Taylor Frigon Capital Management Llc Investment Activity in Q2 2026
Taylor Frigon Capital Management Llc reported $19.8 million in portfolio value as of June 30, 2026. The firm made notable changes to its holdings across various sectors during the quarter.
As of June 30, 2026, Taylor Frigon Capital Management Llc's portfolio is valued at approximately $19.8 million. The investment advisor made several significant changes to its holdings during the quarter.
Among the most notable shifts, Tech stocks KLAC (KLA Corporation), CARVANA CO (CVNA), and GTLB (GitLab Inc) saw substantial increases in their position sizes. KLA shares grew by 890% to $4.35 million, CVNA increased significantly within the Consumer Cyclical sector, and GTLB experienced an over 78% increase across its Technology allocation.
The firm also demonstrated strong conviction in Technology, maintaining significant positions in companies like PANW (Palo Alto Networks Inc) and MRVL (Marvell Technology Inc). In the case of PANW, shares increased by nearly 31%, while a slight reduction was noted for G25457105 (-36.2%) despite its Technology classification.
Across other sectors, Taylor Frigon Capital Management Llc showed notable buying activity in CARVANA CO, which is categorized under Consumer Cyclical but represents a significant Technology play due to its semiconductor testing focus. The firm also added exposure to NUSCALE PWR CORP (SMR) and CBIZ INC within the Industrials sector.
Conversely, the investor reduced positions in several key holdings including G25457105 (-36.2%), GEV (GE Vernova Inc), and PWR (Quantum Services Inc). These reductions were substantial but not indicative of a broad trend across all sectors.
Overall portfolio diversification remains evident, with Technology being the largest sector allocation at 34.47%, followed closely by Financial Services and Consumer Cyclical. The firm's strategy appears focused on targeted increases in specific high-value positions while strategically reducing others during this quarter.