Whitegate Investment Counselors, Inc.
Net buyer this quarter
$351M
25
+$1.59M
14.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $34.1M | 9.70% | Not reported | -0.5% | Q4 2019 |
| BRK.A | $4.49M | 1.28% | Not reported | Not reported | Q2 2019 |
 IWS | $3.52M | 1.00% | Not reported | Not reported | Q2 2016 |
 MDY | $2.92M | 0.83% | Not reported | Not reported | Q4 2019 |
 MPC | $1.33M | 0.38% | 0.00% | +0.4% | Q1 2021 |
 VOT | $1.18M | 0.34% | Not reported | -1.0% | Q4 2019 |
 AAPL | $998K | 0.28% | 0.00% | +0.1% | Q2 2016 |
| ICF | $935K | 0.27% | Not reported | +7.8% | Q2 2016 |
 MSFT | $739K | 0.21% | 0.00% | +29.2% | Q2 2016 |
 AMZN | $684K | 0.19% | 0.00% | +19.6% | Q1 2017 |
 CBRE | $465K | 0.13% | 0.00% | Not reported | Q2 2019 |
 NFLX | $428K | 0.12% | 0.00% | Not reported | Q1 2020 |
 TREX | $355K | 0.10% | 0.01% | Not reported | Q3 2019 |
 LMAT | $319K | 0.09% | 0.01% | +0.3% | Q2 2023 |
 ABBV | $317K | 0.09% | 0.00% | +18.9% | Q2 2016 |
 MRVL | $303K | 0.09% | 0.00% | New | Q2 2026 |
 XOM | $288K | 0.08% | 0.00% | +0.4% | Q2 2016 |
 CRWV | $285K | 0.08% | Not reported | New | Q2 2026 |
 MRK | $283K | 0.08% | 0.00% | +0.7% | Q2 2017 |
 ORN | $249K | 0.07% | 0.04% | Not reported | Q1 2018 |
 CSX | $233K | 0.07% | 0.00% | +0.3% | Q1 2026 |
 INTC | $233K | 0.07% | 0.00% | Not reported | Q2 2016 |
 QQQ | $229K | 0.07% | Not reported | New | Q2 2026 |
 NVMI | $217K | 0.06% | 0.00% | New | Q2 2026 |
 NVDA | $200K | 0.06% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| BRK.B | $32.8M | 10.43% | Not reported | -1.7% | Q4 2019 |
| BRK.A | $4.31M | 1.37% | Not reported | Not reported | Q2 2019 |
| IWS | $3.12M | 0.99% | Not reported | Not reported | Q2 2016 |
| MDY | $2.56M | 0.81% | Not reported | Not reported | Q4 2019 |
| MPC | $1.26M | 0.40% | 0.00% | +0.5% | Q1 2021 |
| VOT | $1M | 0.32% | Not reported | 0.0% | Q4 2019 |
| AAPL | $874K | 0.28% | 0.00% | +0.1% | Q2 2016 |
| ICF | $794K | 0.25% | Not reported | Not reported | Q2 2016 |
| NFLX | $577K | 0.18% | 0.00% | Not reported | Q1 2020 |
| MSFT | $568K | 0.18% | 0.00% | +0.2% | Q2 2016 |
| AMZN | $500K | 0.16% | 0.00% | Not reported | Q1 2017 |
| CBRE | $468K | 0.15% | 0.00% | Not reported | Q2 2019 |
| LMAT | $362K | 0.12% | 0.01% | +0.2% | Q2 2023 |
| XOM | $356K | 0.11% | 0.00% | -4.8% | Q2 2016 |
| MRK | $263K | 0.08% | 0.00% | +0.7% | Q2 2017 |
| TREX | $259K | 0.08% | 0.01% | -7.8% | Q3 2019 |
| ABBV | $231K | 0.07% | 0.00% | +10.5% | Q2 2016 |
| CSX | $201K | 0.06% | 0.00% | New | Q1 2026 |
| ORN | $161K | 0.05% | 0.04% | Not reported | Q1 2018 |
 NWL | $51.3K | 0.02% | 0.00% | +1.7% | Q1 2018 |
| Q4 2025 | |||||
| BRK.B | $35M | 10.93% | Not reported | -0.3% | Q4 2019 |
| BRK.A | $4.53M | 1.42% | Not reported | Not reported | Q2 2019 |
| IWS | $3.02M | 0.94% | Not reported | +8.0% | Q2 2016 |
| MDY | $2.5M | 0.78% | Not reported | Not reported | Q4 2019 |
| VOT | $1.09M | 0.34% | Not reported | 0.0% | Q4 2019 |
| AAPL | $936K | 0.29% | 0.00% | +0.1% | Q2 2016 |
| MPC | $838K | 0.26% | 0.00% | +0.5% | Q1 2021 |
| ICF | $765K | 0.24% | Not reported | Not reported | Q2 2016 |
| MSFT | $741K | 0.23% | 0.00% | +0.1% | Q2 2016 |
| NFLX | $563K | 0.18% | 0.00% | Not reported | Q1 2020 |
| CBRE | $556K | 0.17% | 0.00% | Not reported | Q2 2019 |
| AMZN | $554K | 0.17% | 0.00% | Not reported | Q1 2017 |
| TREX | $270K | 0.08% | 0.01% | -4.9% | Q3 2019 |
| LMAT | $268K | 0.08% | 0.01% | +0.2% | Q2 2023 |
| XOM | $265K | 0.08% | 0.00% | +0.6% | Q2 2016 |
| MRK | $228K | 0.07% | 0.00% | Not reported | Q2 2017 |
| ABBV | $219K | 0.07% | 0.00% | Not reported | Q2 2016 |
| ORN | $147K | 0.05% | 0.04% | Not reported | Q1 2018 |
| NWL | $54.7K | 0.02% | 0.00% | +1.9% | Q1 2018 |
| Q3 2025 | |||||
| BRK.B | $35.1M | 11.55% | Not reported | -2.3% | Q4 2019 |
| BRK.A | $4.53M | 1.49% | Not reported | Not reported | Q2 2019 |
| IWS | $2.77M | 0.91% | Not reported | Not reported | Q2 2016 |
| MDY | $2.47M | 0.81% | Not reported | Not reported | Q4 2019 |
| VOT | $1.14M | 0.38% | Not reported | -8.1% | Q4 2019 |
| MPC | $988K | 0.33% | 0.00% | +0.5% | Q1 2021 |
| AAPL | $876K | 0.29% | 0.00% | +0.1% | Q2 2016 |
| MSFT | $792K | 0.26% | 0.00% | +0.1% | Q2 2016 |
| ICF | $790K | 0.26% | Not reported | -4.4% | Q2 2016 |
| NFLX | $719K | 0.24% | 0.00% | Not reported | Q1 2020 |
| CBRE | $544K | 0.18% | 0.00% | Not reported | Q2 2019 |
| AMZN | $527K | 0.17% | 0.00% | Not reported | Q1 2017 |
| TREX | $419K | 0.14% | 0.01% | Not reported | Q3 2019 |
| LMAT | $289K | 0.10% | 0.01% | +0.2% | Q2 2023 |
| XOM | $247K | 0.08% | 0.00% | -68.6% | Q2 2016 |
| ABBV | $222K | 0.07% | 0.00% | Not reported | Q2 2016 |
| ORN | $123K | 0.04% | 0.04% | Not reported | Q1 2018 |
| NWL | $75.6K | 0.02% | 0.00% | -6.0% | Q1 2018 |