Gagnon Advisors, LLC Portfolio Holdings by Sector

Gagnon Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology FRSH BL VERX ETWO NCNO DV 6 stocks	$26,317 21.12% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD NVGS 2 stocks	$18,485 14.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PROF TMCI MXCT 3 stocks	$11,878 9.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CDNA EXAS 2 stocks	$11,093 8.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$9,491 7.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLFS OSUR 2 stocks	$8,949 7.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSIX 1 stocks	$8,177 6.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN KLTR 2 stocks	$7,149 5.74% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$6,341 5.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AMRC 1 stocks	$5,711 4.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AOSL NVDA 2 stocks	$4,782 3.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PCRX 1 stocks	$3,314 2.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$2,330 1.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services CNF 1 stocks	$612 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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