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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PMTS CPI CARD GROUP INC Financial Services 12,100.0 $176K 0.15% -11K -47.3% $14.51 +11.2%
62 NN CALL NEXTNAV INC Communication Services 10,000.0 $160K 0.14% -100.0 -1.0% $16.02 +38.5%
63 PUT AXT INC 1,500.0 $85K 0.07% NEW $56.98
64 MATW MATTHEWS INTL CORP Industrials 2,250.0 $58K 0.05% $25.82 +5.8%
65 AVNW AVIAT NETWORKS INC Technology 2,000.0 $45K 0.04% $22.61 -29.2%
66 CALL XPERI INC-W/I 1,000.0 $6K 0.01% -89K -98.9% $5.60
67 INSEEGO CORP 300.0 $3K 0.00% NEW $11.12
Page 4 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%