Portfolio (Quarterly) Guide ↗

Whitegate Investment Counselors, Inc.

· CIK 0001667102

13F Portfolio $315M AUM 68 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 13 Added 21 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHY	iShares Tr 1-3 Yr Treas Bond	—	3,020	$250K	0.08%	SOLD
2	ESML	iShares ESG Aware MSCI US Sm C	—	4,360	$200K	0.06%	SOLD

Sector Allocation

Financial Services 29.4%

Energy 18.6%

Technology 16.6%

Healthcare 9.8%

Industrials 7.1%

Communication Services 6.6%

Consumer Cyclical 5.7%

Real Estate 5.4%

Consumer Defensive 0.6%