StockDriftsStockDriftsTop 50 White Pine Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | 3.73% | 97.4K | $15.8M | -0.37%(-361) | $71.28(+152.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.52% | 51.5K | $14.9M | -0.74%(-382) | $63.15(+383.57%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 INDEX FUN | 2.83% | 16.0K | $12.0M | +5.60%(+847) | $363.12(+114.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.68% | 30.5K | $11.4M | -1.38%(-427) | $56.14(+765.86%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 2.27% | 26.9K | $9.6M | +1.44%(+381) | $49.34(+598.71%) | 2026-06-30 | |
| GE | GE AEROSPACE | 1.71% | 19.4K | $7.2M | -1.01%(-198) | $68.62(+439.70%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 1.7% | 9.6K | $7.2M | +2.95%(+275) | $283.38(+173.61%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES | 1.68% | 12.2K | $7.1M | -1.36%(-169) | $129.83(+294.57%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 1.68% | 29.8K | $7.1M | +0.39%(+116) | $124.82(+110.34%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 1.53% | 25.4K | $6.5M | -1.37%(-354) | $70.43(+269.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.35% | +74.33% | +8.25% | +48.62% |
| Top 20 Holdings Unweighted | +20.64% | +75.60% | +8.41% | +49.77% |
White Pine Capital LLC reports $423.22M in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are MMM (3.7%), AAPL (3.5%) and IVV (2.8%). The top 20 holdings account for 35.19% of reported assets. Its disclosed equity book has returned +74.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from White Pine Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1137429). View White Pine Capital LLC’s 13F filings on SEC