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Portfolio (Quarterly) Guide ↗

White Pine Investment CO

· CIK 0001318259
13F Portfolio $430M AUM 68 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 24 Added 30 Reduced 3 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LH Laboratory Corp of America Hol Healthcare 18,026.0 $4.8M 1.12% -354.0 -1.9% $266.84 -3.1%
42 NVDA NVIDIA Corp Technology 26,829.0 $4.7M 1.09% +654.0 +2.5% $174.40 +14.7%
43 VZ Verizon Communications Inc Communication Services 85,613.0 $4.3M 1.00% -9K -9.2% $50.20 -9.6%
44 HON Honeywell International Industrials 17,648.0 $4.0M 0.93% -224.0 -1.2% $226.03 -1.6%
45 QQQE Direxion NASDAQ-100 Equal Wtd ETF 37,273.0 $3.7M 0.85% +3K +7.6% $98.54 +20.5%
46 XLE Sector Spdr Engy Select 38,578.0 $2.4M 0.55% $61.25 -11.1%
47 PAYX Paychex Inc Industrials 23,321.0 $2.1M 0.50% -311.0 -1.3% $92.11 +6.4%
48 PYPL Paypal Holdings Inco Financial Services 43,996.0 $2.0M 0.46% $45.23 -7.8%
49 XLI Industrial Select Sector SPDR 11,155.0 $1.8M 0.42% +2K +24.9% $161.72 +10.2%
50 SCHF Schwab International Equity ET 61,189.0 $1.5M 0.35% -2K -2.5% $24.74 +10.7%
51 EPD Enterprise Products Partners L Energy 23,080.0 $873K 0.20% $37.82 -1.8%
52 RODM Hartford Multifactor Dev Mkts (exUS) ETF 18,081.0 $713K 0.17% $39.43 +3.3%
53 XLU Utilities Select Sector SPDR F 14,965.0 $687K 0.16% +1K +9.0% $45.91 -1.8%
54 MRSH Marsh & McLennan Companies Financial Services 2,920.0 $506K 0.12% -173.0 -5.6% $173.29 -5.5%
55 MINT PIMCO Enhanced Short Maturity Active ETF 4,265.0 $429K 0.10% -168.0 -3.8% $100.59 +0.1%
56 TSLA Tesla Inc Consumer Cyclical 1,119.0 $416K 0.10% +408.0 +57.4% $371.76 +2.6%
57 JNJ Johnson & Johnson Healthcare 1,650.0 $403K 0.09% -120.0 -6.8% $244.24 -2.1%
58 SHY iShares 1-3 Year Treasury Bond ETF 4,635.0 $383K 0.09% -2K -26.7% $82.63 -0.8%
59 ADP Automatic Data Processing Inc Industrials 1,858.0 $377K 0.09% -250.0 -11.9% $202.91 +8.7%
60 SOLS Solstice Advanced Materials Inc Basic Materials 3,868.0 $295K 0.07% -518.0 -11.8% $76.27 +11.0%
Page 3 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 25.0%
Financial Services 17.9%
Technology 16.7%
Energy 13.7%
Industrials 8.2%
Consumer Cyclical 5.7%
Utilities 4.5%
Consumer Defensive 4.0%
Healthcare 3.9%
Basic Materials 0.2%