Whitegate Investment Counselors, Inc.
•CIK: 1667102•Filing: Q4 2025
**Whitegate Investment Counselors, Inc.** manages $320M across a diversified portfolio of 67 positions. The strategy exhibits a significant tilt toward established growth and value sectors, evidenced by top holdings including BRK/B at $35.0M and VUG at $24.3M. Further allocations are concentrated in technology and broad market indices, notably IWF ($22.4M) and VB ($20.6M). This structure suggests a disciplined, large-cap focus aiming for consistent capital appreciation.
Total AUM
$320.0M
QoQ Performance
+5.3%
Positions
67
Top 10 Concentration
60.1%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
VUG
IWF
VB
VIG
VEA
VTV
BRK/B10.9%
VUG7.6%
IWF7.0%
VB6.4%
VIG6.1%
VEA5.6%
VTV5.4%
SCHD4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.0%
Financial12.4%
Technology0.5%
Energy0.3%
ETF0.3%
Communication0.2%
Consumer0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑33 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023