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Perkins Discovery Fund (PDFDX) is an MF managed by Independent / Boutique. Its largest position is Axogen, Inc. (AXGN), representing 11.43% of fund assets.

Perkins Discovery Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
PDFDX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 14, 2026
Showing 27 out of 27 holdings
Holding Weight Market Value Shares
-
Axogen, Inc.
11.43% $662,600.00 20,000
-
Natera, Inc.
11.21% $649,967.50 3,250
-
VERACYTE, INC.
7.78% $450,940.00 14,000
-
ANI PHARMACEUTICALS INC
7.62% $442,175.00 5,750
-
SKYWATER TECHNOLOGY INC
6.85% $397,445.00 14,500
-
EPLUS INC
6.49% $376,250.00 5,000
-
DIGI INTERNATIONAL INC
4.99% $289,200.00 6,000
-
Butterfly Network, Inc.
4.21% $244,420.00 60,500
-
BIOLIFE SOLUTIONS INC
4.11% $238,500.00 12,500
-
MAGNITE, INC.
4.10% $237,600.00 20,000
-
ASURE SOFTWARE INC
3.48% $202,100.00 23,500
-
AtriCure, Inc.
3.44% $199,710.00 7,000
-
Vericel Corp
3.33% $193,020.00 6,000
-
TACTILE SYSTEMS TECHNOLOGY INC
2.93% $169,845.00 6,500
-
NEOGENOMICS INC
2.81% $163,240.00 22,000
-
Cryoport, Inc.
2.14% $124,200.00 15,000
-
Perion Network Ltd.
1.98% $114,885.00 11,500
-
Backblaze, Inc.
1.78% $103,500.00 30,000
-
OptimizeRx Corp
1.52% $87,920.00 14,000
-
Inuvo, Inc.
1.34% $77,625.00 37,500
-
DEFAULT
1.29% $74,750.00 32,500
-
TriSalus Life Sciences, Inc.
1.21% $70,000.00 17,500
-
Owlet, Inc.
0.93% $53,970.00 10,500
-
FIDELITY GOVERNMENT PORTFOLIO
0.85% $49,467.90 49,468
-
EXAGEN INC.
0.78% $45,000.00 15,000
-
TELA Bio, Inc.
0.68% $39,680.00 64,000
-
ELUTIA INC.
0.68% $39,375.00 37,500
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