Whitegate Investment Counselors, Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Whitegate Investment Counselors, Inc. opened 5 positions, added to 9, reduced 1, sold out of 1 and left 4 unchanged. The largest increase in value was BRKB (+$1,270,739); the largest decrease was NFLX (-$148,500).
- NFLX: Country of operation United States; Class Common; Shares 2026-03-31 6,000; Shares 2026-06-30 6,000.
- TREX: Country of operation United States; Class Common; Shares 2026-03-31 7,100; Shares 2026-06-30 7,100.
- ORN: Country of operation United States; Class Common; Shares 2026-03-31 14,800; Shares 2026-06-30 14,800.
- CBRE: Country of operation United States; Class Common; Shares 2026-03-31 3,455; Shares 2026-06-30 3,455.
Two Form 13F-HR filings compared (SEC CIK 1667102): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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