Fund HoldingsPERKINS CAPITAL MANAGEMENT INC

Total Portfolio Value
$125.94M
Total Bought
$10.07M
Total Sold
$27.07M
Net Transaction
-$17.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AXOGEN INC(AXGN)236,051228,334-7,7174,2117,4735.93%+3,262
NATERA INC(NTRA)44,85044,550-3007,22010,2068.10%+2,986
ELI LILLY & CO(LLY)9,0908,965-1256,9369,6357.65%+2,699
BUTTERFLY NETWORK INC(BFLY)924,280923,780-5001,7843,5102.79%+1,727
OWLET INC0102,105+102,10501,6531.31%+1,653
NEOGEN CORP(NEOG)0179,250+179,25001,2530.99%+1,253
ALPHATEC HOLDINGS INC(ATEC)173,317171,747-1,5702,5203,6142.87%+1,094
VELO3D INC70,00087,000+17,0002151,1950.95%+980
PROFOUND MED CORP0114,280+114,28008990.71%+899
VERITONE INC0175,600+175,60008170.65%+817
ADVANCED MICRO DEVICES INC(AMD)18,40417,654-7502,9783,7813.00%+803
CPS TECHNOLOGIES CORP0202,085+202,08506240.50%+624
NEOGENOMICS INC(NEO)136,850141,850+5,0001,0561,6681.32%+612
CASTLE BIOSCIENCES INC28,14528,045-1006411,0910.87%+450
VERACYTE INC(VCYT)79,68375,433-4,2502,7363,1762.52%+440
BEELINE HOLDINGS INC0245,000+245,00004210.33%+421
QUICKLOGIC CORP204,956275,706+70,7501,2421,6571.32%+415
TELA BIO INC833,9281,397,418+563,4901,2431,6491.31%+406
ONDAS HLDGS INC(ONDS)204,723202,533-2,1901,5801,9771.57%+396
IDEXX LABS INC(IDXX)9,7009,70006,1976,5625.21%+365
ELAUWIT CONNECTION INC055,500+55,50002810.22%+281
PERSONALIS INC(PSNL)252,500239,000-13,5001,6461,9021.51%+256
CELCUITY INC(CELC)7,9006,400-1,5003906380.51%+248
EXXON MOBIL CORP01,694+1,69402040.16%+204
DAY ONE BIOPHARMACEUTICALS
COM
82,25084,000+1,7505807830.62%+203
MERCK & CO INC(MRK)8,7508,75007349210.73%+187
CREXENDO INC168,850194,850+26,0001,0981,2611.00%+163
VIATRIS INC(VTRS)57,69557,895+2005717210.57%+150
PERION NETWORK LTD122,950138,375+15,4251,1801,3261.05%+145
APYX MEDICAL CORPORATION81,00085,000+4,0001732980.24%+124
CODEXIS INC307,700529,500+221,8007518630.69%+112
ATRICURE INC(ATRC)27,75027,450-3009781,0860.86%+108
CIENA CORP(CIEN)9,4006,300-3,1001,3691,4731.17%+104
GILEAD SCIENCES INC(GILD)8,2668,26609181,0150.81%+97
LUCID DIAGNOSTICS INC1,127,0001,126,000-1,0001,1381,2270.97%+89
EPLUS INC(PLUS)5,0005,00003554390.35%+83
APPLE INC(AAPL)4,6504,65001,1841,2641.00%+80
BRISTOL-MYERS SQUIBB CO(BMY)8,4308,43003804550.36%+75
PULMONX CORP21,00049,000+28,000341080.09%+74
SOPHIA GENETICS SA010,500+10,5000490.04%+49
US BANCORP DEL(USB)12,90012,550-3506236700.53%+46
GENERAL MLS INC(GIS)8,77510,425+1,6504424850.38%+42
TARGET CORP(TGT)4,9004,90004404790.38%+39
JOHNSON & JOHNSON(JNJ)1,6001,60002973310.26%+34
DONALDSON INC(DCI)4,4004,40003603900.31%+30
INTEL CORP(INTC)13,05012,500-5504384610.37%+23
ASURE SOFTWARE INC25,00023,500-1,5002052210.18%+16
TACTILE SYS TECHNOLOGY INC14,0667,066-7,0001952050.16%+10
PUMA BIOTECHNOLOGY INC12,20012,500+30065740.06%+10
ZETA GLOBAL HOLDINGS CORP(ZETA)57,50056,500-1,0001,1431,1500.91%+7
BP PLC(BP)9,2009,20003173200.25%+2
IRIDEX CORP41,30041,300047470.04%-0
VERICEL CORP(VCEL)12,25010,700-1,5503863850.31%-0
CONOCOPHILLIPS(COP)5,2505,25004974910.39%-5
CRYOPORT INC207,280203,997-3,2831,9651,9581.56%-7
COSTCO WHSL CORP NEW(COST)25025002312160.17%-16
BIOLIFE SOLUTIONS INC(BLFS)12,50012,50003193020.24%-17
ABBVIE INC(ABBV)5,8425,84201,3531,3351.06%-18
NXP SEMICONDUCTORS N V
COM
2,3002,30005244990.40%-25
ROCKWELL MED INC71,92267,871-4,05186570.04%-30
CVRX INC19,75016,150-3,6001591150.09%-45
ACCURAY INC70,80086,500+15,700118710.06%-47
FLEXSHOPPER INC90,55077,000-13,5505800.00%-58
DIGI INTL INC(DGII)10,3337,333-3,0003773170.25%-59
PFIZER INC(PFE)39,00937,309-1,7009949290.74%-65
AIRGAIN INC36,50022,000-14,500158890.07%-69
VERIZON COMMUNICATIONS INC(VZ)11,80810,958-8505194460.35%-73
FASTENAL CO(FAST)7,5007,250-2503682910.23%-77
DYADIC INTL INC DEL348,050344,411-3,6394113240.26%-87
BIODESIX INC52,63344,783-7,8503973050.24%-93
ANI PHARMACEUTICALS INC(ANIP)8,4418,44107736660.53%-107
EXAGEN INC20,07518,575-1,5002211130.09%-108
OOMA INC187,470182,250-5,2202,2482,1381.70%-110
NEUROONE MED TECHNOLOGIES CO
COM NEW
1,468,0001,473,000+5,0001,3041,1170.89%-188
INOGEN INC202,800217,650+14,8501,6571,4631.16%-194
ABBOTT LABS21,55921,409-1502,8882,6822.13%-205
QUEST DIAGNOSTICS INC(DGX)1,2000-1,2002290-229
AT&T INC(T)28,34222,492-5,8508005590.44%-242
USIO INC858,193705,932-152,2611,2199600.76%-259
LIFEVANTAGE CORP75,50875,458-507354650.37%-270
LEMAITRE VASCULAR INC(LMAT)30,46128,900-1,5612,6662,3441.86%-322
MICROSOFT CORP(MSFT)12,24512,215-306,3425,9074.69%-435
ELUTIA INC1,131,499780,594-350,9051,0075410.43%-467
HAIN CELESTIAL GROUP INC446,213174,650-271,5637051870.15%-518
OPTIMIZERX CORP37,59617,408-20,1887712130.17%-557
DIGITAL TURBINE INC(APPS)386,100366,100-20,0002,4711,8311.45%-641
SKYWATER TECHNOLOGY INC(SKYT)170,050133,650-36,4003,1732,4271.93%-746
MAGNITE INC(MGNI)131,275121,775-9,5002,8591,9761.57%-883
INUVO INC670,972585,291-85,6812,3551,4521.15%-904
BACKBLAZE INC280,025278,775-1,2502,5991,2991.03%-1,300
MDXHEALTH SA1,402,6081,378,941-23,6676,5224,9233.91%-1,599
BLACKSKY TECHNOLOGY INC118,75028,750-90,0002,3935390.43%-1,854
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