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The Analysis of White Pine Investment CO's Holdings & P&L

Currently, White Pine Investment CO holds 67 types of securities in its portfolio with a total value $430.4K. In the most recent quarter, they have increased their positions in PYLD (+257.7K shares, valued at $6.8K), JAAA (+25.5K shares, valued at $1.3K), IEF (+7.6K shares, valued at $722.4665806978792); decreased their positions in MS (-6.4K shares, valued at $1.0K), N/A (-3.6K shares, valued at $1.0K), N/A (-1.4K shares, valued at $651.2258525237058); initiated new positions in PYLD (+257.7K shares, valued at $6.8K), XOM (+1.2K shares, valued at $210).

1M P&L

+7.9M+2.11%

3M P&L

+10.5M+2.81%

HY P&L

+32.6M+9.25%

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/A247.3K

68.4%

2Oil & Gas Refining & Marketing11.5K

3.2%

3Consumer Electronics10.1K

2.8%

Top Industries by Stock Count

1N/A35 stocks

56.5%

2Oil & Gas Integrated2 stocks

3.2%

3Utilities - Regulated Electric2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Berkshire Hathaway Inc Berkshire Hathaway Inc67.9K shares-1.96%2026-03-312026-04-20

Alphabet Inc Alphabet Inc80.6K shares-4.28%2026-03-312026-04-20

FNDX Schwab Fundamental U.S. Large605.0K shares2.60%2026-03-312026-04-20

GSIE Goldman Sachs ActiveBeta Inter368.2K shares-1.34%2026-03-312026-04-20

GDX VanEck Vectors Gold Miners ETF154.5K shares-1.17%2026-03-312026-04-20

FLTR VanEck Vectors Investment Grade Floating Rate ETF555.3K shares4.18%2026-03-312026-04-20

USMV iShares Edge MSCI Min Vol USA129.7K shares-0.89%2026-03-312026-04-20

MPC Marathon Petroleum Corp47.0K shares-4.33%2026-03-312026-04-20

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SCHR Schwab Intermediate Treasury459.3K shares5.26%2026-03-312026-04-20

JAAA Janus Henderson AAA CLO ETF220.9K shares13.03%2026-03-312026-04-20

TIP iShares TIPS Bond ETF97.6K shares3.31%2026-03-312026-04-20

IJK Ishares S&P Midcap Growth101.3K shares0.29%2026-03-312026-04-20

AAPL Apple Inc39.9K shares-4.25%2026-03-312026-04-20

SCHV Schwab U.S. Large-Cap Value ET326.0K shares-0.78%2026-03-312026-04-20

MSFT Microsoft Corp25.9K shares-1.17%2026-03-312026-04-20

JUST Goldman Sachs Etf Tr Just Us Lrg Cp101.6K shares-0.06%2026-03-312026-04-20

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DON WisdomTree US MidCap Dividend ETF175.4K shares1.19%2026-03-312026-04-20

META Meta Platforms Inc Class A15.8K shares-0.25%2026-03-312026-04-20

GIGB Goldman Sachs Acss Invmt Grd Corp Bd ETF186.0K shares-0.20%2026-03-312026-04-20

JPM JPMorgan Chase & Co28.9K shares-4.22%2026-03-312026-04-20

HDEF Xtrackers MSCI EAFE High Div Yld Eq ETF246.3K shares-2.59%2026-03-312026-04-20

Invesco QQQ Trust Invesco QQQ Trust13.4K shares6.08%2026-03-312026-04-20

AMZN Amazon.com Inc36.7K shares0.56%2026-03-312026-04-20

IJR iShares Core S&P Small-Cap ETF60.8K shares-1.62%2026-03-312026-04-20

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SCHM Schwab US Mid Cap ETF243.8K shares2.74%2026-03-312026-04-20

IEF iShares 7-10 Year Treasury Bond ETF78.3K shares10.70%2026-03-312026-04-20

CVX Chevron Corp36.0K shares-7.49%2026-03-312026-04-20

MS Morgan Stanley45.0K shares-12.41%2026-03-312026-04-20

AVUV Avantis US Small Cap Value ETF65.2K shares2.29%2026-03-312026-04-20

ILCG iShares Morningstar Large-Cap Growth ETF73.0K shares6.77%2026-03-312026-04-20

AVLV Avantis US Large Cap Value ETF84.4K shares2.31%2026-03-312026-04-20

PYLD PIMCO Multisector Bond Active ETF257.7K sharesnew addition2026-03-312026-04-20

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DGRW WisdomTree U.S. Quality Divide74.0K shares3.04%2026-03-312026-04-20

NEE NextEra Energy Inc68.6K shares0.27%2026-03-312026-04-20

EFG iShares MSCI EAFE Growth ETF56.5K shares1.22%2026-03-312026-04-20

SFM Sprouts Farmers Market Inc74.9K shares-2.94%2026-03-312026-04-20

AVEM Avantis Emerging Markets Equity ETF69.6K shares12.79%2026-03-312026-04-20

CNI Canadian National Railway Co52.9K shares1.07%2026-03-312026-04-20

FIW First Trust Water ETF47.8K shares1.30%2026-03-312026-04-20

Alps Alerian Mlp Etf Alps Alerian Mlp Etf92.4K shares-0.74%2026-03-312026-04-20

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LH Laboratory Corp of America Hol18.0K shares-1.93%2026-03-312026-04-20

NVDA NVIDIA Corp26.8K shares2.50%2026-03-312026-04-20

VZ Verizon Communications Inc85.6K shares-9.16%2026-03-312026-04-20

HON Honeywell International17.6K shares-1.25%2026-03-312026-04-20

QQQE Direxion NASDAQ-100 Equal Wtd ETF37.3K shares7.57%2026-03-312026-04-20

XLE Sector Spdr Engy Select38.6K shares-0.40%2026-03-312026-04-20

PAYX Paychex Inc23.3K shares-1.32%2026-03-312026-04-20

PYPL Paypal Holdings Inco44.0K shares0.19%2026-03-312026-04-20

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XLI Industrial Select Sector SPDR11.2K shares24.90%2026-03-312026-04-20

SCHF Schwab International Equity ET61.2K shares-2.53%2026-03-312026-04-20

EPD Enterprise Products Partners L23.1K shares0.00%2026-03-312026-04-20

RODM Hartford Multifactor Dev Mkts (exUS) ETF18.1K shares0.00%2026-03-312026-04-20

XLU Utilities Select Sector SPDR F15.0K shares9.01%2026-03-312026-04-20

MMC Marsh & McLennan Companies2.9K shares-5.59%2026-03-312026-04-20

MINT PIMCO Enhanced Short Maturity Active ETF4.3K shares-3.79%2026-03-312026-04-20

TSLA Tesla Inc1.1K shares57.38%2026-03-312026-04-20

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JNJ Johnson & Johnson1.6K shares-6.78%2026-03-312026-04-20

SHY iShares 1-3 Year Treasury Bond ETF4.6K shares-26.70%2026-03-312026-04-20

ADP Automatic Data Processing Inc1.9K shares-11.86%2026-03-312026-04-20

Solstice Advanced Materials Inc Solstice Advanced Materials Inc3.9K shares-11.81%2026-03-312026-04-20

F Ford Motor Co24.4K shares-5.60%2026-03-312026-04-20

ABBV AbbVie Inc1.2K shares-21.32%2026-03-312026-04-20

XLK Technology Select Sector SPDR1.9K shares5.46%2026-03-312026-04-20

DTE DTE Energy Co1.7K shares0.24%2026-03-312026-04-20

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SYK Stryker Corp660 shares0.00%2026-03-312026-04-20

XOM Exxon Mobil Corp1.2K sharesnew addition2026-03-312026-04-20

SCHB Schwab US Broad Market ETF8.1K shares-1.09%2026-03-312026-04-20

Berkshire Hathaway Inc

-1.96%

Shares67.9K

Event2026-03-31

Filed2026-04-20

Alphabet Inc

-4.28%

Shares80.6K

Event2026-03-31

Filed2026-04-20

FNDX

Schwab Fundamental U.S. Large

2.60%

Shares605.0K

Event2026-03-31

Filed2026-04-20

GSIE

Goldman Sachs ActiveBeta Inter

-1.34%

Shares368.2K

Event2026-03-31

Filed2026-04-20

GDX

VanEck Vectors Gold Miners ETF

-1.17%

Shares154.5K

Event2026-03-31

Filed2026-04-20

FLTR

VanEck Vectors Investment Grade Floating Rate ETF

4.18%

Shares555.3K

Event2026-03-31

Filed2026-04-20

USMV

iShares Edge MSCI Min Vol USA

-0.89%

Shares129.7K

Event2026-03-31

Filed2026-04-20

MPC

Marathon Petroleum Corp

-4.33%

Shares47.0K

Event2026-03-31

Filed2026-04-20

SCHR

Schwab Intermediate Treasury

5.26%

Shares459.3K

Event2026-03-31

Filed2026-04-20

JAAA

Janus Henderson AAA CLO ETF

13.03%

Shares220.9K

Event2026-03-31

Filed2026-04-20

TIP

iShares TIPS Bond ETF

3.31%

Shares97.6K

Event2026-03-31

Filed2026-04-20

IJK

Ishares S&P Midcap Growth

0.29%

Shares101.3K

Event2026-03-31

Filed2026-04-20

AAPL

Apple Inc

-4.25%

Shares39.9K

Event2026-03-31

Filed2026-04-20

SCHV

Schwab U.S. Large-Cap Value ET

-0.78%

Shares326.0K

Event2026-03-31

Filed2026-04-20

MSFT

Microsoft Corp

-1.17%

Shares25.9K

Event2026-03-31

Filed2026-04-20

JUST

Goldman Sachs Etf Tr Just Us Lrg Cp

-0.06%

Shares101.6K

Event2026-03-31

Filed2026-04-20

DON

WisdomTree US MidCap Dividend ETF

1.19%

Shares175.4K

Event2026-03-31

Filed2026-04-20