Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palantir Technologies Inc. | PLTR | 18.14K | $2.12M |
 Graco Inc. | GGG | 18.95K | $1.43M |
 Credo Technology Group Holding Ltd | CRDO | 19.14K | $5.2M |
 Impinj, Inc. | PI | 19.73K | $2.83M |
 Sysco Corporation | SYY | 20.53K | $1.72M |
 Tradeweb Markets Inc. | TW | 22.39K | $2.23M |
 Glaukos Corporation | GKOS | 23.39K | $3.27M |
 McCormick & Company, Incorporated | MKC | 24.14K | $1.22M |
 Crown Castle Inc. | CCI | 24.99K | $1.89M |
 The Williams Companies, Inc. | WMB | 25.77K | $1.92M |
 Tractor Supply Company | TSCO | 26.83K | $848.19K |
 TransMedics Group, Inc. | TMDX | 26.91K | $1.79M |
 Federated Hermes, Inc. | FHI | 27.57K | $1.52M |
 Fastenal Company | FAST | 28.95K | $1.39M |
 NICE Ltd. | NICE | 29.08K | $2.64M |
 Rollins, Inc. | ROL | 30.82K | $1.29M |
 monday.com Ltd. | MNDY | 31.95K | $2.31M |
 DexCom, Inc. | DXCM | 33.52K | $2.26M |
 OneMain Holdings, Inc. | OMF | 35.15K | $2.14M |
 Alexandria Real Estate Equities, Inc. | ARE | 35.29K | $1.87M |