TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSCO | 26K | $1.50M |
 | ALAB | 26K | $5.15M |
 | DXCM | 26K | $1.74M |
 | CCI | 24K | $2.27M |
 | TTAN | 23K | $2.28M |
 | MKC | 22K | $1.50M |
 | TMDX | 21K | $2.33M |
 | SYY | 20K | $1.67M |
 | GGG | 18K | $1.53M |
 | APH | 18K | $2.23M |
 | PI | 18K | $3.25M |
 | NICE | 18K | $2.58M |
 | SMR | 18K | $635.72K |
 | NET | 16K | $3.44M |
 | TW | 15K | $1.69M |
 | RHP | 15K | $1.35M |
 | TTC | 15K | $1.14M |
 | WIX | 15K | $2.60M |
 | EPAM | 14K | $2.10M |
 | DLR | 14K | $2.37M |
Tractor Supply Company
TSCO
Shares Held
26K
Value
$1.50M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
26K
Value
$5.15M
DexCom, Inc.
DXCM
Shares Held
26K
Value
$1.74M
Crown Castle Inc.
CCI
Shares Held
24K
Value
$2.27M
ServiceTitan, Inc.
TTAN
Shares Held
23K
Value
$2.28M
McCormick & Company, Incorporated
MKC
Shares Held
22K
Value
$1.50M
TransMedics Group, Inc.
TMDX
Shares Held
21K
Value
$2.33M
Sysco Corporation
SYY
Shares Held
20K
Value
$1.67M
Graco Inc.
GGG
Shares Held
18K
Value
$1.53M
Amphenol Corporation
APH
Shares Held
18K
Value
$2.23M
Impinj, Inc.
PI
Shares Held
18K
Value
$3.25M
NICE Ltd.
NICE
Shares Held
18K
Value
$2.58M
NuScale Power Corporation
SMR
Shares Held
18K
Value
$635.72K
Cloudflare, Inc.
NET
Shares Held
16K
Value
$3.44M
Tradeweb Markets Inc.
TW
Shares Held
15K
Value
$1.69M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
15K
Value
$1.35M
The Toro Company
TTC
Shares Held
15K
Value
$1.14M
Wix.com Ltd.
WIX
Shares Held
15K
Value
$2.60M
EPAM Systems, Inc.
EPAM
Shares Held
14K
Value
$2.10M
Digital Realty Trust, Inc.
DLR
Shares Held
14K
Value
$2.37M