MondegarAI
WHITE PINE CAPITAL LLC

Q4 2025 · 13F-HR

WHITE PINE CAPITAL LLCholdings as filed

Filed 2026-02-09 · accession 0001137429-26-000001

$363.4M
Reported value
219
Positions
2025-12-31
Period end
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The Brief · WHITE PINE CAPITAL LLC · Q4 2025

AI · grounded in 13F

WHITE PINE CAPITAL LLC closed its position in RIOT for a reduction of $1.97M. The fund also exited its position in AVNW, resulting in a $1.26M decrease. On the buy side, the fund increased its holdings in ARLO by 239.8% and AAOI by 184.3%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88579Y101MMM3M CO$15.7M4.31%97,800CommonNONE
594918104MSFTMICROSOFT CORP COM$14.8M4.08%30,657CommonNONE
037833100AAPLAPPLE INC$14.1M3.88%51,877CommonNONE
464287200IVVISHARES CORE S&P 500 INDEX FUN$10.3M2.84%15,072CommonNONE
02079K305GOOGLALPHABET INC CL A$8.3M2.27%26,394CommonNONE
00246W103AXTIAXT INC$6.8M1.87%414,891CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$6.8M1.86%9,926CommonNONE
023135106AMZNAMAZON.COM INC$6.7M1.86%29,236CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.2M1.71%19,287CommonNONE
369604301GEGE AEROSPACE$6.1M1.67%19,684CommonNONE
78463V107GLDSPDR GOLD TRUST FUND$5.6M1.55%14,238CommonNONE
92826C839VVISA INC CLASS A$5.4M1.48%15,328CommonNONE
478160104JNJJOHNSON & JOHNSON COM$5.4M1.48%25,942CommonNONE
931142103WMTWALMART INC$4.8M1.33%43,346CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND ETF$4.8M1.32%94,143CommonNONE
464288687PFFISHARES TR PFD AND INCOME SEC$4.6M1.26%147,877CommonNONE
67066G104NVDANVIDIA CORP$4.5M1.24%24,120CommonNONE
459200101IBMINTERNATIONAL BUS MACH COM$4.3M1.18%14,460CommonNONE
02079K107GOOGALPHABET INC CL C$4.2M1.16%13,411CommonNONE
949746101WMT2WELLS FARGO & COMPANY$4.1M1.13%44,024CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$3.9M1.06%64,483CommonNONE
046433108ATROASTRONICS CORP$3.8M1.06%70,843CommonNONE
58933Y105MRKMERCK & CO INC (NEW)$3.7M1.01%35,014CommonNONE
854231107SXISTANDEX INTERNATIONAL CORP$3.3M0.90%15,084CommonNONE
78468R788SPYDSPDR S&P 500 ETF HIGH DIVIDEND$3.2M0.88%73,833CommonNONE
30303M102METAMETA PLATFORMS INC$3.0M0.83%4,552CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$3.0M0.82%10,244CommonNONE
00486H105ADTNADTRAN HOLDINGS INC COM$3.0M0.81%340,501CommonNONE
464287465EFAISHARES MSCI EAFE ETF$2.9M0.81%30,655CommonNONE
166764100CVXCHEVRON CORPORATION$2.9M0.81%19,198CommonNONE
291011104EMREMERSON ELEC CO COM$2.9M0.80%21,801CommonNONE
617446448MSMORGAN STANLEY$2.8M0.76%15,622CommonNONE
278865100ECLECOLAB INC$2.7M0.74%10,298CommonNONE
007903107AMDADVANCED MICRO DEVICES$2.7M0.73%12,394CommonNONE
750491102RDNTRADNET INC$2.7M0.73%37,181CommonNONE
G3934V109GENIGENIUS SPORTS LTD$2.6M0.73%239,688CommonNONE
713448108PEPPEPSICO INC COM$2.5M0.70%17,758CommonNONE
29444U700EQIXEQUINIX INC COM NEW$2.5M0.69%3,260CommonNONE
172967424CCITIGROUP INC COM$2.5M0.68%21,208CommonNONE
002824100ABTABBOTT LABS COM$2.4M0.67%19,501CommonNONE
060505104BACBANK OF AMERICA CORP COM$2.4M0.65%43,243CommonNONE
30231G102XOMEXXON MOBIL CORP COM$2.4M0.65%19,760CommonNONE
17275R102CSCOCISCO SYS INC COM$2.3M0.63%29,774CommonNONE
754730109RJFRAYMOND JAMES FINANCIAL$2.3M0.63%14,230CommonNONE
453836108INDBINDEPENDENT BANK CORP$2.2M0.61%30,513CommonNONE
46138E511PGXINVESCO PREFERRED PORTFOLIO$2.2M0.61%196,216CommonNONE
68389X105ORCLORACLE CORPORATION$2.2M0.61%11,312CommonNONE
438516106HONHONEYWELL INTL INC COM$2.2M0.60%11,100CommonNONE
00206R102TAT&T INC$2.1M0.59%86,168CommonNONE
958892101WNEBWESTERN NEW ENGLAND BANCORP IN$2.1M0.57%164,590CommonNONE
46431W507NEARBLACKROCK ISHARES SHORT MATURI$2.1M0.57%40,539CommonNONE
097023105BABOEING CO COM$2.0M0.56%9,307CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH$2.0M0.55%18,819CommonNONE
83444M101SOLVSOLVENTUM CORP$2.0M0.55%25,155CommonNONE
020002101ALLALLSTATE CORP COM$1.9M0.54%9,365CommonNONE
03475V101ANGOANGIODYNAMICS INC$1.9M0.53%150,524CommonNONE
82982T106SITMSITIME CORP$1.9M0.51%5,278CommonNONE
64049M209NEONEOGENOMICS INC$1.8M0.50%155,181CommonNONE
36828A101GEVGE VERNOVA INC COM$1.8M0.50%2,779CommonNONE
92259N302VELOVELO3D INC$1.8M0.49%129,642CommonNONE
452308109ITWILLINOIS TOOL WKS INC COM$1.8M0.49%7,199CommonNONE
48716P108KRNYKEARNY FINANCIAL CORP$1.8M0.48%237,356CommonNONE
63886Q109NGSNATURAL GAS SERVICES GROUP$1.7M0.48%51,655CommonNONE
257651109DCIDONALDSON INC COM$1.7M0.47%19,271CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$1.7M0.47%8,000CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$1.7M0.46%13,709CommonNONE
464287499IWRISHARES RUSSELL MIDCAP ETF$1.7M0.46%17,457CommonNONE
92343V104VZVERIZON COMMUNICATIONS$1.7M0.46%41,105CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$1.6M0.45%116,533CommonNONE
78464A763SDYSPDR S&P DIVIDEND ETF$1.6M0.44%11,382CommonNONE
580135101MCDMCDONALDS CORP COM$1.6M0.43%5,135CommonNONE
88160R101TSLATESLA INC$1.6M0.43%3,457CommonNONE
464288646IGSBISHARES SHORT TERM CORPORATE B$1.6M0.43%29,319CommonNONE
359678109FLLFULL HOUSE RESORTS INC$1.5M0.43%592,461CommonNONE
57776J100MXLMAXLINEAR INC CL A$1.5M0.42%87,803CommonNONE
742718109PGPROCTER & GAMBLE CO$1.5M0.41%10,520CommonNONE
05463X106AXGNAXOGEN INC$1.5M0.41%45,907CommonNONE
92189F437ANGLVANECK FALLEN ANGEL HIGH YLD$1.5M0.41%51,038CommonNONE
98389B100XELXCEL ENERGY INC$1.5M0.41%20,190CommonNONE
75513E101RTXRTX CORP$1.4M0.39%7,708CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.38%4,130CommonNONE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE E$1.3M0.37%23,682CommonNONE
73757R102PSTLPOSTAL REALTY TRUST INC - A$1.3M0.37%83,270CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$1.3M0.37%75,321CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.36%5,767CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$1.3M0.35%221,199CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$1.3M0.35%38,533CommonNONE
87612E106TGTTARGET CORP$1.2M0.34%12,628CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$1.2M0.33%34,776CommonNONE
863182101STRWSTRAWBERRY FIELDS REIT INCV$1.2M0.32%88,891CommonNONE
500754106KHCKRAFT/HEINZ CO$1.2M0.32%47,915CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.2M0.32%2,292CommonNONE
606710200MITKMITEK SYSTEMS INC$1.1M0.31%107,577CommonNONE
292671708UUUUENERGY FUELS INC$1.1M0.31%77,460CommonNONE
52474R207LGCYLEGACY EDUCATION, INC$1.1M0.31%109,208CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.1M0.30%1,810CommonNONE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$1.1M0.30%8,953CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.1M0.30%4,406CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.1M0.29%10,451CommonNONE
285409108ELMDELECTROMED INC$1.0M0.29%35,703CommonNONE
532746104LMNRLIMONEIRA CO$1.0M0.29%82,232CommonNONE
87969B101TLSTELOS CORPORATION$1.0M0.28%200,496CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.28%2,911CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP I$991,4680.27%4,750CommonNONE
G037AX101AMBAAMBARELLA INC$988,3600.27%13,952CommonNONE
64110L106NFLXNETFLIX INC$958,6020.26%10,224CommonNONE
458140100INTCINTEL CORP COM$936,8730.26%25,390CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$933,1870.26%20,872CommonNONE
776696106ROPROPER INDUSTRIES INC$921,8640.25%2,071CommonNONE
45685K102INFUINFUSYSTEM HOLDINGS INC$911,8990.25%101,661CommonNONE
464288158SUBISHARES SHORT TERM NATL AMT-FR$898,8410.25%8,424CommonNONE
110122108BMYBRISTOL MYERS SQUIBB COM$886,5040.24%16,435CommonNONE
921078101OUNZVANECK MERK GOLD SHARES$871,7440.24%21,016CommonNONE
443510607HUBBHUBBELL INC$858,0210.24%1,932CommonNONE
75704L104RDVTRED VIOLET INC$849,6940.23%14,920CommonNONE
04302A104AIPARTERIS, INC$821,3610.23%52,991CommonNONE
278642103EBAYEBAY INC$805,3700.22%9,247CommonNONE
464287242LQDISHARES IBOXX INV GRADE CORP B$804,9930.22%7,306CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$797,1450.22%6,913CommonNONE
78464A847SPMDSPDR PORTFOLIO MID CAP ETF$782,4220.22%13,511CommonNONE
27828Q105XEFRXEATON VANCE SENIOR FLOATING-RA$780,9920.21%70,107CommonNONE
254687106DISDISNEY WALT CO COM$778,2440.21%6,841CommonNONE
81369Y886XLUUTILITIES SELECT SECTOR SPDR E$761,7600.21%17,844CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$753,2790.21%11,880CommonNONE
819047101SHAKSHAKE SHACK INC - CLASS A$751,8780.21%9,263CommonNONE
464287804IJRISHARES CORE S&P SMALLCAP ETF$751,6060.21%6,254CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$750,9910.21%4,057CommonNONE
78468R853SPSMSPDR PORT S&P 600 SMALL CAP ET$745,8240.21%15,916CommonNONE
235851102DHRDANAHER CORP$745,3640.21%3,256CommonNONE
19247G107COHRCOHERENT CORP COM$743,6330.20%4,029CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$737,9520.20%12,641CommonNONE
464287234EEMISHARES MSCI EMERGING MKTS IND$735,1930.20%13,438CommonNONE
431636109HLMNHILLMAN SOLUTIONS, INC$734,2290.20%84,784CommonNONE
78464A698KRESPDR KBW REGIONAL BANKING ETF$729,7610.20%11,260CommonNONE
008073108AVAVAEROVIRONMENT INC$718,8970.20%2,972CommonNONE
018802108LNTALLIANT ENERGY CORP$707,8730.19%10,889CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$686,3430.19%5,012CommonNONE
79466L302CRMSALESFORCE.COM INC$678,1700.19%2,560CommonNONE
413160102HLITHARMONIC INC$661,6010.18%66,896CommonNONE
922908363VOOVANGUARD S&P 500 ETF$658,4870.18%1,050CommonNONE
293594107ENVXENOVIX CORP$658,3460.18%90,061CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$655,9800.18%12,202CommonNONE
974250102WINAWINMARK CORP$651,5480.18%1,609CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$634,0900.17%7,731CommonNONE
G5960L103MDTMEDTRONIC PLC$629,0010.17%6,548CommonNONE
15643U104LEUCENTRUS ENERGY CORP$608,3570.17%2,506CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$607,9500.17%705CommonNONE
440452100HRLHORMEL FOODS CORP COM$581,8590.16%24,551CommonNONE
29250N105ENBENBRIDGE INC$578,0740.16%12,086CommonNONE
902973304USBUS BANCORP$577,2750.16%10,819CommonNONE
019330109ALNTALLIENT INC COM$556,6350.15%10,356CommonNONE
929740108WABWABTEC CORP$543,3370.15%2,546CommonNONE
05369T100AVBCAVDIA BANCORP INC$541,0970.15%32,189CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE COM$539,8320.15%3,358CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$535,9480.15%6,671CommonNONE
370334104GISGENERAL MILLS INC$530,7200.15%11,413CommonNONE
615369105MCOMOODY'S CORP$530,2620.15%1,038CommonNONE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$521,2420.14%849CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORPORA$510,1460.14%6,327CommonNONE
688239201OSKOSHKOSH CORPORATION$509,1780.14%4,053CommonNONE
00760J108AEHRAEHR TEST SYSTEMS$498,7130.14%24,701CommonNONE
437076102HDHOME DEPOT INC COM$493,7840.14%1,435CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$488,4700.13%15,236CommonNONE
78463X756EWXSPDR S&P EMERGING MKT SM CAP E$485,8560.13%7,400CommonNONE
218683100CMTCORE MOLDING TECHNOLOGIES INC$485,0900.13%24,194CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC NEW$472,0120.13%5,175CommonNONE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$452,2340.12%29,989CommonNONE
494368103KMBKIMBERLY CLARK CORP COM$440,3690.12%4,365CommonNONE
26875P101EOGEOG RES INC COM$435,6860.12%4,149CommonNONE
26441C204DUKDUKE ENERGY CORP COM$429,9260.12%3,668CommonNONE
457642205INODINNODATA INC$417,4330.11%8,193CommonNONE
89680M101TLSITRISALUS LIFE SCIENCES INC$408,6860.11%58,551CommonNONE
921908844VIGVANGUARD DIV APPRECIATION INDE$404,4660.11%1,840CommonNONE
81758H106SERVSERVE ROBOTICS INC$400,3460.11%38,569CommonNONE
49177J102KVUEKENVUE INC$398,1470.11%23,081CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$395,7640.11%683CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$391,7450.11%4,379CommonNONE
504922105LHLABCORP HOLDINGS INC COM$387,1080.11%1,543CommonNONE
031162100AMGNAMGEN INC COM$384,2620.11%1,174CommonNONE
375558103GILDGILEAD SCIENCES$376,0750.10%3,064CommonNONE
55024U109LITELUMENTUM HOLDINGS INC$371,1700.10%1,007CommonNONE
863667101SYKSTRYKER CORP$362,0140.10%1,030CommonNONE
49456B101KMIKINDER MORGAN INC$360,6690.10%13,120CommonNONE
532457108LLYELI LILLY CO$354,6440.10%330CommonNONE
983134107WYNNWYNN RESORTS LTD$347,7540.10%2,890CommonNONE
29273V100ETENERGY TRANSFER LP$346,7850.10%21,030CommonNONE
855244109SBUXSTARBUCKS CORP$335,8290.09%3,988CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$334,8990.09%381CommonNONE
717081103PFEPFIZER INC COM$333,4440.09%13,391CommonNONE
548661107LOWLOWES COS INC COM$330,6300.09%1,371CommonNONE
65339F101NEENEXTERA ENERGY INC$329,0680.09%4,099CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$324,1670.09%18,684CommonNONE
842587107SOSOUTHERN CO COM$322,3780.09%3,697CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$320,8880.09%1,562CommonNONE
009158106APDAIR PRODUCTS & CHEMICAL$311,2450.09%1,260CommonNONE
369550108GDGENERAL DYNAMICS CO$297,9440.08%885CommonNONE
74460D109PSAPUBLIC STORAGE INC$287,5260.08%1,108CommonNONE
464287721IYWISHARES US TECHNOLOGY ETF$285,9420.08%1,432CommonNONE
880345103TNCTENNANT CO$283,7450.08%3,850CommonNONE
191216100KOCOCA COLA CO COM$273,1380.08%3,907CommonNONE
464286608EZUISHARES MSCI EUROZONE ETF$261,9130.07%4,086CommonNONE
20825C104COPCONOCOPHILLIPS$259,3930.07%2,771CommonNONE
87971M103TUTELUS CORPORATION$254,8260.07%19,349CommonNONE
59156R108METMETLIFE INC$253,2400.07%3,208CommonNONE
911312106UPSUNITED PARCEL SERVICE CL B$251,4470.07%2,535CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$245,5710.07%1,510CommonNONE
459506101IFFINTL FLAVORS & FRAGRANCES$244,7830.07%3,632CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$241,4590.07%3,056CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$232,3180.06%8,061CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$231,0950.06%4,550CommonNONE
887389104TKRTIMKEN COMPANY$228,7490.06%2,719CommonNONE
911363109URIUNITED RENTALS INC$223,0540.06%276CommonNONE
126650100CVSCVS HEALTH CORPORATION$221,1760.06%2,787CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$214,4340.06%1,236CommonNONE
125523100CICIGNA CORP$209,4500.06%761CommonNONE
988498101YUMYUM! BRANDS INC$204,2280.06%1,350CommonNONE
23331A109DHIDR HORTON INC$203,8020.06%1,415CommonNONE
762544104RBBNRIBBON COMMUNICATIONS INC$38,4050.01%13,335CommonNONE
62464R109MITQMOVING IMAGE TECHNOLOGIES INC$20,1180.01%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.