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Douglas E. Connolly

Taylor Frigon Capital Management Llc

Assets Managed
$175.752M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-11.04%(2Q avg: -6.4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor Frigon Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Taylor Frigon Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 175.752M in assets, with a quarterly growth rate of -11.04% and a 2-quarter average growth rate of -6.4%. The portfolio is managed by Douglas E. Connolly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CDNL
Cardinal Infrastructure Gr-a
Recent Activity
Increased 73.55%
1.96%
$3.441M
86,774 shares@ $39.66 avg price
NET
Cloudflare Inc - Class A
Recent Activity
Decreased -1.09%
1.83%
$3.214M
15,577 shares@ $206.34 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -1.29%
1.82%
$3.193M
3,658 shares@ $872.9 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -1.37%
1.77%
$3.101M
5,649 shares@ $549.03 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -43.56%
1.68%
$2.947M
16,793 shares@ $175.49 avg price
CRDO
Credo Technology Group Holdi
Recent Activity
Decreased -0.43%
1.61%
$2.816M
30,001 shares@ $93.88 avg price
CVNA
Carvana Co
Recent Activity
Increased 11.78%
1.57%
$2.754M
8,761 shares@ $314.38 avg price
MAIN
Main Street Capital Corp
Recent Activity
Decreased -5.77%
1.51%
$2.652M
50,079 shares@ $52.97 avg price
TW
Tradeweb Markets Inc-class A
Recent Activity
Decreased -0.76%
1.51%
$2.64M
22,437 shares@ $117.66 avg price
ALAB
Astera Labs Inc
Recent Activity
Decreased -8.73%
1.49%
$2.607M
23,789 shares@ $109.6 avg price

1-10 of 93