Potomac Fund Management Inc

13F filer · CIK 0000826000

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$3.97BU.S. long equity reported on 13F

Positions624 new · 8 closed

Net flow last quarter+$9.03MBuys minus sells

Top 10 positions weight3.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202662 positions
SECTSECTOR 10, Inc.	$60.9M	1.53%	Not reported	+1.5%	Q4 2024
UUPInvesco DB US Dollar Index Bullish Fund	$30M	0.75%	6.72%	+4.7%	Q4 2024
SMHMarket Vectors ETF Trust	$25.6M	0.65%	Not reported	-5.2%	Q3 2025
SILGolden Minerals Co	$23.7M	0.60%	Not reported	+70.4%	Q3 2025
EDGHInova Technology Inc.	$2.62M	0.07%	0.64%	+4.7%	Q4 2024
MSFTMicrosoft Corp	$2.35M	0.06%	0.00%	-0.8%	Q4 2024
JPMJPMorgan Chase & Co	$2.27M	0.06%	0.00%	-0.7%	Q4 2024
WFCWells Fargo & Company	$2.07M	0.05%	0.00%	+1.0%	Q4 2024
SHELShell plc	$2.06M	0.05%	0.00%	-0.9%	Q4 2024
GILDGilead Sciences, Inc.	$2.05M	0.05%	0.00%	+0.2%	Q4 2024
ADIAnalog Devices Inc	$1.98M	0.05%	0.00%	+9.7%	Q4 2024
AZNAstrazeneca PLC	$1.97M	0.05%	Not reported	Not reported	Q4 2024
LHXL3harris Technologies, Inc.	$1.94M	0.05%	0.00%	-0.1%	Q4 2024
QQnity Electronics, Inc.	$1.88M	0.05%	0.01%	-1.2%	Q4 2025
HDHome Depot, Inc.	$1.85M	0.05%	0.00%	+3.5%	Q4 2024
PGPROCTER & GAMBLE Co	$1.76M	0.04%	0.00%	+2.7%	Q4 2024
MCDMcdonalds Corp	$1.73M	0.04%	0.00%	+3.6%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.67M	0.04%	0.00%	-2.0%	Q4 2024
BACBank of America Corp	$1.57M	0.04%	0.00%	-0.3%	Q4 2024
ABTAbbott Laboratories	$1.54M	0.04%	0.00%	+9.3%	Q4 2024
AJGArthur J. Gallagher & Co.	$1.51M	0.04%	0.00%	+2.8%	Q4 2024
EQIXEquinix Inc	$1.43M	0.04%	0.00%	-2.3%	Q4 2024
NTESNetEase, Inc.	$1.31M	0.03%	0.00%	+123.6%	Q4 2025
COPConocophillips	$1.22M	0.03%	0.00%	-0.2%	Q4 2024
CMCSAComcast Corp	$1.22M	0.03%	0.00%	-8.1%	Q4 2024
TELTE Connectivity plc	$1.17M	0.03%	0.00%	+1.7%	Q1 2026
DDDuPont de Nemours, Inc.	$1.15M	0.03%	0.01%	-0.8%	Q4 2024
PEPPepsico Inc	$1.1M	0.03%	0.00%	+3.5%	Q4 2024
WMWaste Management Inc	$1.08M	0.03%	0.00%	+5.5%	Q3 2025
HONHoneywell International Inc	$968K	0.02%	0.00%	-0.1%	Q4 2024
JNJJohnson & Johnson	$932K	0.02%	0.00%	+15.7%	Q4 2024
HONAHoneywell Aerospace Inc.	$917K	0.02%	Not reported	-4.1%	Q2 2026
MCHPMicrochip Technology Inc	$916K	0.02%	0.00%	-4.4%	Q4 2024
NVDANvidia Corp	$880K	0.02%	0.00%	+17.2%	Q3 2025
QCOMQualcomm Inc	$826K	0.02%	0.00%	-3.6%	Q1 2026
SOLSSolstice Advanced Materials Inc.	$824K	0.02%	0.01%	-3.1%	Q4 2025
EVRGEvergy, Inc.	$728K	0.02%	0.00%	+0.7%	Q4 2024
USBUS Bancorp \de\	$717K	0.02%	0.00%	-58.1%	Q4 2024
LLYELI LILLY & Co	$707K	0.02%	0.00%	-10.9%	Q1 2025
XYLXylem Inc.	$703K	0.02%	0.00%	New	Q2 2026
SRESempra	$679K	0.02%	0.00%	+1.1%	Q4 2024
RTXRTX Corp	$661K	0.02%	0.00%	+1.2%	Q4 2024
CVXChevron Corp	$650K	0.02%	0.00%	-0.3%	Q4 2024
AVGOBroadcom Inc.	$644K	0.02%	0.00%	-12.2%	Q3 2025
GOOGAlphabet Inc.	$628K	0.02%	Not reported	-10.9%	Q4 2024
AMZNAmazon Com Inc	$603K	0.02%	0.00%	-10.3%	Q4 2024
EMNEastman Chemical Co	$569K	0.01%	0.01%	+1.4%	Q4 2024
CMECme Group Inc.	$555K	0.01%	0.00%	New	Q2 2026
VVisa Inc.	$532K	0.01%	0.00%	-10.8%	Q4 2024
MAMastercard Inc	$508K	0.01%	0.00%	-10.6%	Q4 2024

Q1 2026Reported May 14, 202665 positions
SECTSECTOR 10, Inc.	$50.3M	1.75%	Not reported	+1.0%	Q4 2024
UUPInvesco DB US Dollar Index Bullish Fund	$28M	0.97%	4.89%	Not reported	Q4 2024
SILGolden Minerals Co	$16.1M	0.56%	Not reported	+9.3%	Q3 2025
SMHMarket Vectors ETF Trust	$15.8M	0.55%	Not reported	+5.8%	Q3 2025
EDGHInova Technology Inc.	$2.69M	0.09%	0.61%	-17.7%	Q4 2024
SHELShell plc	$2.5M	0.09%	0.00%	+2.3%	Q4 2024
MSFTMicrosoft Corp	$2.35M	0.08%	0.00%	+3.0%	Q4 2024
LHXL3harris Technologies, Inc.	$2.31M	0.08%	0.00%	-8.6%	Q4 2024
GILDGilead Sciences, Inc.	$2.26M	0.08%	0.00%	-5.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.06M	0.07%	0.00%	+2.3%	Q4 2024
AZNAstrazeneca PLC	$2.05M	0.07%	Not reported	+0.3%	Q4 2024
WFCWells Fargo & Company	$1.97M	0.07%	0.00%	+2.6%	Q4 2024
HONHoneywell International Inc	$1.96M	0.07%	0.00%	+2.7%	Q4 2024
MCDMcdonalds Corp	$1.92M	0.07%	0.00%	+3.2%	Q4 2024
PGPROCTER & GAMBLE Co	$1.69M	0.06%	0.00%	+5.0%	Q4 2024
HDHome Depot, Inc.	$1.67M	0.06%	0.00%	+4.7%	Q4 2024
ABTAbbott Laboratories	$1.59M	0.06%	0.00%	-7.1%	Q4 2024
COPConocophillips	$1.55M	0.05%	0.00%	+2.8%	Q4 2024
CMCSAComcast Corp	$1.55M	0.05%	0.00%	+7.2%	Q4 2024
USBUS Bancorp \de\	$1.47M	0.05%	0.00%	+2.2%	Q4 2024
ADIAnalog Devices Inc	$1.45M	0.05%	0.00%	-14.3%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.44M	0.05%	0.00%	+2.0%	Q4 2024
AJGArthur J. Gallagher & Co.	$1.38M	0.05%	0.00%	+9.2%	Q4 2024
EQIXEquinix Inc	$1.38M	0.05%	0.00%	+2.8%	Q4 2024
BACBank of America Corp	$1.35M	0.05%	0.00%	+2.4%	Q4 2024
QQnity Electronics, Inc.	$1.35M	0.05%	0.01%	-1.4%	Q4 2025
PEPPepsico Inc	$1.22M	0.04%	0.00%	+4.7%	Q4 2024
TELTE Connectivity plc	$1.19M	0.04%	0.00%	New	Q1 2026
DDDuPont de Nemours, Inc.	$1.18M	0.04%	0.01%	+4.0%	Q4 2024
UPSUnited Parcel Service Inc	$1.17M	0.04%	0.00%	+4.9%	Q4 2024
WMWaste Management Inc	$1.06M	0.04%	0.00%	+7.0%	Q3 2025
CVXChevron Corp	$813K	0.03%	0.00%	-2.5%	Q4 2024
JNJJohnson & Johnson	$775K	0.03%	0.00%	-11.0%	Q4 2024
SOLSSolstice Advanced Materials Inc.	$732K	0.03%	0.01%	-26.2%	Q4 2025
SRESempra	$704K	0.02%	0.00%	+3.8%	Q4 2024
EVRGEvergy, Inc.	$685K	0.02%	0.00%	+4.4%	Q4 2024
MCHPMicrochip Technology Inc	$679K	0.02%	0.00%	-5.7%	Q4 2024
RTXRTX Corp	$664K	0.02%	0.00%	-2.4%	Q4 2024
NVDANvidia Corp	$654K	0.02%	0.00%	-0.9%	Q3 2025
EMNEastman Chemical Co	$640K	0.02%	0.01%	+5.5%	Q4 2024
LLYELI LILLY & Co	$608K	0.02%	0.00%	-0.5%	Q1 2025
AVGOBroadcom Inc.	$601K	0.02%	0.00%	-2.0%	Q3 2025
QCOMQualcomm Inc	$597K	0.02%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$587K	0.02%	0.00%	-41.5%	Q4 2024
NOWServiceNow, Inc.	$574K	0.02%	0.00%	+99.7%	Q4 2024
GOOGAlphabet Inc.	$572K	0.02%	Not reported	-0.3%	Q4 2024
MAMastercard Inc	$553K	0.02%	0.00%	-1.3%	Q4 2024
ORCLOracle Corp	$544K	0.02%	0.00%	-0.5%	Q4 2024
SHOPShopify Inc.	$535K	0.02%	0.00%	+15.7%	Q4 2024
VVisa Inc.	$525K	0.02%	0.00%	-1.0%	Q4 2024

Q4 2025Reported Feb 13, 202664 positions
SECTSECTOR 10, Inc.	$53.2M	1.96%	Not reported	+3.4%	Q4 2024
SMHMarket Vectors ETF Trust	$14M	0.52%	Not reported	+3.5%	Q3 2025
SILGolden Minerals Co	$13.7M	0.50%	Not reported	-6.5%	Q3 2025
MSFTMicrosoft Corp	$2.98M	0.11%	0.00%	+4.0%	Q4 2024
EDGHInova Technology Inc.	$2.91M	0.11%	0.74%	-31.1%	Q4 2024
WFCWells Fargo & Company	$2.25M	0.08%	0.00%	-10.4%	Q4 2024
JPMJPMorgan Chase & Co	$2.2M	0.08%	0.00%	-11.1%	Q4 2024
LHXL3harris Technologies, Inc.	$2.14M	0.08%	0.00%	-5.5%	Q4 2024
GILDGilead Sciences, Inc.	$2.1M	0.08%	0.00%	-9.6%	Q4 2024
ABTAbbott Laboratories	$2.09M	0.08%	0.00%	-5.7%	Q4 2024
SHELShell plc	$1.93M	0.07%	0.00%	-3.3%	Q4 2024
AZNAstrazeneca PLC	$1.91M	0.07%	Not reported	-3.7%	Q4 2024
MCDMcdonalds Corp	$1.83M	0.07%	0.00%	-3.0%	Q4 2024
ACNAccenture plc	$1.78M	0.07%	0.00%	+8.9%	Q4 2024
HDHome Depot, Inc.	$1.66M	0.06%	0.00%	-1.3%	Q4 2024
NVONovo Nordisk A S	$1.65M	0.06%	Not reported	+66.9%	Q4 2024
HONHoneywell International Inc	$1.64M	0.06%	0.00%	-1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$1.6M	0.06%	0.00%	+0.8%	Q4 2024
AJGArthur J. Gallagher & Co.	$1.51M	0.06%	0.00%	+5.8%	Q4 2024
CMCSAComcast Corp	$1.51M	0.06%	0.00%	+6.8%	Q4 2024
BACBank of America Corp	$1.48M	0.05%	0.00%	-9.9%	Q4 2024
USBUS Bancorp \de\	$1.48M	0.05%	0.00%	-4.6%	Q4 2024
ADIAnalog Devices Inc	$1.44M	0.05%	0.00%	-5.0%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.42M	0.05%	0.00%	-3.0%	Q4 2024
UPSUnited Parcel Service Inc	$1.12M	0.04%	0.00%	+0.8%	Q4 2024
AMZNAmazon Com Inc	$1.11M	0.04%	0.00%	+29.2%	Q4 2024
PEPPepsico Inc	$1.08M	0.04%	0.00%	-0.2%	Q4 2024
COPConocophillips	$1.07M	0.04%	0.00%	+2.6%	Q4 2024
EQIXEquinix Inc	$1.05M	0.04%	0.00%	-0.3%	Q4 2024
DDDuPont de Nemours, Inc.	$995K	0.04%	0.01%	+4.1%	Q4 2024
QQnity Electronics, Inc.	$965K	0.04%	0.01%	-0.6%	Q4 2025
WMWaste Management Inc	$947K	0.03%	0.00%	+34.8%	Q3 2025
JNJJohnson & Johnson	$737K	0.03%	0.00%	-12.7%	Q4 2024
ORCLOracle Corp	$725K	0.03%	0.00%	+30.8%	Q4 2024
LLYELI LILLY & Co	$713K	0.03%	0.00%	+27.9%	Q1 2025
MCHPMicrochip Technology Inc	$710K	0.03%	0.00%	-12.1%	Q4 2024
NVDANvidia Corp	$706K	0.03%	0.00%	+31.2%	Q3 2025
AVGOBroadcom Inc.	$686K	0.03%	0.00%	+26.4%	Q3 2025
RTXRTX Corp	$647K	0.02%	0.00%	-20.5%	Q4 2024
MAMastercard Inc	$640K	0.02%	0.00%	+26.4%	Q4 2024
SOLSSolstice Advanced Materials Inc.	$633K	0.02%	0.01%	+511.6%	Q4 2025
GOOGAlphabet Inc.	$627K	0.02%	Not reported	+28.6%	Q4 2024
SHOPShopify Inc.	$627K	0.02%	0.00%	+15.4%	Q4 2024
SRESempra	$616K	0.02%	0.00%	-1.6%	Q4 2024
VVisa Inc.	$616K	0.02%	0.00%	+26.5%	Q4 2024
CVXChevron Corp	$614K	0.02%	0.00%	-14.0%	Q4 2024
NTESNetEase, Inc.	$592K	0.02%	0.00%	New	Q4 2025
EVRGEvergy, Inc.	$581K	0.02%	0.00%	0.0%	Q4 2024
EMNEastman Chemical Co	$507K	0.02%	0.01%	+22.6%	Q4 2024
BSVNBank7 Corp.	$439K	0.02%	0.06%	-0.6%	Q4 2024

Q3 2025Reported Nov 12, 202557 positions
SECTSECTOR 10, Inc.	$50.2M	2.13%	Not reported	-0.9%	Q4 2024
SILGolden Minerals Co	$12.6M	0.53%	Not reported	New	Q3 2025
SMHMarket Vectors ETF Trust	$12.3M	0.52%	Not reported	New	Q3 2025
EDGHInova Technology Inc.	$4.01M	0.17%	1.07%	+52.5%	Q4 2024
MSFTMicrosoft Corp	$3.07M	0.13%	0.00%	+2.6%	Q4 2024
JPMJPMorgan Chase & Co	$2.43M	0.10%	0.00%	-5.2%	Q4 2024
ABTAbbott Laboratories	$2.37M	0.10%	0.00%	-1.4%	Q4 2024
LHXL3harris Technologies, Inc.	$2.36M	0.10%	0.00%	-3.8%	Q4 2024
WFCWells Fargo & Company	$2.26M	0.10%	0.00%	-4.3%	Q4 2024
GILDGilead Sciences, Inc.	$2.1M	0.09%	0.00%	-2.8%	Q4 2024
HDHome Depot, Inc.	$1.99M	0.08%	0.00%	-2.3%	Q4 2024
SHELShell plc	$1.94M	0.08%	0.00%	-2.1%	Q4 2024
MCDMcdonalds Corp	$1.87M	0.08%	0.00%	-1.9%	Q4 2024
DDDuPont de Nemours, Inc.	$1.85M	0.08%	0.01%	-1.3%	Q4 2024
HONHoneywell International Inc	$1.79M	0.08%	0.00%	-1.9%	Q4 2024
AJGArthur J. Gallagher & Co.	$1.71M	0.07%	0.00%	-0.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.7M	0.07%	0.00%	-1.3%	Q4 2024
AZNAstrazeneca PLC	$1.65M	0.07%	Not reported	-0.9%	Q4 2024
BACBank of America Corp	$1.54M	0.07%	0.00%	-4.3%	Q4 2024
ACNAccenture plc	$1.5M	0.06%	0.00%	+4.5%	Q4 2024
CMCSAComcast Corp	$1.48M	0.06%	0.00%	+0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.41M	0.06%	0.00%	-2.4%	Q4 2024
USBUS Bancorp \de\	$1.4M	0.06%	0.00%	-3.1%	Q4 2024
ADIAnalog Devices Inc	$1.37M	0.06%	0.00%	-2.8%	Q4 2024
NVONovo Nordisk A S	$1.08M	0.05%	Not reported	+7.0%	Q4 2024
EQIXEquinix Inc	$1.08M	0.05%	0.00%	-1.4%	Q4 2024
PEPPepsico Inc	$1.06M	0.04%	0.00%	-1.0%	Q4 2024
COPConocophillips	$1.05M	0.04%	0.00%	-1.0%	Q4 2024
UPSUnited Parcel Service Inc	$938K	0.04%	0.00%	+1.1%	Q4 2024
AMZNAmazon Com Inc	$819K	0.03%	0.00%	+19.7%	Q4 2024
MCHPMicrochip Technology Inc	$814K	0.03%	0.00%	-8.3%	Q4 2024
ORCLOracle Corp	$800K	0.03%	0.00%	+8.6%	Q4 2024
JNJJohnson & Johnson	$757K	0.03%	0.00%	-5.3%	Q4 2024
RTXRTX Corp	$743K	0.03%	0.00%	-3.4%	Q4 2024
CVXChevron Corp	$728K	0.03%	0.00%	-13.0%	Q4 2024
WMWaste Management Inc	$706K	0.03%	0.00%	New	Q3 2025
SRESempra	$638K	0.03%	0.00%	-1.2%	Q4 2024
EVRGEvergy, Inc.	$609K	0.03%	0.00%	-0.1%	Q4 2024
NVDANvidia Corp	$538K	0.02%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$517K	0.02%	0.00%	New	Q3 2025
MAMastercard Inc	$504K	0.02%	0.00%	+32.6%	Q4 2024
SHOPShopify Inc.	$502K	0.02%	0.00%	+11.3%	Q4 2024
DEODiageo PLC	$482K	0.02%	0.00%	-0.4%	Q4 2024
IAUIshares Gold Trust	$479K	0.02%	0.00%	-11.5%	Q4 2024
VVisa Inc.	$474K	0.02%	0.00%	+10.8%	Q4 2024
BSVNBank7 Corp.	$442K	0.02%	0.06%	-0.8%	Q4 2024
EMNEastman Chemical Co	$409K	0.02%	0.01%	+1.1%	Q4 2024
LLYELI LILLY & Co	$396K	0.02%	0.00%	+39.5%	Q1 2025
GOOGAlphabet Inc.	$379K	0.02%	Not reported	-2.6%	Q4 2024
ZTSZoetis Inc.	$363K	0.02%	0.00%	+42.3%	Q4 2024

Premium opens every quarter this fund has filed