Taylor Frigon Capital Management LLC

CIK Number: 0001632665

167.99M
Market Value
89
# of Holdings
16 months
Avg. Holding Period
53.93%
Win Rate
5.45%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 GDYN Grid Dynamics H...
11.48
-4.89% 201.89K -25.39% 4.49M 6.92 2.27%
2 PRCT PROCEPT BioRobo...
60.62
-0.88% 54.37K -26.82% 4.38M 39.02 2.22%
3 NVCR NovoCure Limite...
17.54
-3.63% 143.44K -10.37% 4.27M 35.04 2.16%
4 KRNT Kornit Digital ...
19.52
-4.2% 145.59K -33.94% 4.13M 21.96 2.09%
5 CVNA Carvana Co.
297.12
-6.84% 19.53K -32.5% 3.97M 11.14 2.01%
6 NET Cloudflare, Inc...
172.04
+0.72% 35.44K -17.04% 3.82M 89.21 1.93%
7 WIX Wix.com Ltd.
149.39
-3.46% 17.51K -14.91% 3.76M 140.51 1.90%
8 GKOS Glaukos Corpora...
97.72
+0.12% 25.01K -10.74% 3.75M 41.58 1.90%
9 AUDC AudioCodes Ltd.
8.89
-1.82% 355.86K -10.12% 3.62M 13.08 1.83%
10 CYBR CyberArk Softwa...
386.60
-1.41% 11.48K -11.5% 3.44M 124.52 1.74%
11 MBLY Mobileye Global...
15.25
-3.97% 170.63K -9.44% 3.4M 26.99 1.72%
12 BILL Bill.com Holdin...
41.44
-5.75% 39.75K -21.23% 3.37M 128.62 1.70%
13 MPWR Monolithic Powe...
673.36
-6.29% 5.58K +26.11% 3.3M 222.23 1.67%
14 BROS Dutch Bros Inc.
68.10
-4.62% 62.93K -20.98% 3.3M 41.63 1.67%
15 PCOR Procore Technol...
64.11
-1.85% 43.99K -10.24% 3.3M 73.34 1.67%
16 QUIK QuickLogic Corp...
5.68
-4.05% 290.09K -8.53% 3.28M 5.09 1.66%
17 CLPT ClearPoint Neur...
11.54
-4.47% 212.25K -43.37% 3.26M 11.31 1.65%
18 TSEM Tower Semicondu...
38.06
-5.37% 62.19K -9.89% 3.2M 30.52 1.62%
19 FVRR Fiverr Internat...
29.18
-2.47% 102.1K -10.08% 3.1M 30.96 1.57%
20 BOOT Boot Barn Holdi...
157.23
-3.63% 19.44K -10.75% 2.95M 32.45 1.49%
21 TW Tradeweb Market...
137.26
-1.07% 21.33K -11.15% 2.79M 123.67 1.41%
22 PI Impinj, Inc.
104.33
-4.2% 18.77K -11.7% 2.73M 45.43 1.38%
23 ALKT Alkami Technolo...
26.65
-6.29% 72.86K -10.88% 2.67M 31.54 1.35%
24 MAIN Main Street Cap...
57.66
-0.99% 45.26K -2.36% 2.65M 39.4 1.34%
25 EPAM EPAM Systems, I...
170.51
-3.03% 11.6K -10.97% 2.62M 165.39 1.32%
26 NVEE NV5 Global, Inc...
22.91
+0.57% 137.3K +362.58% 2.59M 17.49 1.31%
27 PSTG Pure Storage, I...
51.66
-5.19% 42.77K -10.52% 2.45M 16.43 1.24%
28 DLR Digital Realty ...
174.31
-1.26% 13.8K -3.54% 2.45M 117.28 1.24%
29 NSSC Napco Security ...
27.59
-2.37% 68.65K -10.46% 2.44M 9.74 1.24%
30 CAMT Camtek Ltd.
70.38
-4.17% 28.35K +100.00% 2.29M 80.77 1.16%
31 HTGC Hercules Capita...
17.98
-0.75% 113.84K -1.69% 2.29M 13.34 1.16%
32 AXP American Expres...
287.76
-3.43% 7.7K -3.21% 2.28M 104.41 1.16%
33 ARCC Ares Capital Co...
21.52
-3.39% 103.94K -1.79% 2.28M 17.04 1.15%
34 RPAY Repay Holdings ...
4.79
-4.3% 298.07K -10.2% 2.27M 11.95 1.15%
35 DXCM DexCom, Inc.
81.92
-1.12% 29.06K -10.73% 2.26M 96.82 1.14%
36 NICE NICE Ltd.
165.66
-3.37% 12.98K -7.5% 2.21M 211.92 1.12%
37 MNDY monday.com Ltd.
279.70
-6.44% 9.26K +96.18% 2.18M 257.02 1.10%
38 IDXX IDEXX Laborator...
522.71
-0.8% 5.15K -9.43% 2.13M 187.74 1.08%
39 EQIX Equinix, Inc.
892.08
-0.48% 2.24K -3.28% 2.11M 530.29 1.07%
40 COST Costco Wholesal...
990.08
-1.26% 2.25K -3.18% 2.07M 459.6 1.05%
41 EW Edwards Lifesci...
75.15
-0.98% 27.21K -10.35% 2.01M 52.22 1.02%
42 GCMG Grosvenor Capit...
11.94
-2.45% 163.04K -3.38% 2M 11.42 1.01%
43 SYM Symbotic Inc.
28.00
-0.04% 83.23K +18.69% 1.97M 39.18 1.00%
44 WSO Watsco, Inc.
431.65
-2.59% 4.08K -3.06% 1.94M 174.64 0.98%
45 ONTO Onto Innovation...
94.78
-5.21% 11.57K +100.00% 1.93M 166.67 0.98%
46 APH Amphenol Corpor...
92.50
-2.22% 27.35K -4.34% 1.9M 37.64 0.96%
47 MDB MongoDB, Inc.
205.64
-2.38% 8.01K -10.61% 1.87M 388.09 0.94%
48 EXR Extra Space Sto...
149.61
-0.6% 12.15K -2.43% 1.82M 112.51 0.92%
49 FHI Federated Herme...
42.14
-1.61% 43.9K -2.8% 1.8M 24.73 0.91%
50 ALL The Allstate Co...
198.72
-0.8% 9.32K -2.95% 1.8M 134.63 0.91%
51 TJX The TJX Compani...
123.95
-0.41% 14.82K -3.77% 1.79M 78.63 0.91%
52 ARE Alexandria Real...
72.09
-1.33% 18.24K -1.05% 1.78M 124.87 0.90%
53 INMD InMode Ltd.
13.37
-4.84% 95.89K -8.9% 1.77M 18.94 0.90%
54 NNDM Nano Dimension ...
1.44
-7.69% 675.52K -9.68% 1.68M 6.97 0.85%
55 CGEN Compugen Ltd.
1.65
-0.9% 1.09M -9.03% 1.67M 1.93 0.85%
56 HR Healthcare Real...
14.94
+0.17% 98.49K -2.82% 1.67M 14.83 0.84%
57 OMF OneMain Holding...
51.90
-2.37% 32K -2.13% 1.67M 49.21 0.84%
58 FDS FactSet Researc...
420.73
-0.81% 3.37K -1.75% 1.62M 227.85 0.82%
59 SYK Stryker Corpora...
377.25
-0.85% 4.44K -3.52% 1.6M 180.14 0.81%
60 KLAC KLA Corporation
867.60
-0.85% 2.51K +100.00% 1.58M 630.12 0.80%
61 CBZ CBIZ, Inc.
68.85
-0.32% 19.05K -9.46% 1.56M 67.29 0.79%
62 RHP Ryman Hospitali...
94.90
-3.31% 14.83K -2.2% 1.55M 107.24 0.78%
63 IRT Independence Re...
18.05
-2.62% 77.73K -1.9% 1.54M 11.26 0.78%
64 TMDX TransMedics Gro...
142.92
-0.08% 24.62K +100.00% 1.53M 62.35 0.78%
65 SYY Sysco Corporati...
74.29
-1.46% 20.04K -1.55% 1.53M 78.06 0.78%
66 PG The Procter & G...
160.25
-1.79% 9.14K -2.99% 1.53M 135.71 0.78%
67 GGG Graco Inc.
83.50
-1.91% 17.81K -1.92% 1.5M 67.4 0.76%
68 CCOI Cogent Communic...
46.95
-2.2% 19.46K -1.88% 1.5M 75.52 0.76%
69 MKC McCormick & Com...
73.98
-2.41% 19.57K -1.59% 1.49M 83.3 0.75%
70 AFG American Financ...
123.73
-1.3% 10.86K -1.37% 1.49M 134.76 0.75%
71 TOST Toast, Inc.
41.55
-2.33% 40.46K -10.29% 1.47M 28.31 0.75%
72 QCOM QUALCOMM Incorp...
154.78
-2.47% 9.51K -0.9% 1.46M 111.97 0.74%
73 ROL Rollins, Inc.
56.86
-0.75% 31.24K -1.72% 1.45M 48.32 0.73%
74 TSCO Tractor Supply ...
51.57
-0.33% 26.84K +390.10% 1.42M 45.88 0.72%
75 ASML ASML Holding N....
761.38
-3.16% 2.05K -0.39% 1.42M 640.72 0.72%
76 FPI Farmland Partne...
11.43
-0.61% 120.26K -1.23% 1.41M 8.14 0.72%
77 VUZI Vuzix Corporati...
2.94
-4.23% 357.6K -46.41% 1.41M 2.56 0.71%
78 JKHY Jack Henry & As...
179.16
-0.57% 7.7K -1.64% 1.35M 162.75 0.68%
79 CCI Crown Castle In...
98.36
-1.67% 14.45K -1.83% 1.31M 113.79 0.66%
80 STE STERIS plc
241.28
-0.47% 6.22K -1% 1.28M 169.05 0.65%
81 POOL Pool Corporatio...
288.88
-2.35% 3.65K -1.35% 1.24M 293.65 0.63%
82 AVY Avery Dennison ...
174.66
-2.61% 6.54K -0.92% 1.22M 126.42 0.62%
83 TTC The Toro Compan...
67.35
-3.44% 14.96K -1.62% 1.2M 85.53 0.61%
84 HLI Houlihan Lokey,...
171.26
-2.38% 6.74K -45.24% 1.17M 82.28 0.59%
85 MDLZ Mondelez Intern...
66.93
-1.75% 19.53K -0.27% 1.17M 69.44 0.59%
86 HD The Home Depot,...
354.54
-2.37% 2.91K -54.81% 1.13M 241.98 0.57%
87 FMC FMC Corporation
41.55
-4.04% 22.78K -1.17% 1.11M 81.87 0.56%
88 FAST Fastenal Compan...
42.15
-1.66% 15.15K -37.7% 1.09M 31.73 0.55%
89 APYX Apyx Medical Co...
1.82
+6.12% 545.75K -8.57% 862.28K 4.68 0.44%