W.G. Shaheen & Associates DBA Whitney &
$1.4B 13F equity value
184 Holdings
Quarter ended June 30, 2026
The latest 13F on file for W.G. Shaheen & Associates DBA Whitney & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 588,020 | $170M | 12.4% |
| GOOG | ALPHABET INC | 157,550 | $56M | 4.1% |
| MSFT | MICROSOFT CORP | 143,110 | $53M | 3.9% |
| FBND | FIDELITY MERRIMACK STR TR | 971,403 | $44M | 3.2% |
| GOOGL | ALPHABET INC | 120,908 | $43M | 3.2% |
| NVDA | NVIDIA CORPORATION | 195,914 | $39M | 2.9% |
| AMZN | AMAZON COM INC | 157,545 | $38M | 2.7% |
| LRCX | LAM RESEARCH CORP | 80,801 | $35M | 2.6% |
| ITOT | ISHARES TR | 209,155 | $34M | 2.5% |
| AVGO | BROADCOM INC | 89,737 | $34M | 2.5% |
Track W.G. Shaheen & Associates DBA Whitney &'s 13F portfolio: $1.4B in reported holdings, 184 positions. Top holdings and quarterly changes on SentiSense.
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