Fund HoldingsTaylor Frigon Capital Management LLC

Total Portfolio Value
$210.04M
Total Bought
$16.84M
Total Sold
$19.77M
Net Transaction
-$2.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
DEXCOM INC(DXCM)021,479+21,47902,4351.16%+2,435
ROLLINS INC(ROL)032,637+32,63701,5920.76%+1,592
AUDIOCODES LTD238,479441,878+203,3993,1104,5872.18%+1,477
MONOLITHIC PWR SYS INC(MPWR)7,5427,476-665,1096,1432.92%+1,034
PURE STORAGE INC(P)81,41281,079-3334,2335,2062.48%+973
DUTCH BROS INC(BROS)113,255112,751-5043,7374,6682.22%+930
PROCEPT BIOROBOTICS CORP(PRCT)82,55581,880-6754,0805,0022.38%+922
EXTRA SPACE STORAGE INC(EXR)8,91812,832+3,9141,3111,9940.95%+683
CARVANA CO(CVNA)51,92140,503-11,4184,5645,2142.48%+649
WIX COM LTD
SHS
32,58632,103-4834,4805,1072.43%+627
TOWER SEMICONDUCTOR LTD(TSEM)99,96399,615-3483,3443,9161.86%+572
FMC CORP(FMC)12,58123,601+11,0208011,3580.65%+557
FIVERR INTL LTD113,391125,046+11,6552,3892,9301.39%+541
ARES CAPITAL CORP(ARCC)84,055105,704+21,6491,7502,2031.05%+453
MAIN STR CAP CORP(MAIN)40,32046,517+6,1971,9082,3491.12%+441
BILL HOLDINGS INC37,99755,536+17,5392,6112,9221.39%+311
MOBILEYE GLOBAL INC(MBLY)115,151142,881+27,7303,7024,0131.91%+311
EDWARDS LIFESCIENCES CORP29,01833,283+4,2652,7733,0741.46%+301
NOVOCURE LTD(NVCR)126,914133,298+6,3841,9842,2831.09%+300
HERCULES CAPITAL INC(HCXY)111,026114,676+3,6502,0482,3451.12%+297
CROWN CASTLE INC(CCI)11,20815,149+3,9411,1861,4800.70%+294
ZUORA INC362,962362,614-3483,3103,6011.71%+291
MCCORMICK & CO INC(MKC)15,53620,425+4,8891,1931,4490.69%+256
COSTCO WHSL CORP NEW(COST)2,4552,400-551,7992,0400.97%+241
HEALTHCARE RLTY TR(HR)105,308104,505-8031,4901,7220.82%+232
INDEPENDENCE RLTY TR INC(IRT)78,64679,217+5711,2691,4850.71%+216
BOWLERO CORP(LUCK)275,867274,702-1,1653,7793,9801.90%+201
ELI LILLY & CO(LLY)1,5821,564-181,2301,4160.67%+185
CYBERARK SOFTWARE LTD19,57219,439-1335,1995,3152.53%+116
THE REAL GOOD FOOD COMPANY I794,218796,449+2,2312873980.19%+112
VELO3D INC031,224+31,22401040.05%+104
CLOUDFLARE INC(NET)39,26447,138+7,8743,8023,9041.86%+103
FEDERATED HERMES INC(FHI)39,39846,342+6,9441,4231,5240.73%+101
TJX COS INC NEW(TJX)16,34415,934-4101,6581,7540.84%+97
GLAUKOS CORP(GKOS)48,82039,676-9,1444,6034,6962.24%+92
DIGITAL RLTY TR INC(DLR)15,21114,845-3662,1912,2571.07%+66
FARMLAND PARTNERS INC114,497115,616+1,1191,2711,3330.63%+62
ALEXANDRIA REAL ESTATE EQ IN16,23418,370+2,1362,0932,1491.02%+56
VUZIX CORP359,434359,631+1974354860.23%+51
HOULIHAN LOKEY INC(HLI)15,09414,696-3981,9351,9820.94%+47
TORO CO14,96415,055+911,3711,4080.67%+37
PROCTER AND GAMBLE CO(PG)9,7949,676-1181,5891,5960.76%+7
WATSCO INC(WSO)4,6834,370-3132,0232,0240.96%+2
APYX MEDICAL CORPORATION637,710640,566+2,8568678580.41%-9
AMPHENOL CORP NEW17,43929,711+12,2722,0122,0020.95%-10
STERIS PLC(STE)6,1296,175+461,3781,3560.65%-22
AVERY DENNISON CORP6,3866,391+51,4261,3970.67%-28
GCM GROSVENOR INC180,233175,094-5,1391,7411,7090.81%-32
HENRY JACK & ASSOC INC(JKHY)7,5587,629+711,3131,2670.60%-46
AMERICAN EXPRESS CO(AXP)8,5278,163-3641,9421,8900.90%-51
FLOWERS FOODS INC(FLO)52,27952,779+5001,2421,1720.56%-70
MONDELEZ INTL INC(MDLZ)19,11719,276+1591,3381,2610.60%-77
KORNIT DIGITAL LTD201,431243,814+42,3833,6503,5691.70%-80
ONEMAIN HLDGS INC(OMF)33,71133,606-1051,7221,6300.78%-93
BOOT BARN HLDGS INC47,56134,126-13,4354,5254,4002.09%-126
ALLSTATE CORP(ALL)9,9249,900-241,7171,5810.75%-136
AMERICAN FINL GROUP INC OHIO11,07711,090+131,5121,3640.65%-147
EQUINIX INC(EQIX)2,3592,370+111,9471,7930.85%-155
NV5 GLOBAL INC32,47132,536+653,1823,0251.44%-158
COGENT COMMUNICATIONS HLDGS19,20519,407+2021,2551,0950.52%-159
FACTSET RESH SYS INC(FDS)3,5363,511-251,6071,4340.68%-173
QUALCOMM INC(QCOM)12,1469,404-2,7422,0561,8730.89%-183
ABBVIE INC(ABBV)10,4159,945-4701,8971,7060.81%-191
REPAY HLDGS CORP367,239363,980-3,2594,0403,8441.83%-196
STRYKER CORPORATION(SYK)5,2034,752-4511,8621,6170.77%-245
HOME DEPOT INC(HD)6,6456,644-12,5492,2871.09%-262
GRACO INC(GGG)18,64118,620-211,7421,4760.70%-266
TRACTOR SUPPLY CO(TSCO)6,7515,427-1,3241,7671,4650.70%-302
NAPCO SEC TECHNOLOGIES INC(NSSC)116,63984,269-32,3704,6844,3782.08%-306
NANO X IMAGING LTD
ORD SHS
122,113119,875-2,2381,1938800.42%-313
POOL CORP(POOL)3,5163,544+281,4191,0890.52%-330
IDEXX LABS INC(IDXX)6,3526,311-413,4303,0751.46%-355
INMODE LTD(INMD)110,385110,387+22,3852,0130.96%-372
FASTENAL CO(FAST)25,41224,916-4961,9601,5660.75%-395
ASML HOLDING N V
N Y REGISTRY SHS
2,6112,055-5562,5342,1021.00%-432
NANO DIMENSION LTD784,931781,359-3,5722,1861,7190.82%-467
VELO3D INC1,091,2370-1,091,2374970-497
GRID DYNAMICS HLDGS INC297,862298,634+7723,6613,1391.49%-522
CLEARPOINT NEURO INC424,097424,535+4382,8842,2881.09%-596
SYMBOTIC INC(SYM)66,96266,874-883,0132,3511.12%-662
IMPINJ INC(PI)34,98124,317-10,6644,4923,8121.81%-680
PROCORE TECHNOLOGIES INC(PCOR)53,66553,845+1804,4103,5701.70%-839
MONGODB INC(MDB)9,8619,903+423,5372,4751.18%-1,061
EPAM SYS INC(EPAM)12,28312,339+563,3922,3211.11%-1,071
COMPUGEN LTD1,321,7311,314,433-7,2983,4102,2081.05%-1,202
NICE LTD(NICE)15,27015,214-563,9802,6161.25%-1,363
AKOUSTIS TECHNOLOGIES INC3,358,1952,794,421-563,7741,9853680.18%-1,617
QUICKLOGIC CORP342,713342,015-6985,4943,5541.69%-1,940
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