Taylor Frigon Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 92 separate positions, managed under the sole discretion of the firm.
The report lists the firm's contact information, including its address in Scottsdale, Arizona, and identifies Douglas E. Connolly as the Chief Compliance Officer responsible for the filing. The document provides a comprehensive list of the individual stocks held by the firm during the reporting period.
The portfolio includes a diverse range of companies across various sectors. Major holdings listed include Alexandria Real Estate Equities, Allstate Corporation, American Express Company, Ares Capital Corp, and Astera Labs Inc. The filing also details positions in technology and industrial firms such as Cloudflare Inc., Costco Wholesale Corporation, Equinix Inc., Fastenal Co., and FIGMA Inc.
Other notable entries in the disclosure include Eli Lilly & Co., Graco Inc., Home Depot Inc., Impinj Inc., and Palantir Technologies Inc. The report provides specific stock symbols and total share counts for each entity listed in the information table.
