MondegarAI
WHITE PINE CAPITAL LLC

Q3 2025 · 13F-HR

WHITE PINE CAPITAL LLCholdings as filed

Filed 2025-11-10 · accession 0001137429-25-000005

$349.2M
Reported value
225
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · WHITE PINE CAPITAL LLC · Q3 2025

AI · grounded in 13F

WHITE PINE CAPITAL LLC established a new position in MSFT valued at $15.7M. The fund also initiated new stakes in MMM for $15.2M and AAPL for $13.3M. Additional new positions include IVV at $10.2M and SPY at $6.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM$15.7M4.51%30,380CommonNONE
88579Y101MMM3M CO$15.2M4.35%97,800CommonNONE
037833100AAPLAPPLE INC$13.3M3.81%52,290CommonNONE
464287200IVVISHARES CORE S&P 500 INDEX FUN$10.2M2.92%15,209CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$6.6M1.90%9,941CommonNONE
02079K305GOOGLALPHABET INC CL A$6.5M1.86%26,781CommonNONE
023135106AMZNAMAZON.COM INC$6.3M1.82%28,905CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.1M1.75%19,332CommonNONE
369604301GEGE AEROSPACE$5.9M1.70%19,691CommonNONE
78463V107GLDSPDR GOLD TRUST FUND$5.1M1.46%14,323CommonNONE
92826C839VVISA INC CLASS A$5.1M1.45%14,812CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND ETF$4.9M1.40%95,372CommonNONE
478160104JNJJOHNSON & JOHNSON COM$4.8M1.38%25,937CommonNONE
464288687PFFISHARES TR PFD AND INCOME SEC$4.6M1.31%144,269CommonNONE
931142103WMTWALMART INC$4.5M1.28%43,249CommonNONE
459200101IBMINTERNATIONAL BUS MACH COM$4.1M1.18%14,587CommonNONE
67066G104NVDANVIDIA CORP$4.0M1.13%21,233CommonNONE
27828Q105XEFRXEATON VANCE SENIOR FLOATING-RA$3.8M1.10%334,824CommonNONE
949746101WMT2WELLS FARGO & COMPANY$3.5M1.01%42,003CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$3.4M0.96%65,469CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M0.94%4,493CommonNONE
046433108ATROASTRONICS CORP$3.3M0.94%72,001CommonNONE
02079K107GOOGALPHABET INC CL C$3.3M0.94%13,416CommonNONE
00246W103AXTIAXT INC$3.2M0.93%719,829CommonNONE
854231107SXISTANDEX INTERNATIONAL CORP$3.2M0.92%15,172CommonNONE
68389X105ORCLORACLE CORPORATION$3.2M0.91%11,311CommonNONE
G3934V109GENIGENIUS SPORTS LTD$3.0M0.87%244,114CommonNONE
166764100CVXCHEVRON CORPORATION$3.0M0.85%19,174CommonNONE
58933Y105MRKMERCK & CO INC (NEW)$2.9M0.84%35,007CommonNONE
78468R788SPYDSPDR S&P 500 ETF HIGH DIVIDEND$2.9M0.83%66,036CommonNONE
750491102RDNTRADNET INC$2.9M0.82%37,758CommonNONE
291011104EMREMERSON ELEC CO COM$2.9M0.82%21,859CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.9M0.82%10,244CommonNONE
278865100ECLECOLAB INC$2.8M0.81%10,312CommonNONE
464287465EFAISHARES MSCI EAFE ETF$2.7M0.76%28,475CommonNONE
002824100ABTABBOTT LABS COM$2.6M0.75%19,475CommonNONE
29444U700EQIXEQUINIX INC COM NEW$2.5M0.72%3,202CommonNONE
617446448MSMORGAN STANLEY$2.5M0.71%15,652CommonNONE
754730109RJFRAYMOND JAMES FINANCIAL$2.5M0.70%14,252CommonNONE
713448108PEPPEPSICO INC COM$2.5M0.70%17,475CommonNONE
00206R102TAT&T INC$2.4M0.70%86,145CommonNONE
438516106HONHONEYWELL INTL INC COM$2.3M0.67%11,103CommonNONE
060505104BACBANK OF AMERICA CORP COM$2.2M0.64%43,348CommonNONE
46138E511PGXINVESCO PREFERRED PORTFOLIO$2.2M0.63%190,460CommonNONE
00486H105ADTNADTRAN HOLDINGS INC COM$2.2M0.62%230,464CommonNONE
172967424CCITIGROUP INC COM$2.1M0.61%21,048CommonNONE
30231G102XOMEXXON MOBIL CORP COM$2.1M0.60%18,644CommonNONE
17275R102CSCOCISCO SYS INC COM$2.0M0.58%29,753CommonNONE
097023105BABOEING CO COM$2.0M0.58%9,379CommonNONE
020002101ALLALLSTATE CORP COM$2.0M0.58%9,430CommonNONE
958892101WNEBWESTERN NEW ENGLAND BANCORP IN$2.0M0.58%168,241CommonNONE
007903107AMDADVANCED MICRO DEVICES$2.0M0.57%12,363CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH$2.0M0.56%18,854CommonNONE
767292105RIOTRIOT PLATFORMS INC$2.0M0.56%103,335CommonNONE
452308109ITWILLINOIS TOOL WKS INC COM$1.9M0.54%7,177CommonNONE
83444M101SOLVSOLVENTUM CORP$1.8M0.53%25,185CommonNONE
92343V104VZVERIZON COMMUNICATIONS$1.8M0.52%41,139CommonNONE
453836108INDBINDEPENDENT BANK CORP$1.8M0.51%25,904CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$1.7M0.49%14,169CommonNONE
36828A101GEVGE VERNOVA INC COM$1.7M0.49%2,779CommonNONE
464287499IWRISHARES RUSSELL MIDCAP ETF$1.7M0.49%17,547CommonNONE
500754106KHCKRAFT/HEINZ CO$1.7M0.48%64,489CommonNONE
292671708UUUUENERGY FUELS INC$1.6M0.47%107,466CommonNONE
98389B100XELXCEL ENERGY INC$1.6M0.47%20,280CommonNONE
82982T106SITMSITIME CORP$1.6M0.46%5,387CommonNONE
78464A763SDYSPDR S&P DIVIDEND ETF$1.6M0.45%11,333CommonNONE
257651109DCIDONALDSON INC COM$1.6M0.45%19,311CommonNONE
580135101MCDMCDONALDS CORP COM$1.5M0.44%5,086CommonNONE
88160R101TSLATESLA INC$1.5M0.44%3,456CommonNONE
742718109PGPROCTER & GAMBLE CO$1.5M0.43%9,709CommonNONE
63886Q109NGSNATURAL GAS SERVICES GROUP$1.5M0.42%52,702CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.41%4,135CommonNONE
87969B101TLSTELOS CORPORATION$1.4M0.40%206,544CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$1.4M0.39%6,582CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.38%5,767CommonNONE
46431W507NEARBLACKROCK ISHARES SHORT MATURI$1.3M0.38%25,965CommonNONE
92189F437ANGLVANECK FALLEN ANGEL HIGH YLD$1.3M0.38%44,659CommonNONE
75513E101RTXRTX CORP$1.3M0.37%7,735CommonNONE
05366Y201AVNWAVIAT NETWORKS INC COM$1.3M0.36%54,926CommonNONE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE E$1.2M0.36%22,482CommonNONE
87612E106TGTTARGET CORP$1.2M0.34%13,248CommonNONE
G037AX101AMBAAMBARELLA INC$1.2M0.34%14,249CommonNONE
03475V101ANGOANGIODYNAMICS INC$1.2M0.34%105,140CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.2M0.33%1,931CommonNONE
762544104RBBNRIBBON COMMUNICATIONS INC$1.1M0.33%300,785CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$1.1M0.33%38,533CommonNONE
464288646IGSBISHARES SHORT TERM CORPORATE B$1.1M0.33%21,409CommonNONE
370334104GISGENERAL MILLS INC$1.1M0.32%22,308CommonNONE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$1.1M0.32%9,168CommonNONE
48716P108KRNYKEARNY FINANCIAL CORP$1.1M0.31%165,530CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.1M0.31%10,774CommonNONE
776696106ROPROPER INDUSTRIES INC$1.1M0.31%2,155CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.1M0.31%2,135CommonNONE
64049M209NEONEOGENOMICS INC$1.1M0.31%138,822CommonNONE
606710200MITKMITEK SYSTEMS INC$1.1M0.31%109,149CommonNONE
45685K102INFUINFUSYSTEM HOLDINGS INC$1.1M0.30%102,728CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.1M0.30%4,392CommonNONE
863182101STRWSTRAWBERRY FIELDS REIT INCV$1.1M0.30%85,398CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.29%3,051CommonNONE
73757R102PSTLPOSTAL REALTY TRUST INC - A$981,7080.28%62,569CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$976,4830.28%76,949CommonNONE
532746104LMNRLIMONEIRA CO$965,0120.28%64,984CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP I$954,4180.27%4,750CommonNONE
49177J102KVUEKENVUE INC$945,6080.27%58,263CommonNONE
008073108AVAVAEROVIRONMENT INC$935,8530.27%2,972CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$932,3520.27%10,436CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$925,6460.27%12,025CommonNONE
285409108ELMDELECTROMED INC$892,1220.26%36,339CommonNONE
64110L106NFLXNETFLIX INC$890,7980.26%743CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$876,1720.25%13,066CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$863,6760.25%225,503CommonNONE
458140100INTCINTEL CORP COM$847,6240.24%25,265CommonNONE
278642103EBAYEBAY INC$840,6960.24%9,244CommonNONE
05463X106AXGNAXOGEN INC$835,1620.24%46,814CommonNONE
443510607HUBBHUBBELL INC$833,5100.24%1,937CommonNONE
293594107ENVXENOVIX CORP$832,1860.24%83,469CommonNONE
921078101OUNZVANECK MERK GOLD SHARES$829,7460.24%22,311CommonNONE
974250102WINAWINMARK CORP$800,9120.23%1,609CommonNONE
431636109HLMNHILLMAN SOLUTIONS, INC$797,4020.23%86,863CommonNONE
75704L104RDVTRED VIOLET INC$797,0220.23%15,254CommonNONE
15643U104LEUCENTRUS ENERGY CORP$794,0890.23%2,561CommonNONE
52474R207LGCYLEGACY EDUCATION, INC$788,2900.23%82,371CommonNONE
81369Y886XLUUTILITIES SELECT SECTOR SPDR E$778,9600.22%8,932CommonNONE
78464A847SPMDSPDR PORTFOLIO MID CAP ETF$772,6940.22%13,511CommonNONE
254687106DISDISNEY WALT CO COM$772,5890.22%6,748CommonNONE
57776J100MXLMAXLINEAR INC CL A$765,1350.22%47,583CommonNONE
00760J108AEHRAEHR TEST SYSTEMS$761,4220.22%25,288CommonNONE
359678109FLLFULL HOUSE RESORTS INC$756,9280.22%235,803CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$742,0470.21%3,954CommonNONE
78468R853SPSMSPDR PORT S&P 600 SMALL CAP ET$741,1660.21%16,001CommonNONE
018802108LNTALLIANT ENERGY CORP$736,7020.21%10,929CommonNONE
464287804IJRISHARES CORE S&P SMALLCAP ETF$731,3990.21%6,155CommonNONE
464287242LQDISHARES IBOXX INV GRADE CORP B$730,2960.21%6,552CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$725,4000.21%6,448CommonNONE
78464A698KRESPDR KBW REGIONAL BANKING ETF$719,0880.21%11,360CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$713,7590.20%5,012CommonNONE
110122108BMYBRISTOL MYERS SQUIBB COM$712,3550.20%15,795CommonNONE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$702,7330.20%1,171CommonNONE
413160102HLITHARMONIC INC$696,1080.20%68,380CommonNONE
235851102DHRDANAHER CORP$694,9010.20%3,505CommonNONE
437076102HDHOME DEPOT INC COM$691,2540.20%1,706CommonNONE
79466L302CRMSALESFORCE.COM INC$690,3810.20%2,913CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$673,7160.19%6,900CommonNONE
440452100HRLHORMEL FOODS CORP COM$670,9000.19%27,118CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$661,1040.19%12,202CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$652,5690.19%705CommonNONE
922908363VOOVANGUARD S&P 500 ETF$642,9990.18%1,050CommonNONE
457642205INODINNODATA INC$642,9950.18%8,343CommonNONE
464288158SUBISHARES SHORT TERM NATL AMT-FR$624,5560.18%5,849CommonNONE
G5960L103MDTMEDTRONIC PLC$614,5840.18%6,453CommonNONE
29250N105ENBENBRIDGE INC$609,8600.17%12,086CommonNONE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$602,7830.17%69,445CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$585,6230.17%7,798CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$581,2660.17%34,293CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC NEW$557,9170.16%5,175CommonNONE
04302A104AIPARTERIS, INC$547,7940.16%54,237CommonNONE
688239201OSKOSHKOSH CORPORATION$525,6740.15%4,053CommonNONE
902973304USBUS BANCORP$521,8920.15%10,799CommonNONE
929740108WABWABTEC CORP$512,3010.15%2,556CommonNONE
218683100CMTCORE MOLDING TECHNOLOGIES INC$509,3110.15%24,784CommonNONE
464287234EEMISHARES MSCI EMERGING MKTS IND$506,9260.15%9,493CommonNONE
78463X756EWXSPDR S&P EMERGING MKT SM CAP E$497,9460.14%7,400CommonNONE
615369105MCOMOODY'S CORP$496,0160.14%1,041CommonNONE
893529107TRNSTRANSCAT INC$484,3640.14%6,617CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$476,4340.14%15,236CommonNONE
019330109ALNTALLIENT INC COM$473,9470.14%10,591CommonNONE
819047101SHAKSHAKE SHACK INC - CLASS A$466,2710.13%4,981CommonNONE
26875P101EOGEOG RES INC COM$464,1770.13%4,140CommonNONE
74460D109PSAPUBLIC STORAGE INC$458,4050.13%1,587CommonNONE
761025105RSSSRESEARCH SOLUTIONS INC$445,4930.13%119,435CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE COM$444,5990.13%3,358CommonNONE
19247G107COHRCOHERENT CORP COM$442,0830.13%4,104CommonNONE
504922105LHLABCORP HOLDINGS INC COM$442,0720.13%1,540CommonNONE
92259N302VELOVELO3D INC$411,9480.12%134,185CommonNONE
921908844VIGVANGUARD DIV APPRECIATION INDE$397,1230.11%1,840CommonNONE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$396,5680.11%25,356CommonNONE
863667101SYKSTRYKER CORP$380,7600.11%1,030CommonNONE
49456B101KMIKINDER MORGAN INC$371,4270.11%13,120CommonNONE
983134107WYNNWYNN RESORTS LTD$370,7000.11%2,890CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORPORA$363,1630.10%4,473CommonNONE
29273V100ETENERGY TRANSFER LP$360,8750.10%21,030CommonNONE
88830R101TITNTITAN MACHINERY$359,7760.10%21,492CommonNONE
717081103PFEPFIZER INC COM$358,7920.10%14,081CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$357,8840.10%4,099CommonNONE
009158106APDAIR PRODUCTS & CHEMICAL$355,9000.10%1,305CommonNONE
500600101KOPNKOPIN TECHNOLOGY$345,1550.10%142,039CommonNONE
192005106CDXSCODEXIS INC$337,1760.10%138,187CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$336,5930.10%1,832CommonNONE
494368103KMBKIMBERLY CLARK CORP COM$336,4440.10%2,706CommonNONE
031162100AMGNAMGEN INC COM$332,1490.10%1,177CommonNONE
548661107LOWLOWES COS INC COM$331,7290.09%1,320CommonNONE
375558103GILDGILEAD SCIENCES$331,1130.09%2,983CommonNONE
842587107SOSOUTHERN CO COM$328,2830.09%3,464CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$322,6730.09%18,684CommonNONE
26441C204DUKDUKE ENERGY CORP COM$322,1210.09%2,603CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$317,1500.09%12,231CommonNONE
880345103TNCTENNANT CO$312,8920.09%3,860CommonNONE
87971M103TUTELUS CORPORATION$311,9780.09%19,783CommonNONE
65339F101NEENEXTERA ENERGY INC$309,8110.09%4,104CommonNONE
855244109SBUXSTARBUCKS CORP$307,0130.09%3,629CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$303,4090.09%381CommonNONE
369550108GDGENERAL DYNAMICS CO$301,7850.09%885CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$296,3470.08%611CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$291,0370.08%1,510CommonNONE
464287721IYWISHARES US TECHNOLOGY ETF$280,4720.08%1,432CommonNONE
89680M101TLSITRISALUS LIFE SCIENCES INC$277,7580.08%59,733CommonNONE
75776W103RDWREDWIRE CORP$271,9830.08%30,254CommonNONE
191216100KOCOCA COLA CO COM$264,3520.08%3,986CommonNONE
59156R108METMETLIFE INC$264,2430.08%3,208CommonNONE
20825C104COPCONOCOPHILLIPS$262,1090.08%2,771CommonNONE
532457108LLYELI LILLY CO$251,7900.07%330CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$245,0930.07%1,562CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$244,2700.07%3,056CommonNONE
464286608EZUISHARES MSCI EUROZONE ETF$224,0370.06%3,617CommonNONE
464287176TIPISHARES TIPS BOND ETF$219,8430.06%1,977CommonNONE
125523100CICIGNA CORP$219,3580.06%761CommonNONE
464287507IJHISHARES CORE S&P MID CAP$217,6420.06%3,335CommonNONE
459506101IFFINTL FLAVORS & FRAGRANCES$216,9490.06%3,525CommonNONE
086516101BBYBEST BUY INC COM$212,3410.06%2,808CommonNONE
126650100CVSCVS HEALTH CORPORATION$210,1120.06%2,787CommonNONE
988498101YUMYUM! BRANDS INC$205,2000.06%1,350CommonNONE
887389104TKRTIMKEN COMPANY$204,4140.06%2,719CommonNONE
81758H106SERVSERVE ROBOTICS INC$198,7920.06%17,093CommonNONE
29975E109EB4EVENTBRITE INC-CLASS A$193,0140.06%76,593CommonNONE
62464R109MITQMOVING IMAGE TECHNOLOGIES INC$28,2710.01%30,441CommonNONE

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.