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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
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVD AMERICAN VANGUARD CORP Basic Materials 622,050.0 $1.5M 1.35% +164K +35.7% $2.49 +10.4%
22 HCKT THE HACKET GROUP INC Technology 117,104.0 $1.5M 1.32% NEW $13.01 -26.4%
23 ARLO ARLO TECHNOLOGIES INC Industrials 100,000.0 $1.4M 1.24% NEW $14.23 -13.4%
24 FENC FENNEC PHARMACEUTICALS INC Healthcare 224,400.0 $1.4M 1.20% +129K +136.0% $6.15 +50.2%
25 WYY WIDEPOINT CORP Technology 272,780.0 $1.4M 1.18% +77K +39.4% $4.99 +106.4%
26 BABA ALIBABA GROUP HOLDING LTD Consumer Cyclical 10,800.0 $1.4M 1.18% -200.0 -1.8% $125.46 +5.7%
27 III INFORMATION SERVICES GROUP Technology 291,800.0 $1.1M 0.97% $3.84 +7.3%
28 GILT GILAT SATELLITE NETWORKS LTD Technology 72,842.0 $1.1M 0.95% -18K -20.1% $15.02 +7.1%
29 PXLW PIXELWORKS INC Technology 200,000.0 $1.1M 0.94% $5.40 +26.5%
30 MX MAGNACHIP SEMICONDUCT-DEP SH Technology 365,000.0 $1.0M 0.89% -22K -5.7% $2.80 +55.0%
31 BAC BANK OF AMERICA CORP Financial Services 20,000.0 $975K 0.85% $48.75 +2.1%
32 ADTRAN HOLDINGS INC 77,200.0 $971K 0.84% NEW $12.58
33 BW BABCOCK & WILCOX ENTERPR Industrials 64,000.0 $940K 0.82% $14.69 +48.7%
34 CXDO CREXENDO INC Communication Services 139,568.0 $861K 0.75% -13K -8.4% $6.17 +55.9%
35 TPCS TECHPRECISION CORP Industrials 249,561.0 $751K 0.65% $3.01 +32.9%
36 QLD PROSHARES ULTRA QQQ 12,100.0 $738K 0.64% NEW $61.00 +49.2%
37 FEAM 5E ADVANCED MATERIALS INC Basic Materials 506,300.0 $709K 0.62% +445K +728.4% $1.40 +37.9%
38 DDI DOUBLEDOWN INTERACTIVE -ADR Technology 79,100.0 $668K 0.58% $8.45 +42.0%
39 XELB XCEL BRANDS INC Consumer Cyclical 408,400.0 $633K 0.55% $1.55 +36.1%
40 NN NEXTNAV INC Communication Services 37,500.0 $601K 0.52% +16K +70.5% $16.02 +38.5%
Page 2 of 4  ·  67 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
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%