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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 2 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ATRO ASTRONICS CORP Industrials 50,391.0 $4.1M 0.97% NEW $81.26 +14.5%
22 IBM INTERNATIONAL BUS MACH COM Technology 14,492.0 $4.1M 0.96% NEW $281.21 -18.6%
23 MXL MAXLINEAR INC CL A Technology 31,162.0 $4.0M 0.94% NEW $128.03 -33.8%
24 PFF ISHARES TR PFD AND INCOME SEC 127,304.0 $3.9M 0.92% NEW $30.49 +0.5%
25 ADTRAN HOLDINGS INC COM 279,072.0 $3.9M 0.92% NEW $13.90
26 FLOT ISHARES FLOATING RATE BOND ETF 73,315.0 $3.7M 0.88% NEW $51.05 -0.2%
27 INTC INTEL CORP COM Technology 25,508.0 $3.6M 0.84% NEW $139.63 -25.9%
28 WFC WELLS FARGO & COMPANY Financial Services 42,834.0 $3.5M 0.84% NEW $82.64 +5.9%
29 SPYD SPDR S&P 500 ETF HIGH DIVIDEND 73,626.0 $3.5M 0.83% NEW $47.71 +4.3%
30 EQIX EQUINIX INC COM NEW Real Estate 3,215.0 $3.4M 0.79% NEW $1042.23 +5.3%
31 EFA ISHARES MSCI EAFE ETF 31,548.0 $3.3M 0.77% NEW $103.88 +4.4%
32 AXTI AXT INC Technology 45,288.0 $3.3M 0.77% NEW $72.08 +33.1%
33 MS MORGAN STANLEY Financial Services 15,485.0 $3.2M 0.77% NEW $209.04 +4.4%
34 TRV TRAVELERS COMPANIES INC Financial Services 9,779.0 $3.2M 0.76% NEW $330.10 +10.4%
35 INDB INDEPENDENT BANK CORP Financial Services 38,160.0 $3.2M 0.76% NEW $83.72 +2.8%
36 GENI GENIUS SPORTS LTD Communication Services 525,215.0 $3.2M 0.75% NEW $6.06 +28.1%
37 GEV GE VERNOVA INC COM Utilities 2,692.0 $3.2M 0.75% NEW $1174.86 -8.2%
38 EMR EMERSON ELEC CO COM Industrials 21,585.0 $3.1M 0.73% NEW $143.15 +13.2%
39 C CITIGROUP INC COM Financial Services 21,420.0 $3.0M 0.71% NEW $139.96 -1.0%
40 ELMD ELECTROMED INC Healthcare 70,000.0 $3.0M 0.70% NEW $42.30 -4.9%
Page 2 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%