Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The TJX Companies, Inc. | TJX | 9.13K | $1.38M |
 Avery Dennison Corporation | AVY | 9.51K | $1.54M |
 Onto Innovation Inc. | ONTO | 10.32K | $3.9M |
 QUALCOMM Incorporated | QCOM | 10.38K | $1.92M |
 Jack Henry & Associates, Inc. | JKHY | 10.39K | $1.43M |
 American Financial Group, Inc. | AFG | 11.54K | $1.62M |
 Digital Realty Trust, Inc. | DLR | 12.75K | $2.29M |
 Palo Alto Networks, Inc. | PANW | 12.84K | $4.38M |
 Extra Space Storage Inc. | EXR | 12.88K | $1.87M |
 Astera Labs, Inc. Common Stock | ALAB | 13.29K | $6.42M |
 Amphenol Corporation | APH | 13.32K | $2.35M |
 Marvell Technology, Inc. | MRVL | 14.33K | $4.27M |
 Camtek Ltd. | CAMT | 14.43K | $2.35M |
 KLA Corporation | KLAC | 14.44K | $4.36M |
 EPAM Systems, Inc. | EPAM | 15.21K | $1.21M |
 Cloudflare, Inc. | NET | 15.46K | $3.79M |
 The Toro Company | TTC | 15.49K | $1.51M |
 Boot Barn Holdings, Inc. | BOOT | 15.99K | $2.63M |
 Tower Semiconductor Ltd. | TSEM | 16.65K | $4.34M |
 Ryman Hospitality Properties, Inc. | RHP | 17.53K | $2.25M |