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Portfolio (Quarterly) Guide ↗

Whitegate Investment Counselors, Inc.

· CIK 0001667102
13F Portfolio $320M AUM 68 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICF iShares Tr Cohen and Steer 12,825.0 $765K 0.24% NEW $59.67 +16.1%
42 MSFT Microsoft Corp Technology 1,531.0 $741K 0.23% NEW $483.69 -22.9%
43 VWO Vanguard Msci Emerging 12,044.0 $647K 0.20% NEW $53.76 +9.0%
44 NFLX Netflix Inc Communication Services 6,000.0 $563K 0.18% NEW $93.76 -21.3%
45 CBRE CBRE Group Inc Real Estate 3,455.0 $556K 0.17% NEW $160.79 -14.5%
46 AMZN Amazon Com Inc Consumer Cyclical 2,400.0 $554K 0.17% NEW $230.82 +0.8%
47 SHM SPDR Nuveen Barclays Short Ter 10,030.0 $481K 0.15% NEW $47.99 -0.0%
48 Broadcom Inc 1,304.0 $451K 0.14% NEW $346.11
49 CMF iShares California Muni 6,350.0 $365K 0.11% NEW $57.46 +0.2%
50 MUB iShares National Muni Bond 2,765.0 $296K 0.09% NEW $107.11 +0.5%
51 ESGV Vanguard ESSG US Stock 2,369.0 $287K 0.09% NEW $120.95 +6.7%
52 XVV iShares ESG Screened SandP 500 5,277.0 $278K 0.09% NEW $52.70 +5.5%
53 Jpmorgan Short Duration 5,696.0 $271K 0.09% NEW $47.55
54 TREX Trex Company Inc Industrials 7,700.0 $270K 0.08% NEW $35.08 +41.7%
55 LMAT Lemaitre Vascular Inc Healthcare 3,306.0 $268K 0.08% NEW $81.10 +18.0%
56 XOM Exxon Mobil Corporation Energy 2,205.0 $265K 0.08% NEW $120.36 +13.4%
57 VGSH Vanguard Short Term 4,350.0 $255K 0.08% NEW $58.73 -0.8%
58 SHY iShares Tr 1-3 Yr Treas Bond 3,020.0 $250K 0.08% NEW $82.82 -0.8%
59 SPSM SPDR Portfolio SandP 600 Sm Cap 5,155.0 $242K 0.07% NEW $46.86 +22.3%
60 MRK Merck and Co Inc Healthcare 2,170.0 $228K 0.07% NEW $105.25 +22.0%
Page 3 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.7%
Technology 20.6%
Energy 13.5%
Healthcare 8.8%
Communication Services 6.9%
Consumer Cyclical 6.8%
Real Estate 6.8%
Industrials 5.1%
Consumer Defensive 0.7%