Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC reported 93 positions worth $213.6M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ALAB (3.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ALAB | SH | $6.4M | 3.00% | 13,286 | — | — | |
| ▸ 2 | CRDO | SH | $5.2M | 2.44% | 19,137 | — | — | |
| ▸ 3 | CDNL | SH | $5.0M | 2.33% | 52,753 | — | — | |
| ▸ 4 | PANW | SH | $4.4M | 2.05% | 12,837 | — | — | |
| ▸ 5 | KLAC | SH | $4.4M | 2.04% | 14,437 | — | — | |
| ▸ 6 | TSEM | SH | $4.3M | 2.03% | 16,653 | — | — | |
| ▸ 7 | MRVL | SH | $4.3M | 2.00% | 14,333 | — | — | |
| ▸ 8 | ONTO | SH | $3.9M | 1.83% | 10,317 | — | — | |
| ▸ 9 | NET | SH | $3.8M | 1.77% | 15,460 | — | — | |
| ▸ 10 | CVNA | SH | $3.8M | 1.76% | 57,055 | — | — |
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Frequently Asked Questions
What stocks does Taylor Frigon Capital Management LLC hold as of Q2 2026?
Taylor Frigon Capital Management LLC reported 93 positions worth $213.6M in its Q2 2026 13F filing. Largest positions: ALAB (3.0%), CRDO (2.4%), CDNL (2.3%), PANW (2.0%) and KLAC (2.0%).
What did Taylor Frigon Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Taylor Frigon Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.