Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 1.57K | $1.46M |
 Eli Lilly and Company | LLY | 1.67K | $2.01M |
 Monolithic Power Systems, Inc. | MPWR | 1.85K | $2.55M |
 Equinix, Inc. | EQIX | 2.25K | $2.35M |
 The Home Depot, Inc. | HD | 3.07K | $1.08M |
 GE Vernova Inc. | GEV | 3.15K | $3.7M |
 Stryker Corporation | SYK | 3.88K | $1.22M |
 Watsco, Inc. | WSO | 4.09K | $1.7M |
 IDEXX Laboratories, Inc. | IDXX | 4.5K | $2.37M |
 Quanta Services, Inc. | PWR | 5.03K | $3.62M |
 American Express Company | AXP | 5.2K | $1.76M |
 Pool Corporation | POOL | 5.53K | $1.19M |
 FactSet Research Systems Inc. | FDS | 5.95K | $1.37M |
 STERIS plc | STE | 6.45K | $1.36M |
 Texas Instruments Incorporated | TXN | 6.66K | $1.99M |
 Houlihan Lokey, Inc. | HLI | 6.82K | $915.01K |
 Arthur J. Gallagher & Co. | AJG | 7.21K | $1.66M |
 The Allstate Corporation | ALL | 7.98K | $1.9M |
| AC AVALONBAY CMNTYS INC | AVB | 8.75K | $1.65M |
 MongoDB, Inc. | MDB | 9K | $3.02M |