test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVSCvs Health Corp
Recent Activity
Exited
0%
$6.507M
103,483 shares@ $62.88 avg price
TLTIshares 20 Plus Year Treasury Bond Etf
Recent Activity
Exited
0%
$2.596M
26,463 shares@ $98.1 avg price
GUNRFlexshares Mstar Glbl Upstrm Nat Res Etf
Recent Activity
Exited
0%
$719,000
17,435 shares@ $41.24 avg price