White Pine Investment CO

Q4 2025 13F-HR Holdings

Location
Livonia, MI
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$424,397
Net value change ($000)
+2,899 (0.7%)
New positions
2
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JAAA 5,126 107.7%
GOOGL 4,664 21.5%
AVEM 1,951 69.7%
GDX 1,351 11.2%
SCHR 727 7.1%
MS 692 8.2%
AAPL 622 5.8%
GSIE 614 4.0%
FNDX 555 3.6%
IEF 441 6.9%
Top Reduces (Value $000, Stocks/ETFs)
SHY -4,606 -89.8%
OMFL -2,492 -89.8%
SFM -2,192 -26.3%
MPC -1,966 -19.7%
MSFT -1,258 -9.0%
META -1,247 -10.7%
BRK-B -877 -2.5%
LH -720 -13.5%
PYPL -558 -17.9%
VZ -540 -12.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type