White Pine Capital LLC Top Holdings and 13F Report (2026) About White Pine Capital LLCInvestment ActivityWhite Pine Capital LLC has $423.22 million in total holdings as of March 31, 2026.White Pine Capital LLC owns shares of 240 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 6.48% of the portfolio was purchased this quarter.About 7.43% of the portfolio was sold this quarter.This quarter, White Pine Capital LLC has purchased 230 new stocks and bought additional shares in 70 stocks.White Pine Capital LLC sold shares of 118 stocks and completely divested from 7 stocks this quarter.Largest Holdings 3M $15,776,996Apple $14,894,807iShares Core S&P 500 ETF $11,965,290Microsoft $11,362,906Alphabet $9,607,892 Largest New Holdings this Quarter 43849R105 - HONEYWELL AEROSPACE $1,208,644 Holding21037T109 - Constellation Energy $908,537 Holding05580M108 - B. Riley Financial $878,298 Holding103002101 - Bowman Consulting Group $792,488 Holding046433207 - Astronics $771,932 Holding Largest Purchases this Quarter TRISALUS LIFE SCIENCES INC 347,732 shares (about $1.58M)Genius Sports 226,513 shares (about $1.37M)Ambarella 14,967 shares (about $1.28M)HONEYWELL AEROSPACE 5,467 shares (about $1.21M)Core Molding Technologies 46,765 shares (about $1.10M) Largest Sales this Quarter MAXLINEAR INC CL A 56,968 shares (about $7.29M)AXT 68,380 shares (about $4.93M)SiTime 2,934 shares (about $2.19M)HONEYWELL INTL INC COM 5,611 shares (about $1.26M)ADTRAN 82,547 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Pine Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMMM3M$15,776,996$58,450 â–¼-0.4%97,4433.7%IndustrialsAAPLApple$14,894,807$110,536 â–¼-0.7%51,4753.5%TechnologyIVViShares Core S&P 500 ETF$11,965,290$634,324 â–²5.6%15,9772.8%ETFMSFTMicrosoft$11,362,906$159,279 â–¼-1.4%30,4622.7%TechnologyGOOGLAlphabet$9,607,892$136,158 â–²1.4%26,8852.3%Communication ServicesGEGE Aerospace$7,246,035$74,000 â–¼-1.0%19,3881.7%IndustrialsSPYSPDR S&P 500 ETF Trust$7,176,848$205,351 â–²2.9%9,6111.7%ETFAMDAdvanced Micro Devices$7,109,177$98,174 â–¼-1.4%12,2381.7%TechnologyAMZNAmazon.com$7,102,770$87,232 â–²1.2%29,8011.7%Consumer DiscretionaryJNJJohnson & Johnson$6,458,585$89,904 â–¼-1.4%25,4311.5%HealthcareJPMJPMorgan Chase & Co.$6,275,407$33,714 â–¼-0.5%19,1721.5%FinanceCECOCECO Environmental$5,568,895$284,470 â–¼-4.9%61,3721.3%IndustrialsSXIStandex International$5,286,720$109,089 â–¼-2.0%14,7811.2%TechnologyGLDSPDR Gold Shares$5,091,229$153,610 â–¼-2.9%13,8211.2%ETFVVisa$5,077,184$64,846 â–¼-1.3%14,7981.2%FinanceNVDANVIDIA$4,949,226$146,466 â–²3.0%24,7351.2%TechnologyWALMART INC$4,846,848$46,323 â–¼-0.9%42,7941.1%COMGOOGAlphabet$4,438,178$300,330 â–¼-6.3%12,5611.0%Communication ServicesMRKMerck & Co., Inc.$4,394,797$96,246 â–¼-2.1%34,2011.0%HealthcareCSCOCisco Systems$4,221,209$646,977 â–²18.1%35,9371.0%TechnologyATROAstronics$4,094,773$159,107 â–¼-3.7%50,3911.0%IndustrialsIBMInternational Business Machines$4,075,298$74,802 â–¼-1.8%14,4921.0%TechnologyMAXLINEAR INC CL A$3,989,671$7,293,613 â–¼-64.6%31,1620.9%COMPFFiShares Preferred and Income Securities ETF$3,881,506$261,208 â–¼-6.3%127,3040.9%ETFADTNADTRAN$3,879,101$1,147,403 â–¼-22.8%279,0720.9%TechnologyFLOTiShares Floating Rate Bond ETF$3,742,731$1,100,332 â–¼-22.7%73,3150.9%ETFINTCIntel$3,561,614$24,016 â–¼-0.7%25,5080.8%TechnologyWFCWells Fargo & Company$3,539,840$2,149 â–²0.1%42,8340.8%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$3,512,712$12,118 â–²0.3%73,6260.8%ETFEQIXEquinix$3,350,763$57,323 â–¼-1.7%3,2150.8%Real EstateEFAiShares MSCI EAFE ETF$3,277,206$27,736 â–²0.9%31,5480.8%ETFAXTIAXT$3,264,335$4,928,794 â–¼-60.2%45,2880.8%TechnologyMSMorgan Stanley$3,236,984$12,960 â–¼-0.4%15,4850.8%FinanceTRVTravelers Companies$3,228,080$120,488 â–¼-3.6%9,7790.8%FinanceINDBIndependent Bank$3,194,755$607,723 â–²23.5%38,1600.8%FinanceGENIGenius Sports$3,182,803$1,372,669 â–²75.8%525,2150.8%Consumer DiscretionaryGE VERNOVA INC COM$3,162,723$101,038 â–¼-3.1%2,6920.7%COMEMREmerson Electric$3,089,822$23,619 â–¼-0.8%21,5850.7%IndustrialsCCitigroup$2,997,873$11,616 â–²0.4%21,4200.7%FinanceELMDElectromed$2,961,000$125,377 â–¼-4.1%70,0000.7%HealthcareARLOArlo Technologies$2,947,375$864,459 â–²41.5%218,6480.7%TechnologyECLEcolab$2,802,956$46,247 â–¼-1.6%10,0610.7%MaterialsTNCTennant$2,790,425$921,534 â–²49.3%31,8760.7%IndustrialsCVXChevron$2,789,188$386,047 â–¼-12.2%16,8270.7%EnergyMETAMeta Platforms$2,630,564$27,038 â–¼-1.0%4,6700.6%Communication ServicesKRNYKearny Financial$2,627,704$135,912 â–¼-4.9%277,7700.6%FinancePSTLPostal Realty Trust$2,544,745$117,114 â–¼-4.4%103,2770.6%Real EstateTRISALUS LIFE SCIENCES INC$2,491,475$1,582,180 â–²174.0%547,5770.6%COMIWRiShares Russell Mid-Cap ETF$2,467,307$547,629 â–²28.5%22,3650.6%ETFAMBAAmbarella$2,458,342$1,284,169 â–²109.4%28,6520.6%TechnologyBACBank of America$2,455,154$21,652 â–²0.9%43,0880.6%FinanceXOMExxonMobil$2,450,776$261,675 â–¼-9.6%17,9260.6%EnergyPEPPepsiCo$2,421,246$5,416 â–¼-0.2%17,8820.6%Consumer StaplesMITKMitek Systems$2,414,251$246,794 â–²11.4%119,9330.6%TechnologyFLLFull House Resorts$2,373,099$690,944 â–²41.1%850,5730.6%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$2,320,186$85,078 â–²3.8%19,4990.5%ETFWNEBWestern New England Bancorp$2,237,121$109,381 â–¼-4.7%156,4420.5%FinanceRDNTRadNet$2,203,222$90,100 â–¼-3.9%35,7260.5%HealthcareINFUSYSTEM HOLDINGS INC$2,177,368$918,854 â–²73.0%225,6340.5%COMAIPArteris$2,168,329$407,087 â–¼-15.8%44,6250.5%TechnologyNEONeoGenomics$2,167,184$108,272 â–¼-4.8%148,5390.5%HealthcareNGSNatural Gas Services Group$2,097,251$121,439 â–¼-5.5%48,6150.5%EnergyALLAllstate$2,085,902$142,280 â–¼-6.4%8,7670.5%FinanceBABoeing$2,045,642$33,120 â–²1.6%9,4500.5%IndustrialsRJFRaymond James Financial$2,041,611$117,975 â–¼-5.5%13,4290.5%FinanceVZVerizon Communications$2,028,108$12,194 â–¼-0.6%47,9010.5%Communication ServicesLMNRLimoneira$2,027,320$516,717 â–²34.2%154,4040.5%Consumer StaplesEFREaton Vance Senior Floating-Rate Trust$2,025,936$122,165 â–¼-5.7%191,1260.5%FinanceAXGNAxoGen$1,997,163$91,456 â–¼-4.4%43,2380.5%HealthcareITWIllinois Tool Works$1,938,458$12,442 â–¼-0.6%7,1670.5%IndustrialsSOLVENTUM CORP$1,920,881$19,442 â–¼-1.0%24,8980.5%COMIVEiShares S&P 500 Value ETF$1,911,486$89,693 â–²4.9%8,4180.5%ETFANGOAngioDynamics$1,879,477$106,045 â–¼-5.3%144,4640.4%HealthcareIVWiShares S&P 500 Growth ETF$1,855,555$29,844 â–¼-1.6%13,4920.4%ETFAVIDIA BANCORP INC$1,819,938$83,708 â–¼-4.4%86,7050.4%COMABTAbbott Laboratories$1,782,542$2,178 â–¼-0.1%19,6450.4%HealthcareSTRWStrawberry Fields REIT$1,771,399$54,203 â–¼-3.0%128,8290.4%Real EstateTGTTarget$1,766,239$55,509 â–²3.2%13,5230.4%Consumer StaplesPGProcter & Gamble$1,764,666$106,021 â–²6.4%12,0340.4%Consumer StaplesTAT&T$1,750,413$28,607 â–¼-1.6%84,5610.4%Communication ServicesSDYSPDR S&P Dividend ETF$1,740,026$7,913 â–²0.5%11,4340.4%ETFNEARiShares Short Duration Bond Active ETF$1,735,206$160,339 â–¼-8.5%34,2520.4%ETFORCLOracle$1,726,945$77,965 â–²4.7%11,7840.4%TechnologyDCIDonaldson$1,718,647$11,311 â–¼-0.7%19,1450.4%IndustrialsSITMSiTime$1,711,806$2,187,473 â–¼-56.1%2,2960.4%TechnologyUNHUnitedHealth Group$1,679,561$416 â–²0.0%4,0410.4%HealthcareCMTCore Molding Technologies$1,675,057$1,103,654 â–²193.1%70,9770.4%IndustrialsVIAVViavi Solutions$1,646,086$600,791 â–¼-26.7%34,4730.4%TechnologyLEGACY EDUCATION, INC$1,641,649$347,261 â–²26.8%139,5960.4%COMNFLXNetflix$1,634,203$2,999 â–²0.2%22,8880.4%Communication ServicesSPYVSPDR Portfolio S&P 500 Value ETF$1,583,336$204,801 â–²14.9%26,0460.4%ETFXELXcel Energy$1,567,858$11,242 â–¼-0.7%19,5250.4%UtilitiesPGXInvesco Preferred ETF$1,539,313$119,413 â–¼-7.2%142,0030.4%ETFCOHRCoherent$1,502,536$47,336 â–¼-3.1%3,8090.4%TechnologyRTXRTX$1,484,986$22,577 â–²1.5%7,8270.4%IndustrialsMCDMcDonald's$1,471,297$64,874 â–²4.6%5,4430.3%Consumer DiscretionaryABBVAbbVie$1,438,6260.0%5,7170.3%HealthcareTSLATesla$1,426,255$36,172 â–¼-2.5%3,3910.3%Consumer DiscretionarySUBiShares Short-Term National Muni Bond ETF$1,361,112$454,627 â–²50.2%12,7840.3%ETFSHAKShake Shack$1,348,906$764,561 â–²130.8%24,0790.3%Consumer DiscretionaryShowing largest 100 holdings. 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