TF

Taylor Frigon Core Growth Fund | TFCGX

Mutual Fund
PFS FUNDS
Last update 2025-04-18 51 Stocks (5 new)
Value $29.00 Mil Turnover 10 %
Countries:
Top Holdings: CYBR(3.61%)PCOR(3.34%)MPWR(3.12%)CVNA(3.04%)TW(2.80%)
Summary Stock Picks Current Portfolio
Taylor Frigon Core Growth Fund... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CYBR
CyberArk Software Ltd
2,883
1,049.0
0%
3.610
0%
0.010
+21.59%
+19.69%
20,055.1
Software
PCOR
Procore Technologies Inc
12,670
968.9
0%
3.340
0%
0.010
+17.81%
-2.43%
10,905.8
Software
MPWR
Monolithic Power Systems Inc
1,484
906.7
0%
3.120
0%
0.000
+52.45%
+28.83%
36,323.7
Semiconductors
CVNA
Carvana Co
3,793
884.1
0%
3.040
0%
0.000
+91.61%
+71.29%
47,032.7
Vehicles & Parts
TW
Tradeweb Markets Inc
6,012
813.8
0%
2.800
0%
0.000
-6.66%
+6.34%
29,655.1
Capital Markets
DXCM
DexCom Inc
8,194
724.1
0%
2.490
0%
0.000
+34.19%
+6.63%
32,517.5
Medical Devices & Instruments
NET
Cloudflare Inc
4,752
690.5
-42.30%
2.380
-1.08%
0.000
+78.11%
+77.63%
66,296.2
Software
MBLY
Mobileye Global Inc
43,181
680.5
0%
2.340
0%
0.010
+33.80%
-4.22%
15,492.9
Vehicles & Parts
CLPT
ClearPoint Neuro Inc
46,770
679.1
0%
2.340
0%
0.170
-3.58%
-23.93%
330.7
Medical Devices & Instruments
FVRR
Fiverr International Ltd
25,196
677.5
0%
2.330
0%
0.070
+23.29%
-8.92%
1,037.8
Interactive Media

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
AUDC
AudioCodes Ltd
2025-02-28
Sold Out
Sold Out
-2.74%
●
8.95 ($10.38) 12.52
$9.64
-7.13%
Sold Out
0
-94,806
TTAN
ServiceTitan Inc
2025-02-28
New Buy
New Buy
+2.16%
●
92.32 ($100.8) 108.39
$109.84
8.97%
New holding
6,619
6,619
BROS
Dutch Bros Inc
2025-02-28
Reduce
Reduce
-1.76%
●
51.27 ($61.57) 85.37
$67.22
9.18%
Reduce -58.3%
7,531
-10,528
CRDO
Credo Technology Group Holding Ltd
2025-02-28
New Buy
New Buy
+1.48%
●
47.8 ($69.92) 85.5
$93.61
33.88%
New holding
7,799
7,799
WIX
Wix.com Ltd
2025-02-28
Reduce
Reduce
-1.41%
●
198.11 ($223.04) 246.76
$164.29
-26.34%
Reduce -42.06%
2,795
-2,029
NET
Cloudflare Inc
2025-02-28
Reduce
Reduce
-1.08%
●
99.83 ($128.14) 176.5
$191.27
49.27%
Reduce -42.3%
4,752
-3,484
GTLB
GitLab Inc
2025-02-28
New Buy
New Buy
+1.01%
●
55.66 ($63.93) 73.14
$46.37
-27.47%
New holding
4,895
4,895
ALAB
Astera Labs Inc
2025-02-28
New Buy
New Buy
+0.96%
●
74.35 ($113.06) 145.81
$90.80
-19.69%
New holding
3,761
3,761
MRVL
Marvell Technology Inc
2025-02-28
New Buy
New Buy
+0.96%
●
87.65 ($110.73) 126.06
$75.18
-32.11%
New holding
3,028
3,028
CBZ
CBIZ Inc
2025-02-28
Add
Add
+0.89%
●
77.9 ($83.22) 88.65
$73.76
-11.37%
Add 70.69%
7,937
3,287

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 2025-02-28

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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