StockDriftsStockDriftsTop 50 Whitegate Investment Counselors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Cl B | 9.7% | 68.1K | $34.1M | -0.53%(-360) | $225.55(+132.04%) | 2026-06-30 | |
| VUG | Vanguard Growth | 7.35% | 299.6K | $25.8M | +1.12%(+3.32K) | $24.14(+269.02%) | 2026-06-30 | |
| VB | Vanguard Small Cap | 6.92% | 80.2K | $24.3M | +1.85%(+1.46K) | $137.43(+122.95%) | 2026-06-30 | |
| IWF | iShares Tr Russell 1000 Growth | 6.54% | 185.1K | $23.0M | -0.20%(-372) | $45.94(+172.73%) | 2026-06-30 | |
| VIG | Vanguard Div Appreciation | 6.08% | 90.2K | $21.3M | +3.16%(+2.76K) | $94.24(+161.68%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Mkts | 5.88% | 289.8K | $20.6M | +1.74%(+4.96K) | $44.54(+63.87%) | 2026-06-30 | |
| VTV | Vanguard Value | 5.88% | 94.7K | $20.6M | +2.84%(+2.61K) | $102.34(+120.64%) | 2026-06-30 | |
| SCHD | Schwab US Div Equity Etf | 4.49% | 497.5K | $15.8M | -0.35%(-1.76K) | $16.13(+112.56%) | 2026-06-30 | |
| VO | Vanguard Mid Cap | 3.66% | 159.7K | $12.9M | +5.88%(+8.87K) | $46.71(+77.76%) | 2026-06-30 | |
| IWP | iShares Russell Midcap Growth | 3.28% | 78.6K | $11.5M | -0.31%(-242) | $42.52(+239.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.99% | +44.24% | +7.79% | +45.48% |
| Top 20 Holdings Unweighted | +10.93% | +36.49% | +6.32% | +35.88% |
Whitegate Investment Counselors, Inc. reports $351.25M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.7%), VUG (7.3%) and VB (6.9%). The top 20 holdings account for 81.81% of reported assets. Its disclosed equity book has returned +44.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whitegate Investment Counselors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1667102). View Whitegate Investment Counselors, Inc.’s 13F filings on SEC