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Taylor Frigon Capital Management’s Tower Semiconductor TSEM Stock Holding History

Taylor Frigon Capital Management’s Portfolio TSEM Stock Details TSEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.34M Sell
16,653
-140
-0.8% -$33.5K 2.03% 6
2026
Q1 		$2.95M Sell
16,793
-12,965
-44% -$1.74M 1.68% 5
2025
Q4 		$3.49M Sell
29,758
-25,263
-46% -$2.43M 1.77% 5
2025
Q3 		$3.98M Sell
55,021
-1,985
-3% -$108K 1.98% 3
2025
Q2 		$2.47M Sell
57,006
-3,093
-5% -$119K 1.31% 27
2025
Q1 		$2.14M Sell
60,099
-2,089
-3% -$94.4K 1.28% 23
2024
Q4 		$3.2M Sell
62,188
-6,825
-10% -$320K 1.62% 18
2024
Q3 		$3.05M Sell
69,013
-30,602
-31% -$1.25M 1.52% 15
2024
Q2 		$3.92M Sell
99,615
-348
-0.3% -$12.4K 1.86% 14
2024
Q1 		$3.34M Sell
99,963
-1,042
-1% -$32.4K 1.59% 25
2023
Q4 		$3.08M Buy
+101,005
New +$2.63M 1.55% 26
2022
Q1 		– Sell
-219,894
Closed -$8.72M – 94
2021
Q4 		$8.72M Sell
219,894
-1,238
-0.6% -$43K 2.73% 4
2021
Q3 		$6.61M Buy
221,132
+394
+0.2% +$11.3K 2.13% 10
2021
Q2 		$6.5M Sell
220,738
-44,043
-17% -$1.24M 2.03% 9
2021
Q1 		$7.42M Buy
264,781
+2,305
+0.9% +$67.9K 2.29% 7
2020
Q4 		$6.78M Buy
262,476
+16,599
+7% +$379K 2.23% 8
2020
Q3 		$4.48M Buy
245,877
+96,952
+65% +$1.95M 1.97% 9
2020
Q2 		$2.84M Buy
148,925
+11,644
+8% +$223K 1.41% 29
2020
Q1 		$2.19M Buy
137,281
+14,533
+12% +$303K 1.71% 17
2019
Q4 		$2.95M Sell
122,748
-39,447
-24% -$886K 2.04% 6
2019
Q3 		$3.12M Sell
162,195
-3,366
-2% -$62.8K 2.26% 3
2019
Q2 		$2.61M Buy
165,561
+27,316
+20% +$456K 1.81% 11
2019
Q1 		$2.29M Sell
138,245
-1,519
-1% -$24.3K 1.78% 14
2018
Q4 		$2.06M Buy
139,764
+1,650
+1% +$27.5K 1.81% 9
2018
Q3 		$3M Buy
138,114
+26,562
+24% +$568K 2.28% 8
2018
Q2 		$2.46M Buy
111,552
+3,041
+3% +$77.4K 1.78% 17
2018
Q1 		$2.92M Buy
108,511
+4,787
+5% +$152K 2.27% 5
2017
Q4 		$3.54M Buy
+103,724
New +$3.44M 2.84% 4
2016
Q2 		$1.39M Buy
111,501
+2,243
+2% +$27K 1.44% 28
2016
Q1 		$1.32M Buy
109,258
+35,321
+48% +$444K 1.4% 31
2015
Q4 		$1M Buy
73,937
+416
+0.6% +$6.01K 1.13% 41
2015
Q3 		$909K Buy
+73,521
New +$989K 1.01% 45

Other funds holding TSEM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

Taylor Frigon Capital Management reduced its Tower Semiconductor (TSEM) stake by 0.83% in Q2 2026, selling an estimated $33.5K and leaving 16,653 shares worth $4.34M. The position accounts for 2.03% of the portfolio, ranked #6.

Taylor Frigon Capital Management first reported a position in TSEM in Q3 2015 and has held it in 32 quarters since. The position peaked at $8.72M in Q4 2021. 103 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Taylor Frigon Capital Management held 16,653 shares of Tower Semiconductor worth $4.34M as of Q2 2026.
  • Taylor Frigon Capital Management sold 140 Tower Semiconductor shares in Q2 2026, an estimated $33.5K.
  • Tower Semiconductor made up 2.03% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #6 holding.
  • Taylor Frigon Capital Management first reported a position in Tower Semiconductor in Q3 2015 and has held it in 32 quarters since.
  • Taylor Frigon Capital Management's Tower Semiconductor position peaked at $8.72M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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