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Portfolio (Quarterly) Guide ↗

PERKINS CAPITAL MANAGEMENT INC

· CIK 0000884300
13F Portfolio $133M AUM 79 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 79 New
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSTL CASTLE BIOSCIENCES INC Healthcare 16,140.0 $385K 0.29% NEW $23.85 +21.0%
62 ELUTIA INC 694,094.0 $380K 0.29% NEW $0.55
63 FAST FASTENAL Industrials 7,250.0 $348K 0.26% NEW $48.03 +7.3%
64 T AT&T INC Communication Services 15,992.0 $331K 0.25% NEW $20.70 +21.2%
65 BP BP PLC Energy 8,650.0 $320K 0.24% NEW $36.95 +17.5%
66 JNJ JOHNSON & JOHNSON Healthcare 1,200.0 $305K 0.23% NEW $253.97 +6.5%
67 BLNE BEELINE HOLDINGS INC Consumer Defensive 238,000.0 $290K 0.22% NEW $1.22 -20.7%
68 MRNA MODERNA INC Healthcare 4,000.0 $280K 0.21% NEW $70.03 -9.2%
69 XGN EXAGEN INC Healthcare 56,796.0 $264K 0.20% NEW $4.65 +41.3%
70 APYX APYX MEDICAL CORPORATION Healthcare 42,000.0 $189K 0.14% NEW $4.49 -31.4%
71 AIRG AIRGAIN INC Technology 22,000.0 $139K 0.10% NEW $6.30 -15.3%
72 PBYI PUMA BIOTECHNOLOGY INC Healthcare 13,400.0 $109K 0.08% NEW $8.11 +13.5%
73 OPRX OPTIMIZERX CORP Healthcare 14,808.0 $85K 0.06% NEW $5.72 +46.5%
74 IRIX IRIDEX CORP Healthcare 70,800.0 $81K 0.06% NEW $1.15 -18.0%
75 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 18,200.0 $62K 0.05% NEW $3.41 -7.2%
76 SOPH SOPHIA GENETICS SA Healthcare 10,500.0 $61K 0.05% NEW $5.77 +34.7%
77 LUNG PULMONX CORP Healthcare 39,500.0 $51K 0.04% NEW $1.30 +75.8%
78 DYAI DYADIC INTL INC DEL Healthcare 48,050.0 $43K 0.03% NEW $0.90 -14.0%
79 ARAY ACCURAY INC DEL Healthcare 20,000.0 $5K 0.00% NEW $0.26 +24.6%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 59.1%
Technology 27.3%
Communication Services 7.6%
Industrials 3.2%
Consumer Defensive 1.5%
Energy 0.7%
Financial Services 0.6%