Fund HoldingsPERKINS CAPITAL MANAGEMENT INC

Total Portfolio Value
$132.99M
Total Bought
$11.95M
Total Sold
$44.98M
Net Transaction
-$33.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BUTTERFLY NETWORK INC(BFLY)0867,580+867,58007,3055.49%+7,305
INUVO INC582,291515,011-67,2801,2056,4894.88%+5,284
ADVANCED MICRO DEVICES INC DEL(AMD)15,50413,904-1,6003,1548,0776.07%+4,923
BACKBLAZE INC339,025308,725-30,3001,1704,8963.68%+3,727
ELI LILLY & CO(LLY)8,8308,680-1508,12210,4117.83%+2,289
QUICKLOGIC CORP306,706257,621-49,0852,8775,1453.87%+2,268
NATERA INC(NTRA)44,30040,605-3,6958,86011,0228.29%+2,163
PERSONALIS INC(PSNL)239,000239,00001,5223,2032.41%+1,680
CRYOPORT INC203,247199,897-3,3501,6833,1382.36%+1,455
CREATIVE REALITIES INC0300,050+300,05001,2390.93%+1,239
AXOGEN INC(AXGN)168,842147,842-21,0005,5946,8295.13%+1,235
VERACYTE INC(VCYT)75,33359,958-15,3752,4263,5212.65%+1,095
USIO INC701,932700,371-1,5618001,7371.31%+937
OOMA INC181,250176,970-4,2802,6373,4012.56%+764
NEUROONE MED TECHNOLOGIES CO0244,656+244,65607440.56%+744
VIDA GLOBAL INC0250,000+250,00007000.53%+700
NEOGENOMICS INC(NEO)132,350110,040-22,3109821,6051.21%+623
MAGNITE INC(MGNI)119,27598,625-20,6501,4171,8721.41%+455
QT IMAGING HLDGS INC0100,000+100,00004070.31%+407
CREXENDO INC194,850212,825+17,9751,2021,5901.20%+388
CASTLE BIOSCIENCES INC016,140+16,14003850.29%+385
BIODESIX INC44,78344,618-1656491,0060.76%+357
CODEXIS INC527,500526,100-1,4008601,1890.89%+329
SEAGATE TECHNOLOGY HLDGS PL
ORD SHS
550525-252155070.38%+291
ELAUWIT CONNECTION INC55,50055,50003295980.45%+269
ZETA GLOBAL HOLDINGS CORP(ZETA)55,90055,90008901,1000.83%+210
ABBVIE INC(ABBV)5,3425,307-351,1621,3351.00%+174
TELA BIO INC1,418,3281,375,042-43,2868791,0310.78%+152
TRISALUS LIFE SCIENCES INC230,101235,101+5,0009201,0700.80%+149
LIFEVANTAGE CORPORATION75,45875,45803264710.35%+145
NXP SEMICONDUCTOR N V
COM
1,8001,700-1003544780.36%+123
SAFE PRO GROUP INC231,250230,500-7508819980.75%+117
VIATRIS INC(VTRS)54,89553,837-1,0587428550.64%+113
GENERAL MILLS INC(GIS)8,8758,375-5003304340.33%+104
APPLE INC(AAPL)2,6502,65006737670.58%+94
US BANCORP(USB)12,55012,350-2006537460.56%+93
BLACKSKY TECHNOLOGY INC28,75028,75007238030.60%+79
MODERNA INC(MRNA)4,0004,00002032800.21%+77
OWLET INC106,095106,495+4005456110.46%+66
PERSPECTIVE THERAPEUTICS INC018,200+18,2000620.05%+62
SOPHIA GENETICS SA010,500+10,5000610.05%+61
EXAGEN INC71,79656,796-15,0002152640.20%+49
PERION NETWORK LTD156,865165,215+8,3501,5671,6041.21%+37
APYX MEDICAL CORPORATION42,00042,00001551890.14%+34
MERCK & CO INC(MRK)7,7507,500-2509329640.72%+32
PUMA BIOTECHNOLOGY INC12,50013,400+900801090.08%+29
TARGET CORP(TGT)4,9004,750-1505946200.47%+27
IRIDEX CORP55,30070,800+15,50056810.06%+25
DONALDSON INC(DCI)4,6004,60003904130.31%+23
PROFOUND MED CORP114,280114,28007417600.57%+19
AIRGAIN INC22,00022,00001211390.10%+18
FASTENAL(FAST)7,2507,25003363480.26%+12
JOHNSON & JOHNSON(JNJ)1,2001,20002933050.23%+11
DYADIC INTL INC DEL48,05048,050039430.03%+4
PULMONX CORP41,00039,500-1,50053510.04%-2
OPTIMIZERX CORP15,90814,808-1,100100850.06%-15
ACCURAY INC DEL52,50020,000-32,5002050.00%-15
BRISTOL-MYERS SQUIBB CO(BMY)7,4307,180-2504514140.31%-37
SOPHIA GENETICS SA10,5000-10,500520-52
MICROSOFT CORP(MSFT)11,41511,173-2424,2254,1683.13%-58
NEOGEN CORP(NEOG)178,000177,500-5001,6541,5961.20%-58
ROCKWELL MED INC70,3710-70,371630-63
VERIZON COMMUNICATIONS INC(VZ)9,1089,10804573860.29%-72
LUCID DIAGNOSTICS INC1,126,0001,125,000-1,0001,2951,2040.91%-91
GILEAD SCIENCES INC(GILD)7,2167,21601,0069120.69%-94
BP PLC(BP)9,2008,650-5504323200.24%-113
AT&T INC(T)15,99215,99204643310.25%-133
CELCUITY INC(CELC)5,4004,500-9006164710.35%-146
CONOCOPHILLIPS(COP)4,8504,650-2006404830.36%-157
ONDAS HOLDINGS(ONDS)201,983201,483-5001,8261,6601.25%-166
PFIZER INC(PFE)35,90933,759-2,1501,0088130.61%-195
ASURE SOFTWARE INC23,5000-23,5002020-202
EXXON MOBIL CORP1,1940-1,1942030-203
BIOLIFE SOLUTIONS INC(BLFS)12,5000-12,5002390-238
ATRICURE INC(ATRC)26,10017,500-8,6007454900.37%-255
ABBOTT LABORATORIES20,65920,257-4022,1211,8381.38%-283
BEELINE HOLDINGS INC245,000238,000-7,0005762900.22%-285
SKYWATER TECHNOLOGY INC(SKYT)26,40011,900-14,5007244140.31%-309
VERITONE INC157,2500-157,2503100-310
VERICEL CORP(VCEL)10,4500-10,4503360-336
IDEXX LABS INC(IDXX)9,7009,70005,4505,1063.84%-344
DIGI INTL INC(DGII)7,3330-7,3333530-353
ALPHATEC HLDGS INC(ATEC)171,847175,197+3,3501,8701,5151.14%-354
CIENA CORP(CIEN)6,3006,30003,4463,0912.32%-355
EPLUS INC(PLUS)5,0000-5,0003760-376
CASTLE BIOSCIENCES INC15,4150-15,4153780-378
LEMAITRE VASCULAR INC(LMAT)25,82525,345-4802,8192,4321.83%-387
ELUTIA INC756,894694,094-62,8007953800.29%-415
ANI PHARMACEUTICALS INC(ANIP)7,8410-7,8416030-603
CPS TECHNOLOGIES CORP200,5850-200,5857500-750
NEUROONE MEDICAL TECHNOLOGIES
COM NEW
1,473,0000-1,473,0001,1440-1,144
INOGEN INC199,6000-199,6001,2340-1,234
MDXHEALTH SA1,476,4411,411,891-64,5503,3965800.44%-2,816
BUTTERFLY NETWORK INC(BFLY)930,9300-930,9303,7610-3,761
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