White Pine Investment CO

CIK 0001318259 · Q1 2026

13F Equity AUM

$430K

-100.0% QoQ

Positions

-1 QoQ

AUM Rank

#12,108

Top 97%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,391 · Top 41%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 23.8%Top 10: 37.8%Top 20: 60.0%

BRK/B7.6%

GOOGL5.4%

FNDX3.9%

GSIE3.7%

GDX3.3%

FLTR3.3%

USMV2.8%

MPC2.7%

SCHR2.7%

JAAA2.6%

Others (57)62.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services72.2%

Communication Services8.5%

Energy5.9%

Technology5.7%

Other7.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 67Median: 1.48%Avg: 1.49%

0–0.5%

21(3.3%)

0.5–1%

4(3.3%)

1–3%

36(66.2%)

3–5%

4(14.2%)

5%+

2(12.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 67Unique: 0vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

BANK OF AMERICA CORP /DE/

1.4%

1.3%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased28Decreased34Exited3

New Positions

PYLD1.6%

+258K

XOM0.1%

+1K

Increased

JAAA2.6%

+25K(+13%)

SCHR2.7%

+23K(+5%)

FLTR3.3%

+22K(+4%)

FNDX3.9%

+15K(+3%)

AVEM1.3%

+8K(+13%)

IEF1.7%

+8K(+11%)

SCHM1.8%

+7K(+3%)

ILCG1.6%

+5K(+7%)

TIP2.5%

+3K(+3%)

QQQE0.8%

+3K(+8%)

Decreased

BAC1.0%

-8,633(-9%)

HDEF1.9%

-6,558(-3%)

DWD1.7%

-6,369(-12%)

GSIE3.7%

-4,982(-1%)

GOOGL5.4%

-3,603(-4%)

CHV1.7%

-2,911(-7%)

SCHV2.3%

-2,561(-1%)

SFM1.3%

-2,268(-3%)

MPC2.7%

-2,128(-4%)

GDX3.3%

-1,823(-1%)

Exited

OMFL

-4,646

SHOP

-1,250

-579

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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