Whitegate Investment Counselors, Inc.
Filing Date
Global Rank
#7,054
/ 8,586
▲ 81
Top Industry
Insurance - Diversified
84.3%
3Y Alpha vs SPY
-7.8%
Period ended 3 months ago
Filed Apr 27, 2026 · 50d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+46.1%
SPY
+78.1%
Annualised alpha
-7.8%
Max drawdown
−11.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
79.1%
−2.1 pts
Top 5
91.8%
−1.0 pts
Top 10
97.2%
−0.7 pts
HHI
6,311
Highly concentrated−322
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 79.1% | $32,810,824 |
| Unclassified | 6.2% | $2,559,554 |
| Energy | 3.9% | $1,619,673 |
| Technology | 3.5% | $1,442,146 |
| Healthcare | 2.1% | $855,389 |
| Industrials | 1.5% | $620,431 |
| Communication Services | 1.4% | $576,900 |
| Consumer Cyclical | 1.2% | $499,848 |
| Real Estate | 1.1% | $468,014 |
| Consumer Defensive | 0.1% | $51,278 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NWL | Newell Brands Inc. | +248 | 14,950 | $51,278 | |
| ABBV | AbbVie Inc. | +101 | 1,061 | $230,756 | |
| MPC | Marathon Petroleum Corp | +23 | 5,174 | $1,263,387 | |
| MRK | Merck & Co., Inc. | +16 | 2,186 | $262,953 | |
| LMAT | Lemaitre Vascular Inc | +7 | 3,313 | $361,680 | |
| MSFT | Microsoft Corp | +3 | 1,534 | $567,840 | |
| AAPL | Apple Inc. | +2 | 3,445 | $874,306 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSX | Csx Corp | 4,885 | $200,529 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$51,278 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NWL |
Newell Brands Inc.
Consumer Defensive
|
Added | 14,950 | $51,278 | 100.00% |