TF

Taylor Frigon Core Growth Fund | TFCGX

Mutual Fund
PFS FUNDS
Last update 2025-07-08 48 Stocks (0 new)
Value $28.00 Mil Turnover 8 %
Countries:
Top Holdings: CVNA(3.62%)MPWR(3.04%)PCOR(3.01%)FVRR(2.89%)BOOT(2.86%)
Summary Stock Picks Current Portfolio
Taylor Frigon Core Growth Fund... Top Holdings of 2025-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVNA
Carvana Co
3,124
1,022.0
-17.64%
3.620
-0.54%
0.000
+75.23%
+68.74%
46,334.3
Vehicles & Parts
MPWR
Monolithic Power Systems Inc
1,298
859.1
-12.53%
3.040
-0.39%
0.000
+45.13%
+24.98%
35,237.5
Semiconductors
PCOR
Procore Technologies Inc
12,670
851.0
0%
3.010
0%
0.010
+32.29%
-0.67%
11,101.9
Software
FVRR
Fiverr International Ltd
25,196
816.9
0%
2.890
0%
0.070
+6.61%
-18.72%
926.1
Interactive Media
BOOT
Boot Barn Holdings Inc
5,036
807.3
0%
2.860
0%
0.020
+93.45%
+13.57%
5,272.4
Retail - Cyclical
NET
Cloudflare Inc
4,752
788.3
0%
2.790
0%
0.000
+94.65%
+84.58%
68,889.7
Software
GKOS
Glaukos Corp
8,354
787.7
+60.31%
2.790
+1.05%
0.010
+11.12%
-34.56%
5,606.6
Medical Devices & Instruments
CRDO
Credo Technology Group Holding Ltd
12,178
742.4
+56.15%
2.630
+0.95%
0.010
+178.63%
+44.52%
16,671.6
Semiconductors
PI
Impinj Inc
6,297
718.4
0%
2.540
0%
0.020
+69.46%
-18.72%
3,421.9
Semiconductors
ALAB
Astera Labs Inc
7,919
718.4
+110.56%
2.540
+1.33%
0.000
+123.44%
-8.19%
20,053.2
Semiconductors

Taylor Frigon Core Growth Fund's Historical Top Holdings Breakdowns

Taylor Frigon Core Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVEE
NV5 Global Inc
2025-05-31
Sold Out
Sold Out
-2.20%
●
15.12 ($18.67) 22.37
$22.92
22.76%
Sold Out
0
-35,337
RPAY
Repay Holdings Corp
2025-05-31
Sold Out
Sold Out
-1.97%
●
3.71 ($4.86) 6.25
$5.02
3.29%
Sold Out
0
-79,432
CYBR
CyberArk Software Ltd
2025-05-31
Reduce
Reduce
-1.64%
●
305.98 ($347.4) 382.81
$385.45
10.95%
Reduce -45.33%
1,576
-1,307
ALAB
Astera Labs Inc
2025-05-31
Add
Add
+1.33%
●
52.94 ($70.92) 97.54
$121.60
71.46%
Add 110.56%
7,919
4,158
GKOS
Glaukos Corp
2025-05-31
Add
Add
+1.05%
●
82.27 ($95.49) 112.21
$97.83
2.46%
Add 60.31%
8,354
3,143
NNDM
Nano Dimension Ltd
2025-05-31
Sold Out
Sold Out
-0.98%
●
1.38 ($1.71) 2.22
$1.55
-9.35%
Sold Out
0
-134,027
CRDO
Credo Technology Group Holding Ltd
2025-05-31
Add
Add
+0.95%
●
33.3 ($47.25) 63.83
$97.05
105.39%
Add 56.15%
12,178
4,379
MRVL
Marvell Technology Inc
2025-05-31
Add
Add
+0.95%
●
49.38 ($62.4) 90.14
$72.94
16.90%
Add 147.72%
7,501
4,473
GTLB
GitLab Inc
2025-05-31
Add
Add
+0.88%
●
40.52 ($48.39) 62.8
$46.08
-4.77%
Add 111.26%
10,341
5,446
TW
Tradeweb Markets Inc
2025-05-31
Reduce
Reduce
-0.81%
●
125.37 ($139.34) 149.02
$136.30
-2.18%
Reduce -29.01%
4,268
-1,744

Taylor Frigon Core Growth Fund Total Holding History ($B)

To

Taylor Frigon Core Growth Fund's Asset Allocation

To

Taylor Frigon Core Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Taylor Frigon Core Growth Fund's Hypothetical Growth since 2025-05-31

Taylor Frigon Core Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Taylor Frigon Core Growth Fund's Holdings Heat Map

Size field:

Taylor Frigon Core Growth Fund's Holdings Bubble Chart

Taylor Frigon Core Growth Fund News

  • 1

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