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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, MSFT, and represent 24.24% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: JAAA, AVEM, SCHR, FLTR, IEF, TIP, AVLV, DON, NEE, GIGB.
Started 2 new stock positions in AVEM, JAAA.
Reduced shares in these 10 stocks: SHY (-$5.7M), OMFL, GOOGL, MS, BRK.B, SBUX, JPM, MSFT, JUST, USMV.
White Pine Investment was a net seller of stock by $-671k.
White Pine Investment has $422M in assets under management (AUM), dropping by 5.21%.
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 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	8.5	$36M		71k	502.74	View chart
Alphabet Stk Cl A (GOOGL)	5.1	$22M	-2%	89k	243.10	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	3.7	$16M		589k	26.30	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.7	$15M		375k	41.11	View chart
Microsoft Corporation (MSFT)	3.3	$14M		27k	517.97	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	3.2	$13M	+8%	522k	25.57	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	2.9	$12M		130k	95.14	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	2.9	$12M		158k	76.40	View chart
Meta Platforms Inc Class A Cl A (META)	2.8	$12M		16k	734.39	View chart
Apple (AAPL)	2.5	$11M		42k	254.62	View chart
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)	2.4	$10M	+11%	407k	25.13	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.4	$10M	+6%	91k	111.22	View chart
JPMorgan Chase & Co. (JPM)	2.4	$10M	-2%	32k	315.44	View chart
Marathon Petroleum Corp (MPC)	2.4	$10M		52k	192.73	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.3	$9.6M	-2%	103k	93.80	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.3	$9.6M		100k	95.89	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.3	$9.5M		326k	29.11	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.1	$8.9M	+2%	170k	52.30	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	2.0	$8.6M		185k	46.69	View chart
Morgan Stanley (MS)	2.0	$8.4M	-5%	53k	158.97	View chart
Sprouts Fmrs Mkt (SFM)	2.0	$8.3M		77k	108.80	View chart
Amazon (AMZN)	1.9	$8.1M		37k	219.58	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.5M	+2%	13k	600.38	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.8	$7.4M		253k	29.42	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	1.7	$7.4M		62k	118.83	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.7	$7.1M		68k	104.30	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	1.6	$6.7M	+2%	227k	29.64	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.5	$6.4M		72k	88.96	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.5	$6.4M	+12%	66k	96.46	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.5	$6.3M		56k	113.87	View chart
Chevron Corporation (CVX)	1.5	$6.2M		40k	155.29	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.5	$6.2M		62k	99.53	View chart
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)	1.4	$5.9M	+4%	81k	72.26	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.3	$5.4M		48k	112.35	View chart
Labcorp Holdings (LH)	1.3	$5.3M		19k	287.08	View chart
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)	1.2	$5.1M	-52%	62k	82.96	View chart
Nextera Energy (NEE)	1.2	$5.1M	+3%	68k	75.49	View chart
Canadian Natl Ry (CNI)	1.2	$5.0M		53k	94.30	View chart
NVIDIA Corporation (NVDA)	1.2	$4.9M		26k	186.59	View chart
Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA)	1.1	$4.8M	NEW	94k	50.79	View chart
Verizon Communications (VZ)	1.0	$4.4M		100k	43.95	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.0	$4.3M		92k	46.93	View chart
Honeywell International (HON)	0.9	$3.9M		18k	210.47	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	0.8	$3.4M		34k	101.60	View chart
Paychex (PAYX)	0.7	$3.1M		25k	126.75	View chart
Paypal Holdings (PYPL)	0.7	$3.1M		47k	67.05	View chart
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)	0.7	$2.8M	NEW	37k	75.12	View chart
Invesco Russell 1000 Dynamic Mltfct ETF Rusl 1000 Dynm (OMFL)	0.7	$2.8M	-58%	46k	60.27	View chart
Sector Spdr Engy Select Energy (XLE)	0.4	$1.7M	+2%	19k	89.36	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.3	$1.5M	-2%	63k	23.29	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.3	$1.3M	+7%	8.2k	154.28	View chart
Enterprise Products Partners (EPD)	0.2	$722k		23k	31.28	View chart
Automatic Data Processing (ADP)	0.2	$644k		2.2k	293.66	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.2	$642k		18k	35.51	View chart
Marsh & McLennan Companies (MMC)	0.1	$623k	-4%	3.1k	201.42	View chart
Utilities Select Sector SPDR F Sbi Int-utils (XLU)	0.1	$547k	+8%	6.3k	87.24	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$439k	+2%	4.4k	100.62	View chart
Tesla Motors (TSLA)	0.1	$394k		886.00	444.70	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$354k		1.5k	231.52	View chart
Johnson & Johnson (JNJ)	0.1	$328k		1.8k	185.31	View chart
Ford Motor Company (F)	0.1	$309k		26k	11.94	View chart
Starbucks Corporation (SBUX)	0.1	$253k	-54%	3.0k	84.59	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$253k		898.00	281.74	View chart
Stryker Corp ETF TR SPDR Mid (SYK)	0.1	$244k		660.00	369.70	View chart
DTE Energy Company (DTE)	0.1	$238k		1.7k	141.75	View chart
Visa (V)	0.1	$232k		679.00	341.68	View chart
Schwab U S Broad Market ETF (SCHB)	0.1	$227k		8.8k	25.73	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 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
White Pine Investment 2021 Q4 filed Jan. 28, 2022

View all past filings

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