Taylor Frigon Capital Management LLC Incresed Positions in Q3 2025

Taylor Frigon Capital Management LLC

  • $190 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSTG
Pure Storage, Inc.

Technology
232
+ 0.45%
$54.47 - $88.29 $12.6K - $20.5K
51.8K $4.34M
ONTO
Onto Innovation Inc.

Technology
4.11K
+ 17.53%
$90.0 - $136.73 $370K - $561K
27.5K $3.56M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
39.4K
+ 116.37%
$30.62 - $52.91 $1.21M - $2.09M
73.3K $2.81M
MDB
Mongo Db, Inc.

Technology
140
+ 1.35%
$201.0 - $334.87 $28.1K - $46.9K
10.5K $3.26M
BILL
Bill.Com Holdings, Inc.

Technology
9.65K
+ 21.24%
$39.02 - $54.53 $376K - $526K
55.1K $2.92M
WIX
Wix.Com Ltd.

Technology
1.51K
+ 11.51%
$115.43 - $184.24 $174K - $278K
14.6K $2.6M
POOL
Pool Corp

Industrials
1.33K
+ 35.83%
$292.13 - $333.62 $389K - $444K
5.04K $1.56M
GTLB
Gitlab Inc.

Technology
10.7K
+ 22.63%
$38.82 - $50.43 $417K - $541K
58.2K $2.62M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
555
+ 1.72%
$71.86 - $87.45 $39.9K - $48.5K
32.9K $2.74M
EPAM
Epam Systems, Inc.

Technology
2.04K
+ 17.44%
N/A
13.7K $2.55M
FMC
Fmc Corp

Basic Materials
15.5K
+ 66.46%
$33.15 - $44.45 $515K - $690K
38.9K $1.31M
QCOM
Qualcomm Inc

Technology
1.4K
+ 14.85%
$145.84 - $173.55 $205K - $243K
10.8K $1.8M
NICE
Nice Ltd.

Technology
4.29K
+ 31.67%
$127.85 - $171.98 $548K - $738K
17.8K $2.58M
MRVL
Marvell Technology, Inc.

Technology
691
+ 2.06%
$62.31 - $84.07 $43.1K - $58.1K
34.3K $2.88M
CBZ
Cbiz, Inc.

Industrials
15.8K
+ 52.96%
$51.19 - $77.81 $808K - $1.23M
45.6K $2.41M
MAIN
Main Street Capital Corp

Financial Services
683
+ 1.34%
$59.28 - $67.54 $40.5K - $46.1K
51.6K $3.28M
AFG
American Financial Group Inc

Financial Services
247
+ 2.29%
$122.42 - $145.72 $30.2K - $36K
11.1K $1.61M
TJX
Tjx Companies Inc

Consumer Cyclical
174
+ 1.8%
$121.35 - $144.54 $21.1K - $25.1K
9.82K $1.42M
FAST
Fastenal CO

Industrials
324
+ 1.08%
$42.47 - $50.39 $13.8K - $16.3K
30.3K $1.49M
BROS
Dutch Bros Inc.

Consumer Cyclical
14.2K
+ 42.87%
$52.34 - $74.24 $745K - $1.06M
47.5K $2.48M
HLI
Houlihan Lokey, Inc.

Financial Services
119
+ 1.78%
$181.55 - $209.19 $21.6K - $24.9K
6.79K $1.39M
OMF
One Main Holdings, Inc.

Financial Services
3.6K
+ 11.36%
$55.61 - $62.61 $200K - $225K
35.3K $1.99M
IRT
Independence Realty Trust, Inc.

Real Estate
16.4K
+ 21.23%
$16.35 - $18.11 $268K - $297K
93.8K $1.54M
SYY
Sysco Corp

Consumer Defensive
374
+ 1.88%
$76.33 - $82.51 $28.5K - $30.9K
20.2K $1.67M
ALL
Allstate Corp

Financial Services
139
+ 1.55%
$192.0 - $214.65 $26.7K - $29.8K
9.11K $1.95M
HTGC
Hercules Capital, Inc.

Financial Services
2.88K
+ 1.9%
$18.34 - $19.53 $52.8K - $56.2K
154K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
63
+ 2.18%
$357.4 - $423.42 $22.5K - $26.7K
2.95K $1.19M
ALKT
Alkami Technology, Inc.

Technology
25.4K
+ 26.91%
$20.12 - $30.64 $511K - $779K
120K $2.98M
TSCO
Tractor Supply CO

Consumer Cyclical
332
+ 1.27%
$54.08 - $62.65 $18K - $20.8K
26.4K $1.5M
TTC
Toro CO

Industrials
334
+ 2.27%
$72.64 - $82.54 $24.3K - $27.6K
15K $1.14M
ROL
Rollins Inc

Consumer Cyclical
492
+ 1.61%
$55.05 - $58.74 $27.1K - $28.9K
31.1K $1.83M
AXP
American Express CO

Financial Services
6
+ 0.08%
$294.27 - $342.31 $1.77K - $2.05K
7.43K $2.47M
STE
Steris PLC

Healthcare
129
+ 2.09%
$221.21 - $252.43 $28.5K - $32.6K
6.32K $1.56M
MKC
Mccormick & CO Inc

Consumer Defensive
3.2K
+ 16.65%
$64.3 - $77.17 $206K - $247K
22.4K $1.5M
TXN
Texas Instruments Inc

Technology
152
+ 1.75%
N/A
8.83K $1.72M
JKHY
Henry Jack & Associates Inc

Technology
1.81K
+ 23.3%
$148.45 - $182.09 $269K - $330K
9.58K $1.43M
EQIX
Equinix Inc

Real Estate
58
+ 2.63%
$756.7 - $811.13 $43.9K - $47K
2.26K $1.77M
GGG
Graco Inc

Industrials
405
+ 2.29%
$82.58 - $88.81 $33.4K - $36K
18.1K $1.53M
DLR
Digital Realty Trust, Inc.

Real Estate
175
+ 1.3%
$161.21 - $180.02 $28.2K - $31.5K
13.7K $2.37M
Healthcare Rlty Tr
1.72K
+ 1.76%
N/A
99.2K $0
Servicetitan Inc
2.96K
+ 15.08%
N/A
22.6K $0
GDYN
Grid Dynamics Holdings, Inc.

Technology
97.3K
+ 49.76%
$7.5 - $12.39 $730K - $1.21M
293K $2.26M
FPI
Farmland Partners Inc.

Real Estate
5.5K
+ 4.56%
$10.47 - $11.59 $57.6K - $63.7K
126K $1.37M
EXR
Extra Space Storage Inc.

Real Estate
317
+ 2.62%
$134.36 - $152.88 $42.6K - $48.5K
12.4K $1.75M
MNDY
Monday.Com Ltd.

Technology
5.06K
+ 59.71%
$171.46 - $309.62 $868K - $1.57M
13.5K $2.62M
FVRR
Fiverr International Ltd.

Communication Services
16.4K
+ 17.6%
$21.37 - $29.7 $350K - $486K
109K $2.67M
CCI
Crown Castle International Corp

Real Estate
549
+ 2.39%
$92.96 - $113.91 $51K - $62.5K
23.5K $2.27M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
369
+ 2.51%
$89.59 - $104.45 $33.1K - $38.5K
15.1K $1.35M
WSO
Watsco Inc

Industrials
104
+ 2.73%
$381.94 - $489.97 $39.7K - $51K
3.92K $1.58M
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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