White Pine Capital 13F annual report
White Pine Capital is an investment fund managing more than $264 billion ran by Mike Wallace. There are currently 210 companies in Mr. Wallace’s portfolio. The largest investments include Microsoft Corp Com and Apple Inc, together worth $24.8 billion.
Limited to 30 biggest holdings
$264 billion Assets Under Management (AUM)
As of 6th August 2024, White Pine Capital’s top holding is 30,269 shares of Microsoft Corp Com currently worth over $13.5 billion and making up 5.1% of the portfolio value.
In addition, the fund holds 53,582 shares of Apple Inc worth $11.3 billion, whose value grew 17.6% in the past six months.
The third-largest holding is 3M Co worth $10 billion and the next is Ishares Core S&p 500 Index Fun worth $7.32 billion, with 13,373 shares owned.
Currently, White Pine Capital's portfolio is worth at least $264 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at White Pine Capital
The White Pine Capital office and employees reside in Golden Valley, Minnesota. According to the last 13-F report filed with the SEC, Mike Wallace serves as the Principal at White Pine Capital.
Recent trades
In the most recent 13F filing, White Pine Capital revealed that it had opened a new position in
Netflix and bought 466 shares worth $314 million.
This means they effectively own approximately 0.1% of the company.
Netflix makes up
5.5%
of the fund's Communication Services sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Microsoft Corp Com by buying
197 additional shares.
This makes their stake in Microsoft Corp Com total 30,269 shares worth $13.5 billion.
On the other hand, there are companies that White Pine Capital is getting rid of from its portfolio.
White Pine Capital closed its position in Ishares 1-3 Year Treas Bond Et on 13th August 2024.
It sold the previously owned 7,304 shares for $593 million.
Mike Wallace also disclosed a decreased stake in Spdr S&p 500 Etf Trust by approximately 0.1%.
This leaves the value of the investment at $5.68 billion and 10,445 shares.
One of the smaller hedge funds
The two most similar investment funds to White Pine Capital are Valley Forge Investment Consultants Inc Adv and Concord Investment Counsel. They manage $264 billion and $264 billion respectively.
Mike Wallace investment strategy
White Pine Capital’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Industrials — making up 9.7% of
the total portfolio value.
The fund focuses on investments in the United States as
51.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
28% of the total holdings value.
On the other hand, small-cap stocks make up only 4.3% of the portfolio.
The average market cap of the portfolio companies is close to $112 billion.
The complete list of White Pine Capital trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corp Com |
0.66%
30,269
|
$13,528,844,000 | 5.13% |
| Apple Inc |
1.13%
53,582
|
$11,285,441,000 | 4.28% |
| 3M Co. |
0.28%
97,914
|
$10,005,832,000 | 3.79% |
| Ishares Core S&p 500 Index Fun |
5.84%
13,373
|
$7,318,307,000 | 2.77% |
| Spdr S&p 500 Etf Trust |
3.55%
10,445
|
$5,684,117,000 | 2.15% |
| Amazon.com Inc. |
3.81%
26,831
|
$5,185,091,000 | 1.97% |
| Alphabet Inc |
0.67%
26,588
|
$4,843,004,000 | 1.84% |
| Merck & Co Inc (new) |
0.25%
36,777
|
$4,552,962,000 | 1.73% |
| Ishares Floating Rate Bond Etf |
4.67%
86,894
|
$4,439,431,000 | 1.68% |
| Johnson & Johnson Com |
0.18%
26,979
|
$3,943,228,000 | 1.49% |
| Visa Inc |
0.10%
14,947
|
$3,923,050,000 | 1.49% |
| JPMorgan Chase & Co. |
1.12%
18,461
|
$3,733,922,000 | 1.42% |
| Ishares Tr Pfd And Income Sec |
7.99%
114,277
|
$3,605,447,000 | 1.37% |
| Eaton Vance Senior Floating-ra |
14.45%
274,820
|
$3,594,643,000 | 1.36% |
| Target Corp |
1.03%
21,135
|
$3,128,825,000 | 1.19% |
| GE Aerospace |
3.85%
19,461
|
$3,093,782,000 | 1.17% |
| Chevron Corp. |
0.11%
19,438
|
$3,040,491,000 | 1.15% |
| Spdr Gold Trust Fund |
No change
13,505
|
$2,903,730,000 | 1.10% |
| Pepsico Inc Com |
0.47%
17,254
|
$2,845,758,000 | 1.08% |
| Walmart Inc |
2.18%
39,643
|
$2,684,228,000 | 1.02% |
| Spdr S&p 500 Etf High Dividend |
2.64%
64,577
|
$2,597,937,000 | 0.98% |
| Wells Fargo & Company |
0.51%
43,323
|
$2,572,953,000 | 0.98% |
| Alphabet Inc |
No change
13,946
|
$2,557,975,000 | 0.97% |
| International Bus Mach Com |
3.00%
14,753
|
$2,551,531,000 | 0.97% |
| Emerson Elec Co Com |
0.41%
23,018
|
$2,535,608,000 | 0.96% |
| Equinix Inc Com New |
0.61%
3,275
|
$2,477,487,000 | 0.94% |
| Ecolab, Inc. |
0.36%
10,188
|
$2,424,625,000 | 0.92% |
| Ishares Msci Eafe Etf |
0.87%
30,204
|
$2,365,879,000 | 0.90% |
| Invesco Preferred Portfolio |
13.18%
199,368
|
$2,302,700,000 | 0.87% |
| Standex International Corp. |
10.37%
13,827
|
$2,228,221,000 | 0.84% |
| Honeywell Intl Inc Com |
0.47%
10,347
|
$2,209,393,000 | 0.84% |
| Limoneira Co |
13.29%
105,232
|
$2,189,878,000 | 0.83% |
| Exxon Mobil Corp Com |
4.19%
18,648
|
$2,146,778,000 | 0.81% |
| Verizon Communications Inc |
1.53%
51,121
|
$2,108,224,000 | 0.80% |
| Ceco Environmental Corp. |
41.95%
72,221
|
$2,083,576,000 | 0.79% |
| Travelers Companies Inc. |
0.39%
10,081
|
$2,049,770,000 | 0.78% |
| Abbott Labs Com |
0.18%
19,579
|
$2,034,471,000 | 0.77% |
| NVIDIA Corp |
909.57%
16,345
|
$2,019,261,000 | 0.77% |
| AT&T Inc. |
0.38%
100,491
|
$1,920,383,000 | 0.73% |
| Radnet Inc |
33.30%
32,487
|
$1,914,134,000 | 0.73% |
| Astronics Corp. |
10.94%
94,831
|
$1,899,465,000 | 0.72% |
| Raymond James Financial, Inc. |
1.01%
14,937
|
$1,846,332,000 | 0.70% |
| Illinois Tool Wks Inc Com |
1.68%
7,021
|
$1,663,696,000 | 0.63% |
| Bank Of America Corp Com |
0.23%
41,612
|
$1,654,909,000 | 0.63% |
| AXT Inc |
16.47%
454,628
|
$1,536,643,000 | 0.58% |
| Allstate Corp Com |
No change
9,583
|
$1,529,996,000 | 0.58% |
| Donaldson Co. Inc. |
0.05%
21,002
|
$1,502,903,000 | 0.57% |
| Morgan Stanley |
0.70%
15,432
|
$1,499,836,000 | 0.57% |
| Procter & Gamble Co. |
0.41%
9,050
|
$1,492,471,000 | 0.57% |
| Oracle Corp. |
0.77%
10,531
|
$1,486,930,000 | 0.56% |
| Ishares S&p 500 Growth Etf |
1.95%
16,030
|
$1,483,416,000 | 0.56% |
| Genius Sports, Ltd |
17.14%
270,064
|
$1,471,849,000 | 0.56% |
| Spdr S&p Dividend Etf |
No change
11,486
|
$1,460,789,000 | 0.55% |
| Cisco Sys Inc Com |
1.35%
30,387
|
$1,443,702,000 | 0.55% |
| General Mills, Inc. |
0.02%
22,657
|
$1,433,281,000 | 0.54% |
| Ishares Russell Midcap Etf |
0.88%
17,564
|
$1,424,089,000 | 0.54% |
| Roper Industries Inc |
1.30%
2,492
|
$1,404,359,000 | 0.53% |
| Ishares S&p 500 Value Etf |
0.16%
7,651
|
$1,392,634,000 | 0.53% |
| Skyworks Solutions, Inc. |
0.02%
12,985
|
$1,383,888,000 | 0.52% |
| Boeing Co Com |
1.99%
7,472
|
$1,359,979,000 | 0.52% |
| Solventum Corp |
2.74%
25,234
|
$1,334,374,000 | 0.51% |
| Citigroup Inc |
1.30%
20,955
|
$1,329,773,000 | 0.50% |
| Spdr Portfolio S&p 500 Growth |
No change
16,559
|
$1,326,873,000 | 0.50% |
| Mcdonalds Corp Com |
1.18%
4,648
|
$1,184,496,000 | 0.45% |
| Enovix Corp |
16.33%
73,404
|
$1,134,826,000 | 0.43% |
| Intel Corp Com |
1.26%
35,479
|
$1,098,785,000 | 0.42% |
| Meta Platforms Inc |
13.52%
2,133
|
$1,075,501,000 | 0.41% |
| Kraft/heinz Co |
0.16%
33,335
|
$1,074,046,000 | 0.41% |
| Ishares Core High Dividend Etf |
0.92%
9,733
|
$1,057,977,000 | 0.40% |
| Xcel Energy Inc. |
0.15%
19,800
|
$1,057,501,000 | 0.40% |
| SPDR S&P MIDCAP 400 ETF Trust |
7.97%
1,962
|
$1,049,959,000 | 0.40% |
| Ishares Russell 2000 Etf |
5.58%
5,105
|
$1,035,753,000 | 0.39% |
| Aviat Networks Inc |
39.45%
35,746
|
$1,025,553,000 | 0.39% |
| Axcelis Technologies Inc |
1.41%
7,000
|
$995,330,000 | 0.38% |
| Kenvue Inc |
1.68%
54,535
|
$991,446,000 | 0.38% |
| Hormel Foods Corp Com |
1.82%
32,348
|
$986,291,000 | 0.37% |
| Ishares Short Term Corporate B |
76.24%
19,186
|
$983,091,000 | 0.37% |
| Abbvie Inc |
No change
5,663
|
$971,318,000 | 0.37% |
| Full House Resorts, Inc. |
14.06%
194,126
|
$970,630,000 | 0.37% |
| Energy Select Sector Spdr Etf |
9.15%
10,620
|
$968,013,000 | 0.37% |
| Surmodics, Inc. |
46.90%
22,301
|
$937,534,000 | 0.36% |
| Harmonic, Inc. |
15.50%
77,938
|
$917,330,000 | 0.35% |
| Transcat Inc |
24.06%
7,640
|
$914,355,000 | 0.35% |
| InfuSystem Holdings Inc |
11.05%
130,668
|
$892,462,000 | 0.34% |
| Allient Inc Com |
17.07%
34,981
|
$883,970,000 | 0.34% |
| Bristol Myers Squibb Com |
11.20%
20,663
|
$858,148,000 | 0.33% |
| Ishares Core S&p Us Value Etf |
0.99%
9,701
|
$854,949,000 | 0.32% |
| Vaneck Fallen Angel High Yld |
5.68%
29,819
|
$843,878,000 | 0.32% |
| Axogen Inc. |
4.65%
116,312
|
$842,099,000 | 0.32% |
| Spdr Portfolio S&p 500 Value E |
No change
17,092
|
$833,064,000 | 0.32% |
| Danaher Corp. |
3.07%
3,294
|
$823,006,000 | 0.31% |
| Unitedhealth Group Inc |
1.45%
1,613
|
$821,436,000 | 0.31% |
| Invesco Qqq Trust Unit Ser 1 |
3.04%
1,693
|
$810,894,000 | 0.31% |
| Spdr Port S&p 600 Small Cap Et |
No change
19,090
|
$792,808,000 | 0.30% |
| Natural Gas Services Group, Inc. |
24.92%
39,359
|
$791,903,000 | 0.30% |
| PayPal Holdings Inc |
0.19%
13,467
|
$781,490,000 | 0.30% |
| RTX Corp |
0.18%
7,771
|
$780,115,000 | 0.30% |
| Ribbon Communications Inc |
18.10%
229,351
|
$754,565,000 | 0.29% |
| Pnc Financial Services Group I |
No change
4,845
|
$753,301,000 | 0.29% |
| Mitek Systems Inc |
12.47%
67,125
|
$750,458,000 | 0.28% |
| Western New England Bancorp In |
13.19%
108,648
|
$747,498,000 | 0.28% |
| Disney Walt Co Com |
0.35%
7,486
|
$743,235,000 | 0.28% |
| Berkshire Hathaway Inc. |
0.28%
1,816
|
$738,749,000 | 0.28% |
| Eastern Bankshares, Inc. |
18.43%
52,231
|
$730,189,000 | 0.28% |
| Sprott Physical Gold Trust |
No change
40,336
|
$728,468,000 | 0.28% |
| Hillman Solutions, Inc |
4.32%
78,763
|
$697,053,000 | 0.26% |
| ADTRAN Holdings Inc |
410.42%
131,948
|
$694,046,000 | 0.26% |
| Spdr Portfolio Mid Cap Etf |
No change
13,511
|
$693,114,000 | 0.26% |
| Advanced Micro Devices Inc. |
2.24%
4,106
|
$666,034,000 | 0.25% |
| Spdr Kbw Regional Banking Etf |
0.91%
13,540
|
$664,814,000 | 0.25% |
| Ishares Tips Bond Etf |
57.75%
5,978
|
$638,293,000 | 0.24% |
| Energy Transfer LP |
39.30%
39,075
|
$633,797,000 | 0.24% |
| Tesla Inc |
1.27%
3,183
|
$629,852,000 | 0.24% |
| Atlantic Union Bankshares Corp |
19.46%
19,044
|
$625,595,000 | 0.24% |
| Winmark Corporation |
5.87%
1,763
|
$621,687,000 | 0.24% |
| Utilities Select Sector Spdr E |
0.46%
8,822
|
$601,131,000 | 0.23% |
| Ishares 1-3 Year Treas Bond Et |
Closed
7,304
|
$592,720,000 | |
| American Software Inc. |
17.49%
64,160
|
$585,781,000 | 0.22% |
| Riot Blockchain Inc |
35.88%
63,806
|
$583,187,000 | 0.22% |
| MaxLinear Inc |
14.85%
28,743
|
$578,884,000 | 0.22% |
| Vanguard Ftse Emerging Markets |
1.49%
13,216
|
$578,332,000 | 0.22% |
| CVS Health Corp |
0.26%
9,681
|
$571,770,000 | 0.22% |
| Costco Wholesale Corp |
No change
671
|
$570,343,000 | 0.22% |
| Ishares Core S&p Smallcap Etf |
0.75%
5,275
|
$562,632,000 | 0.21% |
| Electromed Inc. |
11.62%
37,428
|
$562,543,000 | 0.21% |
| Alliant Energy Corp. |
3.21%
10,929
|
$556,270,000 | 0.21% |
| Performant Financial Corp |
18.39%
189,526
|
$549,625,000 | 0.21% |
| AeroVironment Inc. |
2.65%
3,012
|
$548,666,000 | 0.21% |
| SiTime Corp |
18.72%
4,341
|
$539,934,000 | 0.20% |
| Vaneck Merk Gold Shares |
4.36%
23,927
|
$537,400,000 | 0.20% |
| Ambarella Inc |
4.27%
9,822
|
$529,897,000 | 0.20% |
| Eog Res Inc Com |
1.26%
4,190
|
$527,395,000 | 0.20% |
| Tennant Co. |
1.84%
5,345
|
$526,162,000 | 0.20% |
| Vanguard S&p 500 Etf |
No change
1,050
|
$525,137,000 | 0.20% |
| Ishares Trust Intermediate Cor |
Closed
10,295
|
$517,221,000 | |
| Medtronic Plc |
2.12%
6,514
|
$512,717,000 | 0.19% |
| Abercrombie & Fitch Co. |
19.63%
2,866
|
$509,689,000 | 0.19% |
| Ge Vernova Inc Com |
No change
2,965
|
$508,527,000 | 0.19% |
| Salesforce.com Inc |
2.24%
1,964
|
$504,944,000 | 0.19% |
| American Outdoor Brands, Inc. |
18.74%
55,942
|
$503,478,000 | 0.19% |
| Pebblebrook Hotel Trust |
18.10%
36,197
|
$497,709,000 | 0.19% |
| Blackrock Ishares Short Maturi |
5.67%
9,879
|
$497,210,000 | 0.19% |
| Enbridge Inc |
23.19%
13,814
|
$491,640,000 | 0.19% |
| Simon Property Group, Inc. |
35.13%
3,204
|
$486,367,000 | 0.18% |
| Shake Shack Inc |
19.45%
5,385
|
$484,650,000 | 0.18% |
| Ge Healthcare Technologies Inc |
3.94%
6,192
|
$482,455,000 | 0.18% |
| Innodata Inc |
59.84%
32,481
|
$481,693,000 | 0.18% |
| Clean Energy Fuels Corp |
3.41%
179,368
|
$478,913,000 | 0.18% |
| EBay Inc. |
5.14%
8,771
|
$471,178,000 | 0.18% |
| Enterprise Products Partners L |
1.89%
16,140
|
$467,737,000 | 0.18% |
| Ishares Iboxx Inv Grade Corp B |
2.06%
4,211
|
$451,029,000 | 0.17% |
| Telus Corp. |
0.03%
29,439
|
$445,701,000 | 0.17% |
| Oshkosh Corp |
0.12%
4,083
|
$441,781,000 | 0.17% |
| Home Depot, Inc. |
2.00%
1,277
|
$439,594,000 | 0.17% |
| Public Storage |
2.39%
1,502
|
$432,050,000 | 0.16% |
| Us Bancorp |
No change
10,820
|
$429,534,000 | 0.16% |
| Wynn Resorts Ltd. |
0.53%
4,660
|
$417,070,000 | 0.16% |
| Texas Instruments Inc. |
4.16%
2,128
|
$413,960,000 | 0.16% |
| Wabtec Corp |
No change
2,607
|
$411,957,000 | 0.16% |
| DLH Holdings Corp |
20.00%
37,606
|
$397,119,000 | 0.15% |
| Spdr S&p Emerging Mkt Sm Cap E |
No change
6,840
|
$396,173,000 | 0.15% |
| Innovator Etfs Tr Ii S&p High |
17.95%
21,304
|
$393,059,000 | 0.15% |
| Intl Flavors & Fragrances |
1.48%
4,110
|
$391,281,000 | 0.15% |
| Moody's Corp |
4.10%
915
|
$385,151,000 | 0.15% |
| Hubbell Inc. |
2.44%
1,049
|
$383,389,000 | 0.15% |
| Kinder Morgan Inc |
19.31%
19,220
|
$381,901,000 | 0.14% |
| Vanguard Div Appreciation Inde |
No change
2,005
|
$366,071,000 | 0.14% |
| Codexis Inc. |
22.48%
117,944
|
$365,626,000 | 0.14% |
| Oreilly Automotive Inc New |
No change
345
|
$364,341,000 | 0.14% |
| Kimberly Clark Corp Com |
0.04%
2,610
|
$360,749,000 | 0.14% |
| Conocophillips |
No change
3,121
|
$356,980,000 | 0.14% |
| Stryker Corp. |
0.96%
1,030
|
$350,458,000 | 0.13% |
| Ishares Russell Mid-cap Growth |
No change
3,122
|
$344,513,000 | 0.13% |
| Territorial Bancorp Inc |
18.91%
41,432
|
$335,599,000 | 0.13% |
| Ishares Msci Emerging Mkts Ind |
0.58%
7,791
|
$331,819,000 | 0.13% |
| Netflix Inc. |
Opened
466
|
$314,494,000 | 0.12% |
| Best Buy Co. Inc. |
1.12%
3,716
|
$313,222,000 | 0.12% |
| Air Products & Chemical |
No change
1,200
|
$309,660,000 | 0.12% |
| Pfizer Inc. |
Opened
10,954
|
$306,502,000 | 0.12% |
| Colgate-Palmolive Co. |
No change
3,153
|
$305,999,000 | 0.12% |
| Ishares Core Msci Eafe Etf |
No change
4,130
|
$300,003,000 | 0.11% |
| Eli Lilly Co |
Opened
330
|
$298,775,000 | 0.11% |
| C H Robinson Worldwide Com |
No change
3,357
|
$295,819,000 | 0.11% |
| Neogenomics Inc. |
26.77%
21,282
|
$295,181,000 | 0.11% |
| NextEra Energy Inc |
0.12%
4,143
|
$293,366,000 | 0.11% |
| General Dynamics Corp. |
No change
988
|
$286,658,000 | 0.11% |
| Thermo Fisher Scientific Inc. |
2.19%
514
|
$284,242,000 | 0.11% |
| Telos Corp |
26.77%
68,345
|
$274,747,000 | 0.10% |
| Labcorp Holdings Inc. |
Opened
1,343
|
$273,314,000 | 0.10% |
| Laboratory Corp Of America Hld |
Closed
1,343
|
$270,440,000 | |
| Huntington Bancshares, Inc. |
0.88%
20,273
|
$267,198,000 | 0.10% |
| Marathon Petroleum Corp |
5.92%
1,510
|
$261,955,000 | 0.10% |
| Cigna Corp |
No change
773
|
$255,531,000 | 0.10% |
| Applied Optoelectronics Inc |
17.73%
30,632
|
$253,939,000 | 0.10% |
| Freeport-McMoRan Inc |
No change
4,900
|
$238,140,000 | 0.09% |
| Kearny Financial Corp. |
16.78%
38,193
|
$234,885,000 | 0.09% |
| Coca Cola Co Com |
2.08%
3,674
|
$233,850,000 | 0.09% |
| Intl Paper Co Com |
35.97%
5,340
|
$230,421,000 | 0.09% |
| Csx Corp Com |
0.09%
6,808
|
$227,728,000 | 0.09% |
| Timken Co. |
No change
2,837
|
$227,289,000 | 0.09% |
| TTEC Holdings Inc |
Closed
30,498
|
$222,025,000 | |
| Zimmer Biomet Holdings Inc |
Closed
1,825
|
$219,511,000 | |
| Darling Ingredients Inc |
Closed
5,170
|
$219,053,000 | |
| Ishares Us Technology Etf |
Opened
1,432
|
$215,516,000 | 0.08% |
| APA Corporation |
2.11%
7,269
|
$213,999,000 | 0.08% |
| Ishares Iboxx High Yld Corpora |
Opened
2,767
|
$213,446,000 | 0.08% |
| MetLife, Inc. |
No change
3,025
|
$212,325,000 | 0.08% |
| Nike, Inc. |
Closed
2,289
|
$211,183,000 | |
| Ishares Currency Hedged Msci E |
1.01%
5,904
|
$209,917,000 | 0.08% |
| Viavi Solutions Inc |
Opened
30,437
|
$209,102,000 | 0.08% |
| Starbucks Corp. |
Closed
2,313
|
$204,677,000 | |
| Ishares Core S&p Mid Cap |
Opened
3,435
|
$201,016,000 | 0.08% |
| Ppg Inds Inc Com |
No change
1,590
|
$200,165,000 | 0.08% |
| Warner Bros.Discovery Inc |
0.49%
25,191
|
$187,424,000 | 0.07% |
| KORU Medical Systems Inc |
21.48%
70,579
|
$187,034,000 | 0.07% |
| Faro Technologies Inc. |
18.14%
11,284
|
$180,544,000 | 0.07% |
| Sonos Inc |
Closed
10,082
|
$170,386,000 | |
| Eventbrite Inc |
20.06%
34,272
|
$165,876,000 | 0.06% |
| Postal Realty Trust Inc - A |
Opened
10,580
|
$141,031,000 | 0.05% |
| Digital Turbine Inc |
Closed
65,058
|
$124,261,000 | |
| No transactions found | |||
| Showing first 500 out of 220 holdings | |||
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