Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CBIZ, Inc. | CBZ | 74.32K | $2.38M |
 Northern Oil and Gas, Inc. | NOG | 71.3K | $1.29M |
 Symbotic Inc. | SYM | 60.7K | $2.73M |
 Carvana Co. | CVNA | 57.05K | $3.76M |
 Cardinal Infrastructure Group Inc. | CDNL | 52.75K | $4.97M |
 NuScale Power Corporation | SMR | 51.02K | $511.69K |
 Main Street Capital Corporation | MAIN | 50.73K | $2.63M |
 Procore Technologies, Inc. | PCOR | 50.48K | $2.05M |
 Dutch Bros Inc. | BROS | 46.12K | $3.31M |
 Viper Energy, Inc. | VNOM | 40.31K | $1.71M |
 ServiceTitan, Inc. | TTAN | 36.93K | $2.61M |
 Alexandria Real Estate Equities, Inc. | ARE | 35.29K | $1.87M |
 OneMain Holdings, Inc. | OMF | 35.15K | $2.14M |
 DexCom, Inc. | DXCM | 33.52K | $2.26M |
 monday.com Ltd. | MNDY | 31.95K | $2.31M |
 Rollins, Inc. | ROL | 30.82K | $1.29M |
 NICE Ltd. | NICE | 29.08K | $2.64M |
 Fastenal Company | FAST | 28.95K | $1.39M |
 Federated Hermes, Inc. | FHI | 27.57K | $1.52M |
 TransMedics Group, Inc. | TMDX | 26.91K | $1.79M |