Fund HoldingsTaylor Frigon Capital Management LLC

Total Portfolio Value
$179.92M
Total Bought
$58.36M
Total Sold
$51.76M
Net Transaction
+$6.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PURE STORAGE INC(P)0114,530+114,53004,0802.27%+4,080
GRID DYNAMICS HLDGS INC0317,221+317,22103,8642.15%+3,864
CARVANA CO(CVNA)087,215+87,21503,6612.03%+3,661
MONGODB INC(MDB)010,120+10,12003,5001.95%+3,500
CLOUDFLARE INC(NET)052,495+52,49503,3091.84%+3,309
BOWLERO CORP(LUCK)0284,629+284,62902,7381.52%+2,738
DUTCH BROS INC(BROS)0117,290+117,29002,7271.52%+2,727
NANO DIMENSION LTD0894,831+894,83102,4341.35%+2,434
SYMBOTIC INC(SYM)063,576+63,57602,1251.18%+2,125
ASML HOLDING N V
N Y REGISTRY SHS
02,890+2,89001,7010.95%+1,701
HOULIHAN LOKEY INC(HLI)015,874+15,87401,7000.95%+1,700
AMPHENOL CORP NEW018,083+18,08301,5190.84%+1,519
STERIS PLC(STE)06,143+6,14301,3480.75%+1,348
MONDELEZ INTL INC(MDLZ)019,067+19,06701,3230.74%+1,323
HEALTHCARE RLTY TR(HR)065,603+65,60301,0020.56%+1,002
AUDIOCODES LTD135,228211,970+76,7421,2352,1431.19%+908
VAPOTHERM INC0292,268+292,26807390.41%+739
FIVERR INTL LTD87,356116,684+29,3282,2722,8551.59%+583
THE REAL GOOD FOOD COMPANY I358,461529,812+171,3511,2441,7750.99%+531
AUGMEDIX INC085,000+85,00004380.24%+438
WIX COM LTD
SHS
35,17234,414-7582,7523,1591.76%+407
EPAM SYS INC(EPAM)12,87912,578-3012,8953,2161.79%+322
CYBERARK SOFTWARE LTD29,18529,126-594,5624,7702.65%+207
HERCULES CAPITAL INC(HCXY)111,478112,930+1,4521,6501,8541.03%+204
ABBVIE INC(ABBV)10,72610,877+1511,4451,6210.90%+176
FACTSET RESH SYS INC(FDS)3,5733,630+571,4321,5870.88%+156
TRANSPHORM INC062,500+62,50001390.08%+139
GLAUKOS CORP(GKOS)52,82051,567-1,2533,7613,8802.16%+119
DIGITAL RLTY TR INC(DLR)16,12216,104-181,8361,9491.08%+113
ARES CAPITAL CORP(ARCC)82,03083,926+1,8961,5411,6340.91%+93
AVERY DENNISON CORP6,2546,385+1311,0741,1660.65%+92
TJX COS INC NEW(TJX)16,38816,585+1971,3901,4740.82%+85
COSTCO WHSL CORP NEW(COST)2,4732,506+331,3311,4160.79%+84
GCM GROSVENOR INC179,633183,035+3,4021,3541,4200.79%+66
MAIN STR CAP CORP(MAIN)39,36240,273+9111,5761,6360.91%+61
ALLSTATE CORP(ALL)9,6109,929+3191,0481,1060.61%+58
MICROBOT MED INC012,500+12,5000170.01%+17
CLEARPOINT NEURO INC246,427353,868+107,4411,7841,7730.99%-11
HOME DEPOT INC(HD)6,5896,703+1142,0472,0261.13%-21
FEDERATED HERMES INC(FHI)38,38039,324+9441,3761,3320.74%-44
POOL CORP(POOL)3,4753,528+531,3021,2560.70%-46
PROCTER AND GAMBLE CO(PG)9,7909,856+661,4851,4380.80%-48
WATSCO INC(WSO)5,2055,099-1061,9861,9261.07%-59
QUALCOMM INC(QCOM)11,95312,210+2571,4231,3560.75%-67
BRISTOL-MYERS SQUIBB CO(BMY)19,43319,968+5351,2431,1590.64%-84
COGENT COMMUNICATIONS HLDGS18,97419,229+2551,2771,1900.66%-86
FASTENAL CO(FAST)25,91526,166+2511,5291,4300.79%-99
HENRY JACK & ASSOC INC(JKHY)7,4067,533+1271,2391,1380.63%-101
TRACTOR SUPPLY CO(TSCO)6,7076,762+551,4831,3730.76%-110
PROCORE TECHNOLOGIES INC(PCOR)72,27970,175-2,1044,7034,5842.55%-119
FLOWERS FOODS INC(FLO)51,22152,053+8321,2741,1550.64%-120
EQUINIX INC(EQIX)2,3972,404+71,8791,7460.97%-133
STRYKER CORPORATION(SYK)5,2645,324+601,6061,4550.81%-151
MCCORMICK & CO INC(MKC)15,23915,451+2121,3291,1690.65%-161
ALEXANDRIA REAL ESTATE EQ IN15,96616,326+3601,8121,6340.91%-178
FARMLAND PARTNERS INC112,553114,639+2,0861,3741,1760.65%-198
AMERICAN EXPRESS CO(AXP)8,6528,755+1031,5071,3060.73%-201
CROWN CASTLE INC(CCI)10,86711,159+2921,2381,0270.57%-211
REPAY HLDGS CORP391,915375,999-15,9163,0692,8541.59%-215
EXTRA SPACE STORAGE INC(EXR)8,7328,923+1911,3001,0850.60%-215
GRACO INC(GGG)18,57118,734+1631,6041,3650.76%-238
TORO CO14,65614,906+2501,4901,2390.69%-251
INDEPENDENCE RLTY TR INC(IRT)77,27078,256+9861,4081,1010.61%-307
PROCEPT BIOROBOTICS CORP(PRCT)124,407124,462+554,3984,0842.27%-314
ELI LILLY & CO(LLY)3,6482,572-1,0761,7111,3820.77%-329
BILL HOLDINGS INC31,42330,282-1,1413,6723,2881.83%-384
FMC CORP(FMC)12,09712,446+3491,2628340.46%-429
BOOT BARN HLDGS INC58,12255,341-2,7814,9224,4932.50%-429
IDEXX LABS INC(IDXX)6,6136,600-133,3212,8861.60%-435
NV5 GLOBAL INC31,09031,255+1653,4443,0081.67%-436
VUZIX CORP330,459337,709+7,2501,6851,2260.68%-459
IMPINJ INC(PI)40,86558,094+17,2293,6643,1971.78%-467
COMPUGEN LTD1,993,2071,928,338-64,8692,2721,7931.00%-479
ALTERYX INC69,94870,161+2133,1762,6441.47%-531
MONOLITHIC PWR SYS INC(MPWR)7,7807,795+154,2033,6012.00%-602
NICE LTD(NICE)15,85315,573-2803,2742,6471.47%-626
VELO3D INC1,099,8271,103,199+3,3722,3761,7210.96%-655
APYX MEDICAL CORPORATION535,551621,147+85,5962,6941,9881.10%-706
EDWARDS LIFESCIENCES CORP29,46129,496+352,7792,0431.14%-736
INMODE LTD(INMD)112,559112,181-3784,2043,4171.90%-787
ZUORA INC292,691292,507-1843,2112,4101.34%-801
NANO X IMAGING LTD
ORD SHS
105,398123,104+17,7061,6338080.45%-825
QUICKLOGIC CORP652,674593,324-59,3505,9985,1032.84%-895
Vapotherm, Inc.2,239,1650-2,239,1659960-996
Healthcare Realty Trust, Inc.(HR)63,9050-63,9051,2050-1,205
NOVOCURE LTD(NVCR)66,64591,435+24,7902,7661,4770.82%-1,289
KORNIT DIGITAL LTD134,414137,460+3,0463,9482,5991.44%-1,348
Steris Plc(STE)6,0770-6,0771,3670-1,367
NAPCO SEC TECHNOLOGIES INC(NSSC)118,819120,120+1,3014,1172,6731.49%-1,444
Amphenol Corp Cl A17,9610-17,9611,5260-1,526
Twilio. Inc.(TWLO)24,0590-24,0591,5310-1,531
Houlihan Lokey, Inc.(HLI)15,7970-15,7971,5530-1,553
EBIX INC168,424267,957+99,5334,2442,6471.47%-1,597
AKOUSTIS TECHNOLOGIES INC821,163838,738+17,5752,6116320.35%-1,980
TTEC Holdings, Inc.58,8150-58,8151,9900-1,990
ASML Holdings, NV
N Y REGISTRY SHS
2,8690-2,8692,0790-2,079
Bowlero Corp.(LUCK)208,5750-208,5752,4280-2,428
Coinbase Global, Inc.(COIN)35,6880-35,6882,5530-2,553
Nano Dimension Ltd.908,6750-908,6752,6260-2,626
Symbotic, Inc.(SYM)63,2400-63,2402,7070-2,707
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