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Whitegate Investment Counselors, Inc.
Updated 3 days agoManaged by Whitegate Investment Counselors, Inc. • Latest filing Q3 2026
Portfolio value
$343.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $320M |
| Q1 2026 | $314.5M |
| Q2 2026 | $351.3M |
| Q3 2026 | $343.1M |
Top holdings
69 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $34.2M | 68.7K | 9.97% | — | |
| 2 | $26.9M | 298.2K | 7.83% | — | |
| 3 | $23.3M | 185.8K | 6.79% | — | |
| 4 | $23M | 80.8K | 6.70% | — | |
| 5 | $20.9M | 89.5K | 6.09% | — | |
| 6 | $20.7M | 293.2K | 6.03% | — | |
| 7 | $20.4M | 94.6K | 5.96% | — | |
| 8 | $16.4M | 505.7K | 4.79% | — | |
| 9 | $13.2M | 168.1K | 3.84% | — | |
| 10 | $10.8M | 78.7K | 3.16% | — | |
| 11 | $9.4M | 90.5K | 2.74% | — | |
| 12 | $9.3M | 207.5K | 2.71% | — | |
| 13 | $9.2M | 118.6K | 2.67% | — | |
| 14 | $8.8M | 178.9K | 2.57% | — | |
| 15 | $7.6M | 51.7K | 2.21% | — | |
| 16 | $7.6M | 32.7K | 2.20% | — | |
| 17 | $5.7M | 28.9K | 1.65% | — | |
| 18 | $5.2M | 48.7K | 1.51% | — | |
| 19 | $5.2M | 24.7K | 1.50% | — | |
| 20 | ? N/A iShares New York Muni | $5M | 99.7K | 1.47% | — |