Fund HoldingsWHITE PINE CAPITAL LLC

Total Portfolio Value
$249.17M
Total Bought
$13.02M
Total Sold
$26.74M
Net Transaction
-$13.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KENVUE INC(KVUE)057,107+57,10701,1470.46%+1,147
ATLANTIC UNION BANKSHARES CO(AUB)031,618+31,61809100.37%+910
AMERICAN OUTDOOR BRANDS, INC.18,91063,414+44,5041646200.25%+456
AMERICAN SOFTWARE INC CL A14,61652,009+37,3931545960.24%+442
ISHARES TR PFD AND INCOME SEC55,28371,056+15,7731,7102,1420.86%+432
HILLMAN SOLUTIONS, INC(HLMN)051,332+51,33204230.17%+423
ISHARES CORE S&P 500 INDEX FUN10,60311,984+1,3814,7265,1462.07%+420
NATURAL GAS SERVICES GROUP047,630+47,63006930.28%+693
META PLATFORMS INC(META)0975+97502930.12%+293
ISHARES CORE TOTAL US BOND MKT02,828+2,82802660.11%+266
MOODY'S CORP(MCO)0772+77202440.10%+244
MARATHON PETROLEUM CORP(MPC)01,605+1,60502430.10%+243
THERMO FISHER SCIENTIFIC INC(TMO)0463+46302340.09%+234
SIMON PROPERTY GROUP INC(SPG)02,105+2,10502270.09%+227
INVESCO PREFERRED PORTFOLIO69,05591,937+22,8827851,0070.40%+222
CISCO SYS INC COM(CSCO)32,20734,893+2,6861,6661,8760.75%+209
INTERNATIONAL BUS MACH COM(IBM)015,760+15,76002,2110.89%+2,211
EMERSON ELEC CO COM(EMR)24,33624,852+5162,2002,4000.96%+200
EXXON MOBIL CORP COM020,062+20,06202,3590.95%+2,359
DANAHER CORP(DHR)1,3492,012+6633244990.20%+175
ALPHABET INC CL C(GOOG)15,87515,886+111,9202,0950.84%+174
WALMART INC(WMT)11,85912,737+8781,8642,0370.82%+173
SPDR PORTFOLIO MID CAP ETF
ST STR P400MID
9,21113,511+4,3004235920.24%+169
KORU MEDICAL SYSTEMS, INC058,673+58,67301580.06%+158
CHEVRON CORPORATION(CVX)021,151+21,15103,5661.43%+3,566
TRANSCAT INC09,985+9,98509780.39%+978
ENERGY TRANSFER COM(ET)19,37526,950+7,5752463780.15%+132
ABBVIE INC(ABBV)05,433+5,43308100.33%+810
JPMORGAN CHASE & CO(JPM)18,96519,890+9252,7582,8841.16%+126
SPDR PORTFOLIO S&P 500 GROWTH
ST STR P500GRW
17,04219,637+2,5951,0401,1640.47%+124
NVIDIA CORP(NVDA)9061,159+2533835040.20%+121
INTEL CORP COM(INTC)035,918+35,91801,2770.51%+1,277
ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
013,260+13,26001,1990.48%+1,199
PEBBLEBROOK HOTEL TRUST(PEB)040,602+40,60205520.22%+552
ABERCROMBIE & FITCH CO CL A22,42016,723-5,6978459430.38%+98
RIBBON COMMUNICATIONS, INC235,533280,690+45,1576577520.30%+95
BERKSHIRE HATHAWAY INC CL B1,4021,632+2304785720.23%+94
SALESFORCE.COM INC(CRM)9801,459+4792072960.12%+89
WINMARK CORP(WINA)01,873+1,87306990.28%+699
ROPER INDUSTRIES INC(ROP)2,0822,220+1381,0011,0750.43%+74
DLH HOLDINGS CORP046,002+46,00205370.22%+537
ISHARES 1-3 YEAR TREAS BOND ET12,97713,847+8701,0521,1210.45%+69
CONOCOPHILLIPS(COP)03,721+3,72104460.18%+446
UNITEDHEALTH GROUP INC(UNH)1,7901,827+378609210.37%+61
EOG RES INC COM(EOG)04,003+4,00305070.20%+507
TEXAS INSTRUMENTS INC(TXN)01,864+1,86402960.12%+296
EATON VANCE SENIOR FLOATING-RA
COM
454,303445,394-8,9095,3385,3942.16%+56
PUBLIC STORAGE INC(PSA)1,2691,604+3353704230.17%+52
INTL PAPER CO COM(IP)7,2757,995+7202312840.11%+52
SHAKE SHACK INC - CLASS A(SHAK)4,2636,581+2,3183313820.15%+51
APA CORPORATION(APA)07,344+7,34403020.12%+302
ADVANCED MICRO DEVICES(AMD)2,8703,630+7603273730.15%+46
SURMODICS INC42,96443,275+3111,3451,3890.56%+43
AMTECH SYSTEMS, INC19,72830,450+10,7221892320.09%+43
OSHKOSH CORPORATION(OSK)04,226+4,22604030.16%+403
ALPHABET INC CL A(GOOG)30,65528,318-2,3373,6693,7061.49%+36
AT&T INC(T)0100,906+100,90601,5160.61%+1,516
VANGUARD FTSE EMERGING MARKETS015,588+15,58806110.25%+611
ISHARES RUSSELL 2000 ETF4,5504,955+4058528760.35%+24
AEROVIRONMENT INC3,1753,122-533253480.14%+23
ISHARES MSCI EMERGING MKTS IND08,074+8,07403060.12%+306
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
9,2299,579+3509309470.38%+17
STARBUCKS CORP(SBUX)02,589+2,58902360.09%+236
HUBBELL INC(HUBB)9291,029+1003083220.13%+14
CIGNA CORP(CI)751773+222112210.09%+10
SPDR S&P EMERGING MKT SM CAP E
ST MARKE CAP ETF
06,920+6,92003700.15%+370
TESLA INC(TSLA)3,0423,201+1597968010.32%+5
COSTCO WHOLESALE CORP(COST)933896-375025060.20%+4
ENTERPRISE PRODUCTS PART(EPD)13,24512,795-4503493500.14%+1
BLACKROCK ISHARES SHORT MATURI
SHOR DURA BD ETF
027,186+27,18601,3560.54%+1,356
STANDEX INTERNATIONAL CORP(SXI)16,10015,618-4822,2782,2750.91%-2
US BANCORP(USB)011,616+11,61603840.15%+384
SITIME CORP(SITM)03,340+3,34003820.15%+382
ALLSTATE CORP COM(ALL)010,511+10,51101,1710.47%+1,171
HUNTINGTON BANCSHARES INC(HBAN)021,415+21,41502230.09%+223
SPDR S&P MIDCAP 400 ETF TRUST(MDY)02,474+2,47401,1300.45%+1,130
WABTEC CORP(WAB)02,965+2,96503150.13%+315
EBAY INC(EBAY)09,335+9,33504120.17%+412
FREEPORT-MCMORAN INC(FCX)06,800+6,80002540.10%+254
HOME DEPOT INC COM(HD)1,2211,220-13793690.15%-11
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
4,1304,13002792660.11%-13
KEARNY FINANCIAL CORP045,043+45,04303120.13%+312
VANGUARD S&P 500 ETF1,0501,05004284120.17%-15
INVESCO QQQ TRUST UNIT SER 11,7281,739+116386230.25%-15
OREILLY AUTOMOTIVE INC NEW(ORLY)34534503303140.13%-16
ISHARES RUSSELL MID-CAP GROWTH3,3223,32203213030.12%-18
VANGUARD DIV APPRECIATION INDE02,775+2,77504310.17%+431
INFUSYSTEM HOLDINGS INC156,661154,381-2,2801,5091,4880.60%-20
CSX CORP COM(CSX)6,9506,95002372140.09%-23
AIR PRODUCTS & CHEMICAL01,169+1,16903310.13%+331
AMAZON.COM INC(AMZN)25,42025,876+4563,3143,2891.32%-24
SPDR PORT S&P 600 SMALL CAP ET
ST STR SP600 SML
13,29813,29805164910.20%-26
PFIZER INC COM(PFE)06,600+6,60002190.09%+219
COLGATE-PALMOLIVE CO(CL)03,188+3,18802270.09%+227
SPDR KBW REGIONAL BANKING ETF
ST STR SP REGBNK
14,96513,980-9856115840.23%-27
SPROTT PHYSICAL GOLD TRUST(PHYS)043,980+43,98006300.25%+630
KINDER MORGAN INC(KMI)23,11022,350-7603983710.15%-27
C H ROBINSON WORLDWIDE COM(CHRW)03,357+3,35702890.12%+289
DR HORTON INC(DHI)1,9901,99002422140.09%-28
PPG INDS INC COM(PPG)1,6101,61002392090.08%-30
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