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Holdings (Monthly) Guide ↗

Taylor Frigon Core Growth Fund

· Pfs Funds
Monthly Holdings $31M AUM 51 positions Period Feb 2026 Filed Apr 22, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Federated Hermes Money Market Obligations Trust - Federated Hermes Government Obligations Fund 60934N104 Feb 2026 957,809 $958K 3.19% STIV
2 GE Vernova, Inc. 36828A101 Feb 2026 1,076 $940K 3.13% EC
3 Quanta Services, Inc. 74762E102 Feb 2026 1,659 $934K 3.12% EC
4 Credo Technology Group Holdings Ltd. G25457105 Feb 2026 7,999 $898K 2.99% EC
5 Cardinal Infrastructure Group, Inc. 14154A102 Feb 2026 24,559 $791K 2.64% EC
6 TransMedics Group, Inc. 89377M109 Feb 2026 5,324 $773K 2.58% EC
7 TradeWeb Markets Inc. 892672106 Feb 2026 6,269 $773K 2.58% EC
8 Cloudflare, Inc. 18915M107 Feb 2026 4,252 $732K 2.44% EC
9 Carvana Co. 146869102 Feb 2026 2,189 $731K 2.44% EC
10 ServiceTitan, Inc. 81764X103 Feb 2026 10,008 $724K 2.42% EC
11 Mongodb, Inc. 60937P106 Feb 2026 2,158 $709K 2.36% EC
12 Procore Technologies, Inc. 74275K108 Feb 2026 12,670 $697K 2.33% EC
13 Dutch Bros. Inc. 26701L100 Feb 2026 12,940 $694K 2.31% EC
14 Alkami Technology, Inc. 01644J108 Feb 2026 41,475 $686K 2.29% EC
15 Boot Barn Holdings, Inc. 099406100 Feb 2026 3,598 $681K 2.27% EC
16 DexCom, Inc. 252131107 Feb 2026 9,182 $674K 2.25% EC
17 Impinj, Inc. 453204109 Feb 2026 5,384 $660K 2.20% EC
18 Glaukos Corporation 377322102 Feb 2026 5,427 $653K 2.18% EC
19 BILL Holdings, Inc. 090043100 Feb 2026 14,666 $653K 2.18% EC
20 Camtek Ltd. M20791105 Feb 2026 3,841 $643K 2.14% EC
21 KLA Corporation 482480100 Feb 2026 413 $630K 2.10% EC
22 Palantir Technologies, Inc. 69608A108 Feb 2026 4,580 $628K 2.10% EC
23 Kornit Digital Ltd. M6372Q113 Feb 2026 40,060 $613K 2.04% EC
24 Toast, Inc. 888787108 Feb 2026 22,367 $611K 2.04% EC
25 IDEXX Laboratories, Inc. 45168D104 Feb 2026 919 $604K 2.01% EC
26 Astera Labs, Inc. 04626A103 Feb 2026 5,065 $602K 2.01% EC
27 SoFi Technologies, Inc. 83406F102 Feb 2026 33,885 $602K 2.01% EC
28 Monolithic Power Systems, Inc. 609839105 Feb 2026 523 $598K 1.99% EC
29 monday.com Ltd M7S64H106 Feb 2026 8,204 $596K 1.99% EC
30 Onto Innovation Inc. 683344105 Feb 2026 2,753 $594K 1.98% EC
31 PROCEPT BioRobotics Corporation 74276L105 Feb 2026 26,072 $592K 1.97% EC
32 Tower Semiconductor Ltd. M87915274 Feb 2026 4,537 $567K 1.89% EC
33 Marvell Technology, Inc. 573874104 Feb 2026 6,749 $551K 1.84% EC
34 QuickLogic Corporation 74837P405 Feb 2026 66,600 $548K 1.83% EC
35 Pure Storage, Inc. 74624M102 Feb 2026 8,469 $544K 1.81% EC
36 EPAM Systems, Inc. 29414B104 Feb 2026 3,824 $539K 1.80% EC
37 NICE Ltd. 653656108 Feb 2026 4,630 $538K 1.79% EC
38 Grid Dynamics Holdings, Inc. 39813G109 Feb 2026 78,228 $528K 1.76% EC
39 Symbotic Inc. 87151X101 Feb 2026 9,528 $522K 1.74% EC
40 Vital Farms, Inc. 92847W103 Feb 2026 24,673 $520K 1.74% EC
41 Palo Alto Networks, Inc. 697435105 Feb 2026 3,069 $457K 1.52% EC
42 Wix.com Ltd. M98068105 Feb 2026 6,438 $454K 1.51% EC
43 Compugen Ltd. M25722105 Feb 2026 242,969 $440K 1.47% EC
44 Mobileye Global Inc. 60741F104 Feb 2026 51,369 $435K 1.45% EC
45 Apyx Medical Corporation 03837C106 Feb 2026 128,436 $420K 1.40% EC
46 ClearPoint Neuro, Inc. 18507C103 Feb 2026 32,263 $406K 1.35% EC
47 GitLab Inc. 37637K108 Feb 2026 14,913 $392K 1.31% EC
48 CBIZ, Inc. 124805102 Feb 2026 12,519 $359K 1.20% EC
49 Fiverr International Ltd. M4R82T106 Feb 2026 27,516 $298K 0.99% EC
50 Vuzix Corporation 92921W300 Feb 2026 82,649 $239K 0.80% EC
51 NuScale Power Corporation 67079K100 Feb 2026 4,493 $58K 0.19% EC