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White & Co Financial Planning Inc
13F filer · CIK 0002039300Reported Jul 16, 2026
Net buyer this quarter
13F portfolio value$161MU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter+$2.74MBuys minus sells
Top 10 positions weight13.3%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 16, 20262 positions | |||||
| $11.8M | 7.31% | 0.17% | +15.9% | Q4 2024 | |
| $9.68M | 5.99% | Not reported | +13.1% | Q4 2024 | |
| Q1 2026Reported May 6, 20262 positions | |||||
| $10.2M | 7.17% | 0.15% | +12.2% | Q4 2024 | |
| $8.57M | 6.02% | Not reported | +11.2% | Q4 2024 | |
| Q4 2025Reported Jan 20, 20262 positions | |||||
| $9.16M | 6.85% | 0.13% | -0.3% | Q4 2024 | |
| $7.8M | 5.83% | Not reported | -0.2% | Q4 2024 | |
| Q3 2025Reported Oct 21, 20252 positions | |||||
| $9.23M | 6.95% | 0.13% | +6.0% | Q4 2024 | |
| $7.85M | 5.91% | Not reported | +3.7% | Q4 2024 | |
Premium opens every quarter this fund has filed