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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
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWN iShares Tr Russell 2000 Value 24,627.0 $4.7M 1.49% $189.59 +16.9%
22 VNQ Vanguard Reit 50,934.0 $4.5M 1.44% +345.0 +0.7% $88.70 +11.2%
23 Berkshire Hathaway Cl A 6.0 $4.3M 1.37% $718140.00
24 IYR iShares US Real Estate 34,940.0 $3.3M 1.05% $94.56 +10.7%
25 SCHB Schwab US Broad Market 128,422.0 $3.2M 1.02% +8K +6.6% $25.10 +12.9%
26 IWS iShares Russell Midcap Value 21,394.0 $3.1M 0.99% $145.74 +13.3%
27 JMUB JP Morgan Municipal Etf 56,545.0 $2.8M 0.90% -985.0 -1.7% $49.99 +1.3%
28 SLYG SPDR SandP 600 Sm Cap Gro 27,555.0 $2.7M 0.85% +270.0 +1.0% $96.62 +21.7%
29 MDY SPDR SandP MidCap 400 ETF Financial Services 4,150.0 $2.6M 0.81% $616.76 +12.7%
30 IWO iShares Tr Russell 2000 Growth 7,823.0 $2.5M 0.78% $313.79 +23.7%
31 VEU Vanguard Intl Eqty Index/FTSE 25,974.0 $2.0M 0.62% -295.0 -1.1% $75.10 +10.1%
32 VTES Vanguard Shrt Tax Exempt 17,380.0 $1.8M 0.56% $101.14 +0.1%
33 VBK Vanguard Small Cap Grwth 4,807.0 $1.5M 0.46% -338.0 -6.6% $302.26 +18.3%
34 IWD iShares Russell 1000 Val 6,030.0 $1.3M 0.41% -350.0 -5.5% $213.67 +13.6%
35 MPC Marathon Pete Corp Energy 5,174.0 $1.3M 0.40% $244.20 +4.0%
36 IWB iShares Tr Russell 1000 Index 3,543.0 $1.3M 0.40% $356.56 +12.3%
37 IWM iShares Tr Russell 2000 Index 5,038.0 $1.2M 0.40% $248.01 +20.1%
38 VOT Vanguard Mid Cap Growth 3,890.0 $1.0M 0.32% $257.37 +16.0%
39 VOO Vanguard SandP 500 Etf 1,591.0 $951K 0.30% $597.66 +12.1%
40 AAPL Apple Inc Technology 3,445.0 $874K 0.28% $253.82 +11.8%
Page 2 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 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%