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CIK: 0001318259
Total reported value
$469.2M
$469.2M
64 檔
20.0%
According to the latest 13F quarterly dataset, White Pine Investment CO managed an equity portfolio of $469.2M at the end of Q1 2025, spanning 64 distinct U.S. exchange-listed positions.
In Q1 2025, White Pine Investment CO displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.55% | -0.34% | -1.87% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.87% | +0.64% | -3.57% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.77% | +0.17% | -0.20% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.68% | -0.09% | -2.63% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.45% | -0.13% | -3.97% | |
| 6 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 3.42% | -0.15% | -8.68% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.19% | -1.55% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.79% | -0.09% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.17% | -2.24% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.21% | -4.52% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.54% | -0.15% | +6.51% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.45% | -0.17% | +4.80% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.39% | +0.11% | -2.44% | |
| 14 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 2.37% | +0.13% | +1.93% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.02% | -6.02% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.24% | — | +2.79% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.23% | +0.17% | +3.79% | |
| 18 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 2.13% | -0.15% | +3.80% | |
| 19 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.13% | -0.24% | +0.39% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.97% | -0.70% | -1.13% | |
| 21 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 1.94% | -0.17% | -1.30% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.09% | -3.51% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.86% | -0.46% | +0.54% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.80% | +0.25% | -6.27% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.80% | +0.13% | -2.49% | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.65% | — | -4.94% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.55% | +0.22% | +17.32% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.55% | +0.03% | +6.79% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.34% | +1.70% | |
| 30 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.49% | +0.23% | -0.82% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.49% | +0.05% | +5.99% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.44% | +0.09% | +2.78% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.41% | -0.09% | +6.96% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.41% | — | +17.31% | |
| 35 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.37% | +0.09% | +4.51% | |
| 36 | FIW | First Trust Water ETF | ETF-Other | 1.32% | — | +0.21% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.29% | -0.24% | -4.32% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 1.26% | -0.10% | -0.21% | |
| 39 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.19% | -0.05% | -0.19% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 1.03% | -0.29% | -0.87% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.93% | EXIT | |
| 42 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.87% | — | +8.10% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.84% | -0.12% | -14.51% | |
| 44 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.79% | +0.16% | +7.56% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | — | -10.70% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.11% | +9.88% | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.43% | -0.17% | — | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | +0.02% | -19.48% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.25% | +0.05% | NEW | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.24% | -0.02% | — |
According to official SEC Form 13F filings, White Pine Investment CO reported a total U.S. public equity portfolio value of $469.2M across 64 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, GOOGL, FNDX) accounted for 20.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $39.2M
During Q1 2025, White Pine Investment CO's top holdings by market value included BRK-B (10.6%)、GOOGL (3.9%)、FNDX (3.8%). The largest single position, BRK-B, represented 10.6% of total portfolio value.
In Q1 2025, White Pine Investment CO made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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