Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tractor Supply Company | TSCO | 26.83K | $848.19K |
 The Williams Companies, Inc. | WMB | 25.77K | $1.92M |
 Crown Castle Inc. | CCI | 24.99K | $1.89M |
 McCormick & Company, Incorporated | MKC | 24.14K | $1.22M |
 Glaukos Corporation | GKOS | 23.39K | $3.27M |
 Tradeweb Markets Inc. | TW | 22.39K | $2.23M |
 Sysco Corporation | SYY | 20.53K | $1.72M |
 Impinj, Inc. | PI | 19.73K | $2.83M |
 Credo Technology Group Holding Ltd | CRDO | 19.14K | $5.2M |
 Graco Inc. | GGG | 18.95K | $1.43M |
 Palantir Technologies Inc. | PLTR | 18.14K | $2.12M |
 Ryman Hospitality Properties, Inc. | RHP | 17.53K | $2.25M |
 Tower Semiconductor Ltd. | TSEM | 16.65K | $4.34M |
 Boot Barn Holdings, Inc. | BOOT | 15.99K | $2.63M |
 The Toro Company | TTC | 15.49K | $1.51M |
 Cloudflare, Inc. | NET | 15.46K | $3.79M |
 EPAM Systems, Inc. | EPAM | 15.21K | $1.21M |
 KLA Corporation | KLAC | 14.44K | $4.36M |
 Camtek Ltd. | CAMT | 14.43K | $2.35M |
 Marvell Technology, Inc. | MRVL | 14.33K | $4.27M |