Fund HoldingsTaylor Frigon Capital Management LLC

Total Portfolio Value
$200.63M
Total Bought
$18.30M
Total Sold
$41.00M
Net Transaction
-$22.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TRADEWEB MKTS INC(TW)024,011+24,01102,9691.48%+2,969
ALKAMI TECHNOLOGY INC(ALKT)081,758+81,75802,5791.29%+2,579
KORNIT DIGITAL LTD243,814220,383-23,4313,5695,7252.85%+2,155
CLEARPOINT NEURO INC424,535374,797-49,7382,2884,2012.09%+1,913
RYMAN HOSPITALITY PPTYS INC(RHP)015,168+15,16801,6270.81%+1,627
SYSCO CORP(SYY)020,354+20,35401,5890.79%+1,589
CBIZ INC(CBZ)021,043+21,04301,4160.71%+1,416
MONDAY COM LTD
SHS
04,718+4,71801,3110.65%+1,311
TOAST INC(TOST)045,100+45,10001,2770.64%+1,277
PROCEPT BIOROBOTICS CORP(PRCT)81,88074,290-7,5905,0025,9522.97%+950
IMPINJ INC(PI)24,31721,252-3,0653,8124,6012.29%+789
GRID DYNAMICS HLDGS INC298,634270,584-28,0503,1393,7881.89%+650
COGENT COMMUNICATIONS HLDGS19,40719,836+4291,0951,5060.75%+411
HOME DEPOT INC(HD)6,6446,431-2132,2872,6061.30%+319
POOL CORP(POOL)3,5443,700+1561,0891,3940.69%+305
VUZIX CORP359,631667,230+307,5994867810.39%+295
EPAM SYS INC(EPAM)12,33913,030+6912,3212,5951.29%+274
AMERICAN EXPRESS CO(AXP)8,1637,953-2101,8902,1571.08%+267
CROWN CASTLE INC(CCI)15,14914,722-4271,4801,7470.87%+266
EQUINIX INC(EQIX)2,3702,315-551,7932,0551.02%+262
EXTRA SPACE STORAGE INC(EXR)12,83212,458-3741,9942,2451.12%+251
ALLSTATE CORP(ALL)9,9009,607-2931,5811,8220.91%+241
NOVOCURE LTD(NVCR)133,298160,046+26,7482,2832,5011.25%+217
GCM GROSVENOR INC175,094168,751-6,3431,7091,9100.95%+201
MCCORMICK & CO INC(MKC)20,42519,882-5431,4491,6360.82%+187
MONDELEZ INTL INC(MDLZ)19,27619,583+3071,2611,4430.72%+181
FASTENAL CO(FAST)24,91624,326-5901,5661,7370.87%+172
STERIS PLC(STE)6,1756,281+1061,3561,5230.76%+168
FMC CORP(FMC)23,60123,049-5521,3581,5200.76%+162
FACTSET RESH SYS INC(FDS)3,5113,427-841,4341,5760.79%+143
INDEPENDENCE RLTY TR INC(IRT)79,21779,239+221,4851,6240.81%+140
FEDERATED HERMES INC(FHI)46,34245,171-1,1711,5241,6610.83%+137
TRACTOR SUPPLY CO(TSCO)5,4275,476+491,4651,5930.79%+128
NANO DIMENSION LTD781,359747,934-33,4251,7191,8430.92%+124
AMERICAN FINL GROUP INC OHIO11,09011,014-761,3641,4820.74%+118
HEALTHCARE RLTY TR(HR)104,505101,343-3,1621,7221,8390.92%+117
HENRY JACK & ASSOC INC(JKHY)7,6297,826+1971,2671,3820.69%+115
GRACO INC(GGG)18,62018,154-4661,4761,5890.79%+112
AVERY DENNISON CORP6,3916,603+2121,3971,4580.73%+60
DIGITAL RLTY TR INC(DLR)14,84514,305-5402,2572,3151.15%+58
TJX COS INC NEW(TJX)15,93415,399-5351,7541,8100.90%+56
WATSCO INC(WSO)4,3704,214-1562,0242,0731.03%+48
STRYKER CORPORATION(SYK)4,7524,606-1461,6171,6640.83%+47
ALEXANDRIA REAL ESTATE EQ IN18,37018,432+622,1492,1891.09%+40
PROCTER AND GAMBLE CO(PG)9,6769,418-2581,5961,6310.81%+35
COSTCO WHSL CORP NEW(COST)2,4002,329-712,0402,0651.03%+25
ROLLINS INC(ROL)32,63731,786-8511,5921,6080.80%+15
FIVERR INTL LTD125,046113,537-11,5092,9302,9441.47%+14
ARES CAPITAL CORP(ARCC)105,704105,834+1302,2032,2161.10%+13
MAIN STR CAP CORP(MAIN)46,51746,350-1672,3492,3241.16%-25
COMPUGEN LTD1,314,4331,201,523-112,9102,2082,1751.08%-33
HOULIHAN LOKEY INC(HLI)14,69612,302-2,3941,9821,9440.97%-38
MONGODB INC(MDB)9,9038,965-9382,4752,4221.21%-54
FARMLAND PARTNERS INC115,616121,754+6,1381,3331,2720.63%-61
HERCULES CAPITAL INC(HCXY)114,676115,796+1,1202,3452,2741.13%-71
TORO CO15,05515,201+1461,4081,3180.66%-89
ONEMAIN HLDGS INC(OMF)33,60632,695-9111,6301,5390.77%-91
THE REAL GOOD FOOD COMPANY I796,449749,755-46,6943983000.15%-98
VELO3D INC31,2240-31,2241040-104
APYX MEDICAL CORPORATION640,566596,876-43,6908587400.37%-118
AKOUSTIS TECHNOLOGIES INC2,794,4212,568,927-225,4943682300.11%-138
AMPHENOL CORP NEW29,71128,594-1,1172,0021,8630.93%-138
NICE LTD(NICE)15,21414,036-1,1782,6162,4291.21%-187
IDEXX LABS INC(IDXX)6,3115,683-6283,0752,8801.44%-195
CARVANA CO(CVNA)40,50328,935-11,5685,2145,0072.50%-207
INMODE LTD(INMD)110,387105,256-5,1312,0131,7960.90%-218
QUALCOMM INC(QCOM)9,4049,598+1941,8731,6320.81%-241
NV5 GLOBAL INC32,53629,681-2,8553,0252,7751.38%-250
DEXCOM INC(DXCM)21,47932,554+11,0752,4352,1821.09%-253
BILL HOLDINGS INC55,53650,456-5,0802,9222,6671.33%-255
ASML HOLDING N V
N Y REGISTRY SHS
2,0552,057+22,1021,7140.85%-388
CLOUDFLARE INC(NET)47,13842,721-4,4173,9043,4631.73%-441
PROCORE TECHNOLOGIES INC(PCOR)53,84549,006-4,8393,5703,0291.51%-542
SYMBOTIC INC(SYM)66,87470,129+3,2552,3511,6990.85%-652
AUDIOCODES LTD441,878395,911-45,9674,5873,8511.92%-735
BOOT BARN HLDGS INC34,12621,777-12,3494,4003,6321.81%-768
TOWER SEMICONDUCTOR LTD(TSEM)99,61569,013-30,6023,9163,0491.52%-867
NANO X IMAGING LTD
ORD SHS
119,8750-119,8758800-880
BOWLERO CORP(LUCK)274,702250,475-24,2273,9802,9411.47%-1,040
GLAUKOS CORP(GKOS)39,67628,022-11,6544,6963,6381.81%-1,058
EDWARDS LIFESCIENCES CORP33,28330,348-2,9353,0742,0071.00%-1,067
QUICKLOGIC CORP342,015317,134-24,8813,5542,4321.21%-1,121
REPAY HLDGS CORP363,980331,929-32,0513,8442,7091.35%-1,135
FLOWERS FOODS INC(FLO)52,7790-52,7791,1720-1,172
NAPCO SEC TECHNOLOGIES INC(NSSC)84,26976,670-7,5994,3783,1021.55%-1,276
ELI LILLY & CO(LLY)1,5640-1,5641,4160-1,416
MOBILEYE GLOBAL INC(MBLY)142,881188,423+45,5424,0132,5811.29%-1,431
CYBERARK SOFTWARE LTD19,43912,976-6,4635,3153,7591.87%-1,556
WIX COM LTD
SHS
32,10320,582-11,5215,1073,4461.72%-1,660
ABBVIE INC(ABBV)9,9450-9,9451,7060-1,706
MONOLITHIC PWR SYS INC(MPWR)7,4764,427-3,0496,1434,0932.04%-2,050
DUTCH BROS INC(BROS)112,75179,635-33,1164,6682,5511.27%-2,117
PURE STORAGE INC(P)81,07947,795-33,2845,2062,3921.19%-2,814
ZUORA INC362,6140-362,6143,6010-3,601
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