Taylor Frigon Capital Management LLC Purchases in Q1 2025

Taylor Frigon Capital Management LLC

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRDO
Credo Technology Group Holding LTD

Technology
48.8K
New
$39.45 - $85.5 $1.92M - $4.17M
48.8K $1.96M
MRVL
Marvell Technology, Inc.

Technology
28.9K
New
$61.57 - $126.06 $1.78M - $3.64M
28.9K $1.78M
TXN
Texas Instruments Inc

Technology
8.82K
New
N/A
8.82K $1.72M
CBZ
Cbiz, Inc.

Industrials
12.8K
+ 67.39%
$68.46 - $88.65 $879K - $1.14M
31.9K $2.42M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
14.8K
+ 76.28%
$61.31 - $83.44 $910K - $1.24M
34.3K $2.1M
TMDX
Trans Medics Group, Inc.

Healthcare
6.92K
+ 28.12%
$56.73 - $79.42 $393K - $550K
31.5K $2.12M
TOST
Toast, Inc.

Technology
20.2K
+ 49.92%
$32.61 - $41.98 $659K - $848K
60.7K $2.01M
ROL
Rollins Inc

Consumer Cyclical
96
+ 0.31%
$45.65 - $54.03 $4.38K - $5.19K
31.3K $1.69M
CCI
Crown Castle International Corp

Real Estate
86
+ 0.6%
$84.33 - $106.39 $7.25K - $9.15K
14.5K $1.52M
STE
Steris PLC

Healthcare
62
+ 1.0%
$202.46 - $232.74 $12.6K - $14.4K
6.28K $1.42M
ONTO
Onto Innovation Inc.

Technology
5.14K
+ 44.47%
$121.34 - $224.5 $624K - $1.15M
16.7K $2.03M
FAST
Fastenal CO

Industrials
74
+ 0.49%
$71.11 - $79.98 $5.26K - $5.92K
15.2K $1.18M
JKHY
Henry Jack & Associates Inc

Technology
170
+ 2.21%
$166.47 - $191.28 $28.3K - $32.5K
7.87K $1.44M
MDB
Mongo Db, Inc.

Technology
2.99K
+ 37.25%
$175.4 - $298.52 $524K - $891K
11K $1.93M
ARCC
Ares Capital Corp

Financial Services
582
+ 0.56%
$21.28 - $23.81 $12.4K - $13.9K
105K $2.32M
EXR
Extra Space Storage Inc.

Real Estate
93
+ 0.77%
$143.8 - $161.28 $13.4K - $15K
12.2K $1.82M
Astera Labs Inc
31.6K
New
N/A
31.6K $0
QCOM
Qualcomm Inc

Technology
2
+ 0.02%
$151.94 - $175.86 $304 - $352
9.51K $1.46M
Servicetitan Inc
26.1K
New
N/A
26.1K $0
Healthcare Rlty Tr
371
+ 0.38%
N/A
98.9K $0
GGG
Graco Inc

Industrials
110
+ 0.62%
$80.53 - $87.54 $8.86K - $9.63K
17.9K $1.5M
FHI
Federated Hermes, Inc.

Financial Services
65
+ 0.15%
$37.58 - $41.51 $2.44K - $2.7K
44K $1.79M
SYY
Sysco Corp

Consumer Defensive
52
+ 0.26%
$70.0 - $77.13 $3.64K - $4.01K
20.1K $1.51M
AVY
Avery Dennison Corp

Industrials
177
+ 2.71%
$174.58 - $195.91 $30.9K - $34.7K
6.72K $1.2M
ASML
Asml Holding Nv

Technology
39
+ 1.9%
$662.63 - $776.99 $25.8K - $30.3K
2.09K $1.38M
FPI
Farmland Partners Inc.

Real Estate
2.69K
+ 2.23%
$10.72 - $12.51 $28.8K - $33.6K
123K $1.37M
POOL
Pool Corp

Industrials
97
+ 2.66%
$314.92 - $364.31 $30.5K - $35.3K
3.75K $1.19M
AFG
American Financial Group Inc

Financial Services
63
+ 0.58%
$119.82 - $138.45 $7.55K - $8.72K
10.9K $1.44M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.65%
$347.25 - $424.87 $6.6K - $8.07K
2.93K $1.07M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
286
+ 1.57%
$92.51 - $102.81 $26.5K - $29.4K
18.5K $1.71M
HLI
Houlihan Lokey, Inc.

Financial Services
35
+ 0.52%
$154.43 - $187.4 $5.41K - $6.56K
6.77K $1.09M
FDS
Factset Research Systems Inc

Financial Services
18
+ 0.53%
$427.5 - $476.51 $7.7K - $8.58K
3.39K $1.54M
HTGC
Hercules Capital, Inc.

Financial Services
823
+ 0.72%
$18.01 - $22.0 $14.8K - $18.1K
115K $2.2M
FMC
Fmc Corp

Basic Materials
914
+ 4.01%
$34.54 - $56.38 $31.6K - $51.5K
23.7K $999K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
94
+ 0.63%
$91.44 - $106.54 $8.6K - $10K
14.9K $1.37M
AXP
American Express CO

Financial Services
15
+ 0.19%
$255.39 - $325.87 $3.83K - $4.89K
7.71K $2.08M
PI
Impinj Inc

Technology
6.52K
+ 34.73%
$87.73 - $152.24 $572K - $992K
25.3K $2.29M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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