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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, MPC, and represent 23.44% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: PYLD, AVEM, XAR, GDX, TIP, JAAA, FLTR, NVDA, SCHR, V.
Started 2 new stock positions in Exxon Mobil Corp, V.
Reduced shares in these 10 stocks: MPC, PAYX, GOOGL, MSFT, BRK.B, SFM, MS, SOLS, SBUX, SYK.
Sold out of its positions in CSCO, LRCX, PAYX, SOLS, SBUX, SYK.
White Pine Investment was a net buyer of stock by $2.2M.
White Pine Investment has $480M in assets under management (AUM), dropping by 2.36%.
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 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	7.0	$33M		67k	497.95	View chart
Alphabet Stk Cl A (GOOGL)	5.5	$27M	-2%	77k	344.08	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	4.1	$20M		620k	31.47	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.5	$17M		367k	45.84	View chart
Marathon Petroleum Corp (MPC)	3.4	$16M	-7%	41k	395.41	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	3.1	$15M	+2%	588k	25.59	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	3.0	$15M	+3%	167k	87.80	View chart
Apple (AAPL)	2.8	$14M		40k	333.01	View chart
PIMCO Multisector Bond Active ETF Multisector Bd (PYLD)	2.7	$13M	+23%	519k	25.39	View chart
Microsoft Corporation (MSFT)	2.7	$13M	-2%	25k	512.91	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	2.6	$13M		130k	97.44	View chart
Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA)	2.6	$12M	+3%	243k	50.47	View chart
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)	2.4	$12M	+2%	485k	23.70	View chart
Meta Platforms Inc Class A Cl A (META)	2.4	$11M		16k	725.20	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.3	$11M		102k	109.61	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.3	$11M		102k	109.02	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.3	$11M		330k	33.31	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.3	$11M	+4%	104k	104.04	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	2.1	$10M		14k	739.75	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.0	$9.7M		179k	53.95	View chart
JPMorgan Chase & Co. (JPM)	1.9	$9.3M		28k	330.82	View chart
Amazon (AMZN)	1.9	$9.1M		36k	249.15	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.8	$8.8M		75k	116.97	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	1.8	$8.7M		255k	34.02	View chart
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)	1.7	$8.3M	+21%	88k	94.02	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	1.7	$8.1M		187k	43.51	View chart
Morgan Stanley (MS)	1.7	$8.1M	-2%	43k	188.09	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	1.7	$8.0M		59k	136.04	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.7	$8.0M		246k	32.35	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.6	$7.8M		66k	117.78	View chart
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)	1.6	$7.7M		85k	90.44	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.6	$7.5M	+2%	77k	97.24	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.6	$7.5M	+2%	84k	89.32	View chart
Chevron Corporation (CVX)	1.5	$7.2M		35k	204.22	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.4	$6.9M		57k	119.83	View chart
NVIDIA Corporation (NVDA)	1.4	$6.6M	+4%	29k	228.37	View chart
Canadian Natl Ry (CNI)	1.3	$6.2M		53k	118.90	View chart
Labcorp Holdings (LH)	1.1	$5.5M		18k	308.13	View chart
Nextera Energy (NEE)	1.1	$5.3M		70k	75.74	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.1	$5.2M		50k	103.78	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.0	$4.9M		94k	51.87	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	1.0	$4.7M		39k	120.10	View chart
Sprouts Fmrs Mkt (SFM)	0.9	$4.1M	-5%	62k	66.35	View chart
Verizon Communications (VZ)	0.8	$3.8M	-2%	83k	45.87	View chart
Sector Spdr Engy Select Energy (XLE)	0.5	$2.3M	-2%	38k	61.49	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.4	$2.0M	+3%	12k	167.00	View chart
Honeywell International (HON)	0.4	$1.9M		8.9k	210.96	View chart
SPDR S&P Aerospace & Defense ETF St Str Sp Aero (XAR)	0.4	$1.8M	+81%	7.9k	231.24	View chart
Paypal Holdings (PYPL)	0.4	$1.8M	-8%	33k	52.54	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.4	$1.7M	+2%	64k	27.48	View chart
Honeywell Aerospace (HONA)	0.3	$1.3M	-4%	8.5k	155.01	View chart
Enterprise Products Partners (EPD)	0.2	$822k		23k	35.62	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.2	$737k		18k	40.76	View chart
Utilities Select Sector SPDR F Sbi Int-utils (XLU)	0.1	$693k	+6%	18k	39.46	View chart
Servicenow (NOW)	0.1	$488k	-9%	3.6k	134.10	View chart
Automatic Data Processing (ADP)	0.1	$475k		1.8k	258.01	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$475k		4.7k	100.47	View chart
Marsh & McLennan Companies (MRSH)	0.1	$469k	-5%	2.7k	170.67	View chart
Johnson & Johnson (JNJ)	0.1	$437k		1.7k	264.85	View chart
Tesla Motors (TSLA)	0.1	$405k	+60%	1.1k	354.53	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$351k		1.8k	195.87	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$343k		1.3k	261.43	View chart
Ford Motor Company (F)	0.1	$285k		24k	12.08	View chart
Schwab U S Broad Market ETF (SCHB)	0.0	$222k		7.6k	29.34	View chart
Rockwell Automation (ROK)	0.0	$218k		500.00	436.00	View chart
Visa Com Cl A (V)	0.0	$208k	NEW	578.00	359.86	View chart
DTE Energy Company (DTE)	0.0	$204k		1.7k	121.65	View chart
Exxon Mobil Corp Com Shs	0.0	$202k	NEW	1.2k	162.90	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 Q3 filed Oct. 15, 2026
White Pine Investment 2026 Q2 filed July 20, 2026
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

View all past filings

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