White Pine Investment Co.
White Pine Investment Co is an SEC-registered investment adviser headquartered in Livonia, Michigan. Founded in 1994, the firm specializes in providing investment management services for individual and institutional clients, acting primarily as an institutional manager. The company is a closely held boutique investment adviser with a small team, serving clients focused on disciplined portfolio management and long-term financial growth.
Investment Strategy
White Pine Investment Co primarily utilizes a value-oriented and diversified portfolio strategy, investing across domestic equities, ETFs, and select international holdings. Their approach emphasizes fundamental analysis, risk management, and long-term capital appreciation for both individual and institutional clients. The firm is known for transparency, active monitoring, and allocating capital with an eye towards stable returns while remaining responsive to market conditions.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Inc | 8.47% | $35.7M | 71,007 | $116.57 | $502.74 | +$814.0K |
G GOOGL | Alphabet Inc | 5.14% | $21.7M | 89,199 | $57.53 | $243.10 | +$5.5M |
F FNDX | Schwab Fundamental U.S. Large | 3.67% | $15.5M | 588,977 | $13.53 | $26.30 | +$1.1M |
G GSIE | Goldman Sachs ActiveBeta Inter | 3.66% | $15.4M | 374,836 | $29.35 | $41.11 | +$515.0K |
M MSFT | Microsoft Corp | 3.30% | $13.9M | 26,855 | $40.85 | $517.95 | +$321.0K |