White Pine Capital LLC
White Pine Capital LLC is a Minneapolis-area independent investment advisory firm founded in 1999 and headquartered in Bloomington, MN. The firm specializes in traditional value equity management for institutional and individual clients, including high-net-worth individuals, pension plans, foundations, and endowments. With a small staff of dedicated employees, White Pine Capital provides tailored portfolio management and investment advisory services focused on long-term value investing.
Investment Strategy
White Pine Capital LLC pursues a value-oriented investment approach, focusing on identifying undervalued equity securities of fundamentally strong companies. By employing a disciplined, research-driven process, the firm targets investments offering attractive risk/reward profiles and growth potential, while seeking to provide long-term returns for clients. The firm typically manages concentrated portfolios and emphasizes fundamental analysis, company quality, and intrinsic value, aiming to outperform relevant benchmarks over full market cycles.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.82% | $15.2M | 30,545 | $37.37 | $497.41 | +$3.7M |
M MMM | 3M CO | 4.73% | $14.9M | 97,909 | $63.67 | $152.24 | +$547.5K |
A AAPL | APPLE INC | 3.40% | $10.7M | 52,272 | $39.15 | $205.17 | -$1.1M |
I IVV | ISHARES CORE S&P 500 INDEX FUN | 3.05% | $9.6M | 15,485 | $370.25 | $620.90 | +$1.3M |
A AMZN | AMAZON.COM INC | 2.01% | $6.3M | 28,797 | $118.59 | $219.39 | +$1.2M |