W.G. Shaheen & Associates DBA Whitney & Co

Institutional manager (13F) · CIK 1577001

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B

#	Issuer	Value	Shares
1	APPLE INC	$145M	571,663
2	MICROSOFT CORP	$48M	130,159
3	ALPHABET INC	$45M	155,749
4	FIDELITY MERRIMACK STR TR	$37M	819,204
5	ALPHABET INC	$35M	121,394
6	NVIDIA CORPORATION	$34M	195,035
7	BROADCOM INC	$33M	106,142
8	AMAZON COM INC	$33M	156,920
9	META PLATFORMS INC	$33M	56,995
10	ISHARES TR	$30M	208,360
11	JPMORGAN CHASE & CO	$29M	99,312
12	BERKSHIRE HATHAWAY INC DEL	$28M	57,570
13	DOUBLELINE ETF TRUST	$27M	581,228
14	SELECT SECTOR SPDR TR	$25M	410,962
15	SCHWAB CHARLES CORP	$24M	252,183
16	VISA INC	$21M	67,932
17	VERTEX PHARMACEUTICALS INC	$20M	44,117
18	LAM RESEARCH CORP	$17M	81,262
19	RTX CORPORATION	$17M	89,901
20	ELI LILLY & CO	$17M	18,645
21	NEWMONT CORP	$17M	154,588
22	CHEVRON CORPORATION	$15M	70,909
23	ASML HLDG NV	$14M	10,765
24	THE CIGNA GROUP	$14M	52,189
25	EDWARDS LIFESCIENCES CORP	$14M	173,748
26	BOOKING HOLDINGS INC	$14M	3,221
27	COSTCO WHOLESALE CORPORATION	$13M	13,461
28	BLACKROCK INC	$13M	13,904
29	MERCK & CO INC	$13M	109,150
30	TAIWAN SEMICONDUCTOR MANUFAC	$13M	38,749
31	LOWES COS INC	$13M	55,319
32	INTERACTIVE BROKERS GROUP IN	$13M	191,377
33	RYANAIR HOLDINGS PLC	$12M	215,679
34	MARVELL TECHNOLOGY INC	$12M	122,905
35	ADOBE INC	$11M	46,498
36	RESMED INC	$11M	48,848
37	CNH INDL N V	$11M	970,322
38	SALESFORCE INC	$10M	54,469
39	SPDR SERIES TRUST	$10M	55,544
40	PAYCHEX INC	$10M	108,498
41	MOLINA HEALTHCARE INC	$10M	74,907
42	DOUBLELINE ETF TRUST	$10M	197,487
43	DOUBLELINE ETF TRUST	$9M	182,196
44	RANGE RES CORP	$9M	204,170
45	COPART INC	$9M	274,718
46	STRYKER CORPORATION	$9M	26,377
47	MONDELEZ INTL INC	$8M	141,401
48	SERVICENOW INC	$8M	76,203
49	ISHARES TR	$8M	167,003
50	HONEYWELL INTL INC	$7M	31,305

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.