Filed: 4/28/2025ACC: 0001667102-25-000002
📋 What this filing means
WHITEGATE INVESTMENT COUNSELORS, INC. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $281.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$281.75M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COMMON$238.46M84.6%
CLASS B$38.50M13.7%
CLASS A$4.79M1.7%
Portfolio Concentration
Top 3$75.51M26.8%
4–10$94.53M33.5%
11–25$78.23M27.8%
Rest$33.48M11.9%
Top 3 weight
26.8%
Top 10 weight
60.3%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
Berkshire Hathaway Cl B
SOLEShares72.30K
TypeSH
Market value$38.50M
13.67%
Sole
0.00
Shared
0.00
None
72.30K
Vanguard Growth
SOLEShares51.73K
TypeSH
Market value$19.18M
6.81%
Sole
0.00
Shared
0.00
None
51.73K
iShares Tr Russell 1000 Growth
SOLEShares49.36K
TypeSH
Market value$17.82M
6.33%
Sole
0.00
Shared
0.00
None
49.36K
Vanguard Small Cap
SOLEShares79.30K
TypeSH
Market value$17.59M
6.24%
Sole
0.00
Shared
0.00
None
79.30K
Vanguard Div Appreciation
SOLEShares89.27K
TypeSH
Market value$17.32M
6.15%
Sole
0.00
Shared
0.00
None
89.27K
Schwab US Div Equity Etf
SOLEShares540.34K
TypeSH
Market value$15.11M
5.36%
Sole
0.00
Shared
0.00
None
540.34K
Vanguard Value
SOLEShares80.55K
TypeSH
Market value$13.91M
4.94%
Sole
0.00
Shared
0.00
None
80.55K
Vanguard FTSE Developed Mkts
SOLEShares247.75K
TypeSH
Market value$12.59M
4.47%
Sole
0.00
Shared
0.00
None
247.75K
iShares Russell Midcap Growth
SOLEShares78.61K
TypeSH
Market value$9.24M
3.28%
Sole
0.00
Shared
0.00
None
78.61K
Vanguard Corp Bond Short Term
SOLEShares111.10K
TypeSH
Market value$8.77M
3.11%
Sole
0.00
Shared
0.00
None
111.10K
Vanguard Sh-Term Inf
SOLEShares169K
TypeSH
Market value$8.43M
2.99%
Sole
0.00
Shared
0.00
None
169K
Vanguard Mid Cap
SOLEShares30.77K
TypeSH
Market value$7.96M
2.82%
Sole
0.00
Shared
0.00
None
30.77K
iShares Tr Msci Eafe Fd
SOLEShares94.74K
TypeSH
Market value$7.74M
2.75%
Sole
0.00
Shared
0.00
None
94.74K
Spdr S&P Dividend Etf
SOLEShares54.88K
TypeSH
Market value$7.45M
2.64%
Sole
0.00
Shared
0.00
None
54.88K
Vanguard Small Cap Value
SOLEShares33.68K
TypeSH
Market value$6.27M
2.23%
Sole
0.00
Shared
0.00
None
33.68K
iShares New York Muni
SOLEShares109.28K
TypeSH
Market value$5.75M
2.04%
Sole
0.00
Shared
0.00
None
109.28K
Berkshire Hathaway Cl A
SOLEShares6.00
TypeSH
Market value$4.79M
1.70%
Sole
0.00
Shared
0.00
None
6.00
JPMorgan Ultra Short Muni Inco
SOLEShares86.22K
TypeSH
Market value$4.38M
1.56%
Sole
0.00
Shared
0.00
None
86.22K
Vanguard Mid Cap Value
SOLEShares25.40K
TypeSH
Market value$4.08M
1.45%
Sole
0.00
Shared
0.00
None
25.40K
iShares Tr Russell 2000 Value
SOLEShares26.74K
TypeSH
Market value$4.04M
1.43%
Sole
0.00
Shared
0.00
None
26.74K
Vanguard Reit
SOLEShares44.39K
TypeSH
Market value$4.02M
1.43%
Sole
0.00
Shared
0.00
None
44.39K
iShares Russell Midcap
SOLEShares45.57K
TypeSH
Market value$3.88M
1.38%
Sole
0.00
Shared
0.00
None
45.57K
iShares National Muni Bond
SOLEShares33.32K
TypeSH
Market value$3.51M
1.25%
Sole
0.00
Shared
0.00
None
33.32K
iShares US Real Estate
SOLEShares35.83K
TypeSH
Market value$3.43M
1.22%
Sole
0.00
Shared
0.00
None
35.83K
iShares Russell Midcap Value
SOLEShares19.82K
TypeSH
Market value$2.50M
0.89%
Sole
0.00
Shared
0.00
None
19.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | Class B | 72.30K | SH | $38.50M 13.67% | 0.00 | 0.00 | 72.30K |
Vanguard GrowthSOLE | Common | 51.73K | SH | $19.18M 6.81% | 0.00 | 0.00 | 51.73K |
iShares Tr Russell 1000 GrowthSOLE | Common | 49.36K | SH | $17.82M 6.33% | 0.00 | 0.00 | 49.36K |
Vanguard Small CapSOLE | Common | 79.30K | SH | $17.59M 6.24% | 0.00 | 0.00 | 79.30K |
Vanguard Div AppreciationSOLE | Common | 89.27K | SH | $17.32M 6.15% | 0.00 | 0.00 | 89.27K |
Schwab US Div Equity EtfSOLE | Common | 540.34K | SH | $15.11M 5.36% | 0.00 | 0.00 | 540.34K |
Vanguard ValueSOLE | Common | 80.55K | SH | $13.91M 4.94% | 0.00 | 0.00 | 80.55K |
Vanguard FTSE Developed MktsSOLE | Common | 247.75K | SH | $12.59M 4.47% | 0.00 | 0.00 | 247.75K |
iShares Russell Midcap GrowthSOLE | Common | 78.61K | SH | $9.24M 3.28% | 0.00 | 0.00 | 78.61K |
Vanguard Corp Bond Short TermSOLE | Common | 111.10K | SH | $8.77M 3.11% | 0.00 | 0.00 | 111.10K |
Vanguard Sh-Term InfSOLE | Common | 169K | SH | $8.43M 2.99% | 0.00 | 0.00 | 169K |
Vanguard Mid CapSOLE | Common | 30.77K | SH | $7.96M 2.82% | 0.00 | 0.00 | 30.77K |
iShares Tr Msci Eafe FdSOLE | Common | 94.74K | SH | $7.74M 2.75% | 0.00 | 0.00 | 94.74K |
Spdr S&P Dividend EtfSOLE | Common | 54.88K | SH | $7.45M 2.64% | 0.00 | 0.00 | 54.88K |
Vanguard Small Cap ValueSOLE | Common | 33.68K | SH | $6.27M 2.23% | 0.00 | 0.00 | 33.68K |
iShares New York MuniSOLE | Common | 109.28K | SH | $5.75M 2.04% | 0.00 | 0.00 | 109.28K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.79M 1.70% | 0.00 | 0.00 | 6.00 |
JPMorgan Ultra Short Muni IncoSOLE | Common | 86.22K | SH | $4.38M 1.56% | 0.00 | 0.00 | 86.22K |
Vanguard Mid Cap ValueSOLE | Common | 25.40K | SH | $4.08M 1.45% | 0.00 | 0.00 | 25.40K |
iShares Tr Russell 2000 ValueSOLE | Common | 26.74K | SH | $4.04M 1.43% | 0.00 | 0.00 | 26.74K |
Vanguard ReitSOLE | Common | 44.39K | SH | $4.02M 1.43% | 0.00 | 0.00 | 44.39K |
iShares Russell MidcapSOLE | Common | 45.57K | SH | $3.88M 1.38% | 0.00 | 0.00 | 45.57K |
iShares National Muni BondSOLE | Common | 33.32K | SH | $3.51M 1.25% | 0.00 | 0.00 | 33.32K |
iShares US Real EstateSOLE | Common | 35.83K | SH | $3.43M 1.22% | 0.00 | 0.00 | 35.83K |
iShares Russell Midcap ValueSOLE | Common | 19.82K | SH | $2.50M 0.89% | 0.00 | 0.00 | 19.82K |
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