White Pine Capital Llc Portfolio Stock Holdings

White Pine Capital Llc disclosed 240 stock positions valued at approximately $423.2 million in its latest SEC 13F filing. The largest holdings include 3M CO, APPLE INC, and ISHARES CORE S&P 500 INDEX FUN. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.

Report Period
June 30, 2026
No. of Stocks
240
Portfolio Value
$423.2M
Holdings by Sector
White Pine Capital Llc Portfolio Holdings in Q2 2026

228 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
3M COMMMIndustrials3.73%97,443-361-0.37%$15,776,996
APPLE INCAAPLTechnology3.52%51,475-382-0.74%$14,894,807
ISHARES CORE S&P 500 INDEX FUNIVVOther2.83%15,977+847+5.60%$11,965,290
MICROSOFT CORP COMMSFTTechnology2.68%30,462-427-1.38%$11,362,906
ALPHABET INC CL AGOOGLCommunication Services2.27%26,885+381+1.44%$9,607,892
GE AEROSPACEGEIndustrials1.71%19,388-198-1.01%$7,246,035
SPDR S&P 500 ETF TRUSTSPYOther1.70%9,611+275+2.95%$7,176,848
ADVANCED MICRO DEVICESAMDTechnology1.68%12,238-169-1.36%$7,109,177
AMAZON.COM INCAMZNConsumer Cyclical1.68%29,801+116+0.39%$7,102,770
JOHNSON & JOHNSON COMJNJHealthcare1.53%25,431-354-1.37%$6,458,585
JPMORGAN CHASE & COJPMFinancial Services1.48%19,172-103-0.53%$6,275,407
CECO ENVIRONMENTAL CORPCECOIndustrials1.32%61,372+4,665+8.23%$5,568,895
STANDEX INTERNATIONAL CORPSXIIndustrials1.25%14,781+1,295+9.60%$5,286,720
SPDR GOLD TRUST FUNDGLDOther1.20%13,821-417-2.93%$5,091,229
VISA INC CLASS AVFinancial Services1.20%14,798-389-2.56%$5,077,184
NVIDIA CORPNVDATechnology1.17%24,735+732+3.05%$4,949,226
WALMART INCWMTConsumer Defensive1.15%42,794-409-0.95%$4,846,848
ALPHABET INC CL CGOOGCommunication Services1.05%12,561-850-6.34%$4,438,178
MERCK & CO INC COMMRKHealthcare1.04%34,201-749-2.14%$4,394,797
CISCO SYS INC COMCSCOTechnology1.00%35,937+5,508+18.10%$4,221,209
ASTRONICS CORPATROIndustrials0.97%50,391+4,852+10.65%$4,094,773
INTERNATIONAL BUS MACH COMIBMTechnology0.96%14,492-266-1.80%$4,075,298
MAXLINEAR INC CL AMXLTechnology0.94%31,162-40,168-56.31%$3,989,671
ISHARES TR PFD AND INCOME SECPFFOther0.92%127,304-8,567-6.31%$3,881,506
ADTRAN HOLDINGS INC COMADTNTechnology0.92%279,072-15,297-5.20%$3,879,101
ISHARES FLOATING RATE BOND ETFFLOTOther0.88%73,315-21,554-22.72%$3,742,731
INTEL CORP COMINTCTechnology0.84%25,508-172-0.67%$3,561,614
WELLS FARGO & COMPANYWFCFinancial Services0.84%42,834-979-2.23%$3,539,840
SPDR S&P 500 ETF HIGH DIVIDENDSPYDOther0.83%73,626+254+0.35%$3,512,712
EQUINIX INC COM NEWEQIXReal Estate0.79%3,215-55-1.68%$3,350,763
ISHARES MSCI EAFE ETFEFAOther0.77%31,548+267+0.85%$3,277,206
AXT INCAXTITechnology0.77%45,288-52,831-53.84%$3,264,335
MORGAN STANLEYMSFinancial Services0.76%15,485-62-0.40%$3,236,984
TRAVELERS COMPANIES INCTRVFinancial Services0.76%9,779-365-3.60%$3,228,080
INDEPENDENT BANK CORPINDBFinancial Services0.75%38,160+12,859+50.82%$3,194,755
GE VERNOVA INC COMGEVUtilities0.75%2,692-86-3.10%$3,162,723
EMERSON ELEC CO COMEMRIndustrials0.73%21,585-165-0.76%$3,089,822
CITIGROUP INC COMCFinancial Services0.71%21,420+83+0.39%$2,997,873
ELECTROMED INCELMDHealthcare0.70%70,000+7,736+12.42%$2,961,000
ARLO TECHNOLOGIES INCARLOIndustrials0.70%218,648+90,019+69.98%$2,947,375
ECOLAB INCECLBasic Materials0.66%10,061-166-1.62%$2,802,956
TENNANT COTNCIndustrials0.66%31,876+14,527+83.73%$2,790,425
CHEVRON CORPORATIONCVXEnergy0.66%16,827-2,329-12.16%$2,789,188
META PLATFORMS INCMETACommunication Services0.62%4,670-48-1.02%$2,630,564
KEARNY FINANCIAL CORPKRNYFinancial Services0.62%277,770+38,613+16.15%$2,627,704
POSTAL REALTY TRUST INC - APSTLReal Estate0.60%103,277+13,147+14.59%$2,544,745
TRISALUS LIFE SCIENCES INCTLSIHealthcare0.59%547,577+383,767+234.28%$2,491,475
ISHARES RUSSELL MIDCAP ETFIWROther0.58%22,365+4,964+28.53%$2,467,307
BANK OF AMERICA CORP COMBACFinancial Services0.58%43,088+380+0.89%$2,455,154
EXXON MOBIL CORP COMXOMEnergy0.58%17,926-1,914-9.65%$2,450,776
PEPSICO INC COMPEPConsumer Defensive0.57%17,882-40-0.22%$2,421,246
MITEK SYSTEMS INCMITKTechnology0.57%119,933+24,160+25.23%$2,414,251
FULL HOUSE RESORTS INCFLLConsumer Cyclical0.56%850,573+350,300+70.02%$2,373,099
SPDR PORTFOLIO S&P 500 GROWTHSPYGOther0.55%19,499+715+3.81%$2,320,186
WESTERN NEW ENGLAND BANCORP INWNEBFinancial Services0.53%156,442+21,919+16.29%$2,237,121
RADNET INCRDNTHealthcare0.52%35,726+3,539+11.00%$2,203,222
INFUSYSTEM HOLDINGS INCINFUHealthcare0.51%225,634+110,023+95.17%$2,177,368
ARTERIS, INCAIPTechnology0.51%44,625-1,478-3.21%$2,168,329
NEOGENOMICS INCNEOHealthcare0.51%148,539+19,679+15.27%$2,167,184
NATURAL GAS SERVICES GROUPNGSEnergy0.50%48,615+10,252+26.72%$2,097,251
ALLSTATE CORP COMALLFinancial Services0.49%8,767-598-6.39%$2,085,902
BOEING CO COMBAIndustrials0.48%9,450+153+1.65%$2,045,642
RAYMOND JAMES FINANCIALRJFFinancial Services0.48%13,429-776-5.46%$2,041,611
VERIZON COMMUNICATIONSVZCommunication Services0.48%47,901-288-0.60%$2,028,108
LIMONEIRA COLMNRConsumer Defensive0.48%154,404+56,779+58.16%$2,027,320
EATON VANCE SENIOR FLOATING-RAXEFRXOther0.48%191,126-11,525-5.69%$2,025,936
AXOGEN INCAXGNHealthcare0.47%43,238+4,744+12.32%$1,997,163
ILLINOIS TOOL WKS INC COMITWIndustrials0.46%7,167-46-0.64%$1,938,458
SOLVENTUM CORPSOLVHealthcare0.45%24,898-252-1.00%$1,920,881
ISHARES S&P 500 VALUE ETFIVEOther0.45%8,418+395+4.92%$1,911,486
ANGIODYNAMICS INCANGOHealthcare0.44%144,464+19,849+15.93%$1,879,477
ISHARES S&P 500 GROWTH ETFIVWOther0.44%13,492-217-1.58%$1,855,555
ABBOTT LABS COMABTHealthcare0.42%19,645-24-0.12%$1,782,542
STRAWBERRY FIELDS REIT INCSTRWReal Estate0.42%128,829+17,378+15.59%$1,771,399
TARGET CORPTGTConsumer Defensive0.42%13,523+425+3.24%$1,766,239
PROCTER & GAMBLE COPGConsumer Defensive0.42%12,034+723+6.39%$1,764,666
AT&T INCTCommunication Services0.41%84,561-1,382-1.61%$1,750,413
SPDR S&P DIVIDEND ETFSDYOther0.41%11,434+52+0.46%$1,740,026
BLACKROCK ISHARES SHORT MATURINEAROther0.41%34,252-3,165-8.46%$1,735,206
ORACLE CORPORATIONORCLTechnology0.41%11,784+532+4.73%$1,726,945
DONALDSON INC COMDCIIndustrials0.41%19,145-126-0.65%$1,718,647
SITIME CORPSITMTechnology0.40%2,296-1,934-45.72%$1,711,806
UNITEDHEALTH GROUP INCUNHHealthcare0.40%4,041+1+0.02%$1,679,561
CORE MOLDING TECHNOLOGIES INCCMTBasic Materials0.40%70,977+51,165+258.25%$1,675,057
VIAVI SOLUTIONS INCVIAVTechnology0.39%34,473-4,082-10.59%$1,646,086
NETFLIX INCNFLXCommunication Services0.39%22,888-458-1.96%$1,634,203
SPDR PORTFOLIO S&P 500 VALUE ESPYVOther0.37%26,046+3,369+14.86%$1,583,336
XCEL ENERGY INCXELUtilities0.37%19,525-140-0.71%$1,567,858
INVESCO PREFERRED PORTFOLIOPGXOther0.36%142,003-11,016-7.20%$1,539,313
COHERENT CORP COMCOHRTechnology0.36%3,809-120-3.05%$1,502,536
RTX CORPRTXIndustrials0.35%7,827+119+1.54%$1,484,986
MCDONALDS CORP COMMCDConsumer Cyclical0.35%5,443+240+4.61%$1,471,297
ABBVIE INCABBVHealthcare0.34%5,717--$1,438,626
TESLA INCTSLAConsumer Cyclical0.34%3,391-86-2.47%$1,426,255
ISHARES SHORT TERM NATL AMT-FRSUBOther0.32%12,784+4,270+50.15%$1,361,112
SHAKE SHACK INC - CLASS ASHAKConsumer Cyclical0.32%24,079+15,211+171.53%$1,348,906
ISHARES RUSSELL 2000 ETFIWMOther0.31%4,405+22+0.50%$1,323,482
VANECK FALLEN ANGEL HIGH YLDANGLOther0.30%44,057-8,555-16.26%$1,288,227
SIMON PROPERTY GROUP INCSPGReal Estate0.30%5,659-30-0.53%$1,265,635
AXCELIS TECHNOLOGIES INCACLSTechnology0.30%6,671--$1,263,821