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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MPCMarathon Petroleum Corp
Recent Activity
Increased 0.53%
2.04%
$7.534M
54,008 shares@ $139.5 avg price
GIGBGoldman Sachs Acss Invmt Grd Corp Bd Etf
Recent Activity
Increased 17.74%
2.03%
$7.511M
166,645 shares@ $45.08 avg price
ILCGIshares Morningstar Large-cap Growth Etf
Recent Activity
Increased 3%
1.67%
$6.182M
68,991 shares@ $89.61 avg price
QQQInvesco Qqq Trust
Recent Activity
Increased 7.12%
1.67%
$6.154M
12,038 shares@ $511.22 avg price
CVXChevron Corp
Recent Activity
Increased 3.96%
1.61%
$5.934M
40,973 shares@ $144.83 avg price
AVUVAvantis Us Small Cap Value Etf
Recent Activity
Increased 4.7%
1.56%
$5.745M
59,512 shares@ $96.54 avg price
DGRWWisdomtree U.s. Quality Divide
Recent Activity
Increased 46.38%
1.48%
$5.455M
67,404 shares@ $80.93 avg price
SCHMSchwab Us Mid Cap Etf
Recent Activity
Increased 574.93%
1.41%
$5.202M
187,717 shares@ $27.72 avg price
CNICanadian National Railway Co
Recent Activity
Increased 2.21%
1.37%
$5.058M
49,830 shares@ $101.51 avg price
EFGIshares Msci Eafe Growth Etf
Recent Activity
Increased 10.22%
1.37%
$5.046M
52,113 shares@ $96.83 avg price