StockDriftsStockDriftsTop 50 Taylor Frigon Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CDNL | CARDINAL INFRASTRUCTURE GROU | 1.96% | 86.8K | $3.4M | +73.55%(+36.77K) | $27.46(+99.92%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 1.83% | 15.6K | $3.2M | -1.10%(-173) | $89.72(+114.69%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.82% | 3.7K | $3.2M | -1.30%(-48) | $572.03(+85.76%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 1.76% | 5.6K | $3.1M | -1.38%(-79) | $396.25(+95.26%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 1.68% | 16.8K | $2.9M | -43.57%(-12.96K) | $27.54(+883.19%) | 2026-03-31 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.6% | 30.0K | $2.8M | -0.43%(-130) | $53.68(+252.72%) | 2026-03-31 | |
| CVNA | CARVANA CO | 1.57% | 8.8K | $2.8M | +11.78%(+923) | $54.37(+28.57%) | 2026-03-31 | |
| MAIN | MAIN STR CAP CORP | 1.51% | 50.1K | $2.7M | -5.78%(-3.07K) | $42.50(+20.02%) | 2026-03-31 | |
| TW | TRADEWEB MKTS INC | 1.5% | 22.4K | $2.6M | -0.77%(-174) | $113.02(-2.78%) | 2026-03-31 | |
| ALAB | ASTERA LABS INC | 1.48% | 23.8K | $2.6M | -8.74%(-2.28K) | $96.06(+133.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.55% | +38.82% |
| Top 20 Holdings Unweighted | +10.46% | +34.78% |
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