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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 24.08% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: PYLD, HON, HONA, XAR, JAAA, FLTR, GDX, NOW, FNDX, SCHR.
Started 8 new stock positions in LRCX, XAR, ROK, HONA, CSCO, NOW, HON, SBUX.
Reduced shares in these 10 stocks: Honeywell International, PAYX, SFM, MPC, GOOGL, SHY, PYPL, , MS, TSLA.
Sold out of its positions in XOM, Honeywell International, SHY.
White Pine Investment was a net buyer of stock by $7.4M.
White Pine Investment has $469M in assets under management (AUM), dropping by 9.01%.
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 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	7.2	$34M		68k	500.38	View chart
Alphabet Stk Cl A (GOOGL)	6.0	$28M		79k	357.37	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	4.1	$19M	+2%	618k	31.10	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.6	$17M		370k	45.70	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	3.1	$15M	+3%	575k	25.61	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	2.7	$13M		130k	96.46	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	2.6	$12M	+4%	161k	75.45	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.5	$12M		101k	117.50	View chart
Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA)	2.5	$12M	+6%	236k	50.49	View chart
Apple (AAPL)	2.5	$12M	+2%	41k	289.37	View chart
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)	2.5	$12M	+3%	474k	24.66	View chart
Marathon Petroleum Corp (MPC)	2.4	$11M	-5%	45k	255.66	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.4	$11M		326k	34.81	View chart
PIMCO Multisector Bond Active ETF Multisector Bd (PYLD)	2.4	$11M	+63%	421k	26.52	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.3	$11M	+2%	100k	109.43	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.3	$11M		102k	106.70	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.1	$10M		178k	56.52	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	2.1	$10M		14k	736.36	View chart
Microsoft Corporation (MSFT)	2.0	$9.5M		26k	373.04	View chart
JPMorgan Chase & Co. (JPM)	2.0	$9.4M		29k	327.32	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	2.0	$9.2M	+2%	250k	36.87	View chart
Morgan Stanley (MS)	2.0	$9.2M		44k	209.05	View chart
Meta Platforms Inc Class A Cl A (META)	1.9	$8.9M		16k	563.28	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	1.9	$8.9M		60k	148.31	View chart
Amazon (AMZN)	1.9	$8.8M		37k	238.35	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.9	$8.7M		74k	117.02	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	1.8	$8.6M		187k	45.91	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.8	$8.2M		66k	124.76	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.7	$7.9M		245k	32.14	View chart
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)	1.7	$7.7M		85k	91.21	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.7	$7.7M	+4%	82k	94.57	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.5	$7.2M	+2%	76k	95.62	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.5	$7.1M		57k	124.42	View chart
Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM)	1.5	$7.0M	+4%	72k	96.49	View chart
Canadian Natl Ry (CNI)	1.3	$6.3M		53k	119.23	View chart
Nextera Energy (NEE)	1.3	$6.1M		70k	87.78	View chart
Chevron Corporation (CVX)	1.3	$6.0M		36k	165.75	View chart
Sprouts Fmrs Mkt (SFM)	1.2	$5.6M	-11%	66k	84.59	View chart
NVIDIA Corporation (NVDA)	1.2	$5.5M	+3%	28k	200.08	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.2	$5.4M	+3%	49k	109.52	View chart
Labcorp Holdings (LH)	1.1	$5.0M		18k	280.00	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.0	$4.8M		93k	51.85	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	1.0	$4.7M	+4%	39k	122.00	View chart
Verizon Communications (VZ)	0.8	$3.6M		85k	42.34	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.5	$2.1M	+2%	12k	185.26	View chart
Sector Spdr Engy Select Energy (XLE)	0.4	$2.1M		39k	53.12	View chart
Honeywell International (HON)	0.4	$2.0M	NEW	9.0k	223.92	View chart
Honeywell Aerospace (HONA)	0.4	$2.0M	NEW	8.9k	221.06	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.4	$1.7M		62k	27.70	View chart
Paypal Holdings (PYPL)	0.3	$1.6M	-17%	36k	43.19	View chart
SPDR S&P Aerospace & Defense ETF St Str Sp Aero (XAR)	0.3	$1.2M	NEW	4.4k	283.85	View chart
Paychex (PAYX)	0.2	$979k	-57%	10k	98.36	View chart
Enterprise Products Partners (EPD)	0.2	$848k		23k	36.74	View chart
Utilities Select Sector SPDR F Sbi Int-utils (XLU)	0.2	$748k	+10%	17k	45.33	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.2	$733k		18k	40.43	View chart
Marsh & McLennan Companies (MRSH)	0.1	$486k		2.9k	166.78	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$482k	+12%	4.8k	100.79	View chart
Johnson & Johnson (JNJ)	0.1	$419k		1.7k	253.94	View chart
Automatic Data Processing (ADP)	0.1	$412k		1.8k	223.79	View chart
Servicenow (NOW)	0.1	$400k	NEW	4.0k	99.40	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$341k	-5%	1.8k	190.29	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$331k	+9%	1.3k	251.71	View chart
Ford Motor Company (F)	0.1	$328k	-3%	24k	13.90	View chart
Tesla Motors (TSLA)	0.1	$299k	-36%	711.00	420.53	View chart
DTE Energy Company (DTE)	0.1	$255k		1.7k	152.42	View chart
Rockwell Automation (ROK)	0.1	$248k	NEW	500.00	496.00	View chart
Solstice Advanced Matls (SOLS)	0.0	$223k	-35%	2.5k	88.74	View chart
Schwab U S Broad Market ETF (SCHB)	0.0	$222k	-5%	7.7k	28.96	View chart
Starbucks Corporation (SBUX)	0.0	$216k	NEW	2.1k	102.18	View chart
Stryker Corp ETF TR SPDR Mid (SYK)	0.0	$208k		660.00	315.15	View chart
Lam Research Corporation Com New (LRCX)	0.0	$208k	NEW	480.00	433.33	View chart
Cisco Systems (CSCO)	0.0	$204k	NEW	1.7k	117.65	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 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
White Pine Investment 2022 Q3 filed Oct. 28, 2022

View all past filings

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