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Stefanie Porter

White Pine Investment Co

Assets Managed
$430.394M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
1.42%(2Q avg: 1.06%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in White Pine Investment Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 430.394M in assets, with a quarterly growth rate of 1.42% and a 2-quarter average growth rate of 1.06%. The portfolio is managed by Stefanie Porter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.96%
7.57%
$32.545M
67,916 shares@ $479.2 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.28%
5.39%
$23.171M
80,577 shares@ $287.57 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.6%
3.92%
$16.85M
605,014 shares@ $27.86 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Decreased -1.33%
3.69%
$15.879M
368,163 shares@ $43.14 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -1.16%
3.3%
$14.175M
154,464 shares@ $91.77 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 4.18%
3.29%
$14.15M
555,325 shares@ $25.49 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -0.88%
2.8%
$12.03M
129,715 shares@ $92.75 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -4.32%
2.67%
$11.485M
47,033 shares@ $244.2 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 5.27%
2.66%
$11.442M
459,338 shares@ $24.91 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 13.03%
2.59%
$11.128M
220,924 shares@ $50.38 avg price

1-10 of 67