Fund HoldingsTaylor Frigon Capital Management LLC

Total Portfolio Value
$197.61M
Total Bought
$9.63M
Total Sold
$29.54M
Net Transaction
-$19.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CAMTEK LTD(CAMT)028,346+28,34602,2901.16%+2,290
ONTO INNOVATION INC(ONTO)011,566+11,56601,9280.98%+1,928
NOVOCURE LTD(NVCR)160,046143,442-16,6042,5014,2752.16%+1,774
KLA CORP(KLAC)02,513+2,51301,5830.80%+1,583
TRANSMEDICS GROUP INC(TMDX)024,618+24,61801,5350.78%+1,535
MONDAY COM LTD
SHS
4,7189,256+4,5381,3112,1791.10%+869
QUICKLOGIC CORP317,134290,090-27,0442,4323,2781.66%+846
MOBILEYE GLOBAL INC(MBLY)188,423170,635-17,7882,5813,3991.72%+818
DUTCH BROS INC(BROS)79,63562,930-16,7052,5513,2961.67%+746
GRID DYNAMICS HLDGS INC270,584201,887-68,6973,7884,4902.27%+702
BILL HOLDINGS INC50,45639,746-10,7102,6673,3671.70%+700
VUZIX CORP667,230357,602-309,6287811,4090.71%+628
CLOUDFLARE INC(NET)42,72135,441-7,2803,4633,8161.93%+353
MAIN STR CAP CORP(MAIN)46,35045,258-1,0922,3242,6511.34%+327
WIX COM LTD
SHS
20,58217,514-3,0683,4463,7581.90%+311
SYMBOTIC INC(SYM)70,12983,233+13,1041,6991,9731.00%+274
PROCORE TECHNOLOGIES INC(PCOR)49,00643,988-5,0183,0293,2961.67%+267
TOAST INC(TOST)45,10040,457-4,6431,2771,4750.75%+198
TOWER SEMICONDUCTOR LTD(TSEM)69,01362,188-6,8253,0493,2031.62%+154
FIVERR INTL LTD113,537102,098-11,4392,9443,0971.57%+154
FEDERATED HERMES INC(FHI)45,17143,904-1,2671,6611,8050.91%+144
CBIZ INC(CBZ)21,04319,052-1,9911,4161,5590.79%+143
FARMLAND PARTNERS INC121,754120,262-1,4921,2721,4140.72%+142
DIGITAL RLTY TR INC(DLR)14,30513,799-5062,3152,4471.24%+132
ONEMAIN HLDGS INC(OMF)32,69531,999-6961,5391,6680.84%+129
AMERICAN EXPRESS CO(AXP)7,9537,698-2552,1572,2851.16%+128
APYX MEDICAL CORPORATION596,876545,748-51,1287408620.44%+122
GLAUKOS CORP(GKOS)28,02225,012-3,0103,6383,7501.90%+113
ALKAMI TECHNOLOGY INC(ALKT)81,75872,863-8,8952,5792,6731.35%+94
GCM GROSVENOR INC168,751163,045-5,7061,9102,0011.01%+90
DEXCOM INC(DXCM)32,55429,060-3,4942,1822,2601.14%+78
ARES CAPITAL CORP(ARCC)105,834103,937-1,8972,2162,2751.15%+59
PURE STORAGE INC(P)47,79542,765-5,0302,3922,4501.24%+58
EQUINIX INC(EQIX)2,3152,239-762,0552,1111.07%+56
FACTSET RESH SYS INC(FDS)3,4273,367-601,5761,6170.82%+41
AMPHENOL CORP NEW28,59427,354-1,2401,8631,9000.96%+37
EPAM SYS INC(EPAM)13,03011,600-1,4302,5952,6181.32%+23
HERCULES CAPITAL INC(HCXY)115,796113,841-1,9552,2742,2871.16%+13
EDWARDS LIFESCIENCES CORP30,34827,207-3,1412,0072,0141.02%+7
AMERICAN FINL GROUP INC OHIO11,01410,863-1511,4821,4870.75%+5
COSTCO WHSL CORP NEW(COST)2,3292,255-742,0652,0661.05%+1
COGENT COMMUNICATIONS HLDGS19,83619,464-3721,5061,5000.76%-6
TJX COS INC NEW(TJX)15,39914,819-5801,8101,7900.91%-20
INMODE LTD(INMD)105,25695,892-9,3641,7961,7710.90%-24
ALLSTATE CORP(ALL)9,6079,324-2831,8221,7980.91%-24
HENRY JACK & ASSOC INC(JKHY)7,8267,698-1281,3821,3490.68%-32
THE REAL GOOD FOOD COMPANY I749,755692,062-57,6933002650.13%-34
SYSCO CORP(SYY)20,35420,038-3161,5891,5320.78%-57
STRYKER CORPORATION(SYK)4,6064,444-1621,6641,6000.81%-64
RYMAN HOSPITALITY PPTYS INC(RHP)15,16814,834-3341,6271,5480.78%-79
INDEPENDENCE RLTY TR INC(IRT)79,23977,733-1,5061,6241,5420.78%-82
GRACO INC(GGG)18,15417,806-3481,5891,5010.76%-88
PROCTER AND GAMBLE CO(PG)9,4189,136-2821,6311,5320.78%-100
TORO CO15,20114,955-2461,3181,1980.61%-120
WATSCO INC(WSO)4,2144,085-1292,0731,9360.98%-137
MCCORMICK & CO INC(MKC)19,88219,565-3171,6361,4920.75%-145
POOL CORP(POOL)3,7003,650-501,3941,2440.63%-150
ROLLINS INC(ROL)31,78631,239-5471,6081,4480.73%-160
NANO DIMENSION LTD747,934675,516-72,4181,8431,6750.85%-168
TRACTOR SUPPLY CO(TSCO)5,47626,838+21,3621,5931,4240.72%-169
HEALTHCARE RLTY TR(HR)101,34398,486-2,8571,8391,6690.84%-170
QUALCOMM INC(QCOM)9,5989,512-861,6321,4610.74%-171
TRADEWEB MKTS INC(TW)24,01121,334-2,6772,9692,7931.41%-176
NV5 GLOBAL INC29,681137,299+107,6182,7752,5871.31%-188
NICE LTD(NICE)14,03612,984-1,0522,4292,2051.12%-224
AKOUSTIS TECHNOLOGIES INC2,568,9270-2,568,9272300-230
AVERY DENNISON CORP6,6036,542-611,4581,2240.62%-233
AUDIOCODES LTD395,911355,864-40,0473,8513,6171.83%-234
STERIS PLC(STE)6,2816,218-631,5231,2780.65%-245
MONDELEZ INTL INC(MDLZ)19,58319,531-521,4431,1670.59%-276
ASML HOLDING N V
N Y REGISTRY SHS
2,0572,049-81,7141,4200.72%-294
CYBERARK SOFTWARE LTD12,97611,484-1,4923,7593,4401.74%-319
ALEXANDRIA REAL ESTATE EQ IN18,43218,239-1932,1891,7790.90%-410
FMC CORP(FMC)23,04922,779-2701,5201,1070.56%-413
EXTRA SPACE STORAGE INC(EXR)12,45812,155-3032,2451,8180.92%-426
REPAY HLDGS CORP331,929298,069-33,8602,7092,2741.15%-434
CROWN CASTLE INC(CCI)14,72214,453-2691,7471,3120.66%-435
COMPUGEN LTD1,201,5231,093,046-108,4772,1751,6720.85%-502
MONGODB INC(MDB)8,9658,014-9512,4221,8660.94%-556
FASTENAL CO(FAST)24,32615,155-9,1711,7371,0900.55%-648
NAPCO SEC TECHNOLOGIES INC(NSSC)76,67068,648-8,0223,1022,4411.24%-661
BOOT BARN HLDGS INC21,77719,437-2,3403,6322,9511.49%-681
LUCKY STRIKE ENTERTAINMENT C(LUCK)250,475224,196-26,2792,9412,2441.14%-696
IDEXX LABS INC(IDXX)5,6835,147-5362,8802,1281.08%-752
HOULIHAN LOKEY INC(HLI)12,3026,737-5,5651,9441,1700.59%-774
MONOLITHIC PWR SYS INC(MPWR)4,4275,583+1,1564,0933,3031.67%-790
CLEARPOINT NEURO INC374,797212,246-162,5514,2013,2641.65%-937
CARVANA CO(CVNA)28,93519,530-9,4055,0073,9722.01%-1,035
HOME DEPOT INC(HD)6,4312,906-3,5252,6061,1300.57%-1,476
PROCEPT BIOROBOTICS CORP(PRCT)74,29054,367-19,9235,9524,3782.22%-1,574
KORNIT DIGITAL LTD220,383145,587-74,7965,7254,1282.09%-1,597
IMPINJ INC(PI)21,25218,765-2,4874,6012,7261.38%-1,876
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