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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 3 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARLO ARLO TECHNOLOGIES INC Industrials 218,648.0 $2.9M 0.70% NEW $13.48 +1.7%
42 ECL ECOLAB INC Basic Materials 10,061.0 $2.8M 0.66% NEW $278.60 -1.0%
43 TNC TENNANT CO Industrials 31,876.0 $2.8M 0.66% NEW $87.54 -22.8%
44 CVX CHEVRON CORPORATION Energy 16,827.0 $2.8M 0.66% NEW $165.76 +22.3%
45 META META PLATFORMS INC Communication Services 4,670.0 $2.6M 0.62% NEW $563.29 +1.0%
46 KRNY KEARNY FINANCIAL CORP Financial Services 277,770.0 $2.6M 0.62% NEW $9.46 +3.3%
47 PSTL POSTAL REALTY TRUST INC - A Real Estate 103,277.0 $2.5M 0.60% NEW $24.64 -7.7%
48 TLSI TRISALUS LIFE SCIENCES INC Healthcare 547,577.0 $2.5M 0.59% NEW $4.55 +15.8%
49 IWR ISHARES RUSSELL MIDCAP ETF 22,365.0 $2.5M 0.58% NEW $110.32 +3.5%
50 AMBA AMBARELLA INC Technology 28,652.0 $2.5M 0.58% NEW $85.80 -8.5%
51 BAC BANK OF AMERICA CORP COM Financial Services 43,088.0 $2.5M 0.58% NEW $56.98 +12.1%
52 XOM EXXON MOBIL CORP COM Energy 17,926.0 $2.5M 0.58% NEW $136.72 +18.1%
53 PEP PEPSICO INC COM Consumer Defensive 17,882.0 $2.4M 0.57% NEW $135.40 +2.1%
54 MITK MITEK SYSTEMS INC Technology 119,933.0 $2.4M 0.57% NEW $20.13 -7.9%
55 FLL FULL HOUSE RESORTS INC Consumer Cyclical 850,573.0 $2.4M 0.56% NEW $2.79 -21.9%
56 SPYG SPDR PORTFOLIO S&P 500 GROWTH 19,499.0 $2.3M 0.55% NEW $118.99 +2.9%
57 WNEB WESTERN NEW ENGLAND BANCORP IN Financial Services 156,442.0 $2.2M 0.53% NEW $14.30 -2.6%
58 RDNT RADNET INC Healthcare 35,726.0 $2.2M 0.52% NEW $61.67 +23.1%
59 INFU INFUSYSTEM HOLDINGS INC Healthcare 225,634.0 $2.2M 0.51% NEW $9.65 +26.0%
60 AIP ARTERIS, INC Technology 44,625.0 $2.2M 0.51% NEW $48.59 -42.7%
Page 3 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%