Investments: Taylor Frigon Capital Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
197.569.235 $-2.226.456 $201.103.629 $+18.849.002 $188.111.758 $+20.122.626 $167.989.132 $+167.989.132 $
BANK OF AMERICA CORP /DE/BAC146.258.677 $-2.601.414 $148.860.091 $+16.452.573 $132.407.518 $+15.261.290 $117.146.228 $+117.146.228 $
TOWER SEMICONDUCTOR LTDTSEM3.494.184 $-483.834 $3.978.018 $+1.506.808 $2.471.210 $+328.080 $2.143.130 $+2.143.130 $
CAMTEK LTDCAMT2.845.686 $-505.514 $3.351.200 $+601.478 $2.749.722 $+1.136.635 $1.613.087 $+1.613.087 $
IMPINJ INCPI2.988.622 $-258.913 $3.247.535 $+617.397 $2.630.138 $+336.970 $2.293.168 $+2.293.168 $
GLAUKOS CorpGKOS3.209.467 $+862.132 $2.347.335 $-875.726 $3.223.061 $+1.001.274 $2.221.787 $+2.221.787 $
KLA CORPKLAC3.069.292 $+180.801 $2.888.491 $+400.125 $2.488.366 $+815.378 $1.672.988 $+1.672.988 $
PROCEPT BioRobotics CorpPRCT2.265.466 $-333.694 $2.599.160 $-203.138 $2.802.298 $-231.883 $3.034.181 $+3.034.181 $
ARES CAPITAL CORPARCC2.805.556 $+171.476 $2.634.080 $-140.919 $2.774.999 $+458.848 $2.316.151 $+2.316.151 $
AMERICAN EXPRESS COAXP2.002.804 $-465.353 $2.468.157 $+99.883 $2.368.274 $+292.981 $2.075.293 $+2.075.293 $
DEXCOM INCDXCM2.241.846 $+503.005 $1.738.841 $-597.825 $2.336.666 $+392.723 $1.943.943 $+1.943.943 $
NovoCure LtdNVCR2.140.112 $-132.793 $2.272.905 $+2.272.905 $
Edwards Lifesciences CorpEW2.078.978 $+158.330 $1.920.648 $+1.920.648 $
WATSCO INCWSO1.425.546 $-157.088 $1.582.634 $-100.523 $1.683.157 $-326.226 $2.009.383 $+2.009.383 $
ALLSTATE CORPALL1.834.426 $-120.177 $1.954.603 $+149.456 $1.805.147 $-82.296 $1.887.443 $+1.887.443 $
ROLLINS INCROL1.917.219 $+89.759 $1.827.460 $+99.936 $1.727.524 $+34.494 $1.693.030 $+1.693.030 $
EQUINIX INCEQIX1.836.441 $+64.860 $1.771.581 $+18.536 $1.753.045 $-70.663 $1.823.708 $+1.823.708 $
Avery Dennison CorpAVY1.793.016 $+255.651 $1.537.365 $+370.374 $1.166.991 $-28.878 $1.195.869 $+1.195.869 $
COMPUGEN LTDCGEN1.329.917 $-88.207 $1.418.124 $-352.348 $1.770.472 $+238.501 $1.531.971 $+1.531.971 $
FACTSET RESEARCH SYSTEMS INCFDS1.747.465 $+760.601 $986.864 $-503.742 $1.490.606 $-48.145 $1.538.751 $+1.538.751 $
STRYKER CORPSYK1.436.084 $-120.921 $1.557.005 $-140.970 $1.697.975 $+50.110 $1.647.865 $+1.647.865 $
STERIS plcSTE1.672.471 $+109.640 $1.562.831 $+76.590 $1.486.241 $+62.879 $1.423.362 $+1.423.362 $
SYSCO CORPSYY1.595.462 $-69.782 $1.665.244 $+161.805 $1.503.439 $-4.115 $1.507.554 $+1.507.554 $
ASML HOLDING NVASML1.638.041 $+254.470 $1.383.571 $+1.383.571 $
MCCORMICK & CO INCMKC1.637.189 $+137.497 $1.499.692 $+42.821 $1.456.871 $-151.400 $1.608.271 $+1.608.271 $
QUICKLOGIC CorpQUIK1.522.633 $-34.114 $1.556.747 $-60.222 $1.616.969 $+206.348 $1.410.621 $+1.410.621 $
GRACO INCGGG1.600.546 $+65.574 $1.534.972 $+16.570 $1.518.402 $+22.237 $1.496.165 $+1.496.165 $
POOL CORPPOOL1.253.526 $-309.768 $1.563.294 $+481.427 $1.081.867 $-110.853 $1.192.720 $+1.192.720 $
FASTENAL COFAST1.239.391 $-248.505 $1.487.896 $+227.235 $1.260.661 $+79.666 $1.180.995 $+1.180.995 $
TORO COTTC1.319.999 $+175.107 $1.144.892 $+106.505 $1.038.387 $-46.090 $1.084.477 $+1.084.477 $
FMC CORPFMC1.307.938 $+332.491 $975.447 $-24.161 $999.608 $+999.608 $
Vuzix CorpVUZI1.226.304 $+194.725 $1.031.579 $+62.405 $969.174 $+248.915 $720.259 $+720.259 $
197.569.235 $-2.226.456 $201.103.629 $+18.849.002 $188.111.758 $+20.122.626 $167.989.132 $+167.989.132 $
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