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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
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ Vanguard Reit 51,277.0 $4.9M 1.41% +343.0 +0.7% $96.43 +0.8%
22 NYF iShares New York Muni 90,224.0 $4.9M 1.39% -4K -4.1% $53.91 -2.4%
23 Berkshire Hathaway Cl A 6.0 $4.5M 1.28% $748850.00
24 SCHB Schwab US Broad Market 137,227.0 $4.0M 1.13% +9K +6.9% $28.96 +2.6%
25 IYR iShares US Real Estate 34,948.0 $3.6M 1.02% $102.25 +1.2%
26 IWS iShares Russell Midcap Value 21,394.0 $3.5M 1.00% $164.60 +3.7%
27 SLYG SPDR SandP 600 Sm Cap Gro 27,733.0 $3.3M 0.94% +178.0 +0.7% $119.13 -4.2%
28 IWO iShares Tr Russell 2000 Growth 7,853.0 $3.1M 0.88% $393.95 -3.8%
29 MDY SPDR SandP MidCap 400 ETF Financial Services 4,150.0 $2.9M 0.83% $703.34 -1.8%
30 JMUB JP Morgan Municipal Etf 54,604.0 $2.8M 0.79% -2K -3.4% $50.66 -2.1%
31 VEU Vanguard Intl Eqty Index/FTSE 26,823.0 $2.2M 0.64% +849.0 +3.3% $83.75 +2.0%
32 VBK Vanguard Small Cap Grwth 4,813.0 $1.8M 0.50% $365.68 -3.8%
33 IWM iShares Tr Russell 2000 Index 5,038.0 $1.5M 0.43% $300.46 -1.6%
34 IWD iShares Russell 1000 Val 6,030.0 $1.5M 0.42% $242.44 +6.6%
35 IWB iShares Tr Russell 1000 Index 3,543.0 $1.5M 0.41% $409.50 +2.8%
36 MPC Marathon Pete Corp Energy 5,194.0 $1.3M 0.38% $255.67 +44.3%
37 VTES Vanguard Shrt Tax Exempt 12,330.0 $1.2M 0.36% -5K -29.1% $101.31 -0.5%
38 VOT Vanguard Mid Cap Growth 3,851.0 $1.2M 0.34% -39.0 -1.0% $306.29 -1.1%
39 VOO Vanguard SandP 500 Etf 1,647.0 $1.1M 0.32% +56.0 +3.5% $686.79 +3.0%
40 AAPL Apple Inc Technology 3,448.0 $998K 0.28% $289.33 +10.5%
Page 2 of 4  ·  76 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 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%