MondegarAI
WHITE PINE CAPITAL LLC

Q1 2026 · 13F-HR

WHITE PINE CAPITAL LLCholdings as filed

Filed 2026-05-11 · accession 0001137429-26-000002

$355.2M
Reported value
228
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · WHITE PINE CAPITAL LLC · Q1 2026

AI · grounded in 13F

WHITE PINE CAPITAL LLC increased its position in XEFRX by 189.06%. The fund also accumulated shares in AVBC and NFLX, increasing those holdings by 129.51% and 128.35% respectively. On the sell side, the fund trimmed its positions in AXTI by 76.35% and VELO by 67.41%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88579Y101MMM3M CO$14.2M4.00%97,804CommonNONE
037833100AAPLAPPLE INC$13.2M3.70%51,857CommonNONE
594918104MSFTMICROSOFT CORP COM$11.4M3.22%30,889CommonNONE
464287200IVVISHARES CORE S&P 500 INDEX FUN$9.9M2.78%15,130CommonNONE
02079K305GOOGLALPHABET INC CL A$7.6M2.15%26,504CommonNONE
478160104JNJJOHNSON & JOHNSON COM$6.3M1.77%25,785CommonNONE
023135106AMZNAMAZON.COM INC$6.2M1.74%29,685CommonNONE
78463V107GLDSPDR GOLD TRUST FUND$6.1M1.72%14,238CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$6.1M1.71%9,336CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.7M1.60%19,275CommonNONE
00246W103AXTIAXT INC$5.6M1.57%98,119CommonNONE
369604301GEGE AEROSPACE$5.6M1.56%19,586CommonNONE
931142103WMTWALMART INC$5.4M1.51%43,203CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND ETF$4.8M1.36%94,869CommonNONE
92826C839VVISA INC CLASS A$4.6M1.29%15,187CommonNONE
58933Y105MRKMERCK & CO INC (NEW)$4.2M1.18%34,950CommonNONE
67066G104NVDANVIDIA CORP$4.2M1.18%24,003CommonNONE
464288687PFFISHARES TR PFD AND INCOME SEC$4.1M1.16%135,871CommonNONE
166764100CVXCHEVRON CORPORATION$4.0M1.12%19,156CommonNONE
02079K107GOOGALPHABET INC CL C$3.8M1.08%13,411CommonNONE
00486H105ADTNADTRAN HOLDINGS INC COM$3.7M1.04%294,369CommonNONE
459200101IBMINTERNATIONAL BUS MACH COM$3.6M1.01%14,758CommonNONE
949746101WMT2WELLS FARGO & COMPANY$3.5M0.98%43,813CommonNONE
854231107SXISTANDEX INTERNATIONAL CORP$3.4M0.97%13,486CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$3.4M0.95%56,707CommonNONE
30231G102XOMEXXON MOBIL CORP COM$3.4M0.95%19,840CommonNONE
78468R788SPYDSPDR S&P 500 ETF HIGH DIVIDEND$3.3M0.94%73,372CommonNONE
29444U700EQIXEQUINIX INC COM NEW$3.2M0.90%3,270CommonNONE
046433108ATROASTRONICS CORP$3.0M0.86%45,539CommonNONE
464287465EFAISHARES MSCI EAFE ETF$3.0M0.86%31,281CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$3.0M0.83%10,144CommonNONE
291011104EMREMERSON ELEC CO COM$2.8M0.80%21,750CommonNONE
713448108PEPPEPSICO INC COM$2.8M0.78%17,922CommonNONE
278865100ECLECOLAB INC$2.7M0.77%10,227CommonNONE
30303M102METAMETA PLATFORMS INC$2.7M0.76%4,718CommonNONE
617446448MSMORGAN STANLEY$2.6M0.72%15,547CommonNONE
007903107AMDADVANCED MICRO DEVICES$2.5M0.71%12,407CommonNONE
438516106HONHONEYWELL INTL INC COM$2.5M0.70%11,080CommonNONE
00206R102TAT&T INC$2.5M0.70%85,943CommonNONE
36828A101GEVGE VERNOVA INC COM$2.4M0.68%2,778CommonNONE
172967424CCITIGROUP INC COM$2.4M0.68%21,337CommonNONE
92343V104VZVERIZON COMMUNICATIONS$2.4M0.68%48,189CommonNONE
17275R102CSCOCISCO SYS INC COM$2.4M0.66%30,429CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.63%23,346CommonNONE
27828Q105XEFRXEATON VANCE SENIOR FLOATING-RA$2.1M0.60%202,651CommonNONE
060505104BACBANK OF AMERICA CORP COM$2.1M0.59%42,708CommonNONE
754730109RJFRAYMOND JAMES FINANCIAL$2.1M0.58%14,205CommonNONE
002824100ABTABBOTT LABS COM$2.0M0.57%19,669CommonNONE
020002101ALLALLSTATE CORP COM$1.9M0.55%9,365CommonNONE
453836108INDBINDEPENDENT BANK CORP$1.9M0.54%25,301CommonNONE
46431W507NEARBLACKROCK ISHARES SHORT MATURI$1.9M0.54%37,417CommonNONE
452308109ITWILLINOIS TOOL WKS INC COM$1.9M0.53%7,213CommonNONE
097023105BABOEING CO COM$1.9M0.52%9,297CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH$1.8M0.52%18,784CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$1.8M0.52%128,629CommonNONE
48716P108KRNYKEARNY FINANCIAL CORP$1.8M0.51%239,157CommonNONE
750491102RDNTRADNET INC$1.8M0.51%32,187CommonNONE
958892101WNEBWESTERN NEW ENGLAND BANCORP IN$1.7M0.49%134,523CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$1.7M0.48%8,023CommonNONE
464287499IWRISHARES RUSSELL MIDCAP ETF$1.7M0.48%17,401CommonNONE
73757R102PSTLPOSTAL REALTY TRUST INC - A$1.7M0.47%90,130CommonNONE
46138E511PGXINVESCO PREFERRED PORTFOLIO$1.7M0.47%153,019CommonNONE
78464A763SDYSPDR S&P DIVIDEND ETF$1.7M0.47%11,382CommonNONE
68389X105ORCLORACLE CORPORATION$1.7M0.47%11,252CommonNONE
83444M101SOLVSOLVENTUM CORP$1.6M0.46%25,150CommonNONE
257651109DCIDONALDSON INC COM$1.6M0.46%19,271CommonNONE
742718109PGPROCTER & GAMBLE CO$1.6M0.46%11,311CommonNONE
580135101MCDMCDONALDS CORP COM$1.6M0.46%5,203CommonNONE
87612E106TGTTARGET CORP$1.6M0.45%13,098CommonNONE
98389B100XELXCEL ENERGY INC$1.6M0.44%19,665CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$1.6M0.44%13,709CommonNONE
92189F437ANGLVANECK FALLEN ANGEL HIGH YLD$1.5M0.43%52,612CommonNONE
75513E101RTXRTX CORP$1.5M0.42%7,708CommonNONE
82982T106SITMSITIME CORP$1.5M0.41%4,230CommonNONE
464288646IGSBISHARES SHORT TERM CORPORATE B$1.5M0.41%27,789CommonNONE
285409108ELMDELECTROMED INC$1.5M0.41%62,264CommonNONE
05369T100AVBCAVIDIA BANCORP INC$1.5M0.41%73,878CommonNONE
63886Q109NGSNATURAL GAS SERVICES GROUP$1.4M0.41%38,363CommonNONE
03475V101ANGOANGIODYNAMICS INC$1.4M0.40%124,615CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TRUST$1.4M0.39%39,145CommonNONE
863182101STRWSTRAWBERRY FIELDS REIT INC$1.3M0.37%111,451CommonNONE
532746104LMNRLIMONEIRA CO$1.3M0.37%97,625CommonNONE
606710200MITKMITEK SYSTEMS INC$1.3M0.36%95,773CommonNONE
88160R101TSLATESLA INC$1.3M0.36%3,477CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$1.3M0.36%38,555CommonNONE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE E$1.3M0.36%22,677CommonNONE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$1.3M0.36%20,872CommonNONE
05463X106AXGNAXOGEN INC$1.3M0.36%38,494CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.35%5,717CommonNONE
57776J100MXLMAXLINEAR INC CL A$1.2M0.35%71,330CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$1.2M0.34%14,311CommonNONE
110122108BMYBRISTOL MYERS SQUIBB COM$1.2M0.34%19,683CommonNONE
292671708UUUUENERGY FUELS INC$1.2M0.33%63,746CommonNONE
880345103TNCTENNANT CO$1.2M0.32%17,349CommonNONE
458140100INTCINTEL CORP COM$1.1M0.32%25,680CommonNONE
52474R207LGCYLEGACY EDUCATION, INC$1.1M0.32%90,067CommonNONE
359678109FLLFULL HOUSE RESORTS INC$1.1M0.32%500,273CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.1M0.31%2,303CommonNONE
G3934V109GENIGENIUS SPORTS LTD$1.1M0.31%247,802CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.31%4,040CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.1M0.31%4,383CommonNONE
500754106KHCKRAFT/HEINZ CO$1.1M0.30%47,520CommonNONE
464287663IUSVISHARES CORE S&P US VALUE ETF$1.1M0.30%10,451CommonNONE
45685K102INFUINFUSYSTEM HOLDINGS INC$1.1M0.30%115,611CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$1.1M0.30%5,689CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.0M0.29%1,646CommonNONE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$1.0M0.29%7,473CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP I$978,0230.28%4,700CommonNONE
921078101OUNZVANECK MERK GOLD SHARES$962,7640.27%21,371CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$957,6780.27%7,306CommonNONE
64049M209NEONEOGENOMICS INC$956,1410.27%128,860CommonNONE
19247G107COHRCOHERENT CORP COM$935,9270.26%3,929CommonNONE
443510607HUBBHUBBELL INC$924,5540.26%1,884CommonNONE
464288158SUBISHARES SHORT TERM NATL AMT-FR$906,7410.26%8,514CommonNONE
11135F101AVGOBROADCOM INC$900,0550.25%2,908CommonNONE
278642103EBAYEBAY INC$836,1550.24%9,187CommonNONE
81369Y886XLUUTILITIES SELECT SECTOR SPDR E$818,8610.23%17,844CommonNONE
78464A847SPMDSPDR PORTFOLIO MID CAP ETF$800,1210.23%13,511CommonNONE
78468R853SPSMSPDR PORT S&P 600 SMALL CAP ET$794,1880.22%16,436CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$788,5940.22%182,545CommonNONE
819047101SHAKSHAKE SHACK INC - CLASS A$784,5520.22%8,868CommonNONE
018802108LNTALLIANT ENERGY CORP$781,3720.22%10,889CommonNONE
464287242LQDISHARES IBOXX INV GRADE CORP B$779,8780.22%7,156CommonNONE
464287234EEMISHARES MSCI EMERGING MKTS IND$776,9440.22%13,681CommonNONE
464287804IJRISHARES CORE S&P SMALLCAP ETF$776,4400.22%6,246CommonNONE
04302A104AIPARTERIS, INC$757,9330.21%46,103CommonNONE
776696106ROPROPER INDUSTRIES INC$748,4140.21%2,115CommonNONE
78464A698KRESPDR KBW REGIONAL BANKING ETF$733,5890.21%11,260CommonNONE
431636109HLMNHILLMAN SOLUTIONS, INC$725,2210.20%87,166CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$707,4650.20%710CommonNONE
974250102WINAWINMARK CORP$675,5290.19%1,580CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$673,0270.19%17,786CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$659,5180.19%12,202CommonNONE
26441C204DUKDUKE ENERGY CORP COM$659,0210.19%5,033CommonNONE
89680M101TLSITRISALUS LIFE SCIENCES INC$655,2400.18%163,810CommonNONE
55024U109LITELUMENTUM HOLDINGS INC$654,9720.18%932CommonNONE
29250N105ENBENBRIDGE INC$654,3370.18%12,086CommonNONE
254687106DISDISNEY WALT CO COM$654,2760.18%6,789CommonNONE
87969B101TLSTELOS CORPORATION$653,2040.18%155,896CommonNONE
911312106UPSUNITED PARCEL SERVICE CL B$649,3080.18%6,600CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$642,1370.18%5,012CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$636,1470.18%11,880CommonNONE
929740108WABWABTEC CORP$636,1460.18%2,546CommonNONE
440452100HRLHORMEL FOODS CORP COM$628,7870.18%27,761CommonNONE
922908363VOOVANGUARD S&P 500 ETF$627,4280.18%1,050CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$620,9370.17%6,671CommonNONE
235851102DHRDANAHER CORP$611,8390.17%3,227CommonNONE
15643U104LEUCENTRUS ENERGY CORP$609,8220.17%3,513CommonNONE
26875P101EOGEOG RES INC COM$599,0980.17%4,144CommonNONE
086516101BBYBEST BUY INC COM$596,2250.17%9,287CommonNONE
688239201OSKOSHKOSH CORPORATION$594,7280.17%4,040CommonNONE
G037AX101AMBAAMBARELLA INC$583,4690.16%11,335CommonNONE
G5960L103MDTMEDTRONIC PLC$567,5580.16%6,550CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE COM$557,6630.16%3,358CommonNONE
902973304USBUS BANCORP$557,4690.16%10,719CommonNONE
59833H200BCHTBIRCHTECH CORP$549,4290.15%289,173CommonNONE
008073108AVAVAEROVIRONMENT INC$544,0250.15%2,972CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$539,5380.15%7,580CommonNONE
00760J108AEHRAEHR TEST SYSTEMS$539,0690.15%14,538CommonNONE
494368103KMBKIMBERLY CLARK CORP COM$537,8050.15%5,575CommonNONE
370334104GISGENERAL MILLS INC$536,4640.15%14,413CommonNONE
019330109ALNTALLIENT INC COM$511,7780.14%8,661CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORPORA$503,3760.14%6,327CommonNONE
413160102HLITHARMONIC INC$498,1300.14%55,471CommonNONE
46090E103QQQINVESCO QQQ TRUST UNIT SER 1$489,7370.14%849CommonNONE
78463X756EWXSPDR S&P EMERGING MKT SM CAP E$489,2880.14%7,400CommonNONE
437076102HDHOME DEPOT INC COM$486,7570.14%1,480CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC NEW$477,7040.13%5,175CommonNONE
79466L302CRMSALESFORCE.COM INC$476,0090.13%2,550CommonNONE
717081103PFEPFIZER INC COM$458,1630.13%16,316CommonNONE
218683100CMTCORE MOLDING TECHNOLOGIES INC$443,7890.12%19,812CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$442,8240.12%9,791CommonNONE
49456B101KMIKINDER MORGAN INC$439,9140.12%13,120CommonNONE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$436,2930.12%41,631CommonNONE
375558103GILDGILEAD SCIENCES$427,0300.12%3,064CommonNONE
75704L104RDVTRED VIOLET INC$426,1340.12%12,316CommonNONE
615369105MCOMOODY'S CORP$412,6930.12%946CommonNONE
29273V100ETENERGY TRANSFER LP$409,7390.12%21,230CommonNONE
031162100AMGNAMGEN INC COM$398,9980.11%1,134CommonNONE
49177J102KVUEKENVUE INC$397,9160.11%23,081CommonNONE
92259N302VELOVELO3D INC$396,6900.11%42,246CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$396,0690.11%4,375CommonNONE
921908844VIGVANGUARD DIV APPRECIATION INDE$395,7790.11%1,840CommonNONE
504922105LHLABCORP HOLDINGS INC COM$382,0720.11%1,432CommonNONE
65339F101NEENEXTERA ENERGY INC$380,7150.11%4,099CommonNONE
293594107ENVXENOVIX CORP$377,4510.11%72,867CommonNONE
842587107SOSOUTHERN CO COM$371,3120.10%3,847CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$368,7120.10%1,510CommonNONE
009158106APDAIR PRODUCTS & CHEMICAL$366,3080.10%1,261CommonNONE
20825C104COPCONOCOPHILLIPS$365,7720.10%2,771CommonNONE
855244109SBUXSTARBUCKS CORP$355,4930.10%3,968CommonNONE
81758H106SERVSERVE ROBOTICS INC$351,0280.10%41,591CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$339,6470.10%691CommonNONE
863667101SYKSTRYKER CORP$338,4480.10%1,030CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$329,9610.09%1,562CommonNONE
548661107LOWLOWES COS INC COM$326,0660.09%1,380CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$322,3220.09%381CommonNONE
03743Q108APAAPA CORPORATION$305,0160.09%7,187CommonNONE
369550108GDGENERAL DYNAMICS CO$303,7500.09%885CommonNONE
532457108LLYELI LILLY CO$303,5240.09%330CommonNONE
191216100KOCOCA COLA CO COM$298,2680.08%3,922CommonNONE
237266101DARDARLING INGREDIENTS INC$295,0250.08%4,770CommonNONE
983134107WYNNWYNN RESORTS LTD$293,4800.08%2,890CommonNONE
576323109MTZMASTEC INC$289,5660.08%900CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$278,3480.08%6,055CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$276,7550.08%17,684CommonNONE
887389104TKRTIMKEN COMPANY$273,4500.08%2,719CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$267,4490.08%4,550CommonNONE
459506101IFFINTL FLAVORS & FRAGRANCES$264,9770.07%3,652CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$260,4340.07%3,056CommonNONE
464287721IYWISHARES US TECHNOLOGY ETF$259,7930.07%1,432CommonNONE
457642205INODINNODATA INC$258,7540.07%6,700CommonNONE
464286608EZUISHARES MSCI EUROZONE ETF$255,9470.07%4,086CommonNONE
74460D109PSAPUBLIC STORAGE INC$255,4400.07%943CommonNONE
266042407DUOTDUOS TECHNOLOGIES GROUP INC$244,2980.07%35,612CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$230,2500.06%1,186CommonNONE
59156R108METMETLIFE INC$226,8700.06%3,208CommonNONE
126408103CSXCSX CORP COM$225,4260.06%5,492CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$220,8880.06%8,044CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATERIALS IN$218,2750.06%2,866CommonNONE
23331A109DHIDR HORTON INC$216,8080.06%1,580CommonNONE
87971M103TUTELUS CORPORATION$210,9120.06%16,439CommonNONE
988498101YUMYUM! BRANDS INC$209,8980.06%1,350CommonNONE
125523100CICIGNA CORP$202,9970.06%761CommonNONE
911363109URIUNITED RENTALS INC$200,7960.06%276CommonNONE
762544104RBBNRIBBON COMMUNICATIONS INC$28,2700.01%13,335CommonNONE
405217100HAINHAIN CELESTIAL GROUP INC$22,3300.01%32,000CommonNONE
62464R109MITQMOVING IMAGE TECHNOLOGIES INC$15,7680.00%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.