White Pine Capital LLC holds a diversified book of 240 stocks worth $423.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Honeywell Aerospace and trimmed 3M Co. Their largest long position is 3M Co at 4% of the equity book. Cloning the disclosed picks since 2024 would be +43% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1137429/holdings"
Use Arkolith to show WHITE PINE CAPITAL LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning White Pine Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | 3M Co COM | $15.8M | 97.4K | 3.7% | ▼−0.4% Reduced · −361 sh | |
| 2 | Apple Inc COM | $14.9M | 51.5K | 3.5% | ▼−0.7% Reduced · −382 sh | |
| 3 | Ishares Core S&P 500 Index Fun COM | $12.0M | 16.0K | 2.8% | ▲+5.6% Added · +847 sh | |
| 4 | Microsoft Corp Com COM | $11.4M | 30.5K | 2.7% | ▼−1.4% Reduced · −427 sh | |
| 5 | Alphabet Inc CL A COM | $9.6M | 26.9K | 2.3% | ▲+1.4% Added · +381 sh | |
| 6 | Ge Aerospace COM | $7.2M | 19.4K | 1.7% | ▼−1.0% Reduced · −198 sh | |
| 7 | SPDR S&P 500 ETF Trust COM | $7.2M | 9.6K | 1.7% | ▲+2.9% Added · +275 sh | |
| 8 | Advanced Micro Devices COM | $7.1M | 12.2K | 1.7% | ▼−1.4% Reduced · −169 sh | |
| 9 | Amazon.com Inc COM | $7.1M | 29.8K | 1.7% | ▲+1.2% Added · +366 sh | |
| 10 | Johnson & Johnson Com COM | $6.5M | 25.4K | 1.5% | ▼−1.4% Reduced · −354 sh | |
| 11 | JPMorgan Chase & Co COM | $6.3M | 19.2K | 1.5% | ▼−0.5% Reduced · −103 sh | |
| 12 | Ceco Environmental Corp COM | $5.6M | 61.4K | 1.3% | ▼−4.8% Reduced · −3K sh | |
| 13 | Standex International Corp COM | $5.3M | 14.8K | 1.2% | ▼−2.0% Reduced · −305 sh | |
| 14 | SPDR Gold Trust Fund GOLD | $5.1M | 13.8K | 1.2% | ▼−2.9% Reduced · −417 sh | |
| 15 | Visa Inc Class A COM | $5.1M | 14.8K | 1.2% | ▼−1.3% Reduced · −189 sh | |
| 16 | Nvidia Corp COM | $4.9M | 24.7K | 1.2% | ▲+3.0% Added · +732 sh | |
| 17 | Walmart Inc COM | $4.8M | 42.8K | 1.1% | ▼−0.9% Reduced · −409 sh | |
| 18 | Alphabet Inc CL C COM | $4.4M | 12.6K | 1.0% | ▼−6.3% Reduced · −850 sh | |
| 19 | Merck & Co Inc Com COM | $4.4M | 34.2K | 1.0% | ▼−2.1% Reduced · −749 sh | |
| 20 | Cisco Sys Inc Com COM | $4.2M | 35.9K | 1.0% | ▲+18% Added · +6K sh | |
| 21 | Astronics Corp COM | $4.1M | 50.4K | 1.0% | ▼−3.7% Reduced · −2K sh | |
| 22 | International Bus Mach Com COM | $4.1M | 14.5K | 1.0% | ▼−1.8% Reduced · −266 sh | |
| 23 | Maxlinear Inc CL A COM | $4.0M | 31.2K | 0.9% | ▼−65% Reduced · −57K sh | |
| 24 | Ishares TR PFD And Income Sec PFD | $3.9M | 127.3K | 0.9% | ▼−6.3% Reduced · −9K sh | |
| 25 | Adtran Holdings Inc Com COM | $3.9M | 279.1K | 0.9% | ▼−23% Reduced · −83K sh | |
| 26 | Ishares Floating Rate Bond ETF COM | $3.7M | 73.3K | 0.9% | ▼−23% Reduced · −22K sh | |
| 27 | Intel Corp Com COM | $3.6M | 25.5K | 0.8% | ▼−0.7% Reduced · −172 sh | |
| 28 | Wells Fargo & Company COM | $3.5M | 42.8K | 0.8% | ▲+0.1% Added · +26 sh | |
| 29 | SPDR S&P 500 ETF High Dividend COM | $3.5M | 73.6K | 0.8% | ▲+0.3% Added · +254 sh | |
| 30 | Equinix Inc Com New COM | $3.4M | 3.2K | 0.8% | ▼−1.7% Reduced · −55 sh | |
| 31 | Ishares Msci Eafe ETF COM | $3.3M | 31.5K | 0.8% | ▲+0.8% Added · +267 sh | |
| 32 | Axt Inc COM | $3.3M | 45.3K | 0.8% | ▼−60% Reduced · −68K sh | |
| 33 | Morgan Stanley COM | $3.2M | 15.5K | 0.8% | ▼−0.4% Reduced · −62 sh | |
| 34 | Travelers Companies Inc COM | $3.2M | 9.8K | 0.8% | ▼−3.6% Reduced · −365 sh | |
| 35 | Independent Bank Corp COM | $3.2M | 38.2K | 0.8% | ▲+23% Added · +7K sh | |
| 36 | Genius Sports Ltd COM | $3.2M | 525.2K | 0.8% | ▲+76% Added · +227K sh | |
| 37 | Ge Vernova Inc Com COM | $3.2M | 2.7K | 0.7% | ▼−3.1% Reduced · −86 sh | |
| 38 | Emerson Elec Co Com COM | $3.1M | 21.6K | 0.7% | ▼−0.8% Reduced · −165 sh | |
| 39 | Citigroup Inc Com COM | $3.0M | 21.4K | 0.7% | ▲+0.4% Added · +83 sh | |
| 40 | Electromed Inc COM | $3.0M | 70.0K | 0.7% | ▼−4.1% Reduced · −3K sh | |
| 41 | Arlo Technologies Inc COM | $2.9M | 218.6K | 0.7% | ▲+42% Added · +64K sh | |
| 42 | Ecolab Inc COM | $2.8M | 10.1K | 0.7% | ▼−1.6% Reduced · −166 sh | |
| 43 | Tennant Co COM | $2.8M | 31.9K | 0.7% | ▲+49% Added · +11K sh | |
| 44 | Chevron Corporation COM | $2.8M | 16.8K | 0.7% | ▼−12% Reduced · −2K sh | |
| 45 | Meta Platforms Inc COM | $2.6M | 4.7K | 0.6% | ▼−1.0% Reduced · −48 sh | |
| 46 | Kearny Financial Corp COM | $2.6M | 277.8K | 0.6% | ▼−4.9% Reduced · −14K sh | |
| 47 | Postal Realty Trust Inc - A COM | $2.5M | 103.3K | 0.6% | ▼−4.4% Reduced · −5K sh | |
| 48 | Trisalus Life Sciences Inc COM | $2.5M | 547.6K | 0.6% | ▲+174% Added · +348K sh | |
| 49 | Ishares Russell Midcap ETF COM | $2.5M | 22.4K | 0.6% | ▲+29% Added · +5K sh | |
| 50 | Ambarella Inc COM | $2.5M | 28.7K | 0.6% | ▲+109% Added · +15K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 240 | $423.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Aug 5, 2026 | 230 | $367.7M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 219 | $363.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 225 | $349.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 221 | $315.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 225 | $288.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 218 | $296.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 215 | $292.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.