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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 9 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CHRW C H ROBINSON WORLDWIDE COM Industrials 3,358.0 $632K 0.15% NEW $188.34 -23.1%
162 DUK DUKE ENERGY CORP COM Utilities 4,944.0 $626K 0.15% NEW $126.58 -2.4%
163 WAB WABTEC CORP Industrials 2,309.0 $622K 0.15% NEW $269.54 +11.5%
164 OSK OSHKOSH CORPORATION Industrials 4,040.0 $620K 0.15% NEW $153.48 +0.3%
165 DIS DISNEY WALT CO COM Communication Services 6,300.0 $606K 0.14% NEW $96.24 +7.5%
166 HYG ISHARES IBOXX HIGH YLD CORPORA 7,378.0 $590K 0.14% NEW $79.97 -0.5%
167 EWX SPDR S&P EMERGING MKT SM CAP E 7,910.0 $588K 0.14% NEW $74.31 -2.2%
168 INOD INNODATA INC Technology 7,757.0 $586K 0.14% NEW $75.58 -14.9%
169 DHR DANAHER CORP Healthcare 3,069.0 $585K 0.14% NEW $190.48 +6.4%
170 ROP ROPER INDUSTRIES INC Industrials 1,658.0 $561K 0.13% NEW $338.39 +15.2%
171 HD HOME DEPOT INC COM Consumer Cyclical 1,565.0 $552K 0.13% NEW $352.68 -4.2%
172 CRM SALESFORCE.COM INC Technology 3,517.0 $551K 0.13% NEW $156.66 +21.9%
173 EOG EOG RES INC COM Energy 4,024.0 $522K 0.12% NEW $129.73 +12.7%
174 MDT MEDTRONIC PLC Healthcare 6,332.0 $495K 0.12% NEW $78.23 +15.8%
175 AVAV AEROVIRONMENT INC Industrials 2,972.0 $491K 0.12% NEW $165.07 +9.7%
176 CYRX CRYOPORT INC Industrials 30,993.0 $487K 0.12% NEW $15.70 -2.4%
177 ORLY OREILLY AUTOMOTIVE INC NEW Consumer Cyclical 5,175.0 $477K 0.11% NEW $92.09 -2.0%
178 MCO MOODY'S CORP Financial Services 1,031.0 $467K 0.11% NEW $452.92 +5.4%
179 TOI STARLING ONCOLOGY INC Healthcare 85,618.0 $465K 0.11% NEW $5.43 +15.3%
180 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 7,179.0 $460K 0.11% NEW $64.01 +13.1%
Page 9 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%