White Pine Investment CO

Q1 2026 13F-HR Holdings

Location
Livonia, MI
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$430,394
Net value change ($000)
+5,997 (1.4%)
New positions
2
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 6,751 NEW
MPC 3,490 43.7%
CVX 1,516 25.6%
JAAA 1,241 12.6%
NEE 879 16.0%
AVEM 855 18.0%
FNDX 805 5.0%
GDX 770 5.7%
AVUV 702 10.8%
IEF 671 9.9%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -3,177 -12.1%
MSFT -3,081 -24.4%
BRK-B -2,276 -6.5%
MS -1,714 -18.8%
META -1,412 -13.5%
JPM -1,222 -12.6%
AAPL -1,203 -10.6%
AMZN -780 -9.3%
PYPL -574 -22.4%
PAYX -503 -19.0%
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