Portfolio (Quarterly) Guide ↗

Whitegate Investment Counselors, Inc.

· CIK 0001667102

13F Portfolio $351M AUM 76 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 25 Added 9 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHM	SPDR Nuveen Barclays Short Ter	—	10,030	$480K	0.15%	SOLD
2	NWL	Newell Brands Inc	Consumer Defensive	14,950	$51K	0.02%	SOLD

Sector Allocation

Financial Services 28.4%

Technology 26.9%

Energy 14.6%

Healthcare 8.3%

Industrials 7.6%

Consumer Cyclical 6.2%

Real Estate 4.2%

Communication Services 3.9%