# EDGAR Filing Document

**Accession Number:** 0001632665
**File Stem:** 0001632665-26-000001
**Filing Date:** 2026-1
**Character Count:** 12950
**Document Hash:** 28f3565a26264d404594d482814cb693
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001632665-26-000001.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001632665-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Taylor Frigon Capital Management LLC
- **CENTRAL INDEX KEY:** 0001632665

**ORGANIZATION NAME:**
- **EIN:** 743200466
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16391
- **FILM NUMBER:** 26557957

**BUSINESS ADDRESS:**
- **STREET 1:** 18835 N. THOMPSON PEAK PKWY, SUITE C-200
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255
- **BUSINESS PHONE:** 8052260280

**MAIL ADDRESS:**
- **STREET 1:** 18835 N. THOMPSON PEAK PKWY, SUITE C-200
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85255

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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-200<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:** Douglas E. Connolly<br>**Title:** Chief Compliance Officer<br>**Phone:** 805-226-0280

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

Douglas E. Connolly  Scottsdale, AZ  01-23-2026<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:** 93

**Form 13F Information Table Value Total:** $197569235

      (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 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 1706603 | 34871 | SH |  | SOLE |  | 33087 | 192 | 1592 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 |  | 2733218 | 118475 | SH |  | SOLE |  | 117783 | 0 | 692 |
| ALLSTATE CORP | COM | 020002101 |  | 1834426 | 8813 | SH |  | SOLE |  | 8353 | 53 | 407 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2002804 | 5414 | SH |  | SOLE |  | 5183 | 30 | 201 |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 |  | 1641253 | 12008 | SH |  | SOLE |  | 11479 | 64 | 465 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 1880908 | 13918 | SH |  | SOLE |  | 13322 | 77 | 519 |
| APYX MEDICAL CORPORATION | COM | 03837C106 |  | 1532864 | 437961 | SH |  | SOLE |  | 435244 | 0 | 2717 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 2805556 | 138683 | SH |  | SOLE |  | 132867 | 753 | 5063 |
| ASTERA LABS INC | COM | 04626A103 |  | 4336506 | 26067 | SH |  | SOLE |  | 25989 | 0 | 78 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 1653003 | 9117 | SH |  | SOLE |  | 8724 | 51 | 342 |
| AVERY DENNISON CORP | COM | 053611109 |  | 1793016 | 9858 | SH |  | SOLE |  | 9429 | 55 | 374 |
| BILL HOLDINGS INC | COM | 090043100 |  | 2969376 | 54444 | SH |  | SOLE |  | 54104 | 0 | 340 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 2385345 | 13517 | SH |  | SOLE |  | 13393 | 0 | 124 |
| CAMTEK LTD | ORD | M20791105 |  | 2845686 | 26759 | SH |  | SOLE |  | 26649 | 0 | 110 |
| CARDINAL INFRASTRUCTURE GROU | CL A | 14154A102 |  | 1209000 | 50000 | SH |  | SOLE |  | 49778 | 0 | 222 |
| CARVANA CO | CL A | 146869102 |  | 3307793 | 7838 | SH |  | SOLE |  | 7760 | 0 | 78 |
| CBIZ INC | COM | 124805102 |  | 2272369 | 45042 | SH |  | SOLE |  | 44810 | 0 | 232 |
| CLEARPOINT NEURO INC | COM | 18507C103 |  | 1811478 | 132418 | SH |  | SOLE |  | 131745 | 0 | 673 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 3105112 | 15750 | SH |  | SOLE |  | 15621 | 0 | 129 |
| COMPUGEN LTD | ORD | M25722105 |  | 1329917 | 869227 | SH |  | SOLE |  | 863348 | 0 | 5879 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1777283 | 2061 | SH |  | SOLE |  | 1973 | 13 | 75 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 4335550 | 30131 | SH |  | SOLE |  | 30005 | 0 | 126 |
| CROWN CASTLE INC | COM | 22822V101 |  | 2224182 | 25027 | SH |  | SOLE |  | 23970 | 137 | 920 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 2299439 | 5155 | SH |  | SOLE |  | 5115 | 0 | 40 |
| DEXCOM INC | COM | 252131107 |  | 2241846 | 33778 | SH |  | SOLE |  | 33572 | 0 | 206 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 2114478 | 13667 | SH |  | SOLE |  | 13082 | 87 | 498 |
| DUTCH BROS INC | CL A | 26701L100 |  | 2848322 | 46526 | SH |  | SOLE |  | 46168 | 0 | 358 |
| EPAM SYS INC | COM | 29414B104 |  | 2592468 | 13534 | SH |  | SOLE |  | 13471 | 0 | 63 |
| EQUINIX INC | COM | 29444U700 |  | 1836441 | 2397 | SH |  | SOLE |  | 2278 | 14 | 105 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 |  | 1742551 | 13382 | SH |  | SOLE |  | 12798 | 73 | 511 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 1747465 | 6022 | SH |  | SOLE |  | 5763 | 34 | 225 |
| FARMLAND PARTNERS INC | COM | 31154R109 |  | 1391702 | 143622 | SH |  | SOLE |  | 138279 | 508 | 4835 |
| FASTENAL CO | COM | 311900104 |  | 1239391 | 30884 | SH |  | SOLE |  | 29448 | 178 | 1258 |
| FEDERATED HERMES INC | CL B | 314211103 |  | 2074355 | 39838 | SH |  | SOLE |  | 37903 | 267 | 1668 |
| FIVERR INTL LTD | ORD SHS | M4R82T106 |  | 2082084 | 102138 | SH |  | SOLE |  | 101504 | 0 | 634 |
| GCM GROSVENOR INC | COM CL A | 36831E108 |  | 1752755 | 154837 | SH |  | SOLE |  | 148169 | 1034 | 5634 |
| GE VERNOVA INC | COM | 36828A101 |  | 2422130 | 3706 | SH |  | SOLE |  | 3688 | 0 | 18 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 2159101 | 57530 | SH |  | SOLE |  | 57278 | 0 | 252 |
| GLAUKOS CORP | COM | 377322102 |  | 3209467 | 28425 | SH |  | SOLE |  | 28168 | 0 | 257 |
| GRACO INC | COM | 384109104 |  | 1600546 | 19526 | SH |  | SOLE |  | 18595 | 107 | 824 |
| GRID DYNAMICS HLDGS INC | CL A | 39813G109 |  | 2609237 | 288952 | SH |  | SOLE |  | 287223 | 0 | 1729 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 |  | 1661941 | 98050 | SH |  | SOLE |  | 93848 | 596 | 3606 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 1951186 | 10693 | SH |  | SOLE |  | 10209 | 63 | 421 |
| HERCULES CAPITAL INC | COM | 427096508 |  | 3073083 | 163288 | SH |  | SOLE |  | 156323 | 902 | 6063 |
| HOME DEPOT INC | COM | 437076102 |  | 1082520 | 3146 | SH |  | SOLE |  | 3009 | 17 | 120 |
| HOULIHAN LOKEY INC | CL A | 441593100 |  | 1201987 | 6900 | SH |  | SOLE |  | 6582 | 39 | 279 |
| IDEXX LABS INC | COM | 45168D104 |  | 2447686 | 3618 | SH |  | SOLE |  | 3594 | 0 | 24 |
| IMPINJ INC | COM | 453204109 |  | 2988622 | 17175 | SH |  | SOLE |  | 17054 | 0 | 121 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 |  | 1755640 | 100437 | SH |  | SOLE |  | 96199 | 550 | 3688 |
| INMODE LTD | SHS | M5425M103 |  | 1242364 | 86262 | SH |  | SOLE |  | 85784 | 0 | 478 |
| KLA CORP | COM NEW | 482480100 |  | 3069292 | 2526 | SH |  | SOLE |  | 2513 | 0 | 13 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 |  | 2457456 | 155182 | SH |  | SOLE |  | 154309 | 0 | 873 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 3209810 | 53151 | SH |  | SOLE |  | 50809 | 303 | 2039 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 2175573 | 25601 | SH |  | SOLE |  | 25494 | 0 | 107 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 1637189 | 24037 | SH |  | SOLE |  | 23026 | 131 | 880 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 |  | 2116209 | 202702 | SH |  | SOLE |  | 201618 | 0 | 1084 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 2163525 | 14662 | SH |  | SOLE |  | 14593 | 0 | 69 |
| MONGODB INC | CL A | 60937P106 |  | 3809946 | 9078 | SH |  | SOLE |  | 9033 | 0 | 45 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 3712451 | 4096 | SH |  | SOLE |  | 4072 | 0 | 24 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 1883925 | 16666 | SH |  | SOLE |  | 16575 | 0 | 91 |
| NORTHERN OIL  GAS INC | COM | 665531307 |  | 1564175 | 72854 | SH |  | SOLE |  | 69658 | 404 | 2792 |
| NUSCALE PWR CORP | CL A COM | 67079K100 |  | 246827 | 17419 | SH |  | SOLE |  | 17343 | 0 | 76 |
| ONEMAIN HLDGS INC | COM | 68268W103 |  | 2489082 | 36848 | SH |  | SOLE |  | 35046 | 203 | 1599 |
| ONTO INNOVATION INC | COM | 683344105 |  | 2395841 | 15177 | SH |  | SOLE |  | 15105 | 0 | 72 |
| POOL CORP | COM | 73278L105 |  | 1253526 | 5480 | SH |  | SOLE |  | 5248 | 30 | 202 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 |  | 2265466 | 72011 | SH |  | SOLE |  | 71564 | 0 | 447 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 2901817 | 39893 | SH |  | SOLE |  | 39639 | 0 | 254 |
| PURE STORAGE INC | CL A | 74624M102 |  | 2206036 | 32921 | SH |  | SOLE |  | 32707 | 0 | 214 |
| QUALCOMM INC | COM | 747525103 |  | 1888888 | 11043 | SH |  | SOLE |  | 10502 | 62 | 479 |
| QUANTA SVCS INC | COM | 74762E102 |  | 2417560 | 5728 | SH |  | SOLE |  | 5701 | 0 | 27 |
| QUICKLOGIC CORP | COM NEW | 74837P405 |  | 1522633 | 253350 | SH |  | SOLE |  | 252113 | 0 | 1237 |
| ROLLINS INC | COM | 775711104 |  | 1917219 | 31943 | SH |  | SOLE |  | 30532 | 186 | 1225 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 |  | 1774598 | 18755 | SH |  | SOLE |  | 17949 | 103 | 703 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 2850792 | 26768 | SH |  | SOLE |  | 26654 | 0 | 114 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 2275984 | 86936 | SH |  | SOLE |  | 86548 | 0 | 388 |
| STERIS PLC | SHS USD | G8473T100 |  | 1672471 | 6597 | SH |  | SOLE |  | 6317 | 40 | 240 |
| STRYKER CORPORATION | COM | 863667101 |  | 1436084 | 4086 | SH |  | SOLE |  | 3915 | 30 | 141 |
| SYMBOTIC INC | CLASS A COM | 87151X101 |  | 2424030 | 40740 | SH |  | SOLE |  | 40463 | 0 | 277 |
| SYSCO CORP | COM | 871829107 |  | 1595462 | 21651 | SH |  | SOLE |  | 20685 | 117 | 849 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1642603 | 9468 | SH |  | SOLE |  | 9091 | 51 | 326 |
| TJX COS INC NEW | COM | 872540109 |  | 1500616 | 9769 | SH |  | SOLE |  | 9339 | 57 | 373 |
| TOAST INC | CL A | 888787108 |  | 2202721 | 62031 | SH |  | SOLE |  | 61495 | 0 | 536 |
| TORO CO | COM | 891092108 |  | 1319999 | 16768 | SH |  | SOLE |  | 16015 | 66 | 687 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 3494184 | 29758 | SH |  | SOLE |  | 29581 | 0 | 177 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1336027 | 26715 | SH |  | SOLE |  | 25555 | 160 | 1000 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 2431587 | 22611 | SH |  | SOLE |  | 22474 | 0 | 137 |
| TRANSMEDICS GROUP INC | COM | 89377M109 |  | 2411468 | 19823 | SH |  | SOLE |  | 19721 | 0 | 102 |
| VIPER ENERGY INC | CL A | 64361Q101 |  | 1637294 | 42384 | SH |  | SOLE |  | 40523 | 235 | 1626 |
| VITAL FARMS INC | COM | 92847W103 |  | 1253773 | 39254 | SH |  | SOLE |  | 39028 | 0 | 226 |
| VUZIX CORP | COM NEW | 92921W300 |  | 1226304 | 324419 | SH |  | SOLE |  | 323087 | 0 | 1332 |
| WATSCO INC | COM | 942622200 |  | 1425546 | 4231 | SH |  | SOLE |  | 4082 | 26 | 123 |
| WILLIAMS COS INC | COM | 969457100 |  | 1650260 | 27454 | SH |  | SOLE |  | 26310 | 148 | 996 |
| WIX COM LTD | SHS | M98068105 |  | 1840931 | 17720 | SH |  | SOLE |  | 17613 | 0 | 107 |

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