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Douglas E. Connolly

Taylor Frigon Capital Management Llc

Assets Managed
$213.647M
Holdings
93
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
21.57%(2Q avg: 5.26%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor Frigon Capital Management Llc's 2026 - Q2 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 213.647M in assets, with a quarterly growth rate of 21.57% and a 2-quarter average growth rate of 5.26%. The portfolio is managed by Douglas E. Connolly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ALAB
Astera Labs Inc
Recent Activity
Decreased -44.15%
3.01%
$6.417M
13,286 shares@ $483.03 avg price
CRDO
Credo Technology Group Holdi
Recent Activity
Decreased -36.21%
2.44%
$5.204M
19,137 shares@ $271.95 avg price
CDNL
Cardinal Infrastructure Gr-a
Recent Activity
Decreased -39.2%
2.33%
$4.969M
52,753 shares@ $94.21 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Increased 30.65%
2.05%
$4.378M
12,837 shares@ $341.03 avg price
KLAC
Kla Corp
Recent Activity
Increased 890.2%
2.04%
$4.356M
14,437 shares@ $301.71 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -0.83%
2.04%
$4.34M
16,653 shares@ $260.65 avg price
MRVL
Marvell Technology Inc
Recent Activity
Decreased -43.8%
2%
$4.27M
14,333 shares@ $297.89 avg price
ONTO
Onto Innovation Inc
Recent Activity
Decreased -0.75%
1.83%
$3.904M
10,317 shares@ $378.46 avg price
NET
Cloudflare Inc - Class A
Recent Activity
Decreased -0.75%
1.78%
$3.792M
15,460 shares@ $245.29 avg price
CVNA
Carvana Co
Recent Activity
Increased 551.24%
1.76%
$3.755M
57,055 shares@ $65.82 avg price

1-10 of 93