Whitegate Investment Counselors, Inc. has disclosed its latest holdings in a 13F-HR filing, reporting a total of $343 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various securities, which may influence investor perceptions and strategies in the asset management sector.

Whitegate Investment Counselors, based in Concord, New Hampshire, operates within the investment management industry. The firm has been active in filing various forms with the SEC, including the recent 13F-HR on November 2, 2026, and previous filings on August 10, 2026, and April 27, 2026. The firm’s CIK is 0001667102, and it has been reporting its holdings regularly, showcasing its commitment to transparency.

The recent filing highlights a total of 69 positions held by Whitegate Investment Counselors. The firm has significant investments in well-known companies, including Berkshire Hathaway Class B, Apple Inc., and various Vanguard funds. For instance, the firm holds 68,692 shares of Berkshire Hathaway Class B, valued at approximately $34.2 million, and 3,450 shares of Apple Inc., valued at around $1.15 million. These positions reflect the firm's strategy of investing in established companies with strong market positions.

This update may have implications for investors and stakeholders in the asset management industry. The disclosure of holdings can influence market perceptions and investment strategies, particularly as firms like Whitegate Investment Counselors navigate a competitive landscape. The firm’s focus on large-cap stocks and diversified funds indicates a strategy aimed at stability and growth.

The filing does not specify what actions Whitegate Investment Counselors may take next, such as adjustments to its portfolio or upcoming votes on shareholder matters. However, the firm’s ongoing commitment to reporting its holdings suggests a proactive approach to maintaining transparency with its clients and stakeholders.