White Pine Investment CO
Filing Date
Global Rank
#4,471
/ 8,605
▲ 3
· as of Mar 2026
Top Industry
Insurance - Diversified
19.1%
3Y Alpha vs SPY
-0.7%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.7%
SPY
+76.5%
Annualised alpha
-0.9%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.3%
−0.3 pts
Top 5
48.8%
−2.2 pts
Top 10
71.4%
−2.5 pts
HHI
786
Diversified−35
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 28.6% | $50,947,156 |
| Communication Services | 20.5% | $36,485,262 |
| Technology | 15.1% | $26,903,419 |
| Energy | 11.2% | $20,009,814 |
| Industrials | 5.3% | $9,424,996 |
| Consumer Cyclical | 4.7% | $8,342,622 |
| Unclassified | 4.3% | $7,708,238 |
| Utilities | 3.7% | $6,622,141 |
| Consumer Defensive | 3.2% | $5,775,571 |
| Healthcare | 3.2% | $5,691,352 |
| Basic Materials | 0.2% | $294,586 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +765 | 13,355 | $7,708,238 | |
| NVDA | Nvidia Corp | +654 | 26,829 | $4,678,977 | |
| CNI | Canadian National Railway Co | +561 | 52,895 | $5,436,019 | |
| TSLA | Tesla, Inc. | +408 | 1,119 | $415,988 | |
| AMZN | Amazon Com Inc | +204 | 36,706 | $7,644,758 | |
| NEE | Nextera Energy Inc | +184 | 68,642 | $6,375,468 | |
| PYPL | PayPal Holdings, Inc. | +84 | 43,996 | $1,989,939 | |
| DTE | Dte Energy Co | +4 | 1,687 | $246,673 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | −8,633 | 85,613 | $4,297,772 | |
| MS | Morgan Stanley | −6,369 | 44,966 | $7,400,054 | |
| GOOGL | Alphabet Inc. | −3,603 | 80,577 | $23,170,722 | |
| CVX | Chevron Corp | −2,911 | 35,967 | $7,441,572 | |
| SFM | Sprouts Farmers Market, Inc. | −2,268 | 74,881 | $5,775,571 | |
| MPC | Marathon Petroleum Corp | −2,128 | 47,033 | $11,484,517 | |
| AAPL | Apple Inc. | −1,771 | 39,905 | $10,127,489 | |
| F | Ford Motor Co | −1,450 | 24,426 | $281,876 | |
| BRK-B | Berkshire Hathaway Inc | −1,359 | 67,916 | $32,545,347 | |
| JPM | Jpmorgan Chase & Co | −1,273 | 28,914 | $8,505,342 | |
| SOLS | Solstice Advanced Materials Inc. | −518 | 3,868 | $294,586 | |
| LH | Labcorp Holdings Inc. | −354 | 18,026 | $4,809,517 | |
| ABBV | AbbVie Inc. | −326 | 1,203 | $261,640 | |
| PAYX | Paychex Inc | −311 | 23,321 | $2,148,330 | |
| MSFT | Microsoft Corp | −305 | 25,856 | $9,571,115 | |
| ADP | Automatic Data Processing Inc | −250 | 1,858 | $377,508 | |
| HON | Honeywell International Inc | −224 | 17,648 | $3,988,977 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −173 | 2,920 | $506,474 | |
| JNJ | Johnson & Johnson | −120 | 1,650 | $403,326 | |
| META | Meta Platforms, Inc. | −39 | 15,760 | $9,016,768 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | Exxon Mobil Corp | 1,240 | $210,378 | |
| No positions match the current search. | ||||
31 positions ·
$178,205,157 total
· as of Mar 31, 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 | 67,916 | $32,545,347 | 18.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 80,577 | $23,170,722 | 13.00% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 47,033 | $11,484,517 | 6.44% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 39,905 | $10,127,489 | 5.68% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,856 | $9,571,115 | 5.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 15,760 | $9,016,768 | 5.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 28,914 | $8,505,342 | 4.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 13,355 | $7,708,238 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 36,706 | $7,644,758 | 4.29% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 35,967 | $7,441,572 | 4.18% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 44,966 | $7,400,054 | 4.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 68,642 | $6,375,468 | 3.58% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 74,881 | $5,775,571 | 3.24% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 52,895 | $5,436,019 | 3.05% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 18,026 | $4,809,517 | 2.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,829 | $4,678,977 | 2.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 85,613 | $4,297,772 | 2.41% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 17,648 | $3,988,977 | 2.24% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 23,321 | $2,148,330 | 1.21% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 43,996 | $1,989,939 | 1.12% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 23,080 | $873,347 | 0.49% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 2,920 | $506,474 | 0.28% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,119 | $415,988 | 0.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,650 | $403,326 | 0.23% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,858 | $377,508 | 0.21% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Reduced | 3,868 | $294,586 | 0.17% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 24,426 | $281,876 | 0.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,203 | $261,640 | 0.15% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 1,687 | $246,673 | 0.14% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 660 | $216,869 | 0.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,240 | $210,378 | 0.12% |