Taylor Frigon Capital Management LLC Portfolio Holdings
Taylor Frigon Capital Management LLC
- $183 Million
- Q2 2025
Taylor Frigon Capital Management LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $183 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Credo Technology Group Holding LTD with a value of $4.2M, Monolithic Power Systems Inc with a value of $3.53M, Carvana Co. with a value of $3.39M, Cloudflare, Inc. with a value of $3.37M, and Glaukos Corp with a value of $3.22M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $162M to 183M.
Below you can find more details about Taylor Frigon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
Technology: $70 Million
Financial Services: $27.6 Million
Healthcare: $27.5 Million
Real Estate: $14.8 Million
Industrials: $14.3 Million
Consumer Cyclical: $13.2 Million
Communication Services: $6.36 Million
Consumer Defensive: $5.05 Million
Other: $975,000