TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPWR | 4K | $3.81M |
 | WSO | 4K | $1.58M |
 | GEV | 4K | $2.30M |
 | IDXX | 4K | $2.34M |
 | FDS | 3K | $986.86K |
 | HD | 3K | $1.19M |
 | KLAC | 3K | $2.89M |
 | EQIX | 2K | $1.77M |
 | COST | 2K | $1.95M |
Monolithic Power Systems, Inc.
MPWR
Shares Held
4K
Value
$3.81M
Watsco, Inc.
WSO
Shares Held
4K
Value
$1.58M
GE Vernova Inc.
GEV
Shares Held
4K
Value
$2.30M
IDEXX Laboratories, Inc.
IDXX
Shares Held
4K
Value
$2.34M
FactSet Research Systems Inc.
FDS
Shares Held
3K
Value
$986.86K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.19M
KLA Corporation
KLAC
Shares Held
3K
Value
$2.89M
Equinix, Inc.
EQIX
Shares Held
2K
Value
$1.77M
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.95M