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Taylor Frigon Capital Management’s NuScale Power SMR Stock Holding History

Taylor Frigon Capital Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Buy
51,016
+33,382
+189% +$377K 0.24% 93
2026
Q1 		$191K Buy
17,634
+215
+1% +$3.27K 0.11% 93
2025
Q4 		$247K Sell
17,419
-240
-1% -$6.86K 0.12% 93
2025
Q3 		$636K Buy
+17,659
New +$704K 0.32% 89

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Taylor Frigon Capital Management increased its NuScale Power (SMR) stake by 189% in Q2 2026, buying an estimated $377K and bringing the position to 51,016 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #93.

Taylor Frigon Capital Management first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $636K in Q3 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Taylor Frigon Capital Management held 51,016 shares of NuScale Power worth $512K as of Q2 2026.
  • Taylor Frigon Capital Management bought 33,382 NuScale Power shares in Q2 2026, an estimated $377K.
  • NuScale Power made up 0.24% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #93 holding.
  • Taylor Frigon Capital Management first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Taylor Frigon Capital Management's NuScale Power position peaked at $636K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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