Fund HoldingsPERKINS CAPITAL MANAGEMENT INC

Total Portfolio Value
$106.70M
Total Bought
$9.33M
Total Sold
$23.20M
Net Transaction
-$13.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CIENA CORP(CIEN)6,3006,30001,4733,4463.23%+1,972
QUICKLOGIC CORP275,706306,706+31,0001,6572,8772.70%+1,220
TRISALUS LIFE SCIENCES INC0230,101+230,10109200.86%+920
SAFE PRO GROUP INC0231,250+231,25008810.83%+881
OOMA INC182,250181,250-1,0002,1382,6372.47%+499
LEMAITRE VASCULAR INC(LMAT)28,90025,825-3,0752,3442,8192.64%+476
NEOGEN CORP(NEOG)179,250178,000-1,2501,2531,6541.55%+401
BIODESIX INC44,78344,78303056490.61%+345
ELUTIA INC780,594756,894-23,7005417950.74%+254
BUTTERFLY NETWORK INC(BFLY)923,780930,930+7,1503,5103,7613.52%+251
PERION NETWORK LTD138,375156,865+18,4901,3261,5671.47%+241
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0550+55002150.20%+215
MODERNA INC(MRNA)04,000+4,00002030.19%+203
BLACKSKY TECHNOLOGY INC28,75028,75005397230.68%+184
BEELINE HOLDINGS INC245,000245,00004215760.54%+154
CONOCOPHILLIPS(COP)5,2504,850-4004916400.60%+149
CPS TECHNOLOGIES CORP202,085200,585-1,5006247500.70%+126
TARGET CORP(TGT)4,9004,90004795940.56%+115
BP PLC(BP)9,2009,20003204320.41%+113
EXAGEN INC18,57571,796+53,2211132150.20%+102
PFIZER INC(PFE)37,30935,909-1,4009291,0080.95%+79
LUCID DIAGNOSTICS INC1,126,0001,126,00001,2271,2951.21%+68
ELAUWIT CONNECTION INC55,50055,50002813290.31%+48
FASTENAL CO(FAST)7,2507,25002913360.32%+45
DIGI INTL INC(DGII)7,3337,33303173530.33%+36
AIRGAIN INC22,00022,0000891210.11%+32
NEUROONE MEDICAL TECHNOLOGIES
COM NEW
1,473,0001,473,00001,1171,1441.07%+27
VIATRIS INC(VTRS)57,89554,895-3,0007217420.70%+21
MERCK & CO INC(MRK)8,7507,750-1,0009219320.87%+11
VERIZON COMMUNICATIONS INC(VZ)10,9589,108-1,8504464570.43%+11
IRIDEX CORP41,30055,300+14,00047560.05%+9
ROCKWELL MED INC67,87170,371+2,50057630.06%+6
PUMA BIOTECHNOLOGY INC12,50012,500074800.07%+6
SOPHIA GENETICS SA10,50010,500049520.05%+3
DONALDSON INC(DCI)4,4004,600+2003903900.37%0
FLEXSHOPPER INC77,0000-77,00000-0
EXXON MOBIL CORP1,6941,194-5002042030.19%-1
CODEXIS INC529,500527,500-2,0008638600.81%-3
BRISTOL-MYERS SQUIBB CO(BMY)8,4307,430-1,0004554510.42%-4
GILEAD SCIENCES INC(GILD)8,2667,216-1,0501,0151,0060.94%-9
US BANCORP(USB)12,55012,55006706530.61%-17
ASURE SOFTWARE INC23,50023,50002212020.19%-19
CELCUITY INC(CELC)6,4005,400-1,0006386160.58%-22
JOHNSON & JOHNSON(JNJ)1,6001,200-4003312930.27%-38
VERICEL CORP(VCEL)10,70010,450-2503853360.32%-49
ACCURAY INC DEL86,50052,500-34,00071200.02%-51
PULMONX CORP49,00041,000-8,000108530.05%-55
CREXENDO INC194,850194,85001,2611,2021.13%-58
EPLUS INC(PLUS)5,0005,00004393760.35%-62
ANI PHARMACEUTICALS INC(ANIP)8,4417,841-6006666030.57%-63
BIOLIFE SOLUTIONS INC(BLFS)12,50012,50003022390.22%-64
AT&T INC(T)22,49215,992-6,5005594640.43%-95
OPTIMIZERX CORP17,40815,908-1,5002131000.09%-114
CVRX INC16,1500-16,1501150-115
BACKBLAZE INC278,775339,025+60,2501,2991,1701.10%-129
LIFEVANTAGE CORP75,45875,45804653260.31%-139
APYX MEDICAL CORPORATION85,00042,000-43,0002981550.15%-143
NXP SEMICONDUCTOR N V
COM
2,3001,800-5004993540.33%-145
ONDAS HOLDINGS(ONDS)202,533201,983-5501,9771,8261.71%-151
GENERAL MILLS INC(GIS)10,4258,875-1,5504853300.31%-154
PROFOUND MED CORP114,280114,28008997410.69%-159
USIO INC705,932701,932-4,0009608000.75%-160
ABBVIE INC(ABBV)5,8425,342-5001,3351,1621.09%-173
HAIN CELESTIAL GROUP INC174,6500-174,6501870-187
TACTILE SYS TECHNOLOGY INC7,0660-7,0662050-205
COSTCO WHSL CORP NEW(COST)2500-2502160-216
INOGEN INC217,650199,600-18,0501,4631,2341.16%-229
INUVO INC585,291582,291-3,0001,4521,2051.13%-246
ZETA GLOBAL HOLDINGS CORP(ZETA)56,50055,900-6001,1508900.83%-260
CRYOPORT INC203,997203,247-7501,9581,6831.58%-275
DYADIC INTL INC DEL344,41148,050-296,361324390.04%-284
ATRICURE INC(ATRC)27,45026,100-1,3501,0867450.70%-341
PERSONALIS INC(PSNL)239,000239,00001,9021,5221.43%-380
INTEL CORP(INTC)12,5000-12,5004610-461
VERITONE INC175,600157,250-18,3508173100.29%-507
MAGNITE INC(MGNI)121,775119,275-2,5001,9761,4171.33%-559
ABBOTT LABORATORIES21,40920,659-7502,6822,1211.99%-561
APPLE INC(AAPL)4,6502,650-2,0001,2646730.63%-592
ADVANCED MICRO DEVICES INC(AMD)17,65415,504-2,1503,7813,1542.96%-627
NEOGENOMICS INC(NEO)141,850132,350-9,5001,6689820.92%-686
CASTLE BIOSCIENCES INC28,04515,415-12,6301,0913780.35%-713
VERACYTE INC(VCYT)75,43375,333-1003,1762,4262.27%-749
TELA BIO INC1,397,4181,418,328+20,9101,6498790.82%-770
DAY ONE BIOPHARMACEUTICALS
COM
84,0000-84,0007830-783
OWLET INC102,105106,095+3,9901,6535450.51%-1,108
IDEXX LABS INC(IDXX)9,7009,70006,5625,4505.11%-1,112
VELO3D INC87,0000-87,0001,1950-1,195
NATERA INC(NTRA)44,55044,300-25010,2068,8608.30%-1,346
ELI LILLY & CO(LLY)8,9658,830-1359,6358,1227.61%-1,513
MDXHEALTH SA1,378,9411,476,441+97,5004,9233,3963.18%-1,527
MICROSOFT CORP(MSFT)12,21511,415-8005,9074,2253.96%-1,682
SKYWATER TECHNOLOGY INC(SKYT)133,65026,400-107,2502,4277240.68%-1,703
ALPHATEC HLDGS INC(ATEC)171,747171,847+1003,6141,8701.75%-1,744
DIGITAL TURBINE INC(APPS)366,1000-366,1001,8310-1,830
AXOGEN INC(AXGN)228,334168,842-59,4927,4735,5945.24%-1,880
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