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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, GDX, and represent 23.84% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$6.8M), JAAA, IEF, AVEM, SCHR, FLTR, ILCG, QQQ, FNDX, XLI.
Started 2 new stock positions in PYLD, XOM.
Reduced shares in these 10 stocks: MS, GOOGL, BRK.B, CVX, MPC, AAPL, VZ, JPM, OMFL, GSIE.
Sold out of its positions in OMFL, SHOP, V.
White Pine Investment was a net buyer of stock by $6.8M.
White Pine Investment has $430M in assets under management (AUM), dropping by 1.41%.
Central Index Key (CIK): 0001318259

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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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	7.6	$33M		68k	479.19	View chart
Alphabet Stk Cl A (GOOGL)	5.4	$23M	-4%	81k	287.56	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	3.9	$17M	+2%	605k	27.85	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.7	$16M		368k	43.13	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	3.3	$14M		155k	91.77	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	3.3	$14M	+4%	555k	25.48	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	2.8	$12M		130k	92.74	View chart
Marathon Petroleum Corp (MPC)	2.7	$12M	-4%	47k	244.19	View chart
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)	2.7	$11M	+5%	459k	24.91	View chart
Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA)	2.6	$11M	+13%	221k	50.37	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.5	$11M	+3%	98k	110.36	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.4	$10M		101k	100.62	View chart
Apple (AAPL)	2.4	$10M	-4%	40k	253.78	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.3	$9.9M		326k	30.50	View chart
Microsoft Corporation (MSFT)	2.2	$9.6M		26k	370.17	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.2	$9.4M		102k	92.50	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.1	$9.2M		175k	52.54	View chart
Meta Platforms Inc Class A Cl A (META)	2.1	$9.0M		16k	572.14	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	2.0	$8.5M		186k	45.80	View chart
JPMorgan Chase & Co. (JPM)	2.0	$8.5M	-4%	29k	294.15	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.9	$8.0M	-2%	246k	32.41	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.7M	+6%	13k	577.16	View chart
Amazon (AMZN)	1.8	$7.6M		37k	208.28	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	1.8	$7.6M		61k	124.30	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	1.8	$7.5M	+2%	244k	30.96	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.7	$7.5M	+10%	78k	95.44	View chart
Chevron Corporation (CVX)	1.7	$7.4M	-7%	36k	206.88	View chart
Morgan Stanley (MS)	1.7	$7.4M	-12%	45k	164.57	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.7	$7.2M	+2%	65k	110.46	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.6	$7.0M	+6%	73k	95.48	View chart
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)	1.6	$6.8M	+2%	84k	80.61	View chart
PIMCO Multisector Bond Active ETF Multisector Bd (PYLD)	1.6	$6.8M	NEW	258k	26.20	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.5	$6.5M	+3%	74k	87.84	View chart
Nextera Energy (NEE)	1.5	$6.4M		69k	92.87	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.5	$6.3M		57k	111.37	View chart
Sprouts Fmrs Mkt (SFM)	1.3	$5.8M	-2%	75k	77.14	View chart
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)	1.3	$5.6M	+12%	70k	80.58	View chart
Canadian Natl Ry (CNI)	1.3	$5.4M		53k	102.77	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.1	$4.9M		48k	103.13	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.1	$4.9M		92k	52.64	View chart
Labcorp Holdings (LH)	1.1	$4.8M		18k	266.84	View chart
NVIDIA Corporation (NVDA)	1.1	$4.7M	+2%	27k	174.40	View chart
Verizon Communications (VZ)	1.0	$4.3M	-9%	86k	50.20	View chart
Honeywell International (HON)	0.9	$4.0M		18k	226.03	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	0.9	$3.7M	+7%	37k	98.54	View chart
Sector Spdr Engy Select Energy (XLE)	0.5	$2.4M		39k	61.25	View chart
Paychex (PAYX)	0.5	$2.1M		23k	92.11	View chart
Paypal Holdings (PYPL)	0.5	$2.0M		44k	45.23	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.4	$1.8M	+24%	11k	161.72	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.4	$1.5M	-2%	61k	24.74	View chart
Enterprise Products Partners (EPD)	0.2	$873k		23k	37.83	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.2	$713k		18k	39.43	View chart
Utilities Select Sector SPDR F Sbi Int-utils (XLU)	0.2	$687k	+9%	15k	45.91	View chart
Marsh & McLennan Companies (MRSH)	0.1	$506k	-5%	2.9k	173.29	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$429k	-3%	4.3k	100.59	View chart
Tesla Motors (TSLA)	0.1	$416k	+57%	1.1k	371.76	View chart
Johnson & Johnson (JNJ)	0.1	$403k	-6%	1.7k	244.24	View chart
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)	0.1	$383k	-26%	4.6k	82.63	View chart
Automatic Data Processing (ADP)	0.1	$377k	-11%	1.9k	202.91	View chart
Solstice Advanced Matls (SOLS)	0.1	$295k	-11%	3.9k	76.27	View chart
Ford Motor Company (F)	0.1	$282k	-5%	24k	11.55	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$262k	-21%	1.2k	217.79	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$252k	+5%	1.9k	133.12	View chart
DTE Energy Company (DTE)	0.1	$247k		1.7k	146.41	View chart
Stryker Corp ETF TR SPDR Mid (SYK)	0.1	$217k		660.00	328.79	View chart
Exxon Mobil Corporation (XOM)	0.0	$210k	NEW	1.2k	169.35	View chart
Schwab U S Broad Market ETF (SCHB)	0.0	$204k		8.1k	25.09	View chart

Past Filings by White Pine Investment

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

White Pine Investment 2026 Q1 filed April 20, 2026
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

View all past filings

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