CIK 1632665
Taylor Frigon Capital Management LLC
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–93 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NICE | NICE LTD | 17K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 14K | $1M+ | SH |
| WIX | WIX COM LTD | 18K | $1M+ | SH |
| EQIX | EQUINIX INC | 2K | $1M+ | SH |
| ALL | ALLSTATE CORP | 9K | $1M+ | SH |
| CLPT | CLEARPOINT NEURO INC | 132K | $1M+ | SH |
| AVY | AVERY DENNISON CORP | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| RHP | RYMAN HOSPITALITY PPTYS INC | 19K | $1M+ | SH |
| IRT | INDEPENDENCE RLTY TR INC | 100K | $1M+ | SH |
| GCMG | GCM GROSVENOR INC | 155K | $1M+ | SH |
| FDS | FACTSET RESH SYS INC | 6K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 13K | $1M+ | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 35K | $1M+ | SH |
| STE | STERIS PLC | 7K | $1M+ | SH |
| HR | HEALTHCARE RLTY TR | 98K | $1M+ | SH |
| AVB | AVALONBAY CMNTYS INC | 9K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 27K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 9K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 12K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 42K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 24K | $1M+ | SH |
| GGG | GRACO INC | 20K | $1M+ | SH |
| SYY | SYSCO CORP | 22K | $1M+ | SH |
| NOG | NORTHERN OIL & GAS INC | 73K | $1M+ | SH |
| APYX | APYX MEDICAL CORPORATION | 438K | $1M+ | SH |
| QUIK | QUICKLOGIC CORP | 253K | $1M+ | SH |
| TJX | TJX COS INC NEW | 10K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| WSO | WATSCO INC | 4K | $1M+ | SH |
| FPI | FARMLAND PARTNERS INC | 144K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 27K | $1M+ | SH |
| CGEN | COMPUGEN LTD | 869K | $1M+ | SH |
| TTC | TORO CO | 17K | $1M+ | SH |
| VITL | VITAL FARMS INC | 39K | $1M+ | SH |
| POOL | POOL CORP | 5K | $1M+ | SH |
| INMD | INMODE LTD | 86K | $1M+ | SH |
| FAST | FASTENAL CO | 31K | $1M+ | SH |
| VUZI | VUZIX CORP | 324K | $1M+ | SH |
| CDNL | CARDINAL INFRASTRUCTURE GROU | 50K | $1M+ | SH |
| HLI | HOULIHAN LOKEY INC | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| SMR | NUSCALE PWR CORP | 17K | $100K–$500K | SH |