGEN LTD ORD CGEN	CGEN	842,181	$1.8m0.84%	0.84%	Reduced -5.9k	-5,862 -0.7%
63	TRANSMEDICS GROUP INC COM TMDX	TMDX	26,908	$1.8m0.84%	0.84%	Added +7.2k	+7,190 36.5%
64	AMERICAN EXPRESS CO COM AXP	AXP	5,204	$1.8m0.82%	0.82%	Reduced -57	-57 -1.1%
65	SYSCO CORP COM SYY	SYY	20,528	$1.7m0.80%	0.80%	Reduced -285	-285 -1.4%
66	VIPER ENERGY INC CL A VNOM	VNOM	40,314	$1.7m0.80%	0.80%	Reduced -692	-692 -1.7%
67	WATSCO INC COM WSO	WSO	4,088	$1.7m0.80%	0.80%	Reduced -32	-32 -0.8%
68	GALLAGHER ARTHUR J & CO COM AJG	AJG	7,215	$1.7m0.78%	0.78%	Reduced -39	-39 -0.5%
69	AVALONBAY CMNTYS INC COM AVB	AVB	8,749	$1.7m0.77%	0.77%	Reduced -69	-69 -0.8%
70	AMERICAN FINL GROUP INC OHIO COM AFG	AFG	11,544	$1.6m0.76%	0.76%	Reduced -82	-82 -0.7%
71	INDEPENDENCE RLTY TR INC COM IRT	IRT	96,631	$1.6m0.75%	0.75%	Reduced -473	-473 -0.5%
72	AVERY DENNISON CORP COM AVY	AVY	9,507	$1.5m0.72%	0.72%	Added +9	+9 0.1%
73	FEDERATED HERMES INC CL B FHI	FHI	27,573	$1.5m0.71%	0.71%	Reduced -10.0k	-9,968 -26.6%
74	TORO CO COM TTC	TTC	15,494	$1.5m0.71%	0.71%	Reduced -313	-313 -2.0%
75	COSTCO WHSL CORP NEW COM COST	COST	1,566	$1.5m0.69%	0.69%	Reduced -403	-403 -20.5%
76	GRACO INC COM GGG	GGG	18,951	$1.4m0.67%	0.67%	Added +245	+245 1.3%
77	HENRY JACK & ASSOC INC COM JKHY	JKHY	10,395	$1.4m0.67%	0.67%	Added +165	+165 1.6%
78	FASTENAL CO COM FAST	FAST	28,955	$1.4m0.65%	0.65%	Reduced -643	-643 -2.2%
79	TJX COS INC NEW COM TJX	TJX	9,134	$1.4m0.65%	0.65%	Reduced -226	-226 -2.4%
80	FACTSET RESH SYS INC COM FDS	FDS	5,951	$1.4m0.64%	0.64%	Added +126	+126 2.2%
81	STERIS PLC SHS USD STE	STE	6,447	$1.4m0.64%	0.64%	Added +69	+69 1.1%
82	NORTHERN OIL & GAS INC COM NOG	NOG	71,297	$1.3m0.61%	0.61%	Added +1.2k	+1,169 1.7%
83	ROLLINS INC COM ROL	ROL	30,815	$1.3m0.60%	0.60%	Added +743	+743 2.5%
84	STRYKER CORPORATION COM SYK	SYK	3,881	$1.2m0.57%	0.57%	Reduced -29	-29 -0.7%
85	MCCORMICK & CO INC COM NON VTG MKC	MKC	24,142	$1.2m0.57%	0.57%	Added +844	+844 3.6%
86	EPAM SYS INC COM EPAM	EPAM	15,206	$1.2m0.56%	0.56%	Added +1.7k	+1,735 12.9%
87	POOL CORP COM POOL	POOL	5,531	$1.2m0.56%	0.56%	Added +191	+191 3.6%
88	HOME DEPOT INC COM HD	HD	3,069	$1.1m0.51%	0.51%	Added +20	+20 0.7%
89	FIVERR INTL LTD ORD SHS FVRR	FVRR	102,261	$1.1m0.49%	0.49%	Added +769	+769 0.8%
90	VUZIX CORP COM NEW VUZI	VUZI	321,981	$933.7k0.44%	0.44%	Reduced -1.1k	-1,060 -0.3%
91	HOULIHAN LOKEY INC CL A HLI	HLI	6,822	$915.0k0.43%	0.43%	Added +181	+181 2.7%
92	TRACTOR SUPPLY CO COM TSCO	TSCO	26,833	$848.2k0.40%	0.40%	Added +1.0k	+1,009 3.9%
93	NUSCALE PWR CORP CL A COM SMR	SMR	51,016	$511.7k0.24%	0.24%	Added +33.4k	+33,382 189.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WIX COM LTD WIX	WIX	23,532	$2.1m23.5k shares
GRID DYNAMICS HLDGS INC GDYN	GDYN	287,691	$1.6m287.7k shares