White Pine Investment CO
Filing Date
Global Rank
#4,641
/ 8,645
▲ 19
Top Industry
Internet Content & Information
20.5%
3Y Alpha vs SPY
-1.1%
Period ended 52 days ago
Filed Jul 20, 2026 · 32d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+69.6%
SPY
+73.6%
Annualised alpha
-0.9%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.8%
−0.5 pts
Top 5
50.0%
+1.2 pts
Top 10
73.9%
+2.6 pts
HHI
813
Diversified+27
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 28.6% | $54,552,748 |
| Communication Services | 21.3% | $40,693,042 |
| Technology | 15.3% | $29,122,170 |
| Energy | 9.5% | $18,218,234 |
| Industrials | 5.5% | $10,550,450 |
| Unclassified | 5.2% | $10,002,521 |
| Consumer Cyclical | 5.0% | $9,595,815 |
| Utilities | 3.3% | $6,360,459 |
| Healthcare | 3.1% | $5,969,750 |
| Consumer Defensive | 2.9% | $5,574,583 |
| Basic Materials | 0.1% | $222,651 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,017 | 40,922 | $11,841,189 | |
| NEE | Nextera Energy Inc | +921 | 69,563 | $6,105,544 | |
| NVDA | Nvidia Corp | +905 | 27,734 | $5,549,296 | |
| QQQ | Invesco Qqq Trust, Series 1 | +228 | 13,583 | $10,002,521 | |
| CNI | Canadian National Railway Co | +170 | 53,065 | $6,327,470 | |
| ABBV | AbbVie Inc. | +112 | 1,315 | $330,906 | |
| AMZN | Amazon Com Inc | +18 | 36,724 | $8,752,798 | |
| CVX | Chevron Corp | +15 | 35,982 | $5,964,376 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PAYX | Paychex Inc | −13,368 | 9,953 | $978,678 | |
| SFM | Sprouts Farmers Market, Inc. | −8,972 | 65,909 | $5,574,583 | |
| HON | Honeywell International Inc | −8,694 | 8,954 | $2,004,800 | |
| PYPL | PayPal Holdings, Inc. | −7,553 | 36,443 | $1,573,608 | |
| MPC | Marathon Petroleum Corp | −2,423 | 44,610 | $11,405,438 | |
| GOOGL | Alphabet Inc. | −1,556 | 79,021 | $28,239,734 | |
| SOLS | Solstice Advanced Materials Inc. | −1,355 | 2,513 | $222,651 | |
| VZ | Verizon Communications Inc | −1,104 | 84,509 | $3,578,111 | |
| MS | Morgan Stanley | −856 | 44,110 | $9,220,754 | |
| F | Ford Motor Co | −833 | 23,593 | $327,942 | |
| TSLA | Tesla, Inc. | −408 | 711 | $299,046 | |
| MSFT | Microsoft Corp | −309 | 25,547 | $9,529,541 | |
| JPM | Jpmorgan Chase & Co | −257 | 28,657 | $9,380,295 | |
| BRK-B | Berkshire Hathaway Inc | −184 | 67,732 | $33,892,415 | |
| LH | Labcorp Holdings Inc. | −126 | 17,900 | $5,012,000 | |
| ADP | Automatic Data Processing Inc | −17 | 1,841 | $412,291 | |
| DTE | Dte Energy Co | −14 | 1,673 | $254,915 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −6 | 2,914 | $485,676 | |
| META | Meta Platforms, Inc. | −4 | 15,756 | $8,875,197 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 8,925 | $1,970,640 | |
| NOW | ServiceNow, Inc. | 4,024 | $399,502 | |
| ROK | Rockwell Automation, Inc | 500 | $247,540 | |
| SBUX | Starbucks Corp | 2,114 | $216,029 | |
| LRCX | Lam Research Corp | 480 | $207,998 | |
| CSCO | Cisco Systems, Inc. | 1,734 | $203,675 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,240 | $210,378 | |
| No positions match the current search. | ||||
36 tracked positions ·
$190,862,423 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 67,732 | $33,892,415 | 17.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 79,021 | $28,239,734 | 14.80% | |
| AAPL |
Apple Inc.
Technology
|
Added | 40,922 | $11,841,189 | 6.20% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 44,610 | $11,405,438 | 5.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 13,583 | $10,002,521 | 5.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,547 | $9,529,541 | 4.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 28,657 | $9,380,295 | 4.91% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 44,110 | $9,220,754 | 4.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 15,756 | $8,875,197 | 4.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 36,724 | $8,752,798 | 4.59% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 53,065 | $6,327,470 | 3.32% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 69,563 | $6,105,544 | 3.20% | |
| CVX |
Chevron Corp
Energy
|
Added | 35,982 | $5,964,376 | 3.12% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 65,909 | $5,574,583 | 2.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 27,734 | $5,549,296 | 2.91% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 17,900 | $5,012,000 | 2.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 84,509 | $3,578,111 | 1.87% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 8,954 | $2,004,800 | 1.05% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 8,925 | $1,970,640 | 1.03% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 36,443 | $1,573,608 | 0.82% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 9,953 | $978,678 | 0.51% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 23,080 | $848,420 | 0.44% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 2,914 | $485,676 | 0.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,650 | $419,050 | 0.22% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,841 | $412,291 | 0.22% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 4,024 | $399,502 | 0.21% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,315 | $330,906 | 0.17% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 23,593 | $327,942 | 0.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 711 | $299,046 | 0.16% | |
| DTE |
Dte Energy Co
Utilities
|
Reduced | 1,673 | $254,915 | 0.13% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
NEW | 500 | $247,540 | 0.13% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 2,513 | $222,651 | 0.12% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 2,114 | $216,029 | 0.11% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 480 | $207,998 | 0.11% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 660 | $207,794 | 0.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,734 | $203,675 | 0.11% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.