Taylor Frigon Capital Management LLC - Q32026 Holdings

Taylor Frigon Capital Management LLC holds 92 stocks with a total portfolio value of $ 196.64M as of Q32026. In Q32026, Taylor Frigon Capital Management LLC added 5 new positions, increased stakes in 35 stocks, reduced 52 holdings, and fully exited 6 positions. The largest holding is Cloudflare Inc (NET), representing 2.67% of the total portfolio.