WHITE PINE CAPITAL LLC — 13F Holdings & Portfolio

CIK 1137429 · latest 13F-HR filed 2026-05-11

WHITE PINE CAPITAL LLC manages $355.2M in 13F-reported U.S. long-equity assets across 228 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MMM (4.00%), AAPL (3.70%), MSFT (3.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 1, added to 72, and trimmed 84.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$355.2M

Long-equity book

Holdings

228

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+10 / −1 / ↑72 / ↓84

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EATON VANCE SENIOR FLOATING-RA$1.4M +173.5%
  • NETFLIX INC$1.3M +134.2%
  • CHEVRON CORPORATION$1.0M +35.5%
  • EXXON MOBIL CORP COM$988.1K +41.6%
  • JOHNSON & JOHNSON COM$934.2K +17.4%
Show all 72

Top Trims

  • MICROSOFT CORP COM-$3.4M -22.9%
  • GENIUS SPORTS LTD-$1.5M -58.4%
  • 3M CO-$1.5M -9.3%
  • VELO3D INC-$1.4M -77.7%
  • AXT INC-$1.2M -17.6%
Show all 84

New Positions

  • BEST BUY INC COM$596.2K
  • BIRCHTECH CORP$549.4K
  • APA CORPORATION$305.0K
  • DARLING INGREDIENTS INC$295.0K
  • MASTEC INC$289.6K
Show all 10

Exited Positions

  • CVS HEALTH CORPORATION$221.2K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 3M CO MMM 88579Y101 $14.2M 4.00% 97,804 SH
2 APPLE INC AAPL 037833100 $13.2M 3.70% 51,857 SH
3 MICROSOFT CORP COM MSFT 594918104 $11.4M 3.22% 30,889 SH
4 ISHARES CORE S&P 500 INDEX FUN IVV 464287200 $9.9M 2.78% 15,130 SH
5 ALPHABET INC CL A GOOGL 02079K305 $7.6M 2.15% 26,504 SH
6 JOHNSON & JOHNSON COM JNJ 478160104 $6.3M 1.77% 25,785 SH
7 AMAZON.COM INC AMZN 023135106 $6.2M 1.74% 29,685 SH
8 SPDR GOLD TRUST FUND GLD 78463V107 $6.1M 1.72% 14,238 SH
9 SPDR S&P 500 ETF TRUST SPY 78462F103 $6.1M 1.71% 9,336 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $5.7M 1.60% 19,275 SH
11 AXT INC AXTI 00246W103 $5.6M 1.57% 98,119 SH
12 GE AEROSPACE GE 369604301 $5.6M 1.56% 19,586 SH
13 WALMART INC WMT 931142103 $5.4M 1.51% 43,203 SH
14 ISHARES FLOATING RATE BOND ETF FLOT 46429B655 $4.8M 1.36% 94,869 SH
15 VISA INC CLASS A V 92826C839 $4.6M 1.29% 15,187 SH
16 MERCK & CO INC (NEW) MRK 58933Y105 $4.2M 1.18% 34,950 SH
17 NVIDIA CORP NVDA 67066G104 $4.2M 1.18% 24,003 SH
18 ISHARES TR PFD AND INCOME SEC PFF 464288687 $4.1M 1.16% 135,871 SH
19 CHEVRON CORPORATION CVX 166764100 $4.0M 1.12% 19,156 SH
20 ALPHABET INC CL C GOOG 02079K107 $3.8M 1.08% 13,411 SH
21 ADTRAN HOLDINGS INC COM ADTN 00486H105 $3.7M 1.04% 294,369 SH
22 INTERNATIONAL BUS MACH COM IBM 459200101 $3.6M 1.01% 14,758 SH
23 WELLS FARGO & COMPANY WFC 949746101 $3.5M 0.98% 43,813 SH
24 STANDEX INTERNATIONAL CORP SXI 854231107 $3.4M 0.97% 13,486 SH
25 CECO ENVIRONMENTAL CORP CECO 125141101 $3.4M 0.95% 56,707 SH
26 EXXON MOBIL CORP COM XOM 30231G102 $3.4M 0.95% 19,840 SH
27 SPDR S&P 500 ETF HIGH DIVIDEND SPYD 78468R788 $3.3M 0.94% 73,372 SH
28 EQUINIX INC COM NEW EQIX 29444U700 $3.2M 0.90% 3,270 SH
29 ASTRONICS CORP ATRO 046433108 $3.0M 0.86% 45,539 SH
30 ISHARES MSCI EAFE ETF EFA 464287465 $3.0M 0.86% 31,281 SH
31 TRAVELERS COMPANIES INC TRV 89417E109 $3.0M 0.83% 10,144 SH
32 EMERSON ELEC CO COM EMR 291011104 $2.8M 0.80% 21,750 SH
33 PEPSICO INC COM PEP 713448108 $2.8M 0.78% 17,922 SH
34 ECOLAB INC ECL 278865100 $2.7M 0.77% 10,227 SH
35 META PLATFORMS INC META 30303M102 $2.7M 0.76% 4,718 SH
36 MORGAN STANLEY MS 617446448 $2.6M 0.72% 15,547 SH
37 ADVANCED MICRO DEVICES AMD 007903107 $2.5M 0.71% 12,407 SH
38 HONEYWELL INTL INC COM HON 438516106 $2.5M 0.70% 11,080 SH
39 AT&T INC T 00206R102 $2.5M 0.70% 85,943 SH
40 GE VERNOVA INC COM GEV 36828A101 $2.4M 0.68% 2,778 SH
41 CITIGROUP INC COM C 172967424 $2.4M 0.68% 21,337 SH
42 VERIZON COMMUNICATIONS VZ 92343V104 $2.4M 0.68% 48,189 SH
43 CISCO SYS INC COM CSCO 17275R102 $2.4M 0.66% 30,429 SH
44 NETFLIX INC NFLX 64110L106 $2.2M 0.63% 23,346 SH
45 EATON VANCE SENIOR FLOATING-RA EFR 27828Q105 $2.1M 0.60% 202,651 SH
46 BANK OF AMERICA CORP COM BAC 060505104 $2.1M 0.59% 42,708 SH
47 RAYMOND JAMES FINANCIAL RJF 754730109 $2.1M 0.58% 14,205 SH
48 ABBOTT LABS COM ABT 002824100 $2.0M 0.57% 19,669 SH
49 ALLSTATE CORP COM ALL 020002101 $1.9M 0.55% 9,365 SH
50 INDEPENDENT BANK CORP INDB 453836108 $1.9M 0.54% 25,301 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $355.2M 228 0001137429-26-000002
2025-12-31 2026-02-09 $363.4M 219 0001137429-26-000001
2025-09-30 2025-11-10 $349.2M 225 0001137429-25-000005