Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. reported 76 holdings worth US$351M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Whitegate Investment Counselors, Inc. reported 76 holdings worth US$351M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Marathon Petroleum Corporation and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$351M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 77,089 | US$38.6M | 11.0% |
| Marathon Petroleum Corporation | 5,194 | US$1.33M | 0.38% |
| Apple Inc | 3,448 | US$998K | 0.28% |
| Microsoft Corp. | 1,982 | US$739K | 0.21% |
| Amazon.com, Inc. | 2,870 | US$684K | 0.19% |
| Cbre Group Inc | 3,455 | US$465K | 0.13% |
| Netflix, Inc. | 6,000 | US$428K | 0.12% |
| Trex Company, Inc. | 7,100 | US$355K | 0.10% |
| Lemaitre Vascular, Inc. | 3,322 | US$319K | 0.09% |
| Abbvie Inc. | 1,261 | US$317K | 0.09% |
| Marvell Technology, Inc. | 1,018 | US$303K | 0.09% |
| Exxon Mobil Corporation | 2,109 | US$288K | 0.08% |
| Coreweave, Inc. | 2,865 | US$285K | 0.08% |
| Merck & Company, Inc. | 2,202 | US$283K | 0.08% |
| Orion Group Holdings, Inc. | 14,800 | US$249K | 0.07% |
| Csx Corporation | 4,899 | US$233K | 0.07% |
| Intel Corporation | 1,666 | US$233K | 0.07% |
| Nvidia Corporation | 1,002 | US$200K | 0.06% |
| Newell Brands Inc. | 0 | US$0 | 0.00% |