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Stefanie Porter

White Pine Investment Co

Assets Managed
$469.19M
Holdings
72
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
9.02%(2Q avg: 5.22%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in White Pine Investment Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 72 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 469.19M in assets, with a quarterly growth rate of 9.02% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Stefanie Porter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.27%
7.23%
$33.892M
67,732 shares@ $500.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.93%
6.02%
$28.24M
79,021 shares@ $357.38 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.11%
4.1%
$19.212M
617,762 shares@ $31.1 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 0.38%
3.6%
$16.888M
369,545 shares@ $45.7 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 3.59%
3.14%
$14.732M
575,230 shares@ $25.62 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 0.06%
2.67%
$12.519M
129,782 shares@ $96.47 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Increased 4.37%
2.6%
$12.163M
161,208 shares@ $75.45 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Increased 0.05%
2.54%
$11.905M
101,317 shares@ $117.51 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 6.64%
2.54%
$11.894M
235,578 shares@ $50.49 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.55%
2.53%
$11.842M
40,922 shares@ $289.38 avg price

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