Fund HoldingsTaylor Frigon Capital Management LLC

Total Portfolio Value
$209.90M
Total Bought
$15.09M
Total Sold
$19.57M
Net Transaction
-$4.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MOBILEYE GLOBAL INC(MBLY)0115,151+115,15103,7021.76%+3,702
AMERICAN FINL GROUP INC OHIO011,077+11,07701,5120.72%+1,512
AKOUSTIS TECHNOLOGIES INC832,3723,358,195+2,525,8236941,9850.95%+1,291
KORNIT DIGITAL LTD136,713201,431+64,7182,6193,6501.74%+1,031
NICE LTD(NICE)15,43215,270-1623,0793,9801.90%+901
REPAY HLDGS CORP372,212367,239-4,9733,1794,0401.92%+861
BOOT BARN HLDGS INC47,94647,561-3853,6804,5252.16%+845
CYBERARK SOFTWARE LTD20,23319,572-6614,4325,1992.48%+767
GLAUKOS CORP(GKOS)49,31448,820-4943,9204,6032.19%+683
NAPCO SEC TECHNOLOGIES INC(NSSC)118,611116,639-1,9724,0624,6842.23%+622
ZUORA INC290,939362,962+72,0232,7353,3101.58%+575
EDWARDS LIFESCIENCES CORP29,29529,018-2772,2342,7731.32%+539
NOVOCURE LTD(NVCR)96,857126,914+30,0571,4461,9840.95%+538
CLEARPOINT NEURO INC352,606424,097+71,4912,3942,8841.37%+490
NANO X IMAGING LTD
ORD SHS
122,266122,113-1537791,1930.57%+414
ASML HOLDING N V
N Y REGISTRY SHS
2,8182,611-2072,1332,5341.21%+401
PURE STORAGE INC(P)107,51781,412-26,1053,8344,2332.02%+399
WIX COM LTD
SHS
33,18432,586-5984,0824,4802.13%+398
HEALTHCARE RLTY TR(HR)65,329105,308+39,9791,1261,4900.71%+364
AMERICAN EXPRESS CO(AXP)8,5138,527+141,5951,9420.92%+347
ALLSTATE CORP(ALL)9,8729,924+521,3821,7170.82%+335
TRACTOR SUPPLY CO(TSCO)6,7196,751+321,4451,7670.84%+322
FASTENAL CO(FAST)25,41125,412+11,6461,9600.93%+314
QUALCOMM INC(QCOM)12,09812,146+481,7502,0560.98%+307
STRYKER CORPORATION(SYK)5,2055,203-21,5591,8620.89%+303
MONOLITHIC PWR SYS INC(MPWR)7,6317,542-894,8135,1092.43%+296
NANO DIMENSION LTD788,485784,931-3,5541,8922,1861.04%+294
ABBVIE INC(ABBV)10,50510,415-901,6281,8970.90%+269
AMPHENOL CORP NEW17,61517,439-1761,7462,0120.96%+265
TOWER SEMICONDUCTOR LTD(TSEM)101,00599,963-1,0423,0833,3441.59%+261
HOME DEPOT INC(HD)6,6356,645+102,2992,5491.21%+250
AUDIOCODES LTD240,572238,479-2,0932,9043,1101.48%+206
HERCULES CAPITAL INC(HCXY)110,788111,026+2381,8472,0480.98%+202
COSTCO WHSL CORP NEW(COST)2,4412,455+141,6111,7990.86%+187
MAIN STR CAP CORP(MAIN)40,08840,320+2321,7331,9080.91%+175
PROCTER AND GAMBLE CO(PG)9,7269,794+681,4251,5890.76%+164
DIGITAL RLTY TR INC(DLR)15,12415,211+872,0352,1911.04%+156
AVERY DENNISON CORP6,3386,386+481,2811,4260.68%+144
MCCORMICK & CO INC(MKC)15,38015,536+1561,0521,1930.57%+141
TJX COS INC NEW(TJX)16,23216,344+1121,5231,6580.79%+135
GCM GROSVENOR INC179,418180,233+8151,6081,7410.83%+133
GRACO INC(GGG)18,56918,641+721,6111,7420.83%+131
DUTCH BROS INC(BROS)114,010113,255-7553,6113,7371.78%+127
FEDERATED HERMES INC(FHI)39,17639,398+2221,3261,4230.68%+97
HENRY JACK & ASSOC INC(JKHY)7,4967,558+621,2251,3130.63%+88
HOULIHAN LOKEY INC(HLI)15,40515,094-3111,8471,9350.92%+88
ARES CAPITAL CORP(ARCC)83,40484,055+6511,6711,7500.83%+79
INDEPENDENCE RLTY TR INC(IRT)77,89678,646+7501,1921,2690.60%+77
FLOWERS FOODS INC(FLO)51,80552,279+4741,1661,2420.59%+76
ONEMAIN HLDGS INC(OMF)33,52533,711+1861,6491,7220.82%+73
VELO3D INC1,096,5041,091,237-5,2674364970.24%+61
EQUINIX INC(EQIX)2,3472,359+121,8911,9470.93%+57
ALEXANDRIA REAL ESTATE EQ IN16,12216,234+1122,0442,0931.00%+49
CARVANA CO(CVNA)85,49651,921-33,5754,5264,5642.17%+38
STERIS PLC(STE)6,0966,129+331,3401,3780.66%+38
POOL CORP(POOL)3,4973,516+191,3941,4190.68%+24
FMC CORP(FMC)12,39812,581+1837828010.38%+20
MICROBOT MED INC12,5000-12,500210-20
MONDELEZ INTL INC(MDLZ)18,97619,117+1411,3741,3380.64%-36
WATSCO INC(WSO)4,8394,683-1562,0742,0230.96%-51
TORO CO14,84714,964+1171,4251,3710.65%-54
FACTSET RESH SYS INC(FDS)3,5143,536+221,6771,6070.77%-70
INMODE LTD(INMD)111,412110,385-1,0272,4782,3851.14%-92
CROWN CASTLE INC(CCI)11,11011,208+981,2801,1860.57%-94
EXTRA SPACE STORAGE INC(EXR)8,8628,918+561,4211,3110.62%-110
IDEXX LABS INC(IDXX)6,4336,352-813,5713,4301.63%-141
PROCORE TECHNOLOGIES INC(PCOR)65,74553,665-12,0804,5514,4102.10%-141
FARMLAND PARTNERS INC113,602114,497+8951,4181,2710.61%-147
BOWLERO CORP(LUCK)277,645275,867-1,7783,9313,7791.80%-152
COGENT COMMUNICATIONS HLDGS19,09419,205+1111,4521,2550.60%-198
SYMBOTIC INC(SYM)62,56266,962+4,4003,2113,0131.44%-198
ELI LILLY & CO(LLY)2,4751,582-8931,4421,2300.59%-212
TRANSPHORM INC62,5000-62,5002280-228
NV5 GLOBAL INC30,88832,471+1,5833,4323,1821.52%-250
AUGMEDIX INC44,3000-44,3002590-259
EPAM SYS INC(EPAM)12,35612,283-733,6743,3921.62%-282
VUZIX CORP359,359359,434+757494350.21%-314
GRID DYNAMICS HLDGS INC299,744297,862-1,8823,9963,6611.74%-335
COMPUGEN LTD1,894,7121,321,731-572,9813,7523,4101.62%-341
CLOUDFLARE INC(NET)51,31239,264-12,0484,2723,8021.81%-470
BILL HOLDINGS INC38,22737,997-2303,1192,6111.24%-508
MONGODB INC(MDB)9,9429,861-814,0653,5371.68%-528
IMPINJ INC(PI)56,76034,981-21,7795,1104,4922.14%-618
FIVERR INTL LTD115,638113,391-2,2473,1482,3891.14%-759
APYX MEDICAL CORPORATION638,965637,710-1,2551,6748670.41%-807
THE REAL GOOD FOOD COMPANY I796,372794,218-2,1541,2102870.14%-924
PROCEPT BIOROBOTICS CORP(PRCT)121,57582,555-39,0205,0954,0801.94%-1,015
BRISTOL-MYERS SQUIBB CO(BMY)19,8590-19,8591,0190-1,019
QUICKLOGIC CORP513,808342,713-171,0957,1215,4942.62%-1,628
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