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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICF iShares Tr Cohen and Steer 13,825.0 $935K 0.27% +1K +7.8% $67.63 +0.2%
42 VWO Vanguard Msci Emerging 15,469.0 $923K 0.26% +3K +27.2% $59.69 +1.8%
43 MSFT Microsoft Corp Technology 1,982.0 $739K 0.21% +448.0 +29.2% $372.94 +37.7%
44 AMZN Amazon Com Inc Consumer Cyclical 2,870.0 $684K 0.20% +470.0 +19.6% $238.34 +11.8%
45 Broadcom Inc 1,309.0 $495K 0.14% $377.78
46 CBRE CBRE Group Inc Real Estate 3,455.0 $465K 0.13% $134.69 +12.0%
47 VGSH Vanguard Short Term 7,560.0 $440K 0.12% +500.0 +7.1% $58.20 -0.3%
48 NFLX Netflix Inc Communication Services 6,000.0 $428K 0.12% $71.40 +14.5%
49 CMF iShares California Muni 6,350.0 $366K 0.10% $57.64 -2.4%
50 TREX Trex Company Inc Industrials 7,100.0 $355K 0.10% $50.04 -8.5%
51 LMAT Lemaitre Vascular Inc Healthcare 3,322.0 $319K 0.09% $95.96 -16.2%
52 ABBV Abbvie Inc Healthcare 1,261.0 $317K 0.09% +200.0 +18.9% $251.71 +1.5%
53 VXUS Vanguard Total Intl Stock Inde 3,667.0 $314K 0.09% NEW $85.49 +2.4%
54 MRVL Marvell Technology Inc Technology 1,018.0 $303K 0.09% NEW $297.96 -27.3%
55 MUB iShares National Muni Bond 2,765.0 $298K 0.09% $107.62 -2.2%
56 SPSM SPDR Portfolio SandP 600 Sm Cap 5,155.0 $297K 0.09% $57.67 -1.9%
57 XVV iShares ESG Screened SandP 500 5,231.0 $297K 0.09% +188.0 +3.7% $56.79 +4.0%
58 ESGV Vanguard ESSG US Stock 2,215.0 $293K 0.08% -54.0 -2.4% $132.26 +3.2%
59 XOM Exxon Mobil Holdings Corp Energy 2,109.0 $288K 0.08% $136.73 +14.6%
60 CRWV Coreweave Inc Technology 2,865.0 $285K 0.08% NEW $99.54 -15.4%
Page 3 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%