TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CGEN | 848K | $1.81M |
 | APYX | 415K | $1.53M |
 | VUZI | 323K | $746.23K |
 | GDYN | 288K | $1.64M |
 | QUIK | 251K | $2.35M |
 | MBLY | 202K | $1.39M |
 | HTGC | 158K | $2.34M |
 | KRNT | 154K | $2.47M |
 | GCMG | 150K | $1.47M |
 | ALKT | 150K | $2.34M |
 | ARCC | 135K | $2.42M |
 | CLPT | 132K | $1.20M |
 | SOFI | 118K | $1.87M |
 | FVRR | 101K | $1.35M |
 | IRT | 97K | $1.45M |
 | HR | 95K | $1.61M |
 | VITL | 90K | $1.27M |
 | PRCT | 89K | $2.22M |
 | CDNL | 87K | $3.44M |
 | TOST | 80K | $2.11M |
Compugen Ltd.
CGEN
Shares Held
848K
Value
$1.81M
Apyx Medical Corporation
APYX
Shares Held
415K
Value
$1.53M
Vuzix Corporation
VUZI
Shares Held
323K
Value
$746.23K
Grid Dynamics Holdings, Inc.
GDYN
Shares Held
288K
Value
$1.64M
QuickLogic Corporation
QUIK
Shares Held
251K
Value
$2.35M
Mobileye Global Inc.
MBLY
Shares Held
202K
Value
$1.39M
Hercules Capital, Inc.
HTGC
Shares Held
158K
Value
$2.34M
Kornit Digital Ltd.
KRNT
Shares Held
154K
Value
$2.47M
GCM Grosvenor Inc.
GCMG
Shares Held
150K
Value
$1.47M
Alkami Technology, Inc.
ALKT
Shares Held
150K
Value
$2.34M
Ares Capital Corporation
ARCC
Shares Held
135K
Value
$2.42M
ClearPoint Neuro, Inc.
CLPT
Shares Held
132K
Value
$1.20M
SoFi Technologies, Inc.
SOFI
Shares Held
118K
Value
$1.87M
Fiverr International Ltd.
FVRR
Shares Held
101K
Value
$1.35M
Independence Realty Trust, Inc.
IRT
Shares Held
97K
Value
$1.45M
Healthcare Realty Trust Incorporated
HR
Shares Held
95K
Value
$1.61M
Vital Farms, Inc.
VITL
Shares Held
90K
Value
$1.27M
PROCEPT BioRobotics Corporation
PRCT
Shares Held
89K
Value
$2.22M
Cardinal Infrastructure Group Inc. Class A Common Stock
CDNL
Shares Held
87K
Value
$3.44M
Toast, Inc.
TOST
Shares Held
80K
Value
$2.11M