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Potomac Capital Management, Inc.

Location
NEW YORK, NY
Portfolio Value
Small $108,802,035
Diversification
Diversified
Filing Date
Global Rank
#5,501 / 8,603 ▲ 36 · as of Mar 2026
Top Industry
Telecom Services 32.9%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed May 14, 2026 · 56d
11 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+48.3%
SPY
+76.0%
Annualised alpha
-6.7%
Max drawdown
−34.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.3%
−1.9 pts
Top 5
42.4%
+1.3 pts
Top 10
57.7%
+1.1 pts
HHI
670
Dec 2021 → Mar 2026 · range 604 – 798
Diversified−61

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Communication Services 34.6% $37,661,796
Technology 32.3% $35,143,412
Consumer Cyclical 9.6% $10,417,628
Industrials 9.4% $10,197,344
Healthcare 4.3% $4,727,625
Real Estate 2.4% $2,588,855
Basic Materials 2.1% $2,257,724
Utilities 2.0% $2,135,335
Unclassified 1.9% $2,080,790
Financial Services 1.5% $1,591,526

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
18 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
19 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
10 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
59 positions · $108,802,035 total · as of Mar 31, 2026
Showing 1–50 of 59 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History