StockDriftsStockDriftsTop 50 White Pine Investment CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc | 6.96% | 67.2K | $33.4M | -0.85%(-574) | $79.71(+567.75%) | 2026-09-30 | |
| GOOGL | Alphabet Inc | 5.51% | 76.9K | $26.5M | -2.65%(-2.10K) | $30.55(+1026.54%) | 2026-09-30 | |
| FNDX | Schwab Fundamental U.S. Large | 4.06% | 619.8K | $19.5M | +0.33%(+2.04K) | $14.02(+131.37%) | 2026-09-30 | |
| GSIE | Goldman Sachs ActiveBeta Inter | 3.5% | 366.7K | $16.8M | -0.76%(-2.81K) | $29.00(+58.06%) | 2026-09-30 | |
| MPC | Marathon Petroleum Corp | 3.41% | 41.4K | $16.4M | -7.24%(-3.23K) | $38.24(+1138.75%) | 2026-09-30 | |
| FLTR | VanEck Vectors Investment Grade Floating Rate ETF | 3.13% | 588.3K | $15.1M | +2.27%(+13.08K) | $25.39(+0.71%) | 2026-09-30 | |
| GDX | VanEck Vectors Gold Miners ETF | 3.04% | 166.5K | $14.6M | +3.27%(+5.27K) | $25.53(+238.75%) | 2026-09-30 | |
| AAPL | Apple Inc | 2.8% | 40.4K | $13.5M | -1.23%(-502) | $70.78(+384.49%) | 2026-09-30 | |
| PYLD | PIMCO Multisector Bond Active ETF | 2.75% | 519.4K | $13.2M | +23.29%(+98.14K) | $26.86(-5.42%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 2.66% | 24.9K | $12.8M | -2.37%(-605) | $30.19(+1666.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.31% | +9.06% | +54.30% |
| Top 20 Holdings Unweighted | +16.07% | +56.35% | +8.82% | +52.60% |
White Pine Investment CO reports $480.28M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.0%), GOOGL (5.5%) and FNDX (4.1%). The top 20 holdings account for 61.04% of reported assets. Its disclosed equity book has returned +54.31% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from White Pine Investment CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1318259). View White Pine Investment CO’s 13F filings on SEC