Filed: 2/10/2026ACC: 0001667102-26-000001
📋 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 $320.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$320.05M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COMMON$280.52M87.6%
CLASS B$35.00M10.9%
CLASS A$4.53M1.4%
Portfolio Concentration
Top 3$81.61M25.5%
4–10$110.77M34.6%
11–25$92.04M28.8%
Rest$35.63M11.1%
Top 3 weight
25.5%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 3.12M
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
3.12M
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
SOLEShares69.63K
TypeSH
Market value$35.00M
10.93%
Sole
0.00
Shared
0.00
None
69.63K
Vanguard Growth
SOLEShares49.73K
TypeSH
Market value$24.26M
7.58%
Sole
0.00
Shared
0.00
None
49.73K
iShares Tr Russell 1000 Growth
SOLEShares47.23K
TypeSH
Market value$22.35M
6.98%
Sole
0.00
Shared
0.00
None
47.23K
Vanguard Small Cap
SOLEShares80.01K
TypeSH
Market value$20.64M
6.45%
Sole
0.00
Shared
0.00
None
80.01K
Vanguard Div Appreciation
SOLEShares88.36K
TypeSH
Market value$19.42M
6.07%
Sole
0.00
Shared
0.00
None
88.36K
Vanguard FTSE Developed Mkts
SOLEShares284.38K
TypeSH
Market value$17.77M
5.55%
Sole
0.00
Shared
0.00
None
284.38K
Vanguard Value
SOLEShares90.97K
TypeSH
Market value$17.38M
5.43%
Sole
0.00
Shared
0.00
None
90.97K
Schwab US Div Equity Etf
SOLEShares503.23K
TypeSH
Market value$13.80M
4.31%
Sole
0.00
Shared
0.00
None
503.23K
Vanguard Mid Cap
SOLEShares37.72K
TypeSH
Market value$10.95M
3.42%
Sole
0.00
Shared
0.00
None
37.72K
iShares Russell Midcap Growth
SOLEShares79.02K
TypeSH
Market value$10.82M
3.38%
Sole
0.00
Shared
0.00
None
79.02K
Vanguard Corp Bond Short Term
SOLEShares116.87K
TypeSH
Market value$9.32M
2.91%
Sole
0.00
Shared
0.00
None
116.87K
JPMorgan Ultra Short Muni Inco
SOLEShares180.77K
TypeSH
Market value$9.21M
2.88%
Sole
0.00
Shared
0.00
None
180.77K
Vanguard Sh-Term Inf
SOLEShares179.30K
TypeSH
Market value$8.87M
2.77%
Sole
0.00
Shared
0.00
None
179.30K
iShares Tr Msci Eafe Fd
SOLEShares89.81K
TypeSH
Market value$8.62M
2.69%
Sole
0.00
Shared
0.00
None
89.81K
Spdr SandP Dividend Etf
SOLEShares53.03K
TypeSH
Market value$7.38M
2.31%
Sole
0.00
Shared
0.00
None
53.03K
Jpmorgan Core Plus Bond
SOLEShares148.39K
TypeSH
Market value$7.03M
2.20%
Sole
0.00
Shared
0.00
None
148.39K
Vanguard Small Cap Value
SOLEShares32.74K
TypeSH
Market value$6.93M
2.17%
Sole
0.00
Shared
0.00
None
32.74K
Vanguard Mid Cap Value
SOLEShares28.65K
TypeSH
Market value$5.08M
1.59%
Sole
0.00
Shared
0.00
None
28.65K
iShares New York Muni
SOLEShares91.59K
TypeSH
Market value$4.90M
1.53%
Sole
0.00
Shared
0.00
None
91.59K
iShares Russell Midcap
SOLEShares49.76K
TypeSH
Market value$4.79M
1.50%
Sole
0.00
Shared
0.00
None
49.76K
Berkshire Hathaway Cl A
SOLEShares6.00
TypeSH
Market value$4.53M
1.42%
Sole
0.00
Shared
0.00
None
6.00
Vanguard Reit
SOLEShares50.59K
TypeSH
Market value$4.48M
1.40%
Sole
0.00
Shared
0.00
None
50.59K
iShares Tr Russell 2000 Value
SOLEShares24.57K
TypeSH
Market value$4.45M
1.39%
Sole
0.00
Shared
0.00
None
24.57K
iShares US Real Estate
SOLEShares35.04K
TypeSH
Market value$3.29M
1.03%
Sole
0.00
Shared
0.00
None
35.04K
Schwab US Broad Market
SOLEShares120.42K
TypeSH
Market value$3.16M
0.99%
Sole
0.00
Shared
0.00
None
120.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | Class B | 69.63K | SH | $35.00M 10.93% | 0.00 | 0.00 | 69.63K |
Vanguard GrowthSOLE | Common | 49.73K | SH | $24.26M 7.58% | 0.00 | 0.00 | 49.73K |
iShares Tr Russell 1000 GrowthSOLE | Common | 47.23K | SH | $22.35M 6.98% | 0.00 | 0.00 | 47.23K |
Vanguard Small CapSOLE | Common | 80.01K | SH | $20.64M 6.45% | 0.00 | 0.00 | 80.01K |
Vanguard Div AppreciationSOLE | Common | 88.36K | SH | $19.42M 6.07% | 0.00 | 0.00 | 88.36K |
Vanguard FTSE Developed MktsSOLE | Common | 284.38K | SH | $17.77M 5.55% | 0.00 | 0.00 | 284.38K |
Vanguard ValueSOLE | Common | 90.97K | SH | $17.38M 5.43% | 0.00 | 0.00 | 90.97K |
Schwab US Div Equity EtfSOLE | Common | 503.23K | SH | $13.80M 4.31% | 0.00 | 0.00 | 503.23K |
Vanguard Mid CapSOLE | Common | 37.72K | SH | $10.95M 3.42% | 0.00 | 0.00 | 37.72K |
iShares Russell Midcap GrowthSOLE | Common | 79.02K | SH | $10.82M 3.38% | 0.00 | 0.00 | 79.02K |
Vanguard Corp Bond Short TermSOLE | Common | 116.87K | SH | $9.32M 2.91% | 0.00 | 0.00 | 116.87K |
JPMorgan Ultra Short Muni IncoSOLE | Common | 180.77K | SH | $9.21M 2.88% | 0.00 | 0.00 | 180.77K |
Vanguard Sh-Term InfSOLE | Common | 179.30K | SH | $8.87M 2.77% | 0.00 | 0.00 | 179.30K |
iShares Tr Msci Eafe FdSOLE | Common | 89.81K | SH | $8.62M 2.69% | 0.00 | 0.00 | 89.81K |
Spdr SandP Dividend EtfSOLE | Common | 53.03K | SH | $7.38M 2.31% | 0.00 | 0.00 | 53.03K |
Jpmorgan Core Plus BondSOLE | Common | 148.39K | SH | $7.03M 2.20% | 0.00 | 0.00 | 148.39K |
Vanguard Small Cap ValueSOLE | Common | 32.74K | SH | $6.93M 2.17% | 0.00 | 0.00 | 32.74K |
Vanguard Mid Cap ValueSOLE | Common | 28.65K | SH | $5.08M 1.59% | 0.00 | 0.00 | 28.65K |
iShares New York MuniSOLE | Common | 91.59K | SH | $4.90M 1.53% | 0.00 | 0.00 | 91.59K |
iShares Russell MidcapSOLE | Common | 49.76K | SH | $4.79M 1.50% | 0.00 | 0.00 | 49.76K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.53M 1.42% | 0.00 | 0.00 | 6.00 |
Vanguard ReitSOLE | Common | 50.59K | SH | $4.48M 1.40% | 0.00 | 0.00 | 50.59K |
iShares Tr Russell 2000 ValueSOLE | Common | 24.57K | SH | $4.45M 1.39% | 0.00 | 0.00 | 24.57K |
iShares US Real EstateSOLE | Common | 35.04K | SH | $3.29M 1.03% | 0.00 | 0.00 | 35.04K |
Schwab US Broad MarketSOLE | Common | 120.42K | SH | $3.16M 0.99% | 0.00 | 0.00 | 120.42K |
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