Taylor Frigon Capital Management

Taylor Frigon Capital Management as of Dec. 31, 2019

Portfolio Holdings for Taylor Frigon Capital Management

Taylor Frigon Capital Management holds 86 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Compugen (CGEN) 3.0 $4.3M 722k 5.96
Kornit Digital (KRNT) 2.6 $3.7M 109k 34.23
Apyx Medical Corporation (APYX) 2.4 $3.5M 419k 8.46
Novocure Ltd ord (NVCR) 2.2 $3.2M 38k 84.26
Vapotherm 2.2 $3.1M 257k 12.16
Tower Semiconductor (TSEM) 2.0 $3.0M 123k 24.06
Audiocodes Ltd Com Stk (AUDC) 2.0 $2.9M 112k 25.69
Cryoport Inc Com Par $0 001 (CYRX) 1.9 $2.7M 165k 16.46
Carvana Co cl a (CVNA) 1.8 $2.7M 29k 92.05
NVIDIA Corporation (NVDA) 1.8 $2.6M 11k 235.29
Monolithic Power Systems (MPWR) 1.8 $2.6M 14k 178.03
Airgain (AIRG) 1.7 $2.4M 228k 10.69
Quicklogic Corp. (QUIK) 1.7 $2.4M 406k 6.00
Shopify Inc cl a (SHOP) 1.6 $2.4M 5.9k 397.57
Inphi Corporation 1.6 $2.3M 32k 74.02
Radcom (RDCM) 1.6 $2.3M 273k 8.52
Cyberark Software (CYBR) 1.6 $2.3M 20k 116.59
Epam Systems (EPAM) 1.6 $2.3M 11k 212.18
Glaukos (GKOS) 1.6 $2.3M 42k 54.46
ResMed (RMD) 1.5 $2.2M 14k 154.98
stock (SPLK) 1.5 $2.2M 15k 149.79
Amphenol Corporation (APH) 1.5 $2.2M 20k 108.24
Alteryx (AYX) 1.5 $2.2M 22k 100.05
Edwards Lifesciences (EW) 1.5 $2.2M 9.3k 233.33
Repay Hldgs Corp (RPAY) 1.5 $2.1M 146k 14.65
Radware Ltd ord (RDWR) 1.4 $2.1M 82k 25.78
CarMax (KMX) 1.4 $2.0M 23k 87.66
FactSet Research Systems (FDS) 1.4 $2.0M 7.5k 268.30
Zuora Inc ordinary shares (ZUO) 1.4 $2.0M 140k 14.33
Silicom (SILC) 1.4 $2.0M 59k 33.26
Wix (WIX) 1.3 $1.9M 16k 122.38
IDEXX Laboratories (IDXX) 1.3 $1.9M 7.3k 261.06
Tractor Supply Company (TSCO) 1.3 $1.9M 20k 93.42
Forescout Technologies 1.3 $1.8M 56k 32.79
Microvision Inc Del (MVIS) 1.2 $1.8M 2.5M 0.72
Echo Global Logistics 1.2 $1.7M 83k 20.70
Impinj (PI) 1.2 $1.7M 67k 25.87
Pra (PRAA) 1.2 $1.7M 47k 36.31
Arista Networks (ANET) 1.2 $1.7M 8.3k 203.45
Ebix 1.2 $1.7M 50k 33.41
Zix Corporation 1.1 $1.6M 234k 6.78
CenturyLink 1.1 $1.6M 118k 13.21
Hercules Technology Growth Capital (HTGC) 1.1 $1.6M 111k 14.02
Twilio Inc cl a (TWLO) 1.1 $1.5M 16k 98.29
Green Dot Corporation (GDOT) 1.0 $1.5M 64k 23.31
Akoustis Technologies (AKTS) 1.0 $1.5M 188k 8.00
Nv5 Holding (NVEE) 1.0 $1.5M 29k 50.45
Farmland Partners (FPI) 1.0 $1.4M 213k 6.78
Vuzix Corp Com Stk (VUZI) 1.0 $1.4M 720k 2.01
Annaly Capital Management 1.0 $1.4M 151k 9.42
Myriad Genetics (MYGN) 0.9 $1.4M 51k 27.23
Ttec Holdings (TTEC) 0.9 $1.3M 33k 39.61
Pennantpark Floating Rate Capi (PFLT) 0.8 $1.2M 101k 12.18
Capstead Mortgage Corporation 0.8 $1.2M 154k 7.92
Zoetis Inc Cl A (ZTS) 0.8 $1.2M 9.2k 132.32
Bristol Myers Squibb (BMY) 0.8 $1.1M 18k 64.17
Ryman Hospitality Pptys (RHP) 0.8 $1.1M 13k 86.68
Apollo Commercial Real Est. Finance (ARI) 0.8 $1.1M 61k 18.29
Target Corporation (TGT) 0.7 $1.1M 8.4k 128.24
Abbvie (ABBV) 0.7 $1.0M 12k 88.52
Walgreen Boots Alliance (WBA) 0.7 $1.0M 18k 58.99
Corenergy Infrastructure Tr (CORR) 0.7 $1.0M 23k 44.71
Eli Lilly & Co. (LLY) 0.7 $1.0M 7.7k 131.40
Verizon Communications (VZ) 0.7 $1.0M 17k 61.42
Digital Realty Trust (DLR) 0.7 $995k 8.3k 119.72
Equinix (EQIX) 0.7 $1.0M 1.7k 583.62
Watsco, Incorporated (WSO) 0.7 $991k 5.5k 180.18
Main Street Capital Corporation (MAIN) 0.7 $984k 23k 43.09
Pembina Pipeline Corp (PBA) 0.7 $982k 27k 37.07
At&t (T) 0.7 $967k 25k 39.09
Ares Capital Corporation (ARCC) 0.7 $970k 52k 18.66
Vermilion Energy (VET) 0.7 $975k 60k 16.36
Pfizer (PFE) 0.7 $937k 24k 39.16
Independence Realty Trust In (IRT) 0.7 $949k 67k 14.08
Flowers Foods (FLO) 0.6 $917k 42k 21.74
Crown Castle Intl (CCI) 0.6 $908k 6.4k 142.10
B&G Foods (BGS) 0.6 $897k 50k 17.93
Healthcare Realty Trust Incorporated 0.6 $888k 27k 33.39
Tapestry (TPR) 0.6 $886k 33k 26.98
Alexandria Real Estate Equities (ARE) 0.6 $866k 5.4k 161.66
C.H. Robinson Worldwide (CHRW) 0.6 $849k 11k 78.21
Fastenal Company (FAST) 0.6 $853k 23k 36.96
Extra Space Storage (EXR) 0.6 $818k 7.7k 105.56
Hoegh Lng Partners 0.6 $808k 52k 15.64
Knot Offshore Partners (KNOP) 0.5 $773k 39k 19.80
Domino's Pizza (DPZ) 0.5 $732k 2.5k 293.98