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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 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TMO THERMO FISHER SCIENTIFIC INC Healthcare 894.0 $448K 0.11% NEW $501.36 +16.8%
182 LH LABCORP HOLDINGS INC COM Healthcare 1,578.0 $442K 0.10% NEW $280.00 +15.5%
183 VIG VANGUARD DIV APPRECIATION INDE 1,840.0 $435K 0.10% NEW $236.66 +3.3%
184 KMI KINDER MORGAN INC Energy 13,120.0 $419K 0.10% NEW $31.97 +1.1%
185 PYPL PAYPAL HOLDINGS INC Financial Services 9,697.0 $419K 0.10% NEW $43.18 +40.0%
186 KVUE KENVUE INC Consumer Defensive 21,709.0 $415K 0.10% NEW $19.11 -1.7%
187 AMGN AMGEN INC COM Healthcare 1,134.0 $411K 0.10% NEW $362.12 +15.8%
188 IEFA ISHARES CORE MSCI EAFE ETF 4,250.0 $410K 0.10% NEW $96.58 +4.6%
189 SBUX STARBUCKS CORP Consumer Cyclical 3,993.0 $408K 0.10% NEW $102.19 +5.6%
190 ET ENERGY TRANSFER LP Energy 21,230.0 $406K 0.10% NEW $19.12 +9.5%
191 PFE PFIZER INC COM Healthcare 16,582.0 $399K 0.09% NEW $24.08 +11.6%
192 LLY ELI LILLY CO Healthcare 330.0 $396K 0.09% NEW $1199.43 -1.2%
193 TKR TIMKEN COMPANY Industrials 2,719.0 $395K 0.09% NEW $145.32 -7.8%
194 MPC MARATHON PETROLEUM CORP Energy 1,510.0 $386K 0.09% NEW $255.67 +40.1%
195 GILD GILEAD SCIENCES Healthcare 3,054.0 $386K 0.09% NEW $126.34 +10.0%
196 APD AIR PRODUCTS & CHEMICAL Basic Materials 1,264.0 $371K 0.09% NEW $293.18 +2.6%
197 CAH CARDINAL HEALTH INC COM Healthcare 1,546.0 $367K 0.09% NEW $237.56 -0.8%
198 IYW ISHARES US TECHNOLOGY ETF 1,432.0 $361K 0.09% NEW $252.23 +1.0%
199 NEE NEXTERA ENERGY INC Utilities 4,099.0 $360K 0.09% NEW $87.77 -1.8%
200 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,314.0 $354K 0.08% NEW $152.96 -13.3%
Page 10 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%