Filed: 8/8/2025ACC: 0001667102-25-000003
📋 What this filing means
WHITEGATE INVESTMENT COUNSELORS, INC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $294.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$294.52M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
COMMON$255.46M86.7%
CLASS B$34.69M11.8%
CLASS A$4.37M1.5%
Portfolio Concentration
Top 3$77.67M26.4%
4–10$100.89M34.3%
11–25$80.99M27.5%
Rest$34.97M11.9%
Top 3 weight
26.4%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 2.96M
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
2.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
Berkshire Hathaway Cl B
SOLEShares71.41K
TypeSH
Market value$34.69M
11.78%
Sole
0.00
Shared
0.00
None
71.41K
Vanguard Growth
SOLEShares50.73K
TypeSH
Market value$22.24M
7.55%
Sole
0.00
Shared
0.00
None
50.73K
iShares Tr Russell 1000 Growth
SOLEShares48.85K
TypeSH
Market value$20.74M
7.04%
Sole
0.00
Shared
0.00
None
48.85K
Vanguard Small Cap
SOLEShares80.28K
TypeSH
Market value$19.02M
6.46%
Sole
0.00
Shared
0.00
None
80.28K
Vanguard Div Appreciation
SOLEShares89.75K
TypeSH
Market value$18.37M
6.24%
Sole
0.00
Shared
0.00
None
89.75K
Vanguard Value
SOLEShares83.61K
TypeSH
Market value$14.78M
5.02%
Sole
0.00
Shared
0.00
None
83.61K
Vanguard FTSE Developed Mkts
SOLEShares255K
TypeSH
Market value$14.54M
4.94%
Sole
0.00
Shared
0.00
None
255K
Schwab US Div Equity Etf
SOLEShares539.42K
TypeSH
Market value$14.29M
4.85%
Sole
0.00
Shared
0.00
None
539.42K
iShares Russell Midcap Growth
SOLEShares78.54K
TypeSH
Market value$10.89M
3.70%
Sole
0.00
Shared
0.00
None
78.54K
Vanguard Corp Bond Short Term
SOLEShares113.11K
TypeSH
Market value$8.99M
3.05%
Sole
0.00
Shared
0.00
None
113.11K
Vanguard Mid Cap
SOLEShares31.06K
TypeSH
Market value$8.69M
2.95%
Sole
0.00
Shared
0.00
None
31.06K
Vanguard Sh-Term Inf
SOLEShares171.19K
TypeSH
Market value$8.61M
2.92%
Sole
0.00
Shared
0.00
None
171.19K
iShares Tr Msci Eafe Fd
SOLEShares92.39K
TypeSH
Market value$8.26M
2.80%
Sole
0.00
Shared
0.00
None
92.39K
Spdr SP Dividend Etf
SOLEShares53.28K
TypeSH
Market value$7.23M
2.46%
Sole
0.00
Shared
0.00
None
53.28K
JPMorgan Ultra Short Muni Inco
SOLEShares137.35K
TypeSH
Market value$6.99M
2.37%
Sole
0.00
Shared
0.00
None
137.35K
Vanguard Small Cap Value
SOLEShares33.76K
TypeSH
Market value$6.58M
2.24%
Sole
0.00
Shared
0.00
None
33.76K
iShares New York Muni
SOLEShares87.33K
TypeSH
Market value$4.55M
1.55%
Sole
0.00
Shared
0.00
None
87.33K
Berkshire Hathaway Cl A
SOLEShares6.00
TypeSH
Market value$4.37M
1.48%
Sole
0.00
Shared
0.00
None
6.00
Vanguard Mid Cap Value
SOLEShares26.35K
TypeSH
Market value$4.33M
1.47%
Sole
0.00
Shared
0.00
None
26.35K
iShares Russell Midcap
SOLEShares45.59K
TypeSH
Market value$4.19M
1.42%
Sole
0.00
Shared
0.00
None
45.59K
Vanguard Reit
SOLEShares45.92K
TypeSH
Market value$4.09M
1.39%
Sole
0.00
Shared
0.00
None
45.92K
iShares Tr Russell 2000 Value
SOLEShares24.62K
TypeSH
Market value$3.88M
1.32%
Sole
0.00
Shared
0.00
None
24.62K
iShares US Real Estate
SOLEShares35.39K
TypeSH
Market value$3.35M
1.14%
Sole
0.00
Shared
0.00
None
35.39K
Jpmorgan Municipal Etf
SOLEShares65.05K
TypeSH
Market value$3.23M
1.10%
Sole
0.00
Shared
0.00
None
65.05K
iShares Russell Midcap Value
SOLEShares19.82K
TypeSH
Market value$2.62M
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 | 71.41K | SH | $34.69M 11.78% | 0.00 | 0.00 | 71.41K |
Vanguard GrowthSOLE | Common | 50.73K | SH | $22.24M 7.55% | 0.00 | 0.00 | 50.73K |
iShares Tr Russell 1000 GrowthSOLE | Common | 48.85K | SH | $20.74M 7.04% | 0.00 | 0.00 | 48.85K |
Vanguard Small CapSOLE | Common | 80.28K | SH | $19.02M 6.46% | 0.00 | 0.00 | 80.28K |
Vanguard Div AppreciationSOLE | Common | 89.75K | SH | $18.37M 6.24% | 0.00 | 0.00 | 89.75K |
Vanguard ValueSOLE | Common | 83.61K | SH | $14.78M 5.02% | 0.00 | 0.00 | 83.61K |
Vanguard FTSE Developed MktsSOLE | Common | 255K | SH | $14.54M 4.94% | 0.00 | 0.00 | 255K |
Schwab US Div Equity EtfSOLE | Common | 539.42K | SH | $14.29M 4.85% | 0.00 | 0.00 | 539.42K |
iShares Russell Midcap GrowthSOLE | Common | 78.54K | SH | $10.89M 3.70% | 0.00 | 0.00 | 78.54K |
Vanguard Corp Bond Short TermSOLE | Common | 113.11K | SH | $8.99M 3.05% | 0.00 | 0.00 | 113.11K |
Vanguard Mid CapSOLE | Common | 31.06K | SH | $8.69M 2.95% | 0.00 | 0.00 | 31.06K |
Vanguard Sh-Term InfSOLE | Common | 171.19K | SH | $8.61M 2.92% | 0.00 | 0.00 | 171.19K |
iShares Tr Msci Eafe FdSOLE | Common | 92.39K | SH | $8.26M 2.80% | 0.00 | 0.00 | 92.39K |
Spdr SP Dividend EtfSOLE | Common | 53.28K | SH | $7.23M 2.46% | 0.00 | 0.00 | 53.28K |
JPMorgan Ultra Short Muni IncoSOLE | Common | 137.35K | SH | $6.99M 2.37% | 0.00 | 0.00 | 137.35K |
Vanguard Small Cap ValueSOLE | Common | 33.76K | SH | $6.58M 2.24% | 0.00 | 0.00 | 33.76K |
iShares New York MuniSOLE | Common | 87.33K | SH | $4.55M 1.55% | 0.00 | 0.00 | 87.33K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.37M 1.48% | 0.00 | 0.00 | 6.00 |
Vanguard Mid Cap ValueSOLE | Common | 26.35K | SH | $4.33M 1.47% | 0.00 | 0.00 | 26.35K |
iShares Russell MidcapSOLE | Common | 45.59K | SH | $4.19M 1.42% | 0.00 | 0.00 | 45.59K |
Vanguard ReitSOLE | Common | 45.92K | SH | $4.09M 1.39% | 0.00 | 0.00 | 45.92K |
iShares Tr Russell 2000 ValueSOLE | Common | 24.62K | SH | $3.88M 1.32% | 0.00 | 0.00 | 24.62K |
iShares US Real EstateSOLE | Common | 35.39K | SH | $3.35M 1.14% | 0.00 | 0.00 | 35.39K |
Jpmorgan Municipal EtfSOLE | Common | 65.05K | SH | $3.23M 1.10% | 0.00 | 0.00 | 65.05K |
iShares Russell Midcap ValueSOLE | Common | 19.82K | SH | $2.62M 0.89% | 0.00 | 0.00 | 19.82K |
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