White Pine Investment CO has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $346 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $35M, Alphabet Inc. with a value of $16.2M, Schwab Fundamental U S Large C with a value of $14M, Ishares Msci Usa Min Vol Facto with a value of $13.6M, and Goldman Sachs ETF Tr Activebet with a value of $12.6M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $324M to 346M.

Below you can find more details about White Pine Investment CO portfolio as well as his latest detailed transactions.

Portfolio value $346 Million
ETFs: $175 Million
Financial Services: $55.4 Million
Communication Services: $34 Million
Technology: $22.6 Million
Energy: $15.3 Million
Industrials: $13.3 Million
Consumer Cyclical: $11.6 Million
Consumer Defensive: $11 Million
Other: $7.36 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $346 Million
  • Prior Value $324 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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