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WHITE PINE CAPITAL LLC

Q2 2025 · 13F-HR

WHITE PINE CAPITAL LLCholdings as filed

Filed 2025-08-12 · accession 0001137429-25-000004

$315.1M
Reported value
221
Positions
2025-06-30
Period end
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The Brief · WHITE PINE CAPITAL LLC · Q2 2025

AI · grounded in 13F

WHITE PINE CAPITAL LLC established a new position in MSFT worth $15.19M. The fund also initiated new stakes in MMM for $14.91M and AAPL for $10.72M. Additional new positions include IVV and AMZN.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM$15.2M4.82%30,545CommonNONE
88579Y101MMM3M CO$14.9M4.73%97,909CommonNONE
037833100AAPLAPPLE INC$10.7M3.40%52,272CommonNONE
464287200IVVISHARES CORE S&P 500 INDEX FUN$9.6M3.05%15,485CommonNONE
023135106AMZNAMAZON.COM INC$6.3M2.01%28,797CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$6.1M1.94%9,916CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.6M1.78%19,360CommonNONE
92826C839VVISA INC CLASS A$5.3M1.70%15,042CommonNONE
369604301GEGE AEROSPACE$5.1M1.61%19,716CommonNONE
02079K305GOOGLALPHABET INC CL A$4.7M1.49%26,648CommonNONE
464288687PFFISHARES TR PFD AND INCOME SEC$4.4M1.40%144,102CommonNONE
78463V107GLDSPDR GOLD TRUST FUND$4.4M1.39%14,323CommonNONE
459200101IBMINTERNATIONAL BUS MACH COM$4.3M1.37%14,669CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND ETF$4.2M1.33%82,125CommonNONE
931142103WMTWALMART INC$4.2M1.33%42,709CommonNONE
27828Q105XEFRXEATON VANCE SENIOR FLOATING-RA$4.1M1.31%340,910CommonNONE
478160104JNJJOHNSON & JOHNSON COM$4.0M1.28%26,316CommonNONE
949746101WMT2WELLS FARGO & COMPANY$3.4M1.07%41,932CommonNONE
67066G104NVDANVIDIA CORP$3.3M1.06%21,153CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M1.05%4,464CommonNONE
291011104EMREMERSON ELEC CO COM$2.9M0.93%21,957CommonNONE
58933Y105MRKMERCK & CO INC (NEW)$2.9M0.93%36,901CommonNONE
278865100ECLECOLAB INC$2.8M0.89%10,382CommonNONE
166764100CVXCHEVRON CORPORATION$2.8M0.88%19,296CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.8M0.87%10,294CommonNONE
002824100ABTABBOTT LABS COM$2.7M0.84%19,500CommonNONE
438516106HONHONEYWELL INTL INC COM$2.6M0.83%11,223CommonNONE
29444U700EQIXEQUINIX INC COM NEW$2.6M0.82%3,239CommonNONE
78468R788SPYDSPDR S&P 500 ETF HIGH DIVIDEND$2.6M0.82%60,699CommonNONE
G3934V109GENIGENIUS SPORTS, LTD$2.5M0.81%244,053CommonNONE
464287465EFAISHARES MSCI EAFE ETF$2.5M0.80%28,315CommonNONE
68389X105ORCLORACLE CORPORATION$2.5M0.79%11,328CommonNONE
00206R102TAT&T INC$2.5M0.78%84,947CommonNONE
046433108ATROASTRONICS CORP$2.4M0.77%72,090CommonNONE
02079K107GOOGALPHABET INC CL C$2.4M0.76%13,421CommonNONE
854231107SXISTANDEX INTERNATIONAL CORP$2.4M0.75%15,167CommonNONE
713448108PEPPEPSICO INC COM$2.3M0.72%17,066CommonNONE
617446448MSMORGAN STANLEY$2.2M0.71%15,820CommonNONE
754730109RJFRAYMOND JAMES FINANCIAL$2.2M0.71%14,524CommonNONE
46138E511PGXINVESCO PREFERRED PORTFOLIO$2.2M0.70%197,193CommonNONE
750491102RDNTRADNET INC$2.1M0.68%37,742CommonNONE
00486H105ADTNADTRAN HOLDINGS INC COM$2.1M0.66%230,445CommonNONE
17275R102CSCOCISCO SYS INC COM$2.1M0.65%29,730CommonNONE
060505104BACBANK OF AMERICA CORP COM$2.0M0.64%42,848CommonNONE
87612E106TGTTARGET CORP$2.0M0.64%20,550CommonNONE
30231G102XOMEXXON MOBIL CORP COM$2.0M0.64%18,700CommonNONE
097023105BABOEING CO COM$2.0M0.62%9,367CommonNONE
020002101ALLALLSTATE CORP COM$1.9M0.61%9,530CommonNONE
83444M101SOLVSOLVENTUM CORP$1.9M0.61%25,263CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$1.9M0.59%65,457CommonNONE
464287499IWRISHARES RUSSELL MIDCAP ETF$1.8M0.58%19,914CommonNONE
00246W103AXTIAXT INC$1.8M0.57%860,411CommonNONE
172967424CCITIGROUP INC COM$1.8M0.57%20,962CommonNONE
92343V104VZVERIZON COMMUNICATIONS$1.8M0.57%41,212CommonNONE
452308109ITWILLINOIS TOOL WKS INC COM$1.8M0.56%7,148CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH$1.7M0.54%17,969CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$1.7M0.54%15,556CommonNONE
762544104RBBNRIBBON COMMUNICATIONS, INC$1.7M0.53%418,957CommonNONE
78464A763SDYSPDR S&P DIVIDEND ETF$1.6M0.50%11,500CommonNONE
958892101WNEBWESTERN NEW ENGLAND BANCORP IN$1.6M0.49%168,254CommonNONE
742718109PGPROCTER & GAMBLE CO$1.5M0.47%9,389CommonNONE
36828A101GEVGE VERNOVA INC COM$1.5M0.47%2,779CommonNONE
580135101MCDMCDONALDS CORP COM$1.4M0.45%4,887CommonNONE
257651109DCIDONALDSON INC COM$1.4M0.45%20,421CommonNONE
98389B100XELXCEL ENERGY INC$1.4M0.44%20,305CommonNONE
63886Q109NGSNATURAL GAS SERVICES GROUP$1.4M0.43%52,623CommonNONE
776696106ROPROPER INDUSTRIES INC$1.3M0.43%2,375CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$1.3M0.42%6,786CommonNONE
27627N105EBCEASTERN BANKSHARES INC$1.3M0.41%84,771CommonNONE
46431W507NEARBLACKROCK ISHARES SHORT MATURI$1.3M0.41%25,117CommonNONE
92189F437ANGLVANECK FALLEN ANGEL HIGH YLD$1.2M0.40%42,601CommonNONE
370334104GISGENERAL MILLS INC$1.2M0.39%23,933CommonNONE
464288646IGSBISHARES SHORT TERM CORPORATE B$1.2M0.37%22,254CommonNONE
767292105RIOTRIOT PLATFORMS INC$1.2M0.37%103,223CommonNONE
82982T106SITMSITIME CORP$1.1M0.36%5,376CommonNONE
75513E101RTXRTX CORP$1.1M0.36%7,797CommonNONE
49177J102KVUEKENVUE INC$1.1M0.35%53,416CommonNONE
48716P108KRNYKEARNY FINANCIAL CORP$1.1M0.35%172,416CommonNONE
007903107AMDADVANCED MICRO DEVICES$1.1M0.35%7,782CommonNONE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$1.1M0.35%9,405CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.1M0.35%1,934CommonNONE
88160R101TSLATESLA INC$1.1M0.34%3,418CommonNONE
606710200MITKMITEK SYSTEMS INC$1.1M0.34%109,570CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.34%5,773CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.0M0.33%4,835CommonNONE
532746104LMNRLIMONEIRA CO$1.0M0.33%66,493CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$1.0M0.33%40,904CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.0M0.33%10,858CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.0M0.32%2,094CommonNONE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE E$995,0880.32%19,012CommonNONE
64110L106NFLXNETFLIX INC$990,9560.31%740CommonNONE
G037AX101AMBAAMBARELLA INC$974,1280.31%14,745CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$971,0280.31%13,066CommonNONE
73757R102PSTLPOSTAL REALTY TRUST INC - A$924,3960.29%62,756CommonNONE
71377E105PFMTUSDPERFORMANT HEALTHCARE INC$918,7240.29%229,681CommonNONE
52474R207LGCYLEGACY EDUCATION, INC$918,3590.29%82,143CommonNONE
254687106DISDISNEY WALT CO COM$909,6750.29%7,336CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$907,2440.29%12,175CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$887,1970.28%10,461CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP I$885,4950.28%4,750CommonNONE
79466L302CRMSALESFORCE.COM INC$878,6070.28%3,222CommonNONE
893529107TRNSTRANSCAT INC$874,6430.28%10,175CommonNONE
440452100HRLHORMEL FOODS CORP COM$853,0810.27%28,201CommonNONE
008073108AVAVAEROVIRONMENT INC$846,8710.27%2,972CommonNONE
11135F101AVGOBROADCOM INC$835,2200.27%3,030CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$807,0220.26%225,425CommonNONE
285409108ELMDELECTROMED INC$799,0510.25%36,337CommonNONE
87969B101TLSTELOS CORPORATION$795,9550.25%251,090CommonNONE
110122108BMYBRISTOL MYERS SQUIBB COM$787,1620.25%17,005CommonNONE
443510607HUBBHUBBELL INC$780,0630.25%1,910CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$774,6750.25%76,929CommonNONE
500754106KHCKRAFT/HEINZ CO$759,0310.24%29,397CommonNONE
293594107ENVXENOVIX CORP$756,2160.24%73,135CommonNONE
863182101STRWSTRAWBERRY FIELDS REIT INCV$755,3490.24%71,665CommonNONE
75704L104RDVTRED VIOLET INC$749,9560.24%15,243CommonNONE
78464A847SPMDSPDR PORTFOLIO MID CAP ETF$734,7280.23%13,511CommonNONE
81369Y886XLUUTILITIES SELECT SECTOR SPDR E$731,0200.23%8,952CommonNONE
02875D109AOUTAMERICAN OUTDOOR BRANDS, INC.$726,0140.23%69,475CommonNONE
464287242LQDISHARES IBOXX INV GRADE CORP B$718,1100.23%6,552CommonNONE
921078101OUNZVANECK MERK GOLD SHARES$711,4980.23%22,311CommonNONE
78468R853SPSMSPDR PORT S&P 600 SMALL CAP ET$708,6510.22%16,635CommonNONE
819047101SHAKSHAKE SHACK INC - CLASS A$700,3290.22%4,981CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$697,9080.22%705CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$695,0640.22%5,012CommonNONE
235851102DHRDANAHER CORP$690,2050.22%3,494CommonNONE
278642103EBAYEBAY INC$687,3770.22%9,232CommonNONE
431636109HLMNHILLMAN SOLUTIONS, INC$680,8560.22%95,358CommonNONE
359678109FLLFULL HOUSE RESORTS INC$677,4880.22%185,106CommonNONE
05366Y201AVNWAVIAT NETWORKS INC COM$676,1180.21%28,113CommonNONE
57776J100MXLMAXLINEAR INC CL A$675,6710.21%47,549CommonNONE
78464A698KRESPDR KBW REGIONAL BANKING ETF$674,6700.21%11,360CommonNONE
464287804IJRISHARES CORE S&P SMALLCAP ETF$672,6800.21%6,155CommonNONE
018802108LNTALLIANT ENERGY CORP$660,8570.21%10,929CommonNONE
75776W103RDWREDWIRE CORP$648,4790.21%39,784CommonNONE
413160102HLITHARMONIC INC$647,4920.21%68,373CommonNONE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$646,2460.21%1,172CommonNONE
03475V101ANGOANGIODYNAMICS INC$645,5940.20%65,080CommonNONE
45685K102INFUINFUSYSTEM HOLDINGS INC$637,6590.20%102,189CommonNONE
292671708UUUUENERGY FUELS INC$627,5720.20%109,143CommonNONE
019330109ALNTALLIENT INC COM$625,1860.20%17,218CommonNONE
974250102WINAWINMARK CORP$613,6160.19%1,625CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$608,5560.19%12,304CommonNONE
922908363VOOVANGUARD S&P 500 ETF$596,4320.19%1,050CommonNONE
04206A101ARLOARLO TECHNOLOGIES, INC$581,3210.18%34,276CommonNONE
G5960L103MDTMEDTRONIC PLC$579,5060.18%6,648CommonNONE
458140100INTCINTEL CORP COM$575,1540.18%25,677CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$574,4070.18%7,755CommonNONE
437076102HDHOME DEPOT INC COM$567,5590.18%1,548CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$562,4990.18%3,499CommonNONE
29250N105ENBENBRIDGE INC$547,7380.17%12,086CommonNONE
929740108WABWABTEC CORP$534,9940.17%2,556CommonNONE
615369105MCOMOODY'S CORP$517,6410.16%1,032CommonNONE
04302A104AIPARTERIS, INC$516,3640.16%54,183CommonNONE
05463X106AXGNAXOGEN INC$508,3660.16%46,854CommonNONE
26875P101EOGEOG RES INC COM$496,0230.16%4,147CommonNONE
902973304USBUS BANCORP$488,6320.16%10,799CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$480,8610.15%6,900CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$472,4720.15%15,236CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC NEW$466,4230.15%5,175CommonNONE
74460D109PSAPUBLIC STORAGE INC$462,7230.15%1,577CommonNONE
688239201OSKOSHKOSH CORPORATION$460,1780.15%4,053CommonNONE
78463X756EWXSPDR S&P EMERGING MKT SM CAP E$459,0220.15%7,400CommonNONE
464287234EEMISHARES MSCI EMERGING MKTS IND$450,6100.14%9,341CommonNONE
464288158SUBISHARES SHORT TERM NATL AMT-FR$432,2720.14%4,065CommonNONE
457642205INODINNODATA INC$428,1480.14%8,359CommonNONE
88830R101TITNTITAN MACHINERY$425,8560.14%21,497CommonNONE
921908844VIGVANGUARD DIV APPRECIATION INDE$425,1650.13%2,077CommonNONE
218683100CMTCORE MOLDING TECHNOLOGIES, INC$411,2830.13%24,791CommonNONE
863667101SYKSTRYKER CORP$407,4990.13%1,030CommonNONE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$406,8060.13%25,362CommonNONE
504922105LHLABCORP HOLDINGS INC COM$395,0780.13%1,505CommonNONE
49456B101KMIKINDER MORGAN INC$385,7280.12%13,120CommonNONE
29273V100ETENERGY TRANSFER LP$381,2740.12%21,030CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$380,3600.12%1,832CommonNONE
00760J108AEHRAEHR TEST SYSTEMS$377,4530.12%29,192CommonNONE
855244109SBUXSTARBUCKS CORP$368,9020.12%4,026CommonNONE
009158106APDAIR PRODUCTS & CHEMICAL$368,0880.12%1,305CommonNONE
19247G107COHRCOHERENT CORP COM$358,9810.11%4,024CommonNONE
494368103KMBKIMBERLY CLARK CORP COM$347,0320.11%2,692CommonNONE
717081103PFEPFIZER INC COM$343,7070.11%14,179CommonNONE
761025105RSSSRESEARCH SOLUTIONS INC$342,8620.11%119,464CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$342,1850.11%4,099CommonNONE
18482P103CLFDCLEARFIELD INC$341,9410.11%7,877CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$338,7990.11%1,086CommonNONE
192005106CDXSCODEXIS INC$336,1080.11%137,749CommonNONE
031162100AMGNAMGEN INC COM$330,3050.10%1,183CommonNONE
375558103GILDGILEAD SCIENCES$325,9580.10%2,940CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORPORA$324,6160.10%4,025CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$323,0320.10%19,274CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE COM$322,2000.10%3,358CommonNONE
87971M103TUTELUS CORPORATION$317,7150.10%19,783CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS, INC$313,6490.10%12,209CommonNONE
880345103TNCTENNANT CO$299,0730.09%3,860CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$292,5570.09%150,029CommonNONE
65339F101NEENEXTERA ENERGY INC$284,9000.09%4,104CommonNONE
191216100KOCOCA COLA CO COM$281,3020.09%3,976CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$279,5780.09%3,076CommonNONE
548661107LOWLOWES COS INC COM$278,2250.09%1,254CommonNONE
459506101IFFINTL FLAVORS & FRAGRANCES$276,6460.09%3,761CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$271,0680.09%383CommonNONE
983134107WYNNWYNN RESORTS LTD$270,7060.09%2,890CommonNONE
464287176TIPISHARES TIPS BOND ETF$266,4780.08%2,422CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$263,5860.08%131,793CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$262,3320.08%1,562CommonNONE
369550108GDGENERAL DYNAMICS CO$258,1190.08%885CommonNONE
59156R108METMETLIFE INC$257,9870.08%3,208CommonNONE
20825C104COPCONOCOPHILLIPS$257,6440.08%2,871CommonNONE
532457108LLYELI LILLY CO$257,2450.08%330CommonNONE
125523100CICIGNA CORP$251,5710.08%761CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$250,8260.08%1,510CommonNONE
464287721IYWISHARES US TECHNOLOGY ETF$248,1230.08%1,432CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$240,0320.08%592CommonNONE
29975E109EB4EVENTBRITE INC-CLASS A$232,9580.07%88,577CommonNONE
26441C204DUKDUKE ENERGY CORP COM$230,5720.07%1,954CommonNONE
500600101KOPNKOPIN TECHNOLOGY$217,5050.07%142,160CommonNONE
464286608EZUISHARES MSCI EUROZONE ETF$215,0310.07%3,617CommonNONE
464287507IJHISHARES CORE S&P MID CAP$206,8370.07%3,335CommonNONE
64049M209NEONEOGENOMICS INC$205,3160.07%28,087CommonNONE
086516101BBYBEST BUY INC COM$203,4040.06%3,030CommonNONE
988498101YUMYUM! BRANDS INC$200,0430.06%1,350CommonNONE
62464R109MITQMOVING IMAGE TECHNOLOGIES INC$16,2050.01%25,360CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.