# EDGAR Filing Document

**Accession Number:** 0001632665
**File Stem:** 0001632665-23-000001
**Filing Date:** 2023-2
**Character Count:** 12408
**Document Hash:** 248413436314fe101003dff108728350
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001632665-23-000001.hdr.sgml**: 20230206

**ACCESSION NUMBER**: 0001632665-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230206

**DATE AS OF CHANGE**: 20230203

**EFFECTIVENESS DATE**: 20230206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Taylor Frigon Capital Management LLC
- **CENTRAL INDEX KEY:** 0001632665
- **IRS NUMBER:** 743200466
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16391
- **FILM NUMBER:** 23587785

**BUSINESS ADDRESS:**
- **STREET 1:** 18835 N. THOMPSON PEAK PKWY, SUITE C-215
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255
- **BUSINESS PHONE:** 8052260280

**MAIL ADDRESS:**
- **STREET 1:** 18835 N. THOMPSON PEAK PKWY, SUITE C-215
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Taylor Frigon Capital Management LLC<br>**Address:** 18835 N. THOMPSON PEAK PKWY SUITE C-215<br>SCOTTSDALE, AZ 85255

**Form 13F File Number:** 028-16391

**CRD Number (if applicable):** 000142617

**SEC File Number (if applicable):** 801-67498

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Karen Frigon<br>**Title:** Chief Operations Manager<br>**Phone:** 805-226-0280

**Signature, Place, and Date of Signing:**

Karen Frigon  Scottsdale, AZ  02-03-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $176303124

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Abbvie Inc | COM | 00287Y109 |  | 1833985 | 11348 | SH |  | SOLE |  | 11348 | 0 | 0 |
| Akoustis Technologies Inc. | COM | 00973N102 |  | 1391535 | 493452 | SH |  | SOLE |  | 493452 | 0 | 0 |
| Alexandria Real Estate Equities In | COM | 015271109 |  | 1029391 | 7067 | SH |  | SOLE |  | 7067 | 0 | 0 |
| Allstate Corporation | COM | 020002101 |  | 1282098 | 9455 | SH |  | SOLE |  | 9455 | 0 | 0 |
| Alteryx Inc. | COM CL A | 02156B103 |  | 2622071 | 51748 | SH |  | SOLE |  | 51748 | 0 | 0 |
| American Express Co. | COM | 025816109 |  | 1302321 | 8814 | SH |  | SOLE |  | 8814 | 0 | 0 |
| Amphenol Corp Cl A | CLASS A | 032095101 |  | 1411604 | 18540 | SH |  | SOLE |  | 18540 | 0 | 0 |
| Apyx Medical Corp. | COM | 03837C106 |  | 1130667 | 483191 | SH |  | SOLE |  | 483191 | 0 | 0 |
| Ares Capital Corp | COM | 04010L103 |  | 1290765 | 69884 | SH |  | SOLE |  | 69884 | 0 | 0 |
| ASML Holdings NV | NY REGISTRY SHS | N07059210 |  | 1648489 | 3017 | SH |  | SOLE |  | 3017 | 0 | 0 |
| AudioCodes Ltd. | ORD | M15342104 |  | 2459929 | 137503 | SH |  | SOLE |  | 137503 | 0 | 0 |
| Avery Dennison Corp. | COM | 053611109 |  | 1130051 | 6243 | SH |  | SOLE |  | 6243 | 0 | 0 |
| Bill.com Holdings Inc | COM | 090043100 |  | 2240000 | 20558 | SH |  | SOLE |  | 20558 | 0 | 0 |
| Boot Barn Holdings | COM | 099406100 |  | 4661054 | 74553 | SH |  | SOLE |  | 74553 | 0 | 0 |
| Brainsway Ltd Funsponsored ADR | SPONSORED ADS | 10501L106 |  | 470794 | 190605 | SH |  | SOLE |  | 190605 | 0 | 0 |
| Bristol-Myers Squibb Co | COM | 110122108 |  | 1413519 | 19646 | SH |  | SOLE |  | 19646 | 0 | 0 |
| Carvana Co. | CLASS A | 146869102 |  | 869453 | 183429 | SH |  | SOLE |  | 183429 | 0 | 0 |
| ClearPoint Neuro Inc. | COM | 18507C103 |  | 1454418 | 171714 | SH |  | SOLE |  | 171714 | 0 | 0 |
| Cloudflare Inc | COM CL A | 18915M107 |  | 1714408 | 37921 | SH |  | SOLE |  | 37921 | 0 | 0 |
| Cogent Communication Hldgs Inc. | COM NEW | 19239V302 |  | 1091670 | 19125 | SH |  | SOLE |  | 19125 | 0 | 0 |
| Coinbase Global Inc. | COM CL A | 19260Q107 |  | 1294283 | 36572 | SH |  | SOLE |  | 36572 | 0 | 0 |
| Compugen Ltd. | ORD | M25722105 |  | 1018752 | 1423435 | SH |  | SOLE |  | 1423435 | 0 | 0 |
| Costco Wholesale Co. | COM | 22160K105 |  | 1124360 | 2463 | SH |  | SOLE |  | 2463 | 0 | 0 |
| Crown Castle Inc. | COM | 22822V101 |  | 1034062 | 7624 | SH |  | SOLE |  | 7624 | 0 | 0 |
| CyberArk Ltd. | SHS | M2682V108 |  | 4173434 | 32190 | SH |  | SOLE |  | 32190 | 0 | 0 |
| Digital Realty Trust Inc. | COM | 253868103 |  | 1345738 | 13421 | SH |  | SOLE |  | 13421 | 0 | 0 |
| Dominos Pizza Inc. | COM | 25754A201 |  | 1044767 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| Dutch Bros Inc. | CLASS A | 26701L100 |  | 3417051 | 121215 | SH |  | SOLE |  | 121215 | 0 | 0 |
| EBIX | COM NEW | 278715206 |  | 3477731 | 174235 | SH |  | SOLE |  | 174235 | 0 | 0 |
| Edwards Lifesciences Corp. | COM | 28176E108 |  | 2282991 | 30599 | SH |  | SOLE |  | 30599 | 0 | 0 |
| Eli Lilly  Co. | COM | 532457108 |  | 1366902 | 3736 | SH |  | SOLE |  | 3736 | 0 | 0 |
| EPAM Systems Inc. | COM | 29414B104 |  | 2750394 | 8392 | SH |  | SOLE |  | 8392 | 0 | 0 |
| Equinix Inc New | COM | 29444U700 |  | 1645540 | 2512 | SH |  | SOLE |  | 2512 | 0 | 0 |
| Extra Space Storage Inc. | COM | 30225T102 |  | 1305140 | 8868 | SH |  | SOLE |  | 8868 | 0 | 0 |
| Factset Research Systems Inc. | COM | 303075105 |  | 1503387 | 3747 | SH |  | SOLE |  | 3747 | 0 | 0 |
| Farmland Partners Inc. | COM | 31154R109 |  | 1405686 | 112816 | SH |  | SOLE |  | 112816 | 0 | 0 |
| Fastenal Co | COM | 311900104 |  | 1248300 | 26380 | SH |  | SOLE |  | 26380 | 0 | 0 |
| Federated Hermes Inc. | CL B | 314211103 |  | 1562983 | 43046 | SH |  | SOLE |  | 43046 | 0 | 0 |
| Fiverr International. Ltd. | ORD SHS | M4R82T106 |  | 2610507 | 89585 | SH |  | SOLE |  | 89585 | 0 | 0 |
| Flowers Foods Inc. | COM | 343498101 |  | 1488906 | 51806 | SH |  | SOLE |  | 51806 | 0 | 0 |
| FMC Corp. | COM NEW | 302491303 |  | 1531296 | 12270 | SH |  | SOLE |  | 12270 | 0 | 0 |
| GCM Grosvenor Inc | COM CL A | 36831E108 |  | 1094990 | 143888 | SH |  | SOLE |  | 143888 | 0 | 0 |
| Glaukos Inc. | COM | 377322102 |  | 2845272 | 65139 | SH |  | SOLE |  | 65139 | 0 | 0 |
| Graco Inc. | COM | 384109104 |  | 1274442 | 18948 | SH |  | SOLE |  | 18948 | 0 | 0 |
| Grid Dynamics Holdings Inc. | CLASS A | 39813G109 |  | 3764916 | 335554 | SH |  | SOLE |  | 335554 | 0 | 0 |
| Healthcare Realty Trust Inc. | CL A COM | 421946104 |  | 772971 | 40113 | SH |  | SOLE |  | 40113 | 0 | 0 |
| Hercules Capital Inc. | COM | 427096508 |  | 1086965 | 82221 | SH |  | SOLE |  | 82221 | 0 | 0 |
| Home Depot Inc. | COM | 437076102 |  | 2131012 | 6747 | SH |  | SOLE |  | 6747 | 0 | 0 |
| Houlihan Lokey Inc. | CLASS A | 441593100 |  | 1457900 | 16727 | SH |  | SOLE |  | 16727 | 0 | 0 |
| Idexx Labs Inc. | COM | 45168D104 |  | 3027471 | 7421 | SH |  | SOLE |  | 7421 | 0 | 0 |
| Impinj Inc. | COM | 453204109 |  | 4250487 | 38931 | SH |  | SOLE |  | 38931 | 0 | 0 |
| Independence Realty Trust Inc. | COM | 45378A106 |  | 1307296 | 77538 | SH |  | SOLE |  | 77538 | 0 | 0 |
| InMode Ltd. | SHS | M5425M103 |  | 3945957 | 110531 | SH |  | SOLE |  | 110531 | 0 | 0 |
| Jack Henry  Associates Inc. | COM | 426281101 |  | 1293217 | 7366 | SH |  | SOLE |  | 7366 | 0 | 0 |
| Kornit Digital Ltd. | SHS | M6372Q113 |  | 2531386 | 110204 | SH |  | SOLE |  | 110204 | 0 | 0 |
| Main Street Capital Corp. | COM | 56035L104 |  | 1217205 | 32942 | SH |  | SOLE |  | 32942 | 0 | 0 |
| McCormick  Co Inc N-Vt | COM NON VTG | 579780206 |  | 1267299 | 15289 | SH |  | SOLE |  | 15289 | 0 | 0 |
| MongoDB Inc. | CLASS A | 60937P106 |  | 1918796 | 9748 | SH |  | SOLE |  | 9748 | 0 | 0 |
| Monolithic Power Systems Inc. | COM | 609839105 |  | 4068990 | 11507 | SH |  | SOLE |  | 11507 | 0 | 0 |
| Nano Dimension Ltd. | SPONSORED ADS NEW | 63008G203 |  | 2241897 | 974738 | SH |  | SOLE |  | 974738 | 0 | 0 |
| Nano-X Imaging Ltd | ORD SHS | M70700105 |  | 965998 | 130894 | SH |  | SOLE |  | 130894 | 0 | 0 |
| NAPCO Security Technologies Inc. | COM | 630402105 |  | 6996216 | 254593 | SH |  | SOLE |  | 254593 | 0 | 0 |
| NICE LTD. | SPONSORED ADR | 653656108 |  | 3474092 | 18066 | SH |  | SOLE |  | 18066 | 0 | 0 |
| NovoCure Ltd. | ORD SHS | G6674U108 |  | 3085174 | 42061 | SH |  | SOLE |  | 42061 | 0 | 0 |
| NV5 Global Inc. | COM | 62945V109 |  | 3400889 | 25702 | SH |  | SOLE |  | 25702 | 0 | 0 |
| Pool Corp. | COM | 73278L105 |  | 1053658 | 3485 | SH |  | SOLE |  | 3485 | 0 | 0 |
| Procept Biorobotics Corp. | COM | 74276L105 |  | 3158245 | 76029 | SH |  | SOLE |  | 76029 | 0 | 0 |
| Procore Technologies Inc. | COM | 74275K108 |  | 3557749 | 75408 | SH |  | SOLE |  | 75408 | 0 | 0 |
| Procter  Gamble Co. | COM | 742718109 |  | 1552726 | 10245 | SH |  | SOLE |  | 10245 | 0 | 0 |
| Pure Storage Inc. | CLASS A | 74624M102 |  | 4779122 | 178592 | SH |  | SOLE |  | 178592 | 0 | 0 |
| Qualcomm Inc | COM | 747525103 |  | 1318853 | 11996 | SH |  | SOLE |  | 11996 | 0 | 0 |
| QuickLogic Corp. | COM NEW | 74837P405 |  | 3434748 | 668239 | SH |  | SOLE |  | 668239 | 0 | 0 |
| Real Good Foods Co. | COM CL A | 75601G109 |  | 2429345 | 366417 | SH |  | SOLE |  | 366417 | 0 | 0 |
| Repay Holdings Corporation | COM CL A | 76029L100 |  | 2136124 | 265357 | SH |  | SOLE |  | 265357 | 0 | 0 |
| Silvergate Capital Corp. | CLASS A | 82837P408 |  | 885225 | 50875 | SH |  | SOLE |  | 50875 | 0 | 0 |
| Steris Plc | USD SHS | G8473T100 |  | 1120699 | 6068 | SH |  | SOLE |  | 6068 | 0 | 0 |
| Stryker Corp. | COM | 863667101 |  | 1356975 | 5550 | SH |  | SOLE |  | 5550 | 0 | 0 |
| Target Corporation | COM | 87612E106 |  | 1191993 | 7998 | SH |  | SOLE |  | 7998 | 0 | 0 |
| Toro Co. | COM | 891092108 |  | 1803490 | 15932 | SH |  | SOLE |  | 15932 | 0 | 0 |
| Tractor Supply Company | COM | 892356106 |  | 1612694 | 7168 | SH |  | SOLE |  | 7168 | 0 | 0 |
| TTEC Holdings Inc. | COM | 89854H102 |  | 2577898 | 58416 | SH |  | SOLE |  | 58416 | 0 | 0 |
| Twilio. Inc. | CLASS A | 90138F102 |  | 1198590 | 24481 | SH |  | SOLE |  | 24481 | 0 | 0 |
| Vapotherm Inc. | COM | 922107107 |  | 2169663 | 803579 | SH |  | SOLE |  | 803579 | 0 | 0 |
| Velo3D Inc. | COMMON STOCK | 92259N104 |  | 1152819 | 644033 | SH |  | SOLE |  | 644033 | 0 | 0 |
| Vuzix Corp. | COM NEW | 92921W300 |  | 1144911 | 314536 | SH |  | SOLE |  | 314536 | 0 | 0 |
| Watsco Inc. | COM | 942622200 |  | 1394798 | 5593 | SH |  | SOLE |  | 5593 | 0 | 0 |
| Wix.com | SHS | M98068105 |  | 2889192 | 37605 | SH |  | SOLE |  | 37605 | 0 | 0 |
| Zuora Inc. | COM CL A | 98983V106 |  | 1882337 | 295965 | SH |  | SOLE |  | 295965 | 0 | 0 |

---