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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 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 & Steer 12,825.0 $794K 0.25% $61.89 +12.0%
42 VWO Vanguard Msci Emerging 12,165.0 $658K 0.21% +121.0 +1.0% $54.05 +8.4%
43 NFLX Netflix Inc Communication Services 6,000.0 $577K 0.18% $96.15 -23.2%
44 MSFT Microsoft Corp Technology 1,534.0 $568K 0.18% $370.11 +0.8%
45 AMZN Amazon Com Inc Consumer Cyclical 2,400.0 $500K 0.16% $208.27 +11.7%
46 SHM SPDR Nuveen Barclays Short Ter 10,030.0 $480K 0.15% $47.83 +0.3%
47 CBRE CBRE Group Inc Real Estate 3,455.0 $468K 0.15% $135.46 +1.4%
48 VGSH Vanguard Short Term 7,060.0 $413K 0.13% +3K +62.3% $58.54 -0.5%
49 Broadcom Inc 1,307.0 $404K 0.13% $309.47
50 LMAT Lemaitre Vascular Inc Healthcare 3,313.0 $362K 0.12% $109.18 -12.4%
51 CMF iShares California Muni 6,350.0 $361K 0.12% $56.86 +1.3%
52 XOM Exxon Mobil Corporation Energy 2,100.0 $356K 0.11% -105.0 -4.8% $169.69 -18.9%
53 Jpmorgan Short Duration 6,708.0 $317K 0.10% +1K +17.8% $47.30
54 MUB iShares National Muni Bond 2,765.0 $294K 0.09% $106.15 +1.4%
55 MRK Merck and Co Inc Healthcare 2,186.0 $263K 0.08% +16.0 +0.7% $120.31 +6.7%
56 EUSB Ishares Esg Advnc Ttl 6,018.0 $262K 0.08% +839.0 +16.2% $43.50 +0.2%
57 TREX Trex Company Inc Industrials 7,100.0 $259K 0.08% -600.0 -7.8% $36.42 +36.5%
58 ESGV Vanguard ESSG US Stock 2,269.0 $255K 0.08% -100.0 -4.2% $112.25 +15.0%
59 SPSM SPDR Portfolio SandP 600 Sm Cap 5,155.0 $249K 0.08% $48.32 +18.6%
60 XVV iShares ESG Screened SandP 500 5,043.0 $248K 0.08% -234.0 -4.4% $49.22 +13.0%
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 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%