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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EOLS EVOLUS INC Healthcare 141,500.0 $582K 0.51% $4.11 +60.1%
42 MCDERMOTT INTERNATIONAL LTD 20,000.0 $520K 0.45% NEW $26.00
43 PRTH PRIORITY TECHNOLOGY HOLDINGS Technology 108,800.0 $514K 0.45% +10K +10.0% $4.72 +26.7%
44 LUNA INNOVATIONS INC 461,770.0 $508K 0.44% $1.10
45 PCYO PURE CYCLE CORP Utilities 48,756.0 $490K 0.43% $10.06 +8.4%
46 CSGP COSTAR GROUP INC Real Estate 12,000.0 $484K 0.42% NEW $40.34 -21.0%
47 CDXS CODEXIS INC Healthcare 274,200.0 $447K 0.39% -26K -8.6% $1.63 +50.9%
48 PRCH PORCH GROUP INC Technology 61,500.0 $441K 0.38% NEW $7.17 +45.5%
49 BRLT BRILLIANT EARTH GROUP INC-A Consumer Cyclical 315,000.0 $419K 0.36% +74K +30.7% $1.33 -9.0%
50 DHC DIVERSIFIED HEALTHCARE TRUST Real Estate 60,000.0 $398K 0.35% -140K -70.0% $6.64 +25.9%
51 IDAI T STAMP INC-CLASS A Technology 160,900.0 $385K 0.33% -32K -16.5% $2.39 -10.5%
52 INTZ INTRUSION INC Technology 465,415.0 $382K 0.33% -8K -1.6% $0.82 -9.9%
53 OWLET INC 70,500.0 $362K 0.32% +13K +21.6% $5.14
54 SCVL SHOE CARNIVAL INC Consumer Cyclical 18,800.0 $293K 0.26% +3K +20.7% $15.59 +2.4%
55 FPH FIVE POINT HOLDINGS LLC-CL A Real Estate 60,000.0 $290K 0.25% +16K +35.5% $4.84 +0.6%
56 ATEX PUT ANTERIX INC Communication Services 7,500.0 $286K 0.25% NEW $38.19 +49.4%
57 SVC SERVICE PROPERTIES TRUST Real Estate 209,000.0 $283K 0.25% $1.35 +24.7%
58 RMNI RIMINI STREET INC Technology 83,933.0 $275K 0.24% $3.28 +6.4%
59 REE AUTOMOTIVE LTD - CLASS A 408,200.0 $245K 0.21% $0.60
60 UIS UNISYS CORP Technology 95,600.0 $198K 0.17% $2.07 +47.8%
Page 3 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%