Taylor Frigon Capital Management’s Camtek CAMT Stock Holding History

Taylor Frigon Capital Management’s Portfolio CAMT Stock Details CAMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.19M	Sell	14,465 -12,294	-46%	-$1.86M	1.25%	26
2025 Q4	$2.85M	Sell	26,759 -5,142	-16%	-$578K	1.44%	17
2025 Q3	$3.35M	Sell	31,901 -617	-2%	-$55.3K	1.67%	9
2025 Q2	$2.75M	Buy	32,518 +5,005	+18%	+$338K	1.46%	17
2025 Q1	$1.61M	Sell	27,513 -833	-3%	-$67.1K	0.96%	62
2024 Q4	$2.29M	Buy	+28,346	New	+$2.23M	1.16%	30

Other funds holding CAMT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Taylor Frigon Capital Management's CAMT Position: Q1 2026 in Review

Taylor Frigon Capital Management reduced its Camtek (CAMT) stake by 46% in Q1 2026, selling an estimated $1.86M and leaving 14,465 shares worth $2.19M. The position accounts for 1.25% of the portfolio, ranked #26.

Taylor Frigon Capital Management first reported a position in CAMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.35M in Q3 2025. 222 funds tracked by Wall St. Rank hold CAMT as of Q1 2026.

Taylor Frigon Capital Management held 14,465 shares of Camtek worth $2.19M as of Q1 2026.
Taylor Frigon Capital Management sold 12,294 Camtek shares in Q1 2026, an estimated $1.86M.
Camtek made up 1.25% of Taylor Frigon Capital Management's portfolio in Q1 2026, its #26 holding.
Taylor Frigon Capital Management first reported a position in Camtek in Q4 2024 and has held it in 6 quarters since.
Taylor Frigon Capital Management's Camtek position peaked at $3.35M in Q3 2025.
222 funds tracked by Wall St. Rank held Camtek as of Q1 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.