Stock Taper

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP5.2K$1.76M
Quanta Services, Inc.PWR5.03K$3.62M
IDEXX Laboratories, Inc.IDXX4.5K$2.37M
Watsco, Inc.WSO4.09K$1.7M
Stryker CorporationSYK3.88K$1.22M
GE Vernova Inc.GEV3.15K$3.7M
The Home Depot, Inc.HD3.07K$1.08M
Equinix, Inc.EQIX2.25K$2.35M
Monolithic Power Systems, Inc.MPWR1.85K$2.55M
Eli Lilly and CompanyLLY1.67K$2.01M
Costco Wholesale CorporationCOST1.57K$1.46M