$172 Million is the total value of White Pine Investment CO's 55 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ELD | WT Emerging Mkt Local Debtem lcl debt fd | $3,529,000 | -2.2% | 90,780 | 0.0% | 2.06% | -0.3% | |
| JPM | J P Morgan Chase & Co. | $1,844,000 | +11.8% | 27,219 | 0.0% | 1.07% | +14.0% | |
| LH | Lab Cp Of Amer Hldg New | $693,000 | -3.9% | 5,720 | 0.0% | 0.40% | -1.9% | |
| WFC | Wells Fargo & Co New | $288,000 | +3.6% | 5,113 | 0.0% | 0.17% | +5.7% | |
| MO | Altria Group, Inc. | $267,000 | -2.2% | 5,466 | 0.0% | 0.16% | 0.0% | |
| DOW | Dow Chemical Company | $222,000 | +6.7% | 4,343 | 0.0% | 0.13% | +8.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc | 42 | Q3 2023 | 14.7% |
| Schw Intl Eq Etf | 42 | Q3 2023 | 5.9% |
| Microsoft Corp | 42 | Q3 2023 | 4.8% |
| Pfizer Incorporated | 42 | Q3 2023 | 3.4% |
| Morgan Stanley | 42 | Q3 2023 | 3.3% |
| Marathon Petroleum Corp | 42 | Q3 2023 | 3.8% |
| Apple Inc | 42 | Q3 2023 | 3.1% |
| Ford Motor Company | 42 | Q3 2023 | 6.4% |
| JPMorgan Chase & Co | 42 | Q3 2023 | 2.4% |
| Chevron Corporation | 42 | Q3 2023 | 2.7% |
View White Pine Investment CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-28 |
View White Pine Investment CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.