Gagnon Advisors, LLC Portfolio Holdings by Sector

Gagnon Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BL FRSH VERX ETWO DV 5 stocks	$21,292 15.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CDNA EXAS 2 stocks	$18,810 13.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD NVGS 2 stocks	$18,212 12.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SCWX FIVN ZUO KLTR 4 stocks	$17,228 12.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSIX 1 stocks	$15,571 11.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$8,898 6.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PROF TMCI 2 stocks	$8,788 6.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AMRC 1 stocks	$7,813 5.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLFS 1 stocks	$6,863 4.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AOSL NVDA 2 stocks	$6,471 4.62% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$5,858 4.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PCRX 1 stocks	$2,008 1.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$1,384 0.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services CNF 1 stocks	$980 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts

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