Institutions / W.G. Shaheen & Associates DBA Whitney & Co
W.G. Shaheen & Associates DBA Whitney & Co
CIK 1577001 · Institution · as of Dec 31, 2025
Portfolio value
$1.26B
Positions
173
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 173 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $154.88M | 12.3% |
| Microsoft Corp | $60.83M | 4.8% |
| Alphabet Inc. | $48.38M | 3.9% |
| Meta Platforms Inc | $37.44M | 3.0% |
| Alphabet Inc. | $37.24M | 3.0% |
| Broadcom Inc. | $36.60M | 2.9% |
| NVIDIA Corp | $36.08M | 2.9% |
| Fidelity Merrimack Str Tr | $35.85M | 2.9% |
| Amazon.com Inc | $34.70M | 2.8% |
| JPMorgan Chase & Co | $32.08M | 2.6% |
| iShares MSCI UAE ETF | $31.00M | 2.5% |
| Warren E. Buffett | $27.39M | 2.2% |
| Doubleline ETF Trust | $25.19M | 2.0% |
| Schwab Charles Corp | $24.88M | 2.0% |
| Visa Inc | $23.19M | 1.8% |
| RTX Corp | $22.08M | 1.8% |
| Vertex Pharmaceuticals Inc / Ma | $20.02M | 1.6% |
| ELI LILLY & Co | $19.63M | 1.6% |
| Select Sector SPDR Tr | $18.30M | 1.5% |
| Booking Holdings Inc | $16.98M | 1.4% |
| Newmont Corp | $15.65M | 1.2% |
| Ryanair Holdings PLC | $15.41M | 1.2% |
| Adobe Inc. | $15.04M | 1.2% |
| Lam Research Corp | $15.02M | 1.2% |
| BlackRock, Inc. | $14.78M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.