§ 13F · FUND PROFILE
W.G. Shaheen & Associates DBA Whitney & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1013.6T (13F)Positions · 137Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 570K | $154.9T | 12.3% | +3% |
| 2 | MSFT | MICROSOFT CORP | 126K | $60.8T | 4.8% | +15% |
| 3 | GOOG | ALPHABET INC | 154K | $48.4T | 3.8% | +8% |
| 4 | META | META PLATFORMS INC | 57K | $37.4T | 3.0% | +7% |
| 5 | GOOGL | ALPHABET INC | 119K | $37.2T | 3.0% | +17% |
| 6 | AVGO | BROADCOM INC | 106K | $36.6T | 2.9% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 193K | $36.1T | 2.9% | +12% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 779K | $35.8T | 2.9% | +7% |
| 9 | AMZN | AMAZON COM INC | 150K | $34.7T | 2.8% | +9% |
| 10 | JPM | JPMORGAN CHASE & CO. | 100K | $32.1T | 2.6% | +10% |
§ 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 $1013637.2 trillion in assets. The fund runs a portfolio of 137 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed