Institutional Manager · CIK 0001667102
Whitegate Investment Counselors, Inc.
CONCORD, NH · File #028-17427
Latest AUM
$320.0M
Positions
68
Top-10 Concentration
60.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202568 pos · $320.0M
- 13F HOLDINGS REPORTQ/E Sep 202566 pos · $303.8M
- 13F HOLDINGS REPORTQ/E Jun 202568 pos · $294.5M
- 13F HOLDINGS REPORTQ/E Mar 202566 pos · $281.8M
- 13F HOLDINGS REPORTQ/E Dec 202466 pos · $291.7M
- 13F HOLDINGS REPORTQ/E Sep 202466 pos · $376.9M
- 13F HOLDINGS REPORTQ/E Jun 202465 pos · $352.3M
- 13F HOLDINGS REPORTQ/E Mar 202462 pos · $355.0M
- 13F HOLDINGS REPORTQ/E Dec 202360 pos · $298.7M
- 13F HOLDINGS REPORTQ/E Sep 202361 pos · $304.7M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $309.7M
- 13F HOLDINGS REPORTQ/E Mar 202361 pos · $292,963
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Cl B | BRK-A | 69,625 | $35.0M | 11.06% |
| 2 | Vanguard Growth | 922908736 | 49,730 | $24.3M | 7.67% |
| 3 | iShares Tr Russell 1000 Growth | 464287614 | 47,228 | $22.4M | 7.07% |
| 4 | Vanguard Small Cap | 922908751 | 80,010 | $20.6M | 6.52% |
| 5 | Vanguard Div Appreciation | 921908844 | 88,363 | $19.4M | 6.14% |
| 6 | Vanguard FTSE Developed Mkts | 921943858 | 284,384 | $17.8M | 5.62% |
| 7 | Vanguard Value | 922908744 | 90,975 | $17.4M | 5.49% |
| 8 | Schwab US Div Equity Etf | 808524797 | 503,228 | $13.8M | 4.36% |
| 9 | Vanguard Mid Cap | 922908629 | 37,721 | $10.9M | 3.46% |
| 10 | iShares Russell Midcap Growth | 464287481 | 79,015 | $10.8M | 3.42% |
| 11 | Vanguard Corp Bond Short Term | 92206C409 | 116,868 | $9.3M | 2.95% |
| 12 | JPMorgan Ultra Short Muni Inco | 46641Q654 | 180,770 | $9.2M | 2.91% |
| 13 | Vanguard Sh-Term Inf | 922020805 | 179,299 | $8.9M | 2.80% |
| 14 | iShares Tr Msci Eafe Fd | 464287465 | 89,813 | $8.6M | 2.73% |
| 15 | Spdr SandP Dividend Etf | 78464A763 | 53,028 | $7.4M | 2.33% |
| 16 | Jpmorgan Core Plus Bond | 46641Q670 | 148,394 | $7.0M | 2.22% |
| 17 | Vanguard Small Cap Value | 922908611 | 32,743 | $6.9M | 2.19% |
| 18 | Vanguard Mid Cap Value | 922908512 | 28,648 | $5.1M | 1.61% |
| 19 | iShares New York Muni | 464288323 | 91,590 | $4.9M | 1.55% |
| 20 | iShares Russell Midcap | 464287499 | 49,759 | $4.8M | 1.51% |