Taylor Frigon Capital Management LLC - Q42025 Holdings

Taylor Frigon Capital Management LLC holds 93 stocks with a total portfolio value of $ 197.57M as of Q42025. In Q42025, Taylor Frigon Capital Management LLC added 6 new positions, increased stakes in 38 stocks, reduced 49 holdings, and fully exited 2 positions. The largest holding is Astera Labs Inc (ALAB), representing 2.19% of the total portfolio.