§ 13F · FUND PROFILE
W.G. Shaheen & Associates DBA Whitney & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 148Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 572K | $145M | 12.1% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 130K | $48M | 4.0% | +3% |
| 3 | GOOG | ALPHABET INC | 156K | $45M | 3.7% | +1% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 819K | $37M | 3.1% | +5% |
| 5 | GOOGL | ALPHABET INC | 121K | $35M | 2.9% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 195K | $34M | 2.8% | +1% |
| 7 | AVGO | BROADCOM INC | 106K | $33M | 2.7% | ±0% |
| 8 | AMZN | AMAZON COM INC | 157K | $33M | 2.7% | +4% |
| 9 | META | META PLATFORMS INC | 57K | $33M | 2.7% | ±0% |
| 10 | ITOT | ISHARES TR | 208K | $30M | 2.5% | ±0% |
§ 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 $1.1 billion in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed