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Stefanie Porter

@White Pine Investment Co

Latest period2024 - Q4ReportedManaged Assets$370.227MTotal holdings66
Assets growth rate1.59%Assets growth rate (2-Q avg)4.34%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in White Pine Investment Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of White Pine Investment Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 370.227M in assets, with a quarterly growth rate of 1.59% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Stefanie Porter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc
Recent Activity
Decreased -1.47%
9.19%
$33.99M
74,987 shares@ $453.28 avg price
GOOGL
Alphabet Inc
Recent Activity
Decreased -0.96%
4.94%
$18.27M
96,515 shares@ $189.3 avg price
FNDX
Schwab Fundamental U.s. Large
Recent Activity
Increased 205.66%
3.81%
$14.073M
594,292 shares@ $23.69 avg price
GSIE
Goldman Sachs Activebeta Inter
Recent Activity
Decreased -1.27%
3.55%
$13.115M
393,379 shares@ $33.34 avg price
USMV
Ishares Edge Msci Min Vol Usa
Recent Activity
Decreased -4.39%
3.42%
$12.64M
142,354 shares@ $88.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.49%
3.3%
$12.182M
28,901 shares@ $421.51 avg price
SFM
Sprouts Farmers Market Inc
Recent Activity
Decreased -8.2%
3.13%
$11.585M
91,173 shares@ $127.07 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.5%
2.98%
$11.028M
44,039 shares@ $250.42 avg price
META
Meta Platforms Inc Class A
Recent Activity
Decreased -1.56%
2.73%
$10.102M
17,253 shares@ $585.53 avg price
SHY
Ishares 1-3 Year Treasury Bond Etf
Recent Activity
Increased 10.5%
2.66%
$9.835M
119,969 shares@ $81.98 avg price

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