Perkins Capital Management Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Perkins Capital Management Inc disclosed 79 stock positions valued at approximately $132.99M as of quarter-end June 30, 2026. The largest holdings include NATERA INC, ELI LILLY & CO, and ADVANCED MICRO DEVICES INC DEL.

Report Period
June 30, 2026
No. of Stocks
79
Portfolio Value
$132.99M
Holdings by Sector
Perkins Capital Management Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NATERA INCNTRAHealthcare8.29%40,605-3,695-8.34%$11,022,227
ELI LILLY & COLLYHealthcare7.83%8,680-150-1.70%$10,411,052
ADVANCED MICRO DEVICES INC DELAMDTechnology6.07%13,904-1,600-10.32%$8,076,973
BUTTERFLY NETWORK INCBFLYHealthcare5.49%867,580-63,350-6.81%$7,305,024
AXOGEN INCAXGNHealthcare5.13%147,842-21,000-12.44%$6,828,822
INUVO INCINUVOther4.88%515,011-67,280-11.55%$6,489,134
QUICKLOGIC CORPQUIKTechnology3.87%257,621-49,085-16.00%$5,144,691
IDEXX LABS INCIDXXHealthcare3.84%9,700--$5,106,468
BACKBLAZE INCBLZETechnology3.68%308,725-30,300-8.94%$4,896,378
MICROSOFT CORPMSFTTechnology3.13%11,173-242-2.12%$4,167,752
VERACYTE INCVCYTHealthcare2.65%59,958-15,375-20.41%$3,521,333
OOMA INCOOMATechnology2.56%176,970-4,280-2.36%$3,401,363
PERSONALIS INCPSNLHealthcare2.41%239,000--$3,202,600
CRYOPORT INCCYRXIndustrials2.36%199,897-3,350-1.65%$3,138,383
CIENA CORPCIENTechnology2.32%6,300--$3,090,528
LEMAITRE VASCULAR INCLMATHealthcare1.83%25,345-480-1.86%$2,432,106
MAGNITE INCMGNICommunication Services1.41%98,625-20,650-17.31%$1,871,902
ABBOTT LABORATORIES ABTHealthcare1.38%20,257-402-1.95%$1,838,120
USIO INCUSIOTechnology1.31%700,371-1,561-0.22%$1,736,920
ONDAS HOLDINGSONDSTechnology1.25%201,483-500-0.25%$1,660,220
NEOGENOMICS INCNEOHealthcare1.21%110,040-22,310-16.86%$1,605,483
PERION NETWORK LTDPERIOther1.21%165,215+8,350+5.32%$1,604,238
NEOGEN CORPNEOGHealthcare1.20%177,500-500-0.28%$1,595,725
CREXENDO INCCXDOCommunication Services1.20%212,825+17,975+9.23%$1,589,803
ALPHATEC HLDGS INCATECHealthcare1.14%175,197+3,350+1.95%$1,515,454
ABBVIE INCABBVHealthcare1.00%5,307-35-0.66%$1,335,453
CREATIVE REALITIES INCCREXTechnology0.93%300,050+300,050+100.00%$1,239,206
LUCID DIAGNOSTICS INCLUCDHealthcare0.91%1,125,000-1,000-0.09%$1,203,750
CODEXIS INCCDXSHealthcare0.89%526,100-1,400-0.27%$1,188,986
ZETA GLOBAL HOLDINGS CORPZETATechnology0.83%55,900--$1,100,112
Showing 30 of 79 holdings in the latest reporting period.