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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 7 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EBAY EBAY INC Consumer Cyclical 9,138.0 $1.0M 0.24% NEW $111.75 -7.2%
122 ALNT ALLIENT INC COM Technology 9,810.0 $1.0M 0.24% NEW $102.93 +5.9%
123 AEP AMERICAN ELECTRIC POWER Utilities 7,339.0 $1.0M 0.24% NEW $136.81 -7.3%
124 EEM ISHARES MSCI EMERGING MKTS IND 14,151.0 $968K 0.23% NEW $68.41 -4.4%
125 QQQ INVESCO QQQ TRUST UNIT SER 1 Financial Services 1,312.0 $966K 0.23% NEW $736.12 -2.5%
126 OUNZ VANECK MERK GOLD SHARES Financial Services 24,820.0 $958K 0.23% NEW $38.59 +8.5%
127 HUBB HUBBELL INC Industrials 1,821.0 $953K 0.23% NEW $523.20 -7.4%
128 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 72,747.0 $938K 0.22% NEW $12.89 -3.5%
129 KHC KRAFT/HEINZ CO Consumer Defensive 39,612.0 $936K 0.22% NEW $23.62 +6.0%
130 IJR ISHARES CORE S&P SMALLCAP ETF 6,216.0 $922K 0.22% NEW $148.31 +0.0%
131 SPMD SPDR PORTFOLIO MID CAP ETF 13,511.0 $913K 0.22% NEW $67.56 +0.6%
132 CEG CONSTELLATION ENERGY CORP Utilities 3,658.0 $909K 0.21% NEW $248.37 +11.4%
133 RDVT RED VIOLET INC Technology 14,159.0 $902K 0.21% NEW $63.72 +7.4%
134 RILY BRC GROUP HOLDINGS INC Financial Services 109,241.0 $878K 0.21% NEW $8.04 -11.4%
135 HLMN HILLMAN SOLUTIONS, INC Industrials 103,322.0 $872K 0.21% NEW $8.44 +0.9%
136 KRE SPDR KBW REGIONAL BANKING ETF 11,260.0 $843K 0.20% NEW $74.85 +2.6%
137 LNT ALLIANT ENERGY CORP Utilities 10,889.0 $831K 0.20% NEW $76.29 -7.4%
138 SPSM SPDR PORT S&P 600 SMALL CAP ET 14,240.0 $821K 0.19% NEW $57.67 +0.0%
139 XLU UTILITIES SELECT SECTOR SPDR E 17,844.0 $809K 0.19% NEW $45.34 -2.1%
140 AEHR AEHR TEST SYSTEMS Technology 8,342.0 $801K 0.19% NEW $96.06 +29.4%
Page 7 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%