Taylor Frigon Capital Management’s Onto Innovation ONTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.13M	Sell	10,395 -4,782	-32%	-$979K	1.21%	29
2025 Q4	$2.4M	Sell	15,177 -12,352	-45%	-$1.75M	1.21%	30
2025 Q3	$3.56M	Buy	27,529 +4,106	+18%	+$439K	1.77%	7
2025 Q2	$2.36M	Buy	23,423 +6,714	+40%	+$717K	1.26%	30
2025 Q1	$2.03M	Buy	16,709 +5,143	+44%	+$866K	1.21%	31
2024 Q4	$1.93M	Buy	+11,566	New	+$2.11M	0.98%	46

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Taylor Frigon Capital Management reduced its Onto Innovation (ONTO) stake by 32% in Q1 2026, selling an estimated $979K and leaving 10,395 shares worth $2.13M. The position accounts for 1.21% of the portfolio, ranked #29.

Taylor Frigon Capital Management first reported a position in ONTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.56M in Q3 2025. 574 funds tracked by Wall St. Rank hold ONTO as of Q1 2026.

Taylor Frigon Capital Management held 10,395 shares of Onto Innovation worth $2.13M as of Q1 2026.
Taylor Frigon Capital Management sold 4,782 Onto Innovation shares in Q1 2026, an estimated $979K.
Onto Innovation made up 1.21% of Taylor Frigon Capital Management's portfolio in Q1 2026, its #29 holding.
Taylor Frigon Capital Management first reported a position in Onto Innovation in Q4 2024 and has held it in 6 quarters since.
Taylor Frigon Capital Management's Onto Innovation position peaked at $3.56M in Q3 2025.
574 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2026.

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