Whitegate Investment Counselors, Inc.
Top Portfolio Positions
15 positions ·
$8,693,233 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
4,150 | $2,559,554 | 29.44% |
| MPC |
Marathon Petroleum Corp
Energy
|
5,174 | $1,263,387 | 14.53% |
| AAPL |
Apple Inc.
Technology
|
3,445 | $874,306 | 10.06% |
| NFLX |
Netflix Inc
Communication Services
|
6,000 | $576,900 | 6.64% |
| MSFT |
Microsoft Corp
Technology
|
1,534 | $567,840 | 6.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,400 | $499,848 | 5.75% |
| CBRE |
Cbre Group, Inc.
Real Estate
|
3,455 | $468,014 | 5.38% |
| LMAT |
Lemaitre Vascular Inc
Healthcare
|
3,313 | $361,680 | 4.16% |
| XOM |
Exxon Mobil Corp
Energy
|
2,100 | $356,286 | 4.10% |
| MRK |
Merck & Co., Inc.
Healthcare
|
2,186 | $262,953 | 3.02% |
Portfolio Trend
Holdings in PCSV
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-09-30 | $22,250 | 445,000 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $17,800 | 445,000 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $13,350 | 445,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,900 | 445,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,800 | 445,000 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $17,800 | 445,000 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $17,800 | 445,000 | Shares | Sole | 2020-04-15 | |
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