Perkins Capital Management Inc Portfolio Holdings by Sector
Perkins Capital Management Inc
- $101 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Devices | Healthcare
AXGN ABT ATEC BFLY INGN AZYO NMTC TELA 15 stocks |
$19,081
18.9% of portfolio
|
7
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NTRA IDXX PSNL NEO CSTL XGN DGX 7 stocks |
$17,057
16.9% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV PFE GILD MRK BMY JNJ 7 stocks |
$11,607
11.5% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT BLZE 2 stocks |
$8,940
8.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
SKYT AMD QUIK NXPI INTC 5 stocks |
$8,452
8.37% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCYT CDXS DAWN DYAI CELC VCEL PBYI 7 stocks |
$5,313
5.26% of portfolio
|
3
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
OOMA CXDO T VZ 4 stocks |
$4,677
4.63% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPS ZETA PLUS ASUR 4 stocks |
$4,171
4.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
LMAT ATRC BLFS 3 stocks |
$3,961
3.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ONDS CIEN DGII AIRG 4 stocks |
$3,494
3.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
MGNI 1 stocks |
$2,859
2.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CYRX 1 stocks |
$1,965
1.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN HAIN GIS 3 stocks |
$1,881
1.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ANIP VTRS RMTI 3 stocks |
$1,428
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
USIO 1 stocks |
$1,210
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,184
1.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
OPRX 1 stocks |
$770
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST 2 stocks |
$670
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$623
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$496
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$367
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI 1 stocks |
$360
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP 1 stocks |
$317
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
FPAY 1 stocks |
$57
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|