White Pine Investment CO Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for White Pine Investment CO with $390.0M in long positions as of Q3 2025, 53% allocated to ETF, and 40% concentrated in top 10 positions.

Portfolio Value: $390.0M
Top 10 Concentration: 40%
Top Sector: ETF (53%)
Market Cap Focus: N/A

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

52.90%

Financial Services

14.90%

Communication Services

9.70%

Technology

7.60%

Energy

4.30%

Industrials

3.20%

Consumer Cyclical

2.30%

Consumer Defensive

2.10%

Healthcare

1.60%

Utilities

1.40%

Industry Breakdown

No industry data available

Market Cap Distribution

Mega Cap (> $200B)

34.00%

Large Cap ($10B - $200B)

13.14%

N/A (ETF or Unknown)

52.86%

Portfolio Concentration

Top 10 Holdings %

40.3%

Top 20 Holdings %

64.04%

Top 50 Holdings %

98.7%

Top 100 Holdings %

100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Persistence Rate: 84.38%
Persistent Holdings Weight: 90.79%
Persistent Positions: 54

Position Sizing & Influence

No data available

Portfolio Turnover

Current Quarter

Turnover Ratio: 3.4%
Value Traded: $13.08M
Positions Added: 2
Positions Exited: 0

Historical (Since Q2 2013)

Avg. Turnover Ratio: 5.4%
Avg. Positions Added: 3
Avg. Positions Exited: 3
Highest Turnover: 19.2%
Q4 2013
Lowest Turnover: 0.5%
Q2 2014