Taylor Frigon Capital Management LLC has submitted its latest 13F-HR report, which outlines its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial services sector.
Background
Taylor Frigon Capital Management LLC is an institutional investment manager based in Scottsdale, Arizona. The firm specializes in managing assets for various clients, including individuals and institutions. It operates under the Central Index Key (CIK) number 0001632665. The company has made several recent filings, including a 13F-HR on October 23, 2026, and an N-PX on August 19, 2026.
What the Filing Says
The recent filing, dated October 23, 2026, is a quarterly report detailing the firm’s holdings as of September 30, 2026. Specific details regarding the investments were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors and analysts who track institutional investment trends. Competitors in the asset management industry will likely analyze the report to understand Taylor Frigon's market positioning and investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was submitted on October 23, 2026, and accepted on the same day at 12:27:41. The report covers the period ending September 30, 2026, and is categorized under SEC Accession Number 0001632665-26-000007. The filing includes two documents, with one being the primary document and the other containing the information table detailing the firm's holdings.
Company Information
Taylor Frigon Capital Management LLC is incorporated in Arizona and has a Fiscal Year End on December 31. The firm’s Employer Identification Number (EIN) is 743200466, and it operates under the SEC File Number 028-16391. The business address for the firm is 18835 N. Thompson Peak Pkwy, Suite C-200, Scottsdale, AZ 85255.
Document Formats
The filing includes various document formats, such as HTML and XML. The primary document can be accessed in both formats, and the information table is also available in these formats, providing a comprehensive overview of the firm's investment holdings.
Missing Information
The filing does not provide specific details regarding the individual investments held by Taylor Frigon Capital Management LLC, which limits the ability to analyze the firm's investment strategies in depth.