Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
W.G. Shaheen & Associates DBA Whitney & Co (CIK 1577001) reported $1.20B across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($145.1M, 12.08%), MSFT ($48.2M, 4.01%), GOOG ($44.7M, 3.72%), FBND ($37.4M, 3.11%), GOOGL ($34.9M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $145.1M | 12.08% | 571,663 | Added |
| 2 | MSFT | MICROSOFT CORP | $48.2M | 4.01% | 130,159 | Added |
| 3 | GOOG | ALPHABET INC | $44.7M | 3.72% | 155,749 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $37.4M | 3.11% | 819,204 | Added |
| 5 | GOOGL | ALPHABET INC | $34.9M | 2.91% | 121,394 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $34.0M | 2.83% | 195,035 | Added |
| 7 | AVGO | BROADCOM INC | $32.9M | 2.74% | 106,142 | Added |
| 8 | AMZN | AMAZON COM INC | $32.7M | 2.72% | 156,920 | Added |
| 9 | META | META PLATFORMS INC | $32.6M | 2.71% | 56,995 | Added |
| 10 | ITOT | ISHARES TR | $29.7M | 2.47% | 208,360 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $29.2M | 2.43% | 99,312 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.6M | 2.30% | 57,570 | Added |
| 13 | DBND | DOUBLELINE ETF TRUST | $26.6M | 2.22% | 581,228 | Added |
| 14 | XLE | SELECT SECTOR SPDR TR | $25.2M | 2.10% | 410,962 | Added |
| 15 | SCHW | SCHWAB CHARLES CORP | $23.7M | 1.97% | 252,183 | Added |
| 16 | V | VISA INC | $20.5M | 1.71% | 67,932 | Added |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | $19.7M | 1.64% | 44,117 | Trimmed |
| 18 | LRCX | LAM RESEARCH CORP | $17.4M | 1.45% | 81,262 | Trimmed |
| 19 | RTX | RTX CORPORATION | $17.3M | 1.44% | 89,901 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $17.1M | 1.43% | 18,645 | Added |
| 21 | NEM | NEWMONT CORP | $16.7M | 1.39% | 154,588 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $14.7M | 1.22% | 70,909 | Added |
| 23 | ASML | ASML HLDG NV | $14.2M | 1.18% | 10,765 | Trimmed |
| 24 | CI | THE CIGNA GROUP | $13.9M | 1.16% | 52,189 | Trimmed |
| 25 | EW | EDWARDS LIFESCIENCES CORP | $13.9M | 1.16% | 173,748 | Added |
Source: SEC Form 13F filings · as of 2026-03-31