David J.Sculati

White Pine Investment as of March 31, 2026

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