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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 12 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WYNN WYNN RESORTS LTD Consumer Cyclical 2,790.0 $271K 0.06% NEW $97.09 +5.9%
222 CSX CSX CORP COM Industrials 5,492.0 $261K 0.06% NEW $47.53 +6.4%
223 DAR DARLING INGREDIENTS INC Consumer Defensive 4,770.0 $261K 0.06% NEW $54.62 +23.9%
224 EZU ISHARES MSCI EUROZONE ETF 3,713.0 $258K 0.06% NEW $69.50 +3.4%
225 SLB SLB LIMITED TRADING Energy 5,332.0 $248K 0.06% NEW $46.49 +15.9%
226 CVS CVS HEALTH CORPORATION Healthcare 2,387.0 $247K 0.06% NEW $103.45 -9.1%
227 SOLS SOLSTICE ADVANCED MATERIALS IN Basic Materials 2,742.0 $243K 0.06% NEW $88.60 -29.4%
228 APA APA CORPORATION Energy 7,187.0 $234K 0.06% NEW $32.57 +27.7%
229 IJH ISHARES CORE S&P MID CAP 2,947.0 $227K 0.05% NEW $77.11 +1.8%
230 YUM YUM! BRANDS INC Consumer Cyclical 1,350.0 $216K 0.05% NEW $159.86 -9.2%
231 AMAT APPLIED MATERIALS INC Technology 298.0 $215K 0.05% NEW $723.00 -26.0%
232 CI CIGNA CORP Healthcare 761.0 $210K 0.05% NEW $275.68 -0.1%
233 HEFA ISHARES CURRENCY HEDGED MSCI E 4,448.0 $209K 0.05% NEW $46.92 +1.6%
234 ITOT ISHARES CORE S&P TOTAL US STOC 1,251.0 $206K 0.05% NEW $164.27 +3.3%
235 WBD WARNER BROS DISCOVERY INC Communication Services 7,604.0 $203K 0.05% NEW $26.66 +4.8%
236 IQE PLC 306,000.0 $193K 0.05% NEW $0.63
237 TU TELUS CORPORATION Communication Services 13,500.0 $143K 0.03% NEW $10.57 -8.3%
238 RBBN RIBBON COMMUNICATIONS INC Communication Services 13,335.0 $31K 0.01% NEW $2.34 -11.1%
239 MITQ MOVING IMAGE TECHNOLOGIES INC Technology 35,301.0 $20K 0.01% NEW $0.58 -8.6%
240 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 32,000.0 $18K 0.00% NEW $0.56 -0.2%
Page 12 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%