Sponsored

The Analysis of WHITE PINE CAPITAL LLC's Holdings & P&L

Currently, WHITE PINE CAPITAL LLC holds 228 types of securities in its portfolio with a total value $355.2M. In the most recent quarter, they have increased their positions in EFR (+132.5K shares, valued at $1.4M), NFLX (+13.1K shares, valued at $1.3M), TNC (+13.5K shares, valued at $896.3K); decreased their positions in AXTI (-316.8K shares, valued at $18.0M), AAOI (-20.5K shares, valued at $1.7M), ATRO (-25.3K shares, valued at $1.7M); initiated new positions in BBY (+9.3K shares, valued at $596.2K), N/A (+289.2K shares, valued at $549.4K), N/A (+7.2K shares, valued at $305.0K).

1M P&L

+43.5M+11.82%

3M P&L

+70.9M+20.80%

HY P&L

+97.9M+31.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A73.7M

22.5%

2Software - Infrastructure18.1M

5.5%

3Conglomerates17.8M

5.4%

Top Industries by Stock Count

1N/A41 stocks

20.3%

2Semiconductors8 stocks

4.0%

3Drug Manufacturers - General7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MMM 3M CO97.8K shares0.00%2026-03-312026-05-11

AAPL APPLE INC51.9K shares-0.04%2026-03-312026-05-11

MSFT MICROSOFT CORP COM30.9K shares0.76%2026-03-312026-05-11

IVV ISHARES CORE S&P 500 INDEX FUN15.1K shares0.38%2026-03-312026-05-11

ALPHABET INC CL A ALPHABET INC CL A26.5K shares0.42%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON COM25.8K shares-0.61%2026-03-312026-05-11

AMZN AMAZON.COM INC29.7K shares1.54%2026-03-312026-05-11

GLD SPDR GOLD TRUST FUND14.2K shares0.00%2026-03-312026-05-11

Sponsored

SPY SPDR S&P 500 ETF TRUST9.3K shares-5.94%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO19.3K shares-0.06%2026-03-312026-05-11

AXTI AXT INC98.1K shares-76.35%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE19.6K shares-0.50%2026-03-312026-05-11

WMT WALMART INC43.2K shares-0.33%2026-03-312026-05-11

FLOT ISHARES FLOATING RATE BOND ETF94.9K shares0.77%2026-03-312026-05-11

V VISA INC CLASS A15.2K shares-0.92%2026-03-312026-05-11

MERCK & CO INC (NEW) MERCK & CO INC (NEW)35.0K shares-0.18%2026-03-312026-05-11

Sponsored

NVDA NVIDIA CORP24.0K shares-0.49%2026-03-312026-05-11

PFF ISHARES TR PFD AND INCOME SEC135.9K shares-8.12%2026-03-312026-05-11

CVX CHEVRON CORPORATION19.2K shares-0.22%2026-03-312026-05-11

ALPHABET INC CL C ALPHABET INC CL C13.4K shares0.00%2026-03-312026-05-11

ADTRAN HOLDINGS INC COM ADTRAN HOLDINGS INC COM294.4K shares-13.55%2026-03-312026-05-11

IBM INTERNATIONAL BUS MACH COM14.8K shares2.06%2026-03-312026-05-11

WFC WELLS FARGO & COMPANY43.8K shares-0.48%2026-03-312026-05-11

SXI STANDEX INTERNATIONAL CORP13.5K shares-10.59%2026-03-312026-05-11

Sponsored

CECO CECO ENVIRONMENTAL CORP56.7K shares-12.06%2026-03-312026-05-11

XOM EXXON MOBIL CORP COM19.8K shares0.40%2026-03-312026-05-11

SPYD SPDR S&P 500 ETF HIGH DIVIDEND73.4K shares-0.62%2026-03-312026-05-11

EQIX EQUINIX INC COM NEW3.3K shares0.31%2026-03-312026-05-11

ATRO ASTRONICS CORP45.5K shares-35.72%2026-03-312026-05-11

EFA ISHARES MSCI EAFE ETF31.3K shares2.04%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC10.1K shares-0.98%2026-03-312026-05-11

EMR EMERSON ELEC CO COM21.8K shares-0.23%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC COM17.9K shares0.92%2026-03-312026-05-11

ECL ECOLAB INC10.2K shares-0.69%2026-03-312026-05-11

META META PLATFORMS INC4.7K shares3.65%2026-03-312026-05-11

MS MORGAN STANLEY15.5K shares-0.48%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES12.4K shares0.10%2026-03-312026-05-11

HON HONEYWELL INTL INC COM11.1K shares-0.18%2026-03-312026-05-11

T AT&T INC85.9K shares-0.26%2026-03-312026-05-11

GEV GE VERNOVA INC COM2.8K shares-0.04%2026-03-312026-05-11

Sponsored

CITIGROUP INC COM CITIGROUP INC COM21.3K shares0.61%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS48.2K shares17.23%2026-03-312026-05-11

CSCO CISCO SYS INC COM30.4K shares2.20%2026-03-312026-05-11

NFLX NETFLIX INC23.3K shares128.35%2026-03-312026-05-11

EFR EATON VANCE SENIOR FLOATING-RA202.7K shares189.06%2026-03-312026-05-11

BAC BANK OF AMERICA CORP COM42.7K shares-1.24%2026-03-312026-05-11

RJF RAYMOND JAMES FINANCIAL14.2K shares-0.18%2026-03-312026-05-11

ABT ABBOTT LABS COM19.7K shares0.86%2026-03-312026-05-11

Sponsored

ALL ALLSTATE CORP COM9.4K shares0.00%2026-03-312026-05-11

INDB INDEPENDENT BANK CORP25.3K shares-17.08%2026-03-312026-05-11

NEAR BLACKROCK ISHARES SHORT MATURI37.4K shares-7.70%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC COM7.2K shares0.19%2026-03-312026-05-11

BA BOEING CO COM9.3K shares-0.11%2026-03-312026-05-11

SPYG SPDR PORTFOLIO S&P 500 GROWTH18.8K shares-0.19%2026-03-312026-05-11

ARLO ARLO TECHNOLOGIES INC128.6K shares10.38%2026-03-312026-05-11

KRNY KEARNY FINANCIAL CORP239.2K shares0.76%2026-03-312026-05-11

Sponsored

RDNT RADNET INC32.2K shares-13.43%2026-03-312026-05-11

WNEB WESTERN NEW ENGLAND BANCORP IN134.5K shares-18.27%2026-03-312026-05-11

IVE ISHARES S&P 500 VALUE ETF8.0K shares0.29%2026-03-312026-05-11

IWR ISHARES RUSSELL MIDCAP ETF17.4K shares-0.32%2026-03-312026-05-11

PSTL POSTAL REALTY TRUST INC - A90.1K shares8.24%2026-03-312026-05-11

PGX INVESCO PREFERRED PORTFOLIO153.0K shares-22.02%2026-03-312026-05-11

SDY SPDR S&P DIVIDEND ETF11.4K shares0.00%2026-03-312026-05-11

ORCL ORACLE CORPORATION11.3K shares-0.53%2026-03-312026-05-11

Sponsored

SOLV SOLVENTUM CORP25.1K shares-0.02%2026-03-312026-05-11

DCI DONALDSON INC COM19.3K shares0.00%2026-03-312026-05-11

PG PROCTER & GAMBLE CO11.3K shares7.52%2026-03-312026-05-11

MCD MCDONALDS CORP COM5.2K shares1.32%2026-03-312026-05-11

TGT TARGET CORP13.1K shares3.72%2026-03-312026-05-11

XEL XCEL ENERGY INC19.7K shares-2.60%2026-03-312026-05-11

IVW ISHARES S&P 500 GROWTH ETF13.7K shares0.00%2026-03-312026-05-11

ANGL VANECK FALLEN ANGEL HIGH YLD52.6K shares3.08%2026-03-312026-05-11

Sponsored

RTX RTX CORP7.7K shares0.00%2026-03-312026-05-11

SITM SITIME CORP4.2K shares-19.86%2026-03-312026-05-11

IGSB ISHARES SHORT TERM CORPORATE B27.8K shares-5.22%2026-03-312026-05-11

ELMD ELECTROMED INC62.3K shares74.39%2026-03-312026-05-11

AVBC AVIDIA BANCORP INC73.9K shares129.51%2026-03-312026-05-11

NGS NATURAL GAS SERVICES GROUP38.4K shares-25.73%2026-03-312026-05-11

ANGO ANGIODYNAMICS INC124.6K shares-17.21%2026-03-312026-05-11

PHYS SPROTT PHYSICAL GOLD TRUST39.1K shares1.59%2026-03-312026-05-11

Sponsored

STRW STRAWBERRY FIELDS REIT INC111.5K shares25.38%2026-03-312026-05-11

LMNR LIMONEIRA CO97.6K shares18.72%2026-03-312026-05-11

MITK MITEK SYSTEMS INC95.8K shares-10.97%2026-03-312026-05-11

TSLA TESLA INC3.5K shares0.58%2026-03-312026-05-11

VIAV VIAVI SOLUTIONS INC38.6K shares-48.81%2026-03-312026-05-11

SPYV SPDR PORTFOLIO S&P 500 VALUE E22.7K shares-4.24%2026-03-312026-05-11

XLE ENERGY SELECT SECTOR SPDR ETF20.9K shares0.00%2026-03-312026-05-11

AXGN AXOGEN INC38.5K shares-16.15%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC5.7K shares-0.87%2026-03-312026-05-11

MXL MAXLINEAR INC CL A71.3K shares-18.76%2026-03-312026-05-11

AAOI APPLIED OPTOELECTRONICS INC14.3K shares-58.85%2026-03-312026-05-11

BMY BRISTOL MYERS SQUIBB COM19.7K shares19.76%2026-03-312026-05-11

UUUU ENERGY FUELS INC63.7K shares-17.70%2026-03-312026-05-11

TNC TENNANT CO17.3K shares350.62%2026-03-312026-05-11

INTC INTEL CORP COM25.7K shares1.14%2026-03-312026-05-11

LGCY LEGACY EDUCATION, INC90.1K shares-17.53%2026-03-312026-05-11

Sponsored

FLL FULL HOUSE RESORTS INC500.3K shares-15.56%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC CL B BERKSHIRE HATHAWAY INC CL B2.3K shares0.48%2026-03-312026-05-11

GENI GENIUS SPORTS LTD247.8K shares3.39%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC4.0K shares-2.18%2026-03-312026-05-11

IWM ISHARES RUSSELL 2000 ETF4.4K shares-0.52%2026-03-312026-05-11

KHC KRAFT/HEINZ CO47.5K shares-0.82%2026-03-312026-05-11

IUSV ISHARES CORE S&P US VALUE ETF10.5K shares0.00%2026-03-312026-05-11

INFU INFUSYSTEM HOLDINGS INC115.6K shares13.72%2026-03-312026-05-11

Sponsored

SPG SIMON PROPERTY GROUP INC5.7K shares40.23%2026-03-312026-05-11

MDY SPDR S&P MIDCAP 400 ETF TRUST1.6K shares-9.06%2026-03-312026-05-11

HDV ISHARES CORE HIGH DIVIDEND ETF7.5K shares-16.53%2026-03-312026-05-11

PNC PNC FINANCIAL SERVICES GROUP I4.7K shares-1.05%2026-03-312026-05-11

OUNZ VANECK MERK GOLD SHARES21.4K shares1.69%2026-03-312026-05-11

AEP AMERICAN ELECTRIC POWER7.3K shares5.68%2026-03-312026-05-11

NEO NEOGENOMICS INC128.9K shares-16.96%2026-03-312026-05-11

COHERENT CORP COM COHERENT CORP COM3.9K shares-2.48%2026-03-312026-05-11

Sponsored

HUBBELL INC HUBBELL INC1.9K shares-2.48%2026-03-312026-05-11

SUB ISHARES SHORT TERM NATL AMT-FR8.5K shares1.07%2026-03-312026-05-11

BROADCOM INC BROADCOM INC2.9K shares-0.10%2026-03-312026-05-11

EBAY EBAY INC9.2K shares-0.65%2026-03-312026-05-11

XLU UTILITIES SELECT SECTOR SPDR E17.8K shares0.00%2026-03-312026-05-11

SPMD SPDR PORTFOLIO MID CAP ETF13.5K shares0.00%2026-03-312026-05-11

SPSM SPDR PORT S&P 600 SMALL CAP ET16.4K shares3.27%2026-03-312026-05-11

KRMD KORU MEDICAL SYSTEMS INC182.5K shares-17.47%2026-03-312026-05-11

Sponsored

SHAK SHAKE SHACK INC - CLASS A8.9K shares-4.26%2026-03-312026-05-11

LNT ALLIANT ENERGY CORP10.9K shares0.00%2026-03-312026-05-11

LQD ISHARES IBOXX INV GRADE CORP B7.2K shares-2.05%2026-03-312026-05-11

EEM ISHARES MSCI EMERGING MKTS IND13.7K shares1.81%2026-03-312026-05-11

IJR ISHARES CORE S&P SMALLCAP ETF6.2K shares-0.13%2026-03-312026-05-11

AIP ARTERIS, INC46.1K shares-13.00%2026-03-312026-05-11

ROP ROPER INDUSTRIES INC2.1K shares2.12%2026-03-312026-05-11

KRE SPDR KBW REGIONAL BANKING ETF11.3K shares0.00%2026-03-312026-05-11

Sponsored

HLMN HILLMAN SOLUTIONS, INC87.2K shares2.81%2026-03-312026-05-11

COST COSTCO WHOLESALE CORP710 shares0.71%2026-03-312026-05-11

WINA WINMARK CORP1.6K shares-1.80%2026-03-312026-05-11

EPD ENTERPRISE PRODUCTS PARTNERS L17.8K shares16.74%2026-03-312026-05-11

VWO VANGUARD FTSE EMERGING MARKETS12.2K shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP COM DUKE ENERGY CORP COM5.0K shares37.21%2026-03-312026-05-11

TLSI TRISALUS LIFE SCIENCES INC163.8K shares179.77%2026-03-312026-05-11

LITE LUMENTUM HOLDINGS INC932 shares-7.45%2026-03-312026-05-11

Sponsored

ENB ENBRIDGE INC12.1K shares0.00%2026-03-312026-05-11

DIS DISNEY WALT CO COM6.8K shares-0.76%2026-03-312026-05-11

TLS TELOS CORPORATION155.9K shares-22.24%2026-03-312026-05-11

UPS UNITED PARCEL SERVICE CL B6.6K shares160.36%2026-03-312026-05-11

IWP ISHARES RUSSELL MID-CAP GROWTH5.0K shares0.00%2026-03-312026-05-11

SWKS SKYWORKS SOLUTIONS INC11.9K shares0.00%2026-03-312026-05-11

WAB WABTEC CORP2.5K shares0.00%2026-03-312026-05-11

HRL HORMEL FOODS CORP COM27.8K shares13.07%2026-03-312026-05-11

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.1K shares0.00%2026-03-312026-05-11

ACLS AXCELIS TECHNOLOGIES INC6.7K shares0.00%2026-03-312026-05-11

DHR DANAHER CORP3.2K shares-0.89%2026-03-312026-05-11

LEU CENTRUS ENERGY CORP3.5K shares40.18%2026-03-312026-05-11

EOG EOG RES INC COM4.1K shares-0.12%2026-03-312026-05-11

BBY BEST BUY INC COM9.3K sharesnew addition2026-03-312026-05-11

OSK OSHKOSH CORPORATION4.0K shares-0.32%2026-03-312026-05-11

AMBA AMBARELLA INC11.3K shares-18.76%2026-03-312026-05-11

Sponsored

MEDTRONIC PLC MEDTRONIC PLC6.5K shares0.03%2026-03-312026-05-11

CHRW C H ROBINSON WORLDWIDE COM3.4K shares0.00%2026-03-312026-05-11

USB US BANCORP10.7K shares-0.92%2026-03-312026-05-11

BIRCHTECH CORP BIRCHTECH CORP289.2K sharesnew addition2026-03-312026-05-11

AVAV AEROVIRONMENT INC3.0K shares0.00%2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES INC7.6K shares-1.95%2026-03-312026-05-11

AEHR AEHR TEST SYSTEMS14.5K shares-41.14%2026-03-312026-05-11

KMB KIMBERLY CLARK CORP COM5.6K shares27.72%2026-03-312026-05-11

Sponsored

GIS GENERAL MILLS INC14.4K shares26.29%2026-03-312026-05-11

ALNT ALLIENT INC COM8.7K shares-16.37%2026-03-312026-05-11

HYG ISHARES IBOXX HIGH YLD CORPORA6.3K shares0.00%2026-03-312026-05-11

HLIT HARMONIC INC55.5K shares-17.08%2026-03-312026-05-11

INVESCO QQQ TRUST UNIT SER 1 INVESCO QQQ TRUST UNIT SER 1849 shares0.00%2026-03-312026-05-11

EWX SPDR S&P EMERGING MKT SM CAP E7.4K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC COM1.5K shares3.14%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC NEW5.2K shares0.00%2026-03-312026-05-11

Sponsored

CRM SALESFORCE.COM INC2.5K shares-0.39%2026-03-312026-05-11

PFE PFIZER INC COM16.3K shares21.84%2026-03-312026-05-11

CMT CORE MOLDING TECHNOLOGIES INC19.8K shares-18.11%2026-03-312026-05-11

PYPL PAYPAL HOLDINGS INC9.8K shares-22.55%2026-03-312026-05-11

KMI KINDER MORGAN INC13.1K shares0.00%2026-03-312026-05-11

FWRG FIRST WATCH RESTAURANT GROUP41.6K shares38.82%2026-03-312026-05-11

GILD GILEAD SCIENCES3.1K shares0.00%2026-03-312026-05-11

RDVT RED VIOLET INC12.3K shares-17.45%2026-03-312026-05-11

Sponsored

MCO MOODY'S CORP946 shares-8.86%2026-03-312026-05-11

ET ENERGY TRANSFER LP21.2K shares0.95%2026-03-312026-05-11

AMGN AMGEN INC COM1.1K shares-3.41%2026-03-312026-05-11

KVUE KENVUE INC23.1K shares0.00%2026-03-312026-05-11

VELO3D INC VELO3D INC42.2K shares-67.41%2026-03-312026-05-11

IEFA ISHARES CORE MSCI EAFE ETF4.4K shares-0.09%2026-03-312026-05-11

VIG VANGUARD DIV APPRECIATION INDE1.8K shares0.00%2026-03-312026-05-11

LH LABCORP HOLDINGS INC COM1.4K shares-7.19%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC4.1K shares0.00%2026-03-312026-05-11

ENVX ENOVIX CORP72.9K shares-19.09%2026-03-312026-05-11

SO SOUTHERN CO COM3.8K shares4.06%2026-03-312026-05-11

MPC MARATHON PETROLEUM CORP1.5K shares0.00%2026-03-312026-05-11

APD AIR PRODUCTS & CHEMICAL1.3K shares0.08%2026-03-312026-05-11

COP CONOCOPHILLIPS2.8K shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP4.0K shares-0.50%2026-03-312026-05-11

SERV SERVE ROBOTICS INC41.6K shares7.84%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC INC691 shares1.17%2026-03-312026-05-11

SYK STRYKER CORP1.0K shares0.00%2026-03-312026-05-11

CAH CARDINAL HEALTH INC COM1.6K shares0.00%2026-03-312026-05-11

LOW LOWES COS INC COM1.4K shares0.66%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC381 shares0.00%2026-03-312026-05-11

APA CORPORATION APA CORPORATION7.2K sharesnew addition2026-03-312026-05-11

GENERAL DYNAMICS CO GENERAL DYNAMICS CO885 shares0.00%2026-03-312026-05-11

LLY ELI LILLY CO330 shares0.00%2026-03-312026-05-11

Sponsored

KO COCA COLA CO COM3.9K shares0.38%2026-03-312026-05-11

DAR DARLING INGREDIENTS INC4.8K sharesnew addition2026-03-312026-05-11

WYNN WYNN RESORTS LTD2.9K shares0.00%2026-03-312026-05-11

MTZ MASTEC INC900 sharesnew addition2026-03-312026-05-11

TFC TRUIST FINANCIAL CORP6.1K sharesnew addition2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES INC17.7K shares-5.35%2026-03-312026-05-11

TKR TIMKEN COMPANY2.7K shares0.00%2026-03-312026-05-11

FCX FREEPORT-MCMORAN INC4.5K shares0.00%2026-03-312026-05-11

Sponsored

IFF INTL FLAVORS & FRAGRANCES3.7K shares0.55%2026-03-312026-05-11

CL COLGATE-PALMOLIVE CO3.1K shares0.00%2026-03-312026-05-11

IYW ISHARES US TECHNOLOGY ETF1.4K shares0.00%2026-03-312026-05-11

INOD INNODATA INC6.7K shares-18.22%2026-03-312026-05-11

EZU ISHARES MSCI EUROZONE ETF4.1K shares0.00%2026-03-312026-05-11

PSA PUBLIC STORAGE INC943 shares-14.89%2026-03-312026-05-11

DUOT DUOS TECHNOLOGIES GROUP INC35.6K sharesnew addition2026-03-312026-05-11

TXN TEXAS INSTRUMENTS INC1.2K shares-4.05%2026-03-312026-05-11

Sponsored

MET METLIFE INC3.2K shares0.00%2026-03-312026-05-11

CSX CSX CORP COM5.5K sharesnew addition2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC8.0K shares-0.21%2026-03-312026-05-11

SOLSTICE ADVANCED MATERIALS IN SOLSTICE ADVANCED MATERIALS IN2.9K sharesnew addition2026-03-312026-05-11

DHI DR HORTON INC1.6K shares11.66%2026-03-312026-05-11

TU TELUS CORPORATION16.4K shares-15.04%2026-03-312026-05-11

YUM YUM! BRANDS INC1.4K shares0.00%2026-03-312026-05-11

CIGNA CORP CIGNA CORP761 shares0.00%2026-03-312026-05-11

Sponsored

URI UNITED RENTALS INC276 shares0.00%2026-03-312026-05-11

RBBN RIBBON COMMUNICATIONS INC13.3K shares0.00%2026-03-312026-05-11

HAIN HAIN CELESTIAL GROUP INC32.0K sharesnew addition2026-03-312026-05-11

MITQ MOVING IMAGE TECHNOLOGIES INC30.4K shares0.00%2026-03-312026-05-11

MMM

3M CO

0.00%

Shares97.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-0.04%

Shares51.9K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP COM

0.76%

Shares30.9K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES CORE S&P 500 INDEX FUN

0.38%

Shares15.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CL A

0.42%

Shares26.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON COM

-0.61%

Shares25.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON.COM INC

1.54%

Shares29.7K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TRUST FUND

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-11

SPY

SPDR S&P 500 ETF TRUST

-5.94%

Shares9.3K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-0.06%

Shares19.3K

Event2026-03-31

Filed2026-05-11

AXTI

AXT INC

-76.35%

Shares98.1K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-0.50%

Shares19.6K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-0.33%

Shares43.2K

Event2026-03-31

Filed2026-05-11

FLOT

ISHARES FLOATING RATE BOND ETF

0.77%

Shares94.9K

Event2026-03-31

Filed2026-05-11

VISA INC CLASS A

-0.92%

Shares15.2K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC (NEW)

-0.18%

Shares35.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORP

-0.49%

Shares24.0K

Event2026-03-31

Filed2026-05-11

PFF

ISHARES TR PFD AND INCOME SEC

-8.12%

Shares135.9K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-0.22%

Shares19.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CL C

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-11

ADTRAN HOLDINGS INC COM

-13.55%

Shares294.4K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUS MACH COM

2.06%

Shares14.8K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & COMPANY

-0.48%

Shares43.8K

Event2026-03-31

Filed2026-05-11

SXI

STANDEX INTERNATIONAL CORP

-10.59%

Shares13.5K

Event2026-03-31

Filed2026-05-11

CECO

CECO ENVIRONMENTAL CORP

-12.06%

Shares56.7K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP COM

0.40%

Shares19.8K

Event2026-03-31

Filed2026-05-11

SPYD

SPDR S&P 500 ETF HIGH DIVIDEND

-0.62%

Shares73.4K

Event2026-03-31

Filed2026-05-11

EQIX

EQUINIX INC COM NEW

0.31%

Shares3.3K

Event2026-03-31

Filed2026-05-11

ATRO

ASTRONICS CORP

-35.72%

Shares45.5K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES MSCI EAFE ETF

2.04%

Shares31.3K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

-0.98%

Shares10.1K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO COM

-0.23%

Shares21.8K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC COM

0.92%

Shares17.9K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

-0.69%

Shares10.2K

Event2026-03-31

Filed2026-05-11