WHITE PINE CAPITAL LLC

CIK: 0001137429Latest portfolio: $363.4M · Q4 2025

Holdings

219

Total Value

$363.4M

New Positions

7

Closed Positions

13

#StockSharesValue% PortfolioChangeType
1
MMM3M CO
97,800$15.7M4.31%
2
MSFTMICROSOFT CORP COM
30,657$14.8M4.08%+277
3
AAPLAPPLE INC
51,877$14.1M3.88%-413
4
IVVISHARES CORE S&P 500 INDEX FUN
15,072$10.3M2.84%-137
5
GOOGLALPHABET INC CL A
26,394$8.3M2.27%-387
6
AXTIAXT INC
414,891$6.8M1.87%-304,938
7
SPYSPDR S&P 500 ETF TRUST
9,926$6.8M1.86%-15
8
AMZNAMAZON.COM INC
29,236$6.7M1.86%+331
9
JPMJPMORGAN CHASE & CO
19,287$6.2M1.71%-45
10
GEGE AEROSPACE
19,684$6.1M1.67%-7
11
GQ9SPDR GOLD TRUST FUND
14,238$5.6M1.55%-85
12
VVISA INC CLASS A
15,328$5.4M1.48%+516
13
JNJJOHNSON & JOHNSON COM
25,942$5.4M1.48%+5
14
WMTWALMART INC
43,346$4.8M1.33%+97
15
FLOTISHARES FLOATING RATE BOND ETF
94,143$4.8M1.32%-1,229
16
PFFISHARES TR PFD AND INCOME SEC
147,877$4.6M1.26%+4K
17
NVDANVIDIA CORP
24,120$4.5M1.24%+3K
18
IBMINTERNATIONAL BUS MACH COM
14,460$4.3M1.18%-127
19
GOOGALPHABET INC CL C
13,411$4.2M1.16%-5
20
WFCWELLS FARGO & COMPANY
44,024$4.1M1.13%+2K
21
CECOCECO ENVIRONMENTAL CORP
64,483$3.9M1.06%-986
22
ATROASTRONICS CORP
70,843$3.8M1.06%-1,158
23
MRKMERCK & CO INC (NEW)
35,014$3.7M1.01%+7
24
SXISTANDEX INTERNATIONAL CORP
15,084$3.3M0.90%-88
25
SPYDSPDR S&P 500 ETF HIGH DIVIDEND
73,833$3.2M0.88%+8K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FLL592K+357K
ADTN341K+110K
KRNY237K+72K
ANGO151K+45K
MXL88K+40K
AAOI35K+23K
SERV39K+21K
PSTL83K+21K
LMNR82K+17K
NEO155K+16K

Decreased Positions

NameSharesChange
AXTI415K-304938
RBBN13K-287450
KVUE23K-35182
KHC48K-16574
GIS11K-10895
TLS200K-6048
VELO130K-4543
GENI240K-4426
KRMD221K-4304
WNEB165K-3651

Sector Breakdown

Financial Services0.0% ($1.0323676862145376e+183T)
Technology0.0% ($1.482614103678345e+108T)
Healthcare0.0% ($5.368368526522444e+86T)
Industrials0.0% ($1.565760633859384e+75T)
Unknown0.0% ($5.642277324741949e+42T)
Consumer Cyclical0.0% ($6.748156915541546e+36T)
Consumer Defensive0.0% ($4.829254815071161e+35T)
Energy0.0% ($2.925237717386086e+26T)
Communication Services0.0% ($8.261420830042642e+24T)
Utilities0.0% ($18161491797707.4T)
Real Estate0.0% ($249713431.2T)
Basic Materials0.0% ($2703485.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$363.4M219
Q3 2025Nov 10, 2025$349.2B225
Q2 2025Aug 12, 2025$315.1B221
Q1 2025May 13, 2025$288.7B225

Fund Information

CIK0001137429
Most Recent FilingFeb 9, 2026
Number of Filings4

WHITE PINE CAPITAL LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $363.4M across 219 holdings. The largest position is 3M CO (MMM), representing 4.3% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.