TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 55K | $2.01M |
 | BILL | 55K | $2.92M |
 | TSEM | 55K | $3.98M |
 | PSTG | 52K | $3.79M |
 | MAIN | 52K | $3.28M |
 | BROS | 47K | $2.48M |
 | CBZ | 46K | $2.41M |
 | SYM | 44K | $2.38M |
 | CRDO | 43K | $6.26M |
 | FHI | 41K | $2.13M |
 | PCOR | 40K | $2.94M |
 | FMC | 39K | $1.31M |
 | OMF | 35K | $1.99M |
 | MRVL | 34K | $2.88M |
 | ARE | 33K | $2.74M |
 | CAMT | 32K | $3.35M |
 | ROL | 31K | $1.83M |
 | FAST | 30K | $1.49M |
 | GKOS | 29K | $2.35M |
 | ONTO | 28K | $3.56M |
Toast, Inc.
TOST
Shares Held
55K
Value
$2.01M
Bill.com Holdings, Inc.
BILL
Shares Held
55K
Value
$2.92M
Tower Semiconductor Ltd.
TSEM
Shares Held
55K
Value
$3.98M
Pure Storage, Inc.
PSTG
Shares Held
52K
Value
$3.79M
Main Street Capital Corporation
MAIN
Shares Held
52K
Value
$3.28M
Dutch Bros Inc.
BROS
Shares Held
47K
Value
$2.48M
CBIZ, Inc.
CBZ
Shares Held
46K
Value
$2.41M
Symbotic Inc.
SYM
Shares Held
44K
Value
$2.38M
Credo Technology Group Holding Ltd
CRDO
Shares Held
43K
Value
$6.26M
Federated Hermes, Inc.
FHI
Shares Held
41K
Value
$2.13M
Procore Technologies, Inc.
PCOR
Shares Held
40K
Value
$2.94M
FMC Corporation
FMC
Shares Held
39K
Value
$1.31M
OneMain Holdings, Inc.
OMF
Shares Held
35K
Value
$1.99M
Marvell Technology, Inc.
MRVL
Shares Held
34K
Value
$2.88M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
33K
Value
$2.74M
Camtek Ltd.
CAMT
Shares Held
32K
Value
$3.35M
Rollins, Inc.
ROL
Shares Held
31K
Value
$1.83M
Fastenal Company
FAST
Shares Held
30K
Value
$1.49M
Glaukos Corporation
GKOS
Shares Held
29K
Value
$2.35M
Onto Innovation Inc.
ONTO
Shares Held
28K
Value
$3.56M