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CIK: 0001318259
Total reported value
$469.2M
$469.2M
67 檔
21.8%
As reported in its official Q3 2025 Form 13F filing, White Pine Investment CO's tracked investment portfolio stood at $469.2M with 67 total positions.
In Q3 2025, White Pine Investment CO adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.47% | -0.34% | -1.12% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.14% | +0.64% | -2.67% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.67% | +0.17% | +0.24% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.66% | -0.09% | -0.19% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.19% | -1.70% | |
| 6 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 3.17% | -0.15% | +8.23% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.93% | -0.13% | -1.67% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.86% | -0.70% | +0.46% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.77% | -0.21% | -1.68% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.17% | -1.22% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.42% | -0.17% | +11.94% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.41% | -0.17% | +6.72% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +0.02% | -2.37% | |
| 14 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.36% | -0.24% | -1.98% | |
| 15 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 2.28% | +0.13% | -2.14% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.28% | +0.17% | +0.98% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.25% | +0.11% | -0.60% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.10% | — | +2.40% | |
| 19 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 2.05% | -0.15% | +1.89% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 2.00% | +0.25% | -5.46% | |
| 21 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.98% | -0.15% | -0.98% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.09% | -1.11% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | +0.34% | +2.16% | |
| 24 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 1.77% | -0.17% | -1.64% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.13% | -1.35% | |
| 26 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.68% | +0.23% | -0.46% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.60% | +0.22% | +2.22% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.51% | +0.03% | -0.10% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.51% | -0.09% | +12.65% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.51% | +0.05% | +1.17% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.47% | -0.46% | +0.85% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.47% | +0.09% | +1.31% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.39% | +0.07% | +4.99% | |
| 34 | FIW | First Trust Water ETF | ETF-Other | 1.27% | — | -0.04% | |
| 35 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.26% | -0.05% | -1.50% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.22% | -0.09% | EXIT | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 1.22% | -0.18% | +3.51% | |
| 38 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.18% | +0.09% | +0.74% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.09% | +0.44% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.13% | -0.05% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.24% | -1.10% | |
| 42 | AMLP | Alerian Mlp ETF | ETF-Other | 1.02% | -0.10% | +0.70% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -0.93% | EXIT | |
| 44 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.81% | +0.16% | +0.31% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.74% | -0.29% | +0.78% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.74% | -0.12% | -1.41% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | +0.19% | — | |
| 48 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.66% | — | -58.02% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.11% | +2.12% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.35% | +0.02% | -2.26% |
According to official SEC Form 13F filings, White Pine Investment CO reported a total U.S. public equity portfolio value of $469.2M across 67 disclosed positions in Q3 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 21.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVLV
市值: $5.9M
Top Position Liquidated / Trimmed
COWZ
前期市值: $5.2M
During Q3 2025, White Pine Investment CO's top holdings by market value included BRK-B (8.5%)、GOOGL (5.1%)、FNDX (3.7%). The largest single position, BRK-B, represented 8.5% of total portfolio value.
In Q3 2025, White Pine Investment CO made 50 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 27 holdings, and fully liquidating 3 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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