WP
| |
White Pine Investment CO13F | |
| White Pine Investment CO | |
| Last update 2025-07-17 | 65 Stocks (4 new) |
| Value $401.00 Mil | Turnover 7 % |
White Pine Investment CO Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 71,811 | 34,880.0 | -2.41% | 8.710 | -0.25% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
GOOGL | Alphabet Inc | 91,647 | 16,150.0 | -1.53% | 4.030 | -0.06% | 0.000 | +20.80% | +1.76% | 2,333,192.1 | Interactive Media | |
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 375,538 | 14,890.0 | -1.96% | 3.720 | -0.07% | 0.360 | +11.43% | +23.26% | 4,152.8 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 587,595 | 14,420.0 | -0.92% | 3.600 | -0.03% | 0.080 | +11.22% | +6.86% | 19,034.5 | ||
MSFT | Microsoft Corp | 27,319 | 13,590.0 | -3.98% | 3.390 | -0.11% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
SFM | Sprouts Farmers Market Inc | 77,399 | 12,740.0 | -7.04% | 3.180 | -0.24% | 0.080 | -1.37% | +29.38% | 16,088.0 | Retail - Defensive | |
USMV | iShares MSCI USA Min Vol Factor ETF | 132,198 | 12,410.0 | -3.30% | 3.100 | -0.11% | 0.050 | +3.76% | +6.61% | 23,848.1 | ||
FLTR | VanEck IG Floating Rate ETF | 482,542 | 12,310.0 | +30.58% | 3.070 | +0.72% | 0.500 | +1.96% | +2.87% | 2,455.3 | ||
META | Meta Platforms Inc | 16,171 | 11,940.0 | -1.83% | 2.980 | -0.05% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
SHY | iShares 1-3 Year Treasury Bond ETF | 131,009 | 10,860.0 | +4.42% | 2.710 | +0.11% | 0.050 | +0.64% | +2.60% | 23,668.1 |
White Pine Investment CO's Historical Top Holdings Breakdowns
White Pine Investment CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-06-30 | Add Add | +1.87% | 24.54 ($24.78) 25.1 | $24.81 | 0.12% | Add 470.71% | 363,196 | 299,557 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Sold Out Sold Out | -1.41% | 47.46 ($52.98) 55.3 | $57.04 | 7.66% | Sold Out | 0 | -95,656 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-06-30 | New Buy New Buy | +1.32% | 56.85 ($64.41) 68.21 | $69.93 | 8.57% | New holding | 77,303 | 77,303 | |
NEE | NextEra Energy Inc | 2025-06-30 | New Buy New Buy | +1.14% | 64.11 ($69.48) 75 | $71.97 | 3.58% | New holding | 65,601 | 65,601 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +1.03% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | New holding | 26,098 | 26,098 | |
BAB | Invesco Taxable Municipal Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.87% | 25.69 ($26.22) 26.9 | $26.30 | 0.31% | Sold Out | 0 | -120,964 | |
FLTR | VanEck IG Floating Rate ETF | 2025-06-30 | Add Add | +0.72% | 24.96 ($25.37) 25.55 | $25.54 | 0.67% | Add 30.58% | 482,542 | 113,010 | |
DIS | The Walt Disney Co | 2025-06-30 | Sold Out Sold Out | -0.63% | 81.72 ($103.82) 124.01 | $121.95 | 17.46% | Sold Out | 0 | -23,659 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.25% | 483.48 ($508.26) 539.8 | $480.60 | -5.44% | Reduce -2.41% | 71,811 | -1,773 | |
SFM | Sprouts Farmers Market Inc | 2025-06-30 | Reduce Reduce | -0.24% | 144.63 ($163.22) 179.53 | $164.40 | 0.72% | Reduce -7.04% | 77,399 | -5,864 |
White Pine Investment CO Total Holding History ($B)
White Pine Investment CO's Asset Allocation
White Pine Investment CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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White Pine Investment CO's Hypothetical Growth since 2025-06-30
White Pine Investment CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
White Pine Investment CO's Holdings Heat Map
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White Pine Investment CO's Holdings Bubble Chart
White Pine Investment CO News
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