TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BOOT | 14K | $2.26M |
 | MNDY | 14K | $2.62M |
 | EXR | 12K | $1.75M |
 | AFG | 11K | $1.61M |
 | QCOM | 11K | $1.80M |
 | MDB | 11K | $3.26M |
 | TJX | 10K | $1.42M |
 | CVNA | 10K | $3.67M |
 | JKHY | 10K | $1.43M |
 | AVY | 9K | $1.54M |
 | ALL | 9K | $1.95M |
 | TXN | 9K | $1.62M |
 | AVB | 9K | $1.67M |
 | AXP | 7K | $2.47M |
 | HLI | 7K | $1.40M |
 | STE | 6K | $1.56M |
 | CYBR | 6K | $2.81M |
 | PWR | 6K | $2.40M |
 | POOL | 5K | $1.56M |
 | SYK | 4K | $1.56M |
Boot Barn Holdings, Inc.
BOOT
Shares Held
14K
Value
$2.26M
monday.com Ltd.
MNDY
Shares Held
14K
Value
$2.62M
Extra Space Storage Inc.
EXR
Shares Held
12K
Value
$1.75M
American Financial Group, Inc.
AFG
Shares Held
11K
Value
$1.61M
QUALCOMM Incorporated
QCOM
Shares Held
11K
Value
$1.80M
MongoDB, Inc.
MDB
Shares Held
11K
Value
$3.26M
The TJX Companies, Inc.
TJX
Shares Held
10K
Value
$1.42M
Carvana Co.
CVNA
Shares Held
10K
Value
$3.67M
Jack Henry & Associates, Inc.
JKHY
Shares Held
10K
Value
$1.43M
Avery Dennison Corporation
AVY
Shares Held
9K
Value
$1.54M
The Allstate Corporation
ALL
Shares Held
9K
Value
$1.95M
Texas Instruments Incorporated
TXN
Shares Held
9K
Value
$1.62M
AvalonBay Communities, Inc.
AVB
Shares Held
9K
Value
$1.67M
American Express Company
AXP
Shares Held
7K
Value
$2.47M
Houlihan Lokey, Inc.
HLI
Shares Held
7K
Value
$1.40M
STERIS plc
STE
Shares Held
6K
Value
$1.56M
CyberArk Software Ltd.
CYBR
Shares Held
6K
Value
$2.81M
Quanta Services, Inc.
PWR
Shares Held
6K
Value
$2.40M
Pool Corporation
POOL
Shares Held
5K
Value
$1.56M
Stryker Corporation
SYK
Shares Held
4K
Value
$1.56M