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Portfolio (Quarterly) Guide ↗

Potomac Capital Management, Inc.

· CIK 0001418746
13F Portfolio $115.0B AUM 67 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 19 Added 16 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SATS ECHOSTAR HOLDING CORP-A Technology 198,000.0 $23.2M 20.16% -51K -20.4% $117.07 +15.4%
2 INSE INSPIRED ENTERTAINMENT INC Consumer Cyclical 616,600.0 $4.4M 3.82% -34K -5.2% $7.13 +2.9%
3 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 296,700.0 $3.2M 2.76% -45K -13.2% $10.69 -14.4%
4 LIONSGATE STUDIOS HOLDING CO 216,975.0 $2.1M 1.81% -8K -3.6% $9.59
5 GPGI GPGI INC Industrials 113,500.0 $1.9M 1.69% -4K -3.0% $17.10 -27.4%
6 BABA ALIBABA GROUP HOLDING LTD Consumer Cyclical 10,800.0 $1.4M 1.18% -200.0 -1.8% $125.46 +5.7%
7 GILT GILAT SATELLITE NETWORKS LTD Technology 72,842.0 $1.1M 0.95% -18K -20.1% $15.02 +7.1%
8 MX MAGNACHIP SEMICONDUCT-DEP SH Technology 365,000.0 $1.0M 0.89% -22K -5.7% $2.80 +55.0%
9 CXDO CREXENDO INC Communication Services 139,568.0 $861K 0.75% -13K -8.4% $6.17 +55.9%
10 CDXS CODEXIS INC Healthcare 274,200.0 $447K 0.39% -26K -8.6% $1.63 +50.9%
11 DHC DIVERSIFIED HEALTHCARE TRUST Real Estate 60,000.0 $398K 0.35% -140K -70.0% $6.64 +25.9%
12 IDAI T STAMP INC-CLASS A Technology 160,900.0 $385K 0.33% -32K -16.5% $2.39 -10.5%
13 INTZ INTRUSION INC Technology 465,415.0 $382K 0.33% -8K -1.6% $0.82 -9.9%
14 PMTS CPI CARD GROUP INC Financial Services 12,100.0 $176K 0.15% -11K -47.3% $14.51 +11.2%
15 NN CALL NEXTNAV INC Communication Services 10,000.0 $160K 0.14% -100.0 -1.0% $16.02 +38.5%
16 CALL XPERI INC-W/I 1,000.0 $6K 0.01% -89K -98.9% $5.60

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
Technology 58.3%
Consumer Cyclical 10.2%
Industrials 10.2%
Communication Services 9.9%
Healthcare 4.4%
Basic Materials 2.3%
Utilities 2.1%
Real Estate 1.5%
Financial Services 1.1%