Investor

Taylor Frigon Capital Management LLC

Portfolio Total Value

$194,151,000.00

Number of Stocks

90

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
GDYN $4,489,000.0 2.31%
Reduced 25.39%
201,887 $22.24 $5.66
Reduced 74.55%
$9.07 $24.16
PRCT $4,377,000.0 2.26%
Reduced 26.82%
54,367 $80.52 $21.72
Reduced 73.03%
$44.52 $103.81
NVCR $4,274,000.0 2.2%
Reduced 10.37%
143,442 $29.8 $14.28
Reduced 52.08%
$11.7 $34.13
KRNT $4,127,000.0 2.13%
Reduced 33.94%
145,587 $28.35 $16.76
Reduced 40.88%
$13.59 $34.29
CVNA $3,971,000.0 2.05%
Reduced 32.5%
19,530 $203.36 $66.56
Reduced 67.27%
$40.21 $268.34
NET $3,816,000.0 1.97%
Reduced 17.04%
35,441 $107.68 $224.06
Added 108.08%
$66.24 $122.0
WIX $3,757,000.0 1.94%
Reduced 14.91%
17,514 $214.55 $42.49
Reduced 80.2%
$117.58 $246.83
GKOS $3,750,000.0 1.93%
Reduced 10.74%
25,012 $149.94 $130.68
Reduced 12.85%
$83.9 $161.31
AUDC $3,616,000.0 1.86%
Reduced 10.12%
355,864 $10.16 $9.11
Reduced 10.33%
$7.7 $14.45
CYBR $3,439,000.0 1.77%
Reduced 11.5%
11,484 $299.54 $0.0
Reduced 100.0%
$0.0 $0.0
$3,399,000.0 1.75%
Reduced 9.44%
170,635 $19.92 $nan
Reduced nan%
$nan $nan
BILL $3,366,000.0 1.74%
Reduced 21.23%
39,746 $84.71 $32.47
Reduced 61.67%
$43.11 $97.86
MPWR $3,303,000.0 1.7%
Added 26.11%
5,583 $591.7 $1,563.7
Added 164.27%
$546.71 $959.64
BROS $3,296,000.0 1.7%
Reduced 20.98%
62,930 $52.38 $70.72
Added 35.01%
$25.46 $61.33
PCOR $3,296,000.0 1.7%
Reduced 10.24%
43,988 $74.93 $39.99
Reduced 46.63%
$49.46 $86.67
QUIK $3,278,000.0 1.69%
Reduced 8.53%
290,090 $11.3 $21.9
Added 93.81%
$6.75 $20.75
CLPT $3,264,000.0 1.68%
Reduced 43.37%
212,246 $15.38 $17.77
Added 15.54%
$5.11 $19.0
TSEM $3,203,000.0 1.65%
Reduced 9.89%
62,188 $51.51 $286.74
Added 456.67%
$28.11 $55.06
FVRR $3,097,000.0 1.6%
Reduced 10.08%
102,098 $30.34 $10.38
Reduced 65.79%
$18.83 $36.11
BOOT $2,950,000.0 1.52%
Reduced 10.75%
19,437 $151.82 $174.22
Added 14.75%
$71.54 $169.83
TW $2,793,000.0 1.44%
Reduced 11.15%
21,334 $130.92 $99.49
Reduced 24.01%
$91.19 $141.69
PI $2,725,000.0 1.41%
Reduced 11.7%
18,765 $145.26 $128.71
Reduced 11.39%
$95.96 $239.88
ALKT $2,672,000.0 1.38%
Reduced 10.88%
72,863 $36.68 $14.68
Reduced 59.98%
$22.65 $42.29
MAIN $2,651,000.0 1.37%
Reduced 2.36%
45,258 $58.58 $50.97
Reduced 12.99%
$43.9 $60.98
EPAM $2,617,000.0 1.35%
Reduced 10.97%
11,600 $225.67 $76.64
Reduced 66.04%
$169.43 $317.5
NVEE $2,586,000.0 1.33%
Added 362.58%
137,299 $18.84 $0.0
Reduced 100.0%
$0.0 $0.0
PSTG $2,449,000.0 1.26%
Reduced 10.52%
42,765 $57.29 $0.0
Reduced 100.0%
$0.0 $0.0
DLR $2,446,000.0 1.26%
Reduced 3.54%
13,799 $177.32 $188.15
Added 6.11%
$131.42 $198.0
NSSC $2,441,000.0 1.26%
Reduced 10.46%
68,648 $35.56 $37.39
Added 5.15%
$31.77 $58.09
CAMT $2,289,000.0 1.18%
No Change
28,346 $80.77 $195.16
Added 141.62%
$69.83 $140.5
HTGC $2,287,000.0 1.18%
Reduced 1.69%
113,841 $20.09 $15.49
Reduced 22.9%
$16.72 $21.78
AXP $2,284,000.0 1.18%
Reduced 3.21%
7,698 $296.8 $338.0
Added 13.88%
$185.73 $319.8
DXCM $2,259,000.0 1.17%
Reduced 10.73%
29,060 $77.77 $72.47
Reduced 6.81%
$62.34 $142.0
RPAY $2,274,000.0 1.17%
Reduced 10.2%
298,069 $7.63 $3.39
Reduced 55.57%
$7.15 $11.27
ARCC $2,275,000.0 1.17%
Reduced 1.79%
103,937 $21.89 $18.03
Reduced 17.63%
$19.32 $23.44
BOWL $2,244,000.0 1.16%
Reduced 10.49%
224,196 $10.01 $0.0
Reduced 100.0%
$0.0 $0.0
NICE $2,205,000.0 1.14%
Reduced 7.5%
12,984 $169.84 $84.68
Reduced 50.14%
$151.52 $270.73
MNDY $2,179,000.0 1.12%
Added 96.18%
9,256 $235.44 $71.53
Reduced 69.62%
$174.75 $324.99
IDXX $2,127,000.0 1.1%
Reduced 9.43%
5,147 $413.44 $562.09
Added 35.95%
$398.5 $583.39
EQIX $2,110,000.0 1.09%
Reduced 3.28%
2,239 $942.74 $1,092.19
Added 15.85%
$684.14 $994.03
COST $2,066,000.0 1.07%
Reduced 3.18%
2,255 $916.27 $951.45
Added 3.84%
$675.96 $1,008.25
EW $2,014,000.0 1.04%
Reduced 10.35%
27,207 $74.03 $87.36
Added 18.01%
$58.93 $96.12
GCMG $2,000,000.0 1.03%
Reduced 3.38%
163,045 $12.27 $12.05
Reduced 1.79%
$8.05 $13.35
WSO $1,935,000.0 1.0%
Reduced 3.06%
4,085 $473.89 $401.04
Reduced 15.37%
$373.33 $571.42
ONTO $1,927,000.0 0.99%
No Change
11,566 $166.67 $333.76
Added 100.25%
$145.15 $238.93
APH $1,899,000.0 0.98%
Reduced 4.34%
27,354 $69.45 $163.96
Added 136.08%
$49.38 $75.78
MDB $1,865,000.0 0.96%
Reduced 10.61%
8,014 $232.81 $332.75
Added 42.93%
$212.74 $509.62
EXR $1,818,000.0 0.94%
Reduced 2.43%
12,155 $149.6 $145.33
Reduced 2.85%
$131.02 $184.87
ALL $1,797,000.0 0.93%
Reduced 2.95%
9,324 $192.79 $221.17
Added 14.72%
$153.42 $209.88
FHI $1,804,000.0 0.93%
Reduced 2.8%
43,904 $41.11 $59.07
Added 43.69%
$31.24 $43.92
TJX $1,790,000.0 0.92%
Reduced 3.77%
14,819 $120.81 $163.81
Added 35.59%
$92.35 $128.0
ARE $1,779,000.0 0.92%
Reduced 1.05%
18,239 $97.55 $51.03
Reduced 47.69%
$94.35 $130.14
INMD $1,771,000.0 0.91%
Reduced 8.9%
95,892 $18.47 $13.4
Reduced 27.45%
$14.87 $26.8
CGEN $1,672,000.0 0.86%
Reduced 9.03%
1,093,046 $1.53 $2.01
Added 31.37%
$1.35 $3.03
NNDM $1,675,000.0 0.86%
Reduced 9.68%
675,516 $2.48 $1.35
Reduced 45.56%
$2.04 $3.01
OMF $1,668,000.0 0.86%
Reduced 2.13%
31,999 $52.13 $58.18
Added 11.61%
$41.7 $57.97
FDS $1,617,000.0 0.83%
Reduced 1.75%
3,367 $480.35 $221.29
Reduced 53.93%
$391.84 $499.87
SYK $1,599,000.0 0.82%
Reduced 3.52%
4,444 $360.03 $307.8
Reduced 14.51%
$307.23 $398.2
KLAC $1,583,000.0 0.82%
No Change
2,513 $630.12 $259.56
Reduced 58.81%
$581.7 $896.32
IRT $1,542,000.0 0.8%
Reduced 1.9%
77,733 $19.84 $15.82
Reduced 20.26%
$14.08 $22.26
RHP $1,547,000.0 0.8%
Reduced 2.2%
14,834 $104.34 $125.15
Added 19.94%
$93.76 $122.91
CBZ $1,559,000.0 0.8%
Reduced 9.46%
19,052 $81.83 $31.1
Reduced 61.99%
$62.66 $86.36
PG $1,531,000.0 0.79%
Reduced 2.99%
9,136 $167.64 $150.38
Reduced 10.3%
$152.06 $180.43
SYY $1,532,000.0 0.79%
Reduced 1.55%
20,038 $76.46 $78.7
Added 2.93%
$69.03 $82.89
TMDX $1,534,000.0 0.79%
No Change
24,618 $62.35 $78.79
Added 26.37%
$55.0 $177.37
CCOI $1,500,000.0 0.77%
Reduced 1.88%
19,464 $77.07 $14.19
Reduced 81.59%
$50.8 $86.76
GGG $1,500,000.0 0.77%
Reduced 1.92%
17,806 $84.29 $76.03
Reduced 9.8%
$77.49 $94.77
AFG $1,487,000.0 0.77%
Reduced 1.37%
10,863 $136.93 $132.9
Reduced 2.94%
$115.64 $150.19
MKC $1,491,000.0 0.77%
Reduced 1.59%
19,565 $76.24 $46.64
Reduced 38.82%
$64.33 $85.49
TOST $1,474,000.0 0.76%
Reduced 10.29%
40,457 $36.45 $24.66
Reduced 32.35%
$16.13 $44.12
ROL $1,447,000.0 0.75%
Reduced 1.72%
31,239 $46.35 $44.96
Reduced 3.0%
$40.41 $52.16
QCOM $1,461,000.0 0.75%
Reduced 0.9%
9,512 $153.62 $226.11
Added 47.19%
$139.26 $230.63
ASML $1,420,000.0 0.73%
Reduced 0.39%
2,049 $693.08 $1,929.68
Added 178.42%
$645.45 $1,110.09
VUZI $1,408,000.0 0.73%
Reduced 46.4%
357,602 $3.94 $3.31
Reduced 15.99%
$0.83 $5.79
FPI $1,414,000.0 0.73%
Reduced 1.23%
120,262 $11.76 $9.76
Reduced 17.01%
$9.7 $12.85
TSCO $1,424,000.0 0.73%
Added 390.1%
26,838 $53.06 $30.24
Reduced 43.01%
$44.35 $61.53
JKHY $1,349,000.0 0.7%
Reduced 1.64%
7,698 $175.3 $126.23
Reduced 27.99%
$157.0 $189.63
CCI $1,311,000.0 0.68%
Reduced 1.83%
14,453 $90.76 $82.05
Reduced 9.6%
$84.2 $120.92
STE $1,278,000.0 0.66%
Reduced 1.0%
6,218 $205.56 $202.61
Reduced 1.44%
$197.82 $248.24
POOL $1,244,000.0 0.64%
Reduced 1.35%
3,650 $340.89 $198.99
Reduced 41.63%
$293.51 $422.73
AVY $1,224,000.0 0.63%
Reduced 0.92%
6,542 $187.14 $158.68
Reduced 15.21%
$181.99 $233.48
TTC $1,197,000.0 0.62%
Reduced 1.62%
14,955 $80.1 $92.61
Added 15.62%
$76.95 $100.93
HLI $1,169,000.0 0.6%
Reduced 45.24%
6,737 $173.66 $140.77
Reduced 18.94%
$119.28 $192.1
MDLZ $1,166,000.0 0.6%
Reduced 0.27%
19,531 $59.73 $60.12
Added 0.65%
$55.97 $77.2
HD $1,130,000.0 0.58%
Reduced 54.81%
2,906 $388.93 $334.28
Reduced 14.05%
$323.77 $439.37
FMC $1,107,000.0 0.57%
Reduced 1.17%
22,779 $48.61 $11.55
Reduced 76.24%
$47.71 $68.72
FAST $1,089,000.0 0.56%
Reduced 37.7%
15,155 $71.91 $45.89
Reduced 36.18%
$61.36 $84.88
APYX $862,000.0 0.44%
Reduced 8.57%
545,748 $1.58 $4.11
Added 160.13%
$0.97 $2.8
RGF $265,000.0 0.14%
Reduced 7.69%
692,062 $0.38 $0.0
Reduced 100.0%
$0.0 $0.0
AKTS $229,000.0 0.12%
No Change
2,568,927 $0.09 $24.09
Added 26666.67%
$0.0 $0.0