Stock Taper 
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 13.32K | $2.35M |
 Astera Labs, Inc. Common Stock | ALAB | 13.29K | $6.42M |
 Extra Space Storage Inc. | EXR | 12.88K | $1.87M |
 Palo Alto Networks, Inc. | PANW | 12.84K | $4.38M |
 Digital Realty Trust, Inc. | DLR | 12.75K | $2.29M |
 American Financial Group, Inc. | AFG | 11.54K | $1.62M |
 Jack Henry & Associates, Inc. | JKHY | 10.39K | $1.43M |
 QUALCOMM Incorporated | QCOM | 10.38K | $1.92M |
 Onto Innovation Inc. | ONTO | 10.32K | $3.9M |
 Avery Dennison Corporation | AVY | 9.51K | $1.54M |
 The TJX Companies, Inc. | TJX | 9.13K | $1.38M |
 MongoDB, Inc. | MDB | 9K | $3.02M |
| AC AVALONBAY CMNTYS INC | AVB | 8.75K | $1.65M |
 The Allstate Corporation | ALL | 7.98K | $1.9M |
 Arthur J. Gallagher & Co. | AJG | 7.21K | $1.66M |
 Houlihan Lokey, Inc. | HLI | 6.82K | $915.01K |
 Texas Instruments Incorporated | TXN | 6.66K | $1.99M |
 STERIS plc | STE | 6.45K | $1.36M |
 FactSet Research Systems Inc. | FDS | 5.95K | $1.37M |
 Pool Corporation | POOL | 5.53K | $1.19M |