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The Analysis of Whitegate Investment Counselors, Inc.'s Holdings & P&L

Currently, Whitegate Investment Counselors, Inc. holds 68 types of securities in its portfolio with a total value $314.5M. In the most recent quarter, they have increased their positions in JCPB (+10.6K shares, valued at $499.5K), VTV (+1.1K shares, valued at $222.3K), SUSB (+8.7K shares, valued at $218.9K); decreased their positions in N/A (-1.2K shares, valued at $553.5K), IWF (-851 shares, valued at $362.9K), JMST (-6.8K shares, valued at $344.8K); initiated new positions in SUSB (+8.7K shares, valued at $218.9K), CSX (+4.9K shares, valued at $200.5K).

1M P&L

-57.3M-15.77%

3M P&L

-202.0M-39.74%

HY P&L

-198.0M-39.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A274.2M

97.9%

2Oil & Gas Refining & Marketing1.3M

0.5%

3Consumer Electronics874.4K

0.3%

Top Industries by Stock Count

1N/A49 stocks

79.0%

2Oil & Gas Refining & Marketing1 stocks

1.6%

3Consumer Electronics1 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Berkshire Hathaway Cl B Berkshire Hathaway Cl B68.5K shares-1.66%2026-03-312026-04-27

VUG Vanguard Growth49.4K shares-0.71%2026-03-312026-04-27

VB Vanguard Small Cap78.8K shares-1.55%2026-03-312026-04-27

IWF iShares Tr Russell 1000 Growth46.4K shares-1.80%2026-03-312026-04-27

VIG Vanguard Div Appreciation87.5K shares-1.02%2026-03-312026-04-27

VEA Vanguard FTSE Developed Mkts284.8K shares0.14%2026-03-312026-04-27

VTV Vanguard Value92.1K shares1.25%2026-03-312026-04-27

SCHD Schwab US Div Equity Etf499.2K shares-0.80%2026-03-312026-04-27

Sponsored

VO Vanguard Mid Cap37.7K shares-0.02%2026-03-312026-04-27

IWP iShares Russell Midcap Growth78.9K shares-0.18%2026-03-312026-04-27

VCSH Vanguard Corp Bond Short Term115.5K shares-1.18%2026-03-312026-04-27

JMST JPMorgan Ultra Short Muni Inco174.0K shares-3.74%2026-03-312026-04-27

VTIP Vanguard Sh-Term Inf176.4K shares-1.63%2026-03-312026-04-27

EFA iShares Tr Msci Eafe Fd88.7K shares-1.19%2026-03-312026-04-27

SDY Spdr SandP Dividend Etf51.6K shares-2.75%2026-03-312026-04-27

JCPB Jpmorgan Core Plus Bond159.0K shares7.15%2026-03-312026-04-27

Sponsored

VBR Vanguard Small Cap Value32.3K shares-1.32%2026-03-312026-04-27

VOE Vanguard Mid Cap Value28.6K shares-0.06%2026-03-312026-04-27

NYF iShares New York Muni94.1K shares2.72%2026-03-312026-04-27

IWR iShares Russell Midcap48.6K shares-2.35%2026-03-312026-04-27

IWN iShares Tr Russell 2000 Value24.6K shares0.22%2026-03-312026-04-27

VNQ Vanguard Reit50.9K shares0.68%2026-03-312026-04-27

BRK.A Berkshire Hathaway Cl A6 shares0.00%2026-03-312026-04-27

IYR iShares US Real Estate34.9K shares-0.27%2026-03-312026-04-27

Sponsored

SCHB Schwab US Broad Market128.4K shares6.64%2026-03-312026-04-27

IWS iShares Russell Midcap Value21.4K shares0.00%2026-03-312026-04-27

JMUB JP Morgan Municipal Etf56.5K shares-1.71%2026-03-312026-04-27

SLYG SPDR SandP 600 Sm Cap Gro27.6K shares0.99%2026-03-312026-04-27

MDY SPDR SandP MidCap 400 ETF4.2K shares0.00%2026-03-312026-04-27

IWO iShares Tr Russell 2000 Growth7.8K shares0.00%2026-03-312026-04-27

VEU Vanguard Intl Eqty Index/FTSE26.0K shares-1.12%2026-03-312026-04-27

VTES Vanguard Shrt Tax Exempt17.4K shares0.00%2026-03-312026-04-27

Sponsored

VBK Vanguard Small Cap Grwth4.8K shares-6.57%2026-03-312026-04-27

IWD iShares Russell 1000 Val6.0K shares-5.49%2026-03-312026-04-27

MPC Marathon Pete Corp5.2K shares0.45%2026-03-312026-04-27

IWB iShares Tr Russell 1000 Index3.5K shares0.00%2026-03-312026-04-27

IWM iShares Tr Russell 2000 Index5.0K shares0.00%2026-03-312026-04-27

VOT Vanguard Mid Cap Growth3.9K shares0.03%2026-03-312026-04-27

Vanguard SandP 500 Etf Vanguard SandP 500 Etf1.6K shares0.13%2026-03-312026-04-27

AAPL Apple Inc3.4K shares0.06%2026-03-312026-04-27

Sponsored

ICF iShares Tr Cohen & Steer12.8K shares0.00%2026-03-312026-04-27

VWO Vanguard Msci Emerging12.2K shares1.00%2026-03-312026-04-27

NFLX Netflix Inc6.0K shares0.00%2026-03-312026-04-27

MSFT Microsoft Corp1.5K shares0.20%2026-03-312026-04-27

AMZN Amazon Com Inc2.4K shares0.00%2026-03-312026-04-27

SHM SPDR Nuveen Barclays Short Ter10.0K shares0.00%2026-03-312026-04-27

CBRE CBRE Group Inc3.5K shares0.00%2026-03-312026-04-27

VGSH Vanguard Short Term7.1K shares62.30%2026-03-312026-04-27

Sponsored

Broadcom Inc Broadcom Inc1.3K shares0.23%2026-03-312026-04-27

LMAT Lemaitre Vascular Inc3.3K shares0.21%2026-03-312026-04-27

CMF iShares California Muni6.3K shares0.00%2026-03-312026-04-27

XOM Exxon Mobil Corporation2.1K shares-4.76%2026-03-312026-04-27

JSCP Jpmorgan Short Duration6.7K shares17.77%2026-03-312026-04-27

MUB iShares National Muni Bond2.8K shares0.00%2026-03-312026-04-27

Merck and Co Inc Merck and Co Inc2.2K shares0.74%2026-03-312026-04-27

EUSB Ishares Esg Advnc Ttl6.0K shares16.20%2026-03-312026-04-27

Sponsored

TREX Trex Company Inc7.1K shares-7.79%2026-03-312026-04-27

ESGV Vanguard ESSG US Stock2.3K shares-4.22%2026-03-312026-04-27

SPSM SPDR Portfolio SandP 600 Sm Cap5.2K shares0.00%2026-03-312026-04-27

XVV iShares ESG Screened SandP 5005.0K shares-4.43%2026-03-312026-04-27

ABBV Abbvie Inc1.1K shares10.52%2026-03-312026-04-27

SUSB Ishares Esg Awr 1-5 Y8.7K sharesnew addition2026-03-312026-04-27

VGLT Vanguard Long Term3.6K shares0.00%2026-03-312026-04-27

CSX C S X Corp4.9K sharesnew addition2026-03-312026-04-27

Sponsored

ORN Orion Marine Group Inc14.8K shares0.00%2026-03-312026-04-27

NWL Newell Brands Inc14.9K shares1.69%2026-03-312026-04-27

Hypersolar Inc Hypersolar Inc146.8K shares0.00%2026-03-312026-04-27

Adelphia Commun Cp Clxxx Adelphia Commun Cp Clxxx100.0K shares0.00%2026-03-312026-04-27

Berkshire Hathaway Cl B

-1.66%

Shares68.5K

Event2026-03-31

Filed2026-04-27

VUG

Vanguard Growth

-0.71%

Shares49.4K

Event2026-03-31

Filed2026-04-27

Vanguard Small Cap

-1.55%

Shares78.8K

Event2026-03-31

Filed2026-04-27

IWF

iShares Tr Russell 1000 Growth

-1.80%

Shares46.4K

Event2026-03-31

Filed2026-04-27

VIG

Vanguard Div Appreciation

-1.02%

Shares87.5K

Event2026-03-31

Filed2026-04-27

VEA

Vanguard FTSE Developed Mkts

0.14%

Shares284.8K

Event2026-03-31

Filed2026-04-27

VTV

Vanguard Value

1.25%

Shares92.1K

Event2026-03-31

Filed2026-04-27

SCHD

Schwab US Div Equity Etf

-0.80%

Shares499.2K

Event2026-03-31

Filed2026-04-27

Vanguard Mid Cap

-0.02%

Shares37.7K

Event2026-03-31

Filed2026-04-27

IWP

iShares Russell Midcap Growth

-0.18%

Shares78.9K

Event2026-03-31

Filed2026-04-27

VCSH

Vanguard Corp Bond Short Term

-1.18%

Shares115.5K

Event2026-03-31

Filed2026-04-27

JMST

JPMorgan Ultra Short Muni Inco

-3.74%

Shares174.0K

Event2026-03-31

Filed2026-04-27

VTIP

Vanguard Sh-Term Inf

-1.63%

Shares176.4K

Event2026-03-31

Filed2026-04-27

EFA

iShares Tr Msci Eafe Fd

-1.19%

Shares88.7K

Event2026-03-31

Filed2026-04-27

SDY

Spdr SandP Dividend Etf

-2.75%

Shares51.6K

Event2026-03-31

Filed2026-04-27

JCPB

Jpmorgan Core Plus Bond

7.15%

Shares159.0K

Event2026-03-31

Filed2026-04-27

VBR

Vanguard Small Cap Value

-1.32%

Shares32.3K

Event2026-03-31

Filed2026-04-27

VOE

Vanguard Mid Cap Value

-0.06%

Shares28.6K

Event2026-03-31

Filed2026-04-27

NYF

iShares New York Muni

2.72%

Shares94.1K

Event2026-03-31

Filed2026-04-27

IWR

iShares Russell Midcap

-2.35%

Shares48.6K

Event2026-03-31

Filed2026-04-27

IWN

iShares Tr Russell 2000 Value

0.22%

Shares24.6K

Event2026-03-31

Filed2026-04-27

VNQ

Vanguard Reit

0.68%

Shares50.9K

Event2026-03-31

Filed2026-04-27

BRK.A

Berkshire Hathaway Cl A

0.00%

Shares6

Event2026-03-31

Filed2026-04-27

IYR

iShares US Real Estate

-0.27%

Shares34.9K

Event2026-03-31

Filed2026-04-27

SCHB

Schwab US Broad Market

6.64%

Shares128.4K

Event2026-03-31

Filed2026-04-27

IWS

iShares Russell Midcap Value

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-27

JMUB

JP Morgan Municipal Etf

-1.71%

Shares56.5K

Event2026-03-31

Filed2026-04-27

SLYG

SPDR SandP 600 Sm Cap Gro

0.99%

Shares27.6K

Event2026-03-31

Filed2026-04-27

MDY

SPDR SandP MidCap 400 ETF

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-27

IWO

iShares Tr Russell 2000 Growth

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-27

VEU

Vanguard Intl Eqty Index/FTSE

-1.12%

Shares26.0K

Event2026-03-31

Filed2026-04-27

VTES

Vanguard Shrt Tax Exempt

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-27

VBK

Vanguard Small Cap Grwth

-6.57%

Shares4.8K

Event2026-03-31

Filed2026-04-27

IWD

iShares Russell 1000 Val

-5.49%

Shares6.0K

Event2026-03-31

Filed2026-04-27

MPC

Marathon Pete Corp

0.45%

Shares5.2K

Event2026-03-31

Filed2026-04-27

IWB

iShares Tr Russell 1000 Index

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-27

IWM

iShares Tr Russell 2000 Index

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-27

VOT

Vanguard Mid Cap Growth

0.03%

Shares3.9K

Event2026-03-31

Filed2026-04-27

Vanguard SandP 500 Etf

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-27

AAPL

Apple Inc

0.06%

Shares3.4K

Event2026-03-31

Filed2026-04-27

ICF

iShares Tr Cohen & Steer

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-27

VWO

Vanguard Msci Emerging

1.00%

Shares12.2K

Event2026-03-31

Filed2026-04-27

NFLX

Netflix Inc

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-27

MSFT

Microsoft Corp

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-27

AMZN

Amazon Com Inc

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-27

SHM

SPDR Nuveen Barclays Short Ter

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

CBRE

CBRE Group Inc

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-27

VGSH

Vanguard Short Term

62.30%

Shares7.1K

Event2026-03-31

Filed2026-04-27

Broadcom Inc

0.23%

Shares1.3K

Event2026-03-31

Filed2026-04-27

LMAT

Lemaitre Vascular Inc

0.21%

Shares3.3K

Event2026-03-31

Filed2026-04-27

CMF

iShares California Muni

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-27

XOM

Exxon Mobil Corporation

-4.76%

Shares2.1K

Event2026-03-31

Filed2026-04-27

JSCP

Jpmorgan Short Duration

17.77%

Shares6.7K

Event2026-03-31

Filed2026-04-27

MUB

iShares National Muni Bond

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-27

Merck and Co Inc

0.74%

Shares2.2K

Event2026-03-31

Filed2026-04-27

EUSB

Ishares Esg Advnc Ttl

16.20%

Shares6.0K

Event2026-03-31

Filed2026-04-27

TREX

Trex Company Inc

-7.79%

Shares7.1K

Event2026-03-31

Filed2026-04-27

ESGV

Vanguard ESSG US Stock

-4.22%

Shares2.3K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR Portfolio SandP 600 Sm Cap

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-27

XVV

iShares ESG Screened SandP 500

-4.43%

Shares5.0K

Event2026-03-31

Filed2026-04-27

ABBV

Abbvie Inc

10.52%

Shares1.1K

Event2026-03-31

Filed2026-04-27

SUSB

Ishares Esg Awr 1-5 Y

New

Shares8.7K

Event2026-03-31

Filed2026-04-27

VGLT

Vanguard Long Term

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-27

CSX

C S X Corp

New

Shares4.9K

Event2026-03-31

Filed2026-04-27

ORN

Orion Marine Group Inc

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-27

NWL

Newell Brands Inc

1.69%

Shares14.9K

Event2026-03-31

Filed2026-04-27

Hypersolar Inc

0.00%

Shares146.8K

Event2026-03-31

Filed2026-04-27

Adelphia Commun Cp Clxxx

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available