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David J.Sculati

Latest statistics and disclosures from White Pine Investment's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, GOOGL, FNDX, GSIE, FLTR, and represent 25.17% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$5.1M), AVEM, XLE, SCHR, IEF, TIP, XLU, SCHM, FLTR, SOLS.
Started 2 new stock positions in SOLS, SHOP.
Reduced shares in these 10 stocks: SHY, OMFL, GOOGL, BRK.B, JPM, MPC, MSFT, MS, SBUX, VZ.
Sold out of its position in SBUX.
White Pine Investment was a net seller of stock by $-811k.
White Pine Investment has $424M in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0001318259

Tip: Access up to 7 years of quarterly data

Positions held by David J.Sculati consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for White Pine Investment

White Pine Investment holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	8.2	$35M	-2%	69k	502.65	View chart
Alphabet Stk Cl A (GOOGL)	6.2	$26M	-5%	84k	313.00	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	3.8	$16M		590k	27.21	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.8	$16M		373k	42.94	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	3.2	$14M	+2%	533k	25.48	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	3.2	$13M		156k	85.77	View chart
Microsoft Corporation (MSFT)	3.0	$13M	-2%	26k	483.62	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	2.9	$12M		131k	94.16	View chart
Apple (AAPL)	2.7	$11M		42k	271.86	View chart
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)	2.6	$11M	+7%	436k	25.08	View chart
Meta Platforms Inc Class A Cl A (META)	2.5	$10M		16k	660.11	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.4	$10M	+3%	95k	109.91	View chart
Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA)	2.3	$9.9M	+108%	196k	50.58	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.3	$9.8M		102k	96.70	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.3	$9.8M		101k	96.88	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.3	$9.7M		329k	29.61	View chart
JPMorgan Chase & Co. (JPM)	2.3	$9.7M	-4%	30k	322.22	View chart
Morgan Stanley (MS)	2.1	$9.1M	-3%	51k	177.54	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.1	$8.9M	+2%	173k	51.60	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	2.0	$8.6M		186k	46.25	View chart
Amazon (AMZN)	2.0	$8.4M		37k	230.81	View chart
Marathon Petroleum Corp (MPC)	1.9	$8.0M	-4%	49k	162.63	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.8	$7.8M		253k	30.99	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.7M		13k	614.30	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	1.7	$7.4M		62k	120.19	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	1.7	$7.1M	+4%	237k	30.07	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.7	$7.1M		68k	104.04	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.6	$6.8M	+7%	71k	96.17	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.5	$6.5M	+2%	64k	101.98	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.5	$6.4M		72k	89.43	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.5	$6.4M		56k	113.92	View chart
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)	1.5	$6.3M		83k	75.77	View chart
Sprouts Fmrs Mkt (SFM)	1.4	$6.1M		77k	79.66	View chart
Chevron Corporation (CVX)	1.4	$5.9M	-2%	39k	152.40	View chart
Nextera Energy (NEE)	1.3	$5.5M		69k	80.28	View chart
Canadian Natl Ry (CNI)	1.2	$5.2M		52k	98.85	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.2	$5.1M		47k	108.64	View chart
NVIDIA Corporation (NVDA)	1.2	$4.9M		26k	186.51	View chart
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)	1.1	$4.8M	+65%	62k	77.02	View chart
Labcorp Holdings (LH)	1.1	$4.6M		18k	250.87	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.0	$4.4M		93k	47.02	View chart
Verizon Communications (VZ)	0.9	$3.8M	-5%	94k	40.73	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	0.8	$3.5M	+2%	35k	102.31	View chart
Honeywell International (HON)	0.8	$3.5M	-2%	18k	195.11	View chart
Paychex (PAYX)	0.6	$2.7M	-4%	24k	112.18	View chart
Paypal Holdings (PYPL)	0.6	$2.6M	-5%	44k	58.39	View chart
Sector Spdr Engy Select Energy (XLE)	0.4	$1.7M	+100%	39k	44.72	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.4	$1.5M		63k	24.04	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.3	$1.4M	+9%	8.9k	155.08	View chart
Enterprise Products Partners (EPD)	0.2	$740k		23k	32.06	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.2	$669k		18k	37.00	View chart
Utilities Select Sector SPDR F Sbi Int-utils (XLU)	0.1	$586k	+118%	14k	42.69	View chart
Marsh & McLennan Companies	0.1	$574k		3.1k	185.58	View chart
Automatic Data Processing (ADP)	0.1	$542k	-3%	2.1k	257.12	View chart
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)	0.1	$524k	-89%	6.3k	82.87	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$445k		4.4k	100.38	View chart
Johnson & Johnson (JNJ)	0.1	$366k		1.8k	206.78	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$349k		1.5k	228.25	View chart
Ford Motor Company (F)	0.1	$339k		26k	13.10	View chart
Tesla Motors (TSLA)	0.1	$320k	-19%	711.00	450.07	View chart
Invesco Russell 1000 Dynamic Mltfct ETF Rusl 1000 Dynm (OMFL)	0.1	$284k	-89%	4.6k	61.13	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$258k	+99%	1.8k	143.73	View chart
Stryker Corp ETF TR SPDR Mid (SYK)	0.1	$232k		660.00	351.52	View chart
DTE Energy Company (DTE)	0.1	$217k		1.7k	128.94	View chart
Schwab U S Broad Market ETF (SCHB)	0.1	$216k	-6%	8.2k	26.27	View chart
Solstice Advanced Matls (SOLS)	0.1	$213k	NEW	4.4k	48.56	View chart
Visa (V)	0.0	$203k	-14%	579.00	350.60	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$201k	NEW	1.3k	160.80	View chart

Past Filings by White Pine Investment

SEC 13F filings are viewable for White Pine Investment going back to 2010

White Pine Investment 2025 Q4 filed Jan. 28, 2026
White Pine Investment 2025 Q3 filed Oct. 14, 2025
White Pine Investment 2025 Q2 filed July 17, 2025
White Pine Investment 2025 Q1 filed April 23, 2025
White Pine Investment 2024 Q4 filed Jan. 17, 2025
White Pine Investment 2024 Q3 filed Oct. 29, 2024
White Pine Investment 2024 Q2 filed July 24, 2024
White Pine Investment 2024 Q1 filed April 26, 2024
White Pine Investment 2023 Q4 filed Jan. 26, 2024
White Pine Investment 2023 Q3 filed Oct. 27, 2023
White Pine Investment 2023 Q2 filed Aug. 4, 2023
White Pine Investment 2023 Q1 filed April 14, 2023
White Pine Investment 2022 Q4 filed Feb. 3, 2023
White Pine Investment 2022 Q3 filed Oct. 28, 2022
White Pine Investment 2022 Q2 filed July 29, 2022
White Pine Investment 2022 Q1 filed May 6, 2022

View all past filings

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