Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC is a privately owned, SEC-registered investment advisory firm headquartered in Scottsdale, Arizona. Founded in 2006, the firm manages active investment strategies and venture capital opportunities for individuals, RIAs (Registered Investment Advisors), and institutional investors. With a staff of approximately 11 employees, Taylor Frigon serves a select clientele, employing a team with deep expertise in growth-oriented portfolio management. The firm, guided by founder Gerry Frigon, upholds values rooted in Natural Law and Judeo-Christian principles, focusing on long-term relationships and rigorous in-house research.
Investment Strategy
Taylor Frigon Capital Management employs a classic growth, values-based investment philosophy, seeking well-managed companies with strong visions and innovative approaches. The firm's strategy is rooted in disciplined, time-tested principles inspired by its namesake's legacy, focusing on identifying entrepreneurial businesses aligned with Judeo-Christian values and Natural Law. Their rigorous in-house research identifies opportunities before they become mainstream, and their venture capital arm provides insights into market-changing trends. Portfolios are constructed by a stable management team, applying long-term, proactive strategies for both private and institutional clients.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | CREDO TECHNOLOGY GROUP HOLDI | 3.11% | $6.3M | 43,013 | $40.16 | $145.61 | +$2.1M |
A ALAB | ASTERA LABS INC | 2.56% | $5.1M | 26,298 | $59.67 | $195.80 | +$2.5M |
T TSEM | TOWER SEMICONDUCTOR LTD | 1.98% | $4.0M | 55,021 | $30.52 | $72.30 | +$1.5M |
M MPWR | MONOLITHIC PWR SYS INC | 1.90% | $3.8M | 4,142 | $222.23 | $920.64 | +$288.0K |
P PSTG | PURE STORAGE INC | 1.88% | $3.8M | 51,758 | $24.45 | $83.81 | +$1.0M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
| President and Chief Investment Officer | Scottsdale, AZ , United States | ||
| Portfolio Manager and Client Relations | Meridian, ID , United States | ||
| Research Analyst | Paso Robles, CA , United States |