What does Taylor Frigon Capital Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Taylor Frigon Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CARDINAL INFRASTRUCTURE GROU

$3M87K2.0%

CLOUDFLARE INC

$3M16K1.8%

GE VERNOVA INC

$3M4K1.8%

QUANTA SVCS INC

$3M6K1.8%

TOWER SEMICONDUCTOR LTD

$3M17K1.7%

CREDO TECHNOLOGY GROUP HOLDI

$3M30K1.6%

CARVANA CO

$3M9K1.6%

MAIN STR CAP CORP

$3M50K1.5%

TRADEWEB MKTS INC

$3M22K1.5%

ASTERA LABS INC

$3M24K1.5%

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