§ 13F · FUND PROFILE
W.G. Shaheen & Associates DBA Whitney & Co.
AUM · $1.4B (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 588K | $170M | 12.4% | +3% |
| 2 | GOOG | ALPHABET INC | 158K | $56M | 4.1% | +1% |
| 3 | MSFT | MICROSOFT CORP | 143K | $53M | 3.9% | +10% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 971K | $44M | 3.2% | +19% |
| 5 | GOOGL | ALPHABET INC | 121K | $43M | 3.2% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 196K | $39M | 2.9% | ±0% |
| 7 | AMZN | AMAZON COM INC | 158K | $38M | 2.7% | ±0% |
| 8 | LRCX | LAM RESEARCH CORP | 81K | $35M | 2.6% | −1% |
| 9 | ITOT | ISHARES TR | 209K | $34M | 2.5% | ±0% |
| 10 | AVGO | BROADCOM INC | 90K | $34M | 2.5% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE W.G. SIGNAL
AC read
W.G. Shaheen & Associates DBA Whitney & Co is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →