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Portfolio (Quarterly) Guide ↗

W.G. Shaheen & Associates DBA Whitney & Co

· CIK 0001577001
13F Portfolio $1.3B AUM 175 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 39 New 70 Added 33 Reduced 10 Exited
Page 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 18,569.0 $4.2M 0.34% +11K +147.6% $228.49 -6.1%
62 MDT MEDTRONIC PLC Healthcare 43,738.0 $4.2M 0.33% +11K +32.9% $96.06 -18.6%
63 SPG SIMON PPTY GROUP INC NEW Real Estate 21,249.0 $3.9M 0.31% +4K +20.4% $185.11 +10.3%
64 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,719.0 $3.9M 0.31% -9K -32.6% $207.81 -39.0%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,403.0 $3.8M 0.31% +7K +10.4% $49.65 -11.4%
66 CNH INDL N V 377,817.0 $3.5M 0.28% -129K -25.5% $9.22
67 PG PROCTER AND GAMBLE CO Consumer Defensive 23,170.0 $3.3M 0.26% +15K +187.5% $143.31 -0.6%
68 AMGN AMGEN INC Healthcare 9,507.0 $3.1M 0.25% +441.0 +4.9% $327.32 +3.1%
69 CSCO CISCO SYS INC Technology 39,145.0 $3.0M 0.24% +28K +238.9% $77.03 +53.4%
70 ISHARES TR 64,382.0 $2.9M 0.23% +1K +1.9% $45.45
71 ORCL ORACLE CORP Technology 14,638.0 $2.9M 0.23% +3K +29.6% $194.91 -2.6%
72 KO COCA COLA CO Consumer Defensive 36,065.0 $2.5M 0.20% NEW $69.91 +16.1%
73 ETN EATON CORP PLC Industrials 7,859.0 $2.5M 0.20% NEW $318.51 +19.8%
74 HD HOME DEPOT INC Consumer Cyclical 7,193.0 $2.5M 0.20% NEW $344.12 -8.8%
75 MU MICRON TECHNOLOGY INC Technology 7,663.0 $2.2M 0.17% +480.0 +6.7% $285.40 +167.0%
76 GD GENERAL DYNAMICS CORP Industrials 6,359.0 $2.1M 0.17% NEW $336.66 +0.6%
77 MCD MCDONALDS CORP Consumer Cyclical 6,921.0 $2.1M 0.17% +5K +203.4% $305.63 -7.0%
78 PNC PNC FINL SVCS GROUP INC Financial Services 8,710.0 $1.8M 0.14% $208.73 +3.9%
79 XLK SELECT SECTOR SPDR TR 12,591.0 $1.8M 0.14% +6K +104.3% $143.97 +24.1%
80 SYY SYSCO CORP Consumer Defensive 24,571.0 $1.8M 0.14% +19K +334.9% $73.69 +2.4%
Page 4 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Healthcare 13.4%
Financial Services 12.7%
Communication Services 12.0%
Consumer Cyclical 8.4%
Industrials 8.0%
Consumer Defensive 3.3%
Energy 3.2%
Basic Materials 1.6%
Real Estate 0.4%