Whitegate Investment Counselors, Inc.
CIK: 0001667102SEC EDGAR →
Portfolio Value
$320.0M
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Cl B | 69,625 | $35.0M | 10.93% |
| 2 | Vanguard Growth | 49,730 | $24.3M | 7.58% |
| 3 | iShares Tr Russell 1000 Growth | 47,228 | $22.4M | 6.98% |
| 4 | Vanguard Small Cap | 80,010 | $20.6M | 6.45% |
| 5 | Vanguard Div Appreciation | 88,363 | $19.4M | 6.07% |
| 6 | Vanguard FTSE Developed Mkts | 284,384 | $17.8M | 5.55% |
| 7 | Vanguard Value | 90,975 | $17.4M | 5.43% |
| 8 | Schwab US Div Equity Etf | 503,228 | $13.8M | 4.31% |
| 9 | Vanguard Mid Cap | 37,721 | $10.9M | 3.42% |
| 10 | iShares Russell Midcap Growth | 79,015 | $10.8M | 3.38% |
Quarterly Changes
New Positions (68)
$35.0M · 70K shares
$24.3M · 50K shares
$22.4M · 47K shares
$20.6M · 80K shares
$19.4M · 88K shares
$17.8M · 284K shares
$17.4M · 91K shares
$13.8M · 503K shares
$10.9M · 38K shares
$10.8M · 79K shares
$9.3M · 117K shares
$9.2M · 181K shares
$8.9M · 179K shares
$8.6M · 90K shares
$7.4M · 53K shares
$7.0M · 148K shares
$6.9M · 33K shares
$5.1M · 29K shares
$4.9M · 92K shares
$4.8M · 50K shares
$4.5M · 6 shares
$4.5M · 51K shares
$4.5M · 25K shares
$3.3M · 35K shares
$3.2M · 120K shares
$3.0M · 21K shares
$2.9M · 58K shares
$2.6M · 27K shares
$2.5M · 8K shares
$2.5M · 4K shares
$1.9M · 26K shares
$1.8M · 17K shares
$1.6M · 5K shares
$1.3M · 6K shares
$1.3M · 4K shares
$1.2M · 5K shares
$1.1M · 4K shares
$996K · 2K shares
$935K · 3K shares
$837K · 5K shares
$765K · 13K shares
$740K · 2K shares
$647K · 12K shares
$562K · 6K shares
$555K · 3K shares
$553K · 2K shares
$481K · 10K shares
$451K · 1K shares
$364K · 6K shares
$296K · 3K shares
$286K · 2K shares
$278K · 5K shares
$270K · 6K shares
$270K · 8K shares
$268K · 3K shares
$265K · 2K shares
$255K · 4K shares
$250K · 3K shares
$241K · 5K shares
$228K · 2K shares
$227K · 5K shares
$219K · 960 shares
$202K · 4K shares
$200K · 4K shares
$147K · 15K shares
$54K · 15K shares
$3K · 147K shares
Adelphia Commun Cp Clxxx
$0 · 100K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $274.4M | 85.7% |
| Unknown | 4 | $39.5M | 12.4% |
| Technology | 3 | $2.1M | 0.7% |
| Energy | 2 | $1.1M | 0.3% |
| Healthcare | 3 | $715K | 0.2% |
| Communication Services | 1 | $562K | 0.2% |
| Real Estate | 1 | $555K | 0.2% |
| Consumer Cyclical | 1 | $553K | 0.2% |
| Industrials | 2 | $417K | 0.1% |
| Consumer Defensive | 1 | $54K | 0.0% |