Institutional Fund
Whitegate Investment Counselors, Inc.
Concord, NHCIK 16671025 filings on record
Portfolio Value
$314.50M
Q1 2026
Holdings
68
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-1.7%
from $320.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del10.4%
- Vanguard Index Fds6.9%
- Vanguard Index Fds6.6%
- Ishares Tr6.3%
- Vanguard Specialized Funds6.0%
- Vanguard Tax-Managed Fds5.8%
- Other58.1%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 68.5K | $32.81M | 10.4% | −1.2K | Reduced |
| 2 | Vanguard Index Fds | 49.4K | $21.57M | 6.9% | −354 | Reduced |
| 3 | Vanguard Index Fds | 78.8K | $20.63M | 6.6% | −1.2K | Reduced |
| 4 | Ishares Tr | 46.4K | $19.78M | 6.3% | −851 | Reduced |
| 5 | Vanguard Specialized Funds | 87.5K | $18.81M | 6.0% | −901 | Reduced |
| 6 | Vanguard Tax-Managed Fds | 284.8K | $18.25M | 5.8% | +408 | Added |
| 7 | Vanguard Index Fds | 92.1K | $18.07M | 5.7% | +1.1K | Added |
| 8 | Schwab Strategic Tr | 499.2K | $15.32M | 4.9% | −4.0K | Reduced |
| 9 | Vanguard Index Fds | 37.7K | $10.83M | 3.4% | −6 | Reduced |
| 10 | Ishares Tr | 78.9K | $10.11M | 3.2% | −143 | Reduced |
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