WHITE PINE CAPITAL LLC

data from 30/09/2025

Capitalization

$ 349.213 M 10.84 %

Average holding period

31 ans

Performance

$ 27.034 B 169 423.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WHITE PINE CAPITAL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP COM 4.51% 15.735 M $ 30380 2006/06/30 627.394 K $ 4.13 %
2025/09/30 MMM 3M CO 4.35% 15.177 M $ 97800 2006/09/30 287.852 K $ 1.93 %
2025/09/30 AAPL APPLE INC 3.81% 13.315 M $ 52290 2011/12/31 2.585 M $ 24.11 %
2025/09/30 IVV ISHARES CORE S&P 500 INDEX FUN 2.92% 10.180 M $ 15209 2012/12/31 749.473 K $ 7.80 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 1.90% 6.622 M $ 9941 2006/12/31 479.240 K $ 7.82 %
2025/09/30 GOOGL ALPHABET INC CL A 1.86% 6.510 M $ 26781 2015/12/31 1.782 M $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 1.82% 6.347 M $ 28905 2018/12/31 5.183 K $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO 1.75% 6.098 M $ 19332 2006/09/30 494.067 K $ 8.80 %
2025/09/30 GE GE AEROSPACE 1.70% 5.924 M $ 19691 2021/06/30 856.265 K $ 16.87 %
2025/09/30 GLD SPDR GOLD TRUST FUND 1.46% 5.091 M $ 14323 2018/03/31 725.316 K $ 16.61 %
2025/09/30 V VISA INC CLASS A 1.45% 5.056 M $ 14812 2011/06/30 -205.624 K $ -3.85 %
2025/09/30 FLOT ISHARES FLOATING RATE BOND ETF 1.40% 4.872 M $ 95372 2013/12/31 5.748 K $ 0.14 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 1.38% 4.809 M $ 25937 2006/03/31 859.743 K $ 21.39 %
2025/09/30 PFF ISHARES TR PFD AND INCOME SEC 1.31% 4.562 M $ 144269 2012/06/30 135.455 K $ 3.06 %
2025/09/30 WMT WALMART INC 1.28% 4.457 M $ 43249 2006/03/31 225.503 K $ 5.40 %
2025/09/30 IBM INTERNATIONAL BUS MACH COM 1.18% 4.116 M $ 14587 2006/06/30 -185.122 K $ -4.28 %
2025/09/30 NVDA NVIDIA CORP 1.13% 3.962 M $ 21233 2023/03/31 604.764 K $ 18.10 %
2025/09/30 EFR EATON VANCE SENIOR FLOATING-RA 1.10% 3.830 M $ 334824 2014/06/30 -231.818 K $ -5.61 %
2025/09/30 WFC WELLS FARGO & COMPANY 1.01% 3.521 M $ 42003 2006/03/31 155.148 K $ 4.62 %
2025/09/30 CECO ENVIRONMENTAL CORP 0.96% 3.352 M $ 65469 2018/03/31 1.498 M $ 80.85 %
2025/09/30 META META PLATFORMS INC 0.94% 3.300 M $ 4493 2023/09/30 -16.561 K $ -0.50 %
2025/09/30 ATRO ASTRONICS CORP 0.94% 3.284 M $ 72001 2017/09/30 874.451 K $ 36.23 %
2025/09/30 GOOG ALPHABET INC CL C 0.94% 3.267 M $ 13416 2015/12/31 887.933 K $ 37.30 %
2025/09/30 AXTI AXT INC 0.93% 3.232 M $ 719829 2019/03/31 2.065 M $ 114.83 %
2025/09/30 SXI STANDEX INTERNATIONAL CORP 0.92% 3.215 M $ 15172 2020/06/30 840.555 K $ 35.42 %
2025/09/30 ORCL ORACLE CORPORATION 0.91% 3.181 M $ 11311 2008/09/30 709.246 K $ 28.64 %
2025/09/30 GENI GENIUS SPORTS LTD 0.87% 3.022 M $ 244114 2022/09/30 483.224 K $ 19.04 %
2025/09/30 CVX CHEVRON CORPORATION 0.85% 2.978 M $ 19174 2006/03/31 233.481 K $ 8.45 %
2025/09/30 MRK MERCK & CO INC (NEW) 0.84% 2.938 M $ 35007 2009/12/31 176.017 K $ 6.03 %
2025/09/30 SPYD SPDR S&P 500 ETF HIGH DIVIDEND 0.83% 2.906 M $ 66036 2019/09/30 94.690 K $ 3.68 %
2025/09/30 RDNT RADNET INC 0.82% 2.878 M $ 37758 2018/03/31 728.420 K $ 33.91 %
2025/09/30 EMR EMERSON ELEC CO COM 0.82% 2.867 M $ 21859 2010/12/31 -47.207 K $ -1.61 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.82% 2.860 M $ 10244 2007/03/31 120.233 K $ 4.37 %
2025/09/30 ECL ECOLAB INC 0.81% 2.824 M $ 10312 2011/09/30 45.888 K $ 1.64 %
2025/09/30 EFA ISHARES MSCI EAFE ETF 0.76% 2.659 M $ 28475 2013/06/30 112.693 K $ 4.45 %
2025/09/30 ABT ABBOTT LABS COM 0.75% 2.609 M $ 19475 2006/09/30 -40.364 K $ -1.52 %
2025/09/30 EQIX EQUINIX INC COM NEW 0.72% 2.508 M $ 3202 2015/03/31 -39.612 K $ -1.54 %
2025/09/30 MS MORGAN STANLEY 0.71% 2.488 M $ 15652 2009/06/30 286.341 K $ 12.85 %
2025/09/30 RJF RAYMOND JAMES FINANCIAL 0.70% 2.460 M $ 14252 2009/09/30 279.296 K $ 12.54 %
2025/09/30 PEP PEPSICO INC COM 0.70% 2.454 M $ 17475 2006/03/31 143.354 K $ 6.36 %
2025/09/30 T AT&T INC 0.70% 2.433 M $ 86145 2006/06/30 -59.462 K $ -2.42 %
2025/09/30 HON HONEYWELL INTL INC COM 0.67% 2.337 M $ 11103 2006/03/31 -251.170 K $ -9.61 %
2025/09/30 BAC BANK OF AMERICA CORP COM 0.64% 2.236 M $ 43348 2013/03/31 182.960 K $ 9.02 %
2025/09/30 PGX INVESCO PREFERRED PORTFOLIO 0.63% 2.209 M $ 190460 2018/06/30 92.680 K $ 4.22 %
2025/09/30 ADTN ADTRAN HOLDINGS INC COM 0.62% 2.162 M $ 230464 2022/09/30 94.482 K $ 4.57 %
2025/09/30 C CITIGROUP INC COM 0.61% 2.136 M $ 21048 2013/03/31 343.357 K $ 19.24 %
2025/09/30 XOM EXXON MOBIL CORP COM 0.60% 2.102 M $ 18644 2006/09/30 92.565 K $ 4.59 %
2025/09/30 CSCO CISCO SYS INC COM 0.58% 2.036 M $ 29753 2006/06/30 -28.540 K $ -1.38 %
2025/09/30 BA BOEING CO COM 0.58% 2.024 M $ 9379 2011/03/31 59.012 K $ 3.01 %
2025/09/30 ALL ALLSTATE CORP COM 0.58% 2.024 M $ 9430 2006/06/30 127.130 K $ 6.63 %
2025/09/30 WNEB WESTERN NEW ENGLAND BANCORP IN 0.58% 2.021 M $ 168241 2021/03/31 467.746 K $ 30.12 %
2025/09/30 AMD ADVANCED MICRO DEVICES 0.57% 2.000 M $ 12363 2023/03/31 154.783 K $ 14.02 %
2025/09/30 SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.56% 1.970 M $ 18854 2023/03/31 165.135 K $ 9.64 %
2025/09/30 RIOT RIOT PLATFORMS INC 0.56% 1.966 M $ 103335 2024/03/31 797.913 K $ 68.41 %
2025/09/30 ITW ILLINOIS TOOL WKS INC COM 0.54% 1.871 M $ 7177 2008/09/30 96.569 K $ 5.46 %
2025/09/30 SOLV SOLVENTUM CORP 0.53% 1.839 M $ 25185 2024/03/31 -71.746 K $ -3.74 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.52% 1.808 M $ 41139 2006/09/30 28.024 K $ 1.57 %
2025/09/30 INDB INDEPENDENT BANK CORP 0.51% 1.792 M $ 25904 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.49% 1.710 M $ 14169 2021/03/31 165.204 K $ 9.65 %
2025/09/30 GEV GE VERNOVA INC COM 0.49% 1.709 M $ 2779 2024/03/31 238.299 K $ 16.21 %
2025/09/30 IWR ISHARES RUSSELL MIDCAP ETF 0.49% 1.694 M $ 17547 2011/06/30 91.206 K $ 4.98 %
2025/09/30 KHC KRAFT/HEINZ CO 0.48% 1.679 M $ 64489 2020/03/31 6.467 K $ 0.85 %
2025/09/30 UUUU ENERGY FUELS INC 0.47% 1.650 M $ 107466 2024/12/31 1.048 M $ 166.96 %
2025/09/30 XEL XCEL ENERGY INC 0.47% 1.636 M $ 20280 2006/09/30 254.827 K $ 18.43 %
2025/09/30 SITM SITIME CORP 0.46% 1.623 M $ 5387 2023/03/31 474.324 K $ 41.41 %
2025/09/30 SDY SPDR S&P DIVIDEND ETF 0.45% 1.587 M $ 11333 2012/09/30 49.680 K $ 3.18 %
2025/09/30 DCI DONALDSON INC COM 0.45% 1.581 M $ 19311 2006/03/31 255.262 K $ 18.02 %
2025/09/30 MCD MCDONALDS CORP COM 0.44% 1.546 M $ 5086 2006/06/30 57.275 K $ 4.01 %
2025/09/30 TSLA TESLA INC 0.44% 1.537 M $ 3456 2021/12/31 434.291 K $ 40.00 %
2025/09/30 PG PROCTER & GAMBLE CO 0.43% 1.492 M $ 9709 2006/03/31 -53.235 K $ -3.56 %
2025/09/30 NGS NATURAL GAS SERVICES GROUP 0.42% 1.475 M $ 52702 2022/06/30 114.718 K $ 8.45 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.41% 1.428 M $ 4135 2019/06/30 36.196 K $ 10.68 %
2025/09/30 TLS TELOS CORPORATION 0.40% 1.413 M $ 206544 2024/03/31 921.500 K $ 115.77 %
2025/09/30 IVE ISHARES S&P 500 VALUE ETF 0.39% 1.359 M $ 6582 2018/06/30 75.256 K $ 5.67 %
2025/09/30 ABBV ABBVIE INC 0.38% 1.335 M $ 5767 2013/03/31 265.096 K $ 24.74 %
2025/09/30 NEAR BLACKROCK ISHARES SHORT MATURI 0.38% 1.331 M $ 25965 2020/06/30 4.521 K $ 0.35 %
2025/09/30 ANGL VANECK FALLEN ANGEL HIGH YLD 0.38% 1.328 M $ 44659 2020/06/30 19.170 K $ 1.54 %
2025/09/30 RTX RTX CORP 0.37% 1.294 M $ 7735 2020/06/30 166.154 K $ 14.59 %
2025/09/30 AVNW AVIAT NETWORKS INC COM 0.36% 1.259 M $ 54926 2025/06/30 -31.486 K $ -4.66 %
2025/09/30 SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.36% 1.244 M $ 22482 2021/06/30 56.845 K $ 5.71 %
2025/09/30 TGT TARGET CORP 0.34% 1.188 M $ 13248 2006/09/30 -183.922 K $ -9.07 %
2025/09/30 AMBA AMBARELLA INC 0.34% 1.176 M $ 14249 2013/03/31 242.555 K $ 24.90 %
2025/09/30 ANGO ANGIODYNAMICS INC 0.34% 1.174 M $ 105140 2024/09/30 81.350 K $ 12.60 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TRUST 0.33% 1.151 M $ 1931 2016/09/30 57.149 K $ 5.22 %
2025/09/30 RBBN RIBBON COMMUNICATIONS INC 0.33% 1.143 M $ 300785 2022/12/31 -87.980 K $ -5.24 %
2025/09/30 PHYS SPROTT PHYSICAL GOLD TRUST 0.33% 1.141 M $ 38533 2018/03/31 174.660 K $ 16.84 %
2025/09/30 IGSB ISHARES SHORT TERM CORPORATE B 0.33% 1.135 M $ 21409 2013/06/30 6.008 K $ 0.51 %
2025/09/30 GIS GENERAL MILLS INC 0.32% 1.125 M $ 22308 2006/03/31 -33.266 K $ -2.68 %
2025/09/30 HDV ISHARES CORE HIGH DIVIDEND ETF 0.32% 1.123 M $ 9168 2018/09/30 49.658 K $ 4.51 %
2025/09/30 KRNY KEARNY FINANCIAL CORP 0.31% 1.088 M $ 165530 2020/09/30 18.965 K $ 1.70 %
2025/09/30 IUSV ISHARES CORE S&P US VALUE ETF 0.31% 1.077 M $ 10774 2017/12/31 57.764 K $ 5.62 %
2025/09/30 ROP ROPER INDUSTRIES INC 0.31% 1.075 M $ 2155 2022/03/31 -161.856 K $ -12.02 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC CL B 0.31% 1.073 M $ 2135 2009/12/31 35.535 K $ 3.49 %
2025/09/30 NEO NEOGENOMICS INC 0.31% 1.072 M $ 138822 2023/12/31 11.515 K $ 5.61 %
2025/09/30 MITK MITEK SYSTEMS INC 0.31% 1.066 M $ 109149 2006/03/31 -14.244 K $ -1.31 %
2025/09/30 INFU INFUSYSTEM HOLDINGS INC 0.30% 1.064 M $ 102728 2018/03/31 421.018 K $ 66.03 %
2025/09/30 IWM ISHARES RUSSELL 2000 ETF 0.30% 1.063 M $ 4392 2012/12/31 126.531 K $ 12.13 %
2025/09/30 STRW STRAWBERRY FIELDS REIT INCV 0.30% 1.050 M $ 85398 2024/12/31 126.130 K $ 16.70 %
2025/09/30 AVGO BROADCOM INC 0.29% 1.007 M $ 3051 2025/03/31 164.407 K $ 19.68 %
2025/09/30 PSTL POSTAL REALTY TRUST INC - A 0.28% 981.708 K $ 62569 2021/06/30 60.245 K $ 6.52 %