StockDriftsStockDriftsTop 50 Whitegate Investment Counselors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Cl B | 10.43% | 68.5K | $32.8M | -1.66%(-1.16K) | $225.55(+115.26%) | 2026-03-31 | |
| VUG | Vanguard Growth | 6.86% | 49.4K | $21.6M | -0.71%(-354) | $23.53(+271.91%) | 2026-03-31 | |
| VB | Vanguard Small Cap | 6.56% | 78.8K | $20.6M | -1.55%(-1.24K) | $134.82(+111.88%) | 2026-03-31 | |
| IWF | iShares Tr Russell 1000 Growth | 6.29% | 46.4K | $19.8M | -1.80%(-851) | $139.54(-10.92%) | 2026-03-31 | |
| VIG | Vanguard Div Appreciation | 5.98% | 87.5K | $18.8M | -1.02%(-901) | $90.15(+153.66%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Mkts | 5.8% | 284.8K | $18.2M | +0.14%(+408) | $44.15(+59.96%) | 2026-03-31 | |
| VTV | Vanguard Value | 5.75% | 92.1K | $18.1M | +1.25%(+1.13K) | $99.41(+109.60%) | 2026-03-31 | |
| SCHD | Schwab US Div Equity Etf | 4.87% | 499.2K | $15.3M | -0.80%(-4.01K) | $16.13(+96.84%) | 2026-03-31 | |
| VO | Vanguard Mid Cap | 3.44% | 37.7K | $10.8M | -0.02%(-6) | $45.02(+71.12%) | 2026-03-31 | |
| IWP | iShares Russell Midcap Growth | 3.21% | 78.9K | $10.1M | -0.18%(-143) | $42.52(+220.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.71% |
| Top 20 Holdings Unweighted | +9.42% | +31.02% |
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