Long-term investor
Whitegate Investment Counselors, Inc. @whitegateinvestmentcouns
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667102).
Record
- Tracked since 2025-06-30 (445 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +13.3% · all +13.3%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 9.7% · long · since 2025-06-30
- VUG · 7.3% · long · since 2025-06-30
- VB · 6.9% · long · since 2025-06-30
- IWF · 6.5% · long · since 2025-06-30
- VIG · 6.1% · long · since 2025-06-30
- VEA · 5.9% · long · since 2025-06-30
- VTV · 5.9% · long · since 2025-06-30
- SCHD · 4.5% · long · since 2025-06-30
- VO · 3.7% · long · since 2025-06-30
- IWP · 3.3% · long · since 2025-06-30
- JCPB · 2.7% · long · since 2025-06-30
- VCSH · 2.6% · long · since 2025-06-30