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 Q2	$2.35M	Sell	14,430 -35	-0.2%	-$6.21K	1.1%	36
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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Taylor Frigon Capital Management's CAMT Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Camtek (CAMT) stake by 0.24% in Q2 2026, selling an estimated $6.21K and leaving 14,430 shares worth $2.35M. The position accounts for 1.1% of the portfolio, ranked #36.

Taylor Frigon Capital Management first reported a position in CAMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q3 2025. 235 funds tracked by Wall St. Rank hold CAMT as of Q2 2026.

Taylor Frigon Capital Management held 14,430 shares of Camtek worth $2.35M as of Q2 2026.
Taylor Frigon Capital Management sold 35 Camtek shares in Q2 2026, an estimated $6.21K.
Camtek made up 1.1% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #36 holding.
Taylor Frigon Capital Management first reported a position in Camtek in Q4 2024 and has held it in 7 quarters since.
Taylor Frigon Capital Management's Camtek position peaked at $3.35M in Q3 2025.
235 funds tracked by Wall St. Rank held Camtek as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.