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Portfolio (Quarterly) Guide ↗

WHITE PINE CAPITAL LLC

· CIK 0001137429
13F Portfolio $423M AUM 240 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 240 New
Page 4 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEO NEOGENOMICS INC Healthcare 148,539.0 $2.2M 0.51% NEW $14.59 +10.8%
62 NGS NATURAL GAS SERVICES GROUP Energy 48,615.0 $2.1M 0.50% NEW $43.14 -11.3%
63 ALL ALLSTATE CORP COM Financial Services 8,767.0 $2.1M 0.49% NEW $237.93 +8.5%
64 BA BOEING CO COM Industrials 9,450.0 $2.0M 0.48% NEW $216.47 +4.4%
65 RJF RAYMOND JAMES FINANCIAL Financial Services 13,429.0 $2.0M 0.48% NEW $152.03 +18.1%
66 VZ VERIZON COMMUNICATIONS Communication Services 47,901.0 $2.0M 0.48% NEW $42.34 +13.5%
67 LMNR LIMONEIRA CO Consumer Defensive 154,404.0 $2.0M 0.48% NEW $13.13 +5.0%
68 EFR EATON VANCE SENIOR FLOATING-RA Financial Services 191,126.0 $2.0M 0.48% NEW $10.60 +0.5%
69 AXGN AXOGEN INC Healthcare 43,238.0 $2.0M 0.47% NEW $46.19 +6.4%
70 ITW ILLINOIS TOOL WKS INC COM Industrials 7,167.0 $1.9M 0.46% NEW $270.47 +6.2%
71 SOLV SOLVENTUM CORP Healthcare 24,898.0 $1.9M 0.45% NEW $77.15 +12.5%
72 IVE ISHARES S&P 500 VALUE ETF 8,418.0 $1.9M 0.45% NEW $227.07 +4.2%
73 ANGO ANGIODYNAMICS INC Healthcare 144,464.0 $1.9M 0.44% NEW $13.01 +20.4%
74 IVW ISHARES S&P 500 GROWTH ETF 13,492.0 $1.9M 0.44% NEW $137.53 +2.9%
75 AVBC AVIDIA BANCORP INC Financial Services 86,705.0 $1.8M 0.43% NEW $20.99 +6.8%
76 ABT ABBOTT LABS COM Healthcare 19,645.0 $1.8M 0.42% NEW $90.74 +21.6%
77 STRW STRAWBERRY FIELDS REIT INC Real Estate 128,829.0 $1.8M 0.42% NEW $13.75 -1.1%
78 TGT TARGET CORP Consumer Defensive 13,523.0 $1.8M 0.42% NEW $130.61 +15.6%
79 PG PROCTER & GAMBLE CO Consumer Defensive 12,034.0 $1.8M 0.42% NEW $146.64 -2.4%
80 T AT&T INC Communication Services 84,561.0 $1.8M 0.41% NEW $20.70 +19.2%
Page 4 of 12  ·  240 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Industrials 18.4%
Financial Services 18.2%
Healthcare 11.8%
Communication Services 7.4%
Consumer Cyclical 5.5%
Consumer Defensive 5.4%
Energy 3.6%
Real Estate 2.6%
Utilities 2.5%