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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TFC TRUIST FINL CORP Financial Services 9,767.0 $481K 0.04% -64.0 -0.7% $49.21 -2.5%
122 AMAT APPLIED MATLS INC Technology 1,791.0 $460K 0.04% NEW $256.99 +66.3%
123 XLF SELECT SECTOR SPDR TR 8,335.0 $457K 0.04% $54.77 -5.6%
124 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 9,000.0 $451K 0.04% -3K -25.0% $50.08 +40.3%
125 MCK MCKESSON CORP Healthcare 528.0 $433K 0.03% $820.29 -6.6%
126 NFLX NETFLIX INC Communication Services 4,590.0 $430K 0.03% +4K +1312.3% $93.76 -4.8%
127 COP CONOCOPHILLIPS Energy 4,566.0 $427K 0.03% NEW $93.60 +28.8%
128 ULTA ULTA BEAUTY INC Consumer Cyclical 685.0 $414K 0.03% $605.01 -18.5%
129 INTC INTEL CORP Technology 11,200.0 $413K 0.03% -123.0 -1.1% $36.90 +221.1%
130 TMP TOMPKINS FINL CORP Financial Services 5,630.0 $408K 0.03% -100.0 -1.8% $72.52 +17.8%
131 MINT PIMCO ETF TR 4,000.0 $401K 0.03% +1K +33.3% $100.34 +0.3%
132 SOFI SOFI TECHNOLOGIES INC Financial Services 15,310.0 $401K 0.03% +200.0 +1.3% $26.18 -40.1%
133 VIG VANGUARD SPECIALIZED FUNDS 1,800.0 $396K 0.03% +168.0 +10.3% $219.80 +5.1%
134 SHY ISHARES TR 4,719.0 $391K 0.03% NEW $82.82 -0.8%
135 XLV SELECT SECTOR SPDR TR 2,463.0 $381K 0.03% -209.0 -7.8% $154.80 -4.3%
136 EBAY EBAY INC. Consumer Cyclical 4,319.0 $376K 0.03% NEW $87.10 +34.5%
137 SRE SEMPRA Utilities 4,137.0 $365K 0.03% -270.0 -6.1% $88.29 +3.6%
138 IVV ISHARES TR 515.0 $353K 0.03% NEW $684.81 +9.0%
139 PLTR PALANTIR TECHNOLOGIES INC Technology 1,883.0 $335K 0.03% -10.0 -0.5% $177.77 -22.9%
140 XLP SELECT SECTOR SPDR TR 4,201.0 $326K 0.03% -341.0 -7.5% $77.68 +9.0%
Page 7 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%