Arkolith/Funds/W.G. Shaheen & Associates DBA Whitney & Co

W.G. Shaheen & Associates DBA Whitney & Co

CIK 1577001
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

W.G. Shaheen & Associates DBA Whitney & Co holds a diversified book of 179 reported positions worth $1.4B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Cme Group Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 12% of the reported non-option book.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

86% mapped to company sectors

Information Technology
40%
No sector on file yet
14%
Financials
13%
Industrials
10%
Health Care
10%
Consumer Discretionary
6%
Materials
2%
Energy
2%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as W.G. Shaheen & Associates DBA Whitney & Co

Manager / fundShared namesTheir $ in those
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Harvard Management Co Inc11 / 80$1.8B
Hoffman, Alan N Investment Management8 / 80$160.6M
Greenbrier Partners Capital Management, LLC9 / 80$1.2B
Avenir Tech Ltd8 / 80$702.9M
Draper Asset Management, LLC9 / 80$173.2M
Ardent Capital Management, Inc.18 / 80$209.1M
Ketron Financial19 / 80$275.8M

Ranked by the share of each fund's own book sitting in the names it shares with W.G. Shaheen & Associates DBA Whitney & Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$170.1M588.0K
12.4%
+2.9%
Added · +16K sh
2Alphabet Inc
CAP STK CL C
$55.7M157.6K
4.1%
+1.1%
Added · +2K sh
3Microsoft Corp
COM
$53.4M143.1K
3.9%
+9.9%
Added · +13K sh
4Fidelity Merrimack STR TR
TOTAL BD ETF
$44.2M971.4K
3.2%
+19%
Added · +152K sh
5Alphabet Inc
CAP STK CL A
$43.2M120.9K
3.2%
−0.4%
Reduced · −486 sh
6Nvidia Corporation
COM
$39.2M195.9K
2.9%
+0.5%
Added · +879 sh
7Amazon Com Inc
COM
$37.5M157.5K
2.7%
+0.4%
Added · +625 sh
8Lam Research Corp
COM NEW
$35.0M80.8K
2.6%
−0.6%
Reduced · −461 sh
9Ishares TR
CORE S&P TTL STK
$34.4M209.2K
2.5%
+0.4%
Added · +795 sh
10Broadcom Inc
COM
$33.9M89.7K
2.5%
−15%
Reduced · −16K sh
11JPMorgan Chase & Co
COM
$32.5M99.3K
2.4%
~0%
Reduced · −31 sh
12Meta Platforms Inc
CL A
$32.3M57.4K
2.4%
+0.7%
Added · +390 sh
13Marvell Technology Inc
COM
$32.2M108.0K
2.4%
−12%
Reduced · −15K sh
14Berkshire Hathaway Inc Del
CL B NEW
$29.3M58.6K
2.1%
+1.8%
Added · +1K sh
15Schwab Charles Corp
COM
$29.0M314.4K
2.1%
+25%
Added · +62K sh
16Doubleline ETF Trust
OPPO CORE BD ETF
$28.1M616.1K
2.1%
+6.0%
Added · +35K sh
17Visa Inc
COM CL A
$23.6M68.9K
1.7%
+1.4%
Added · +968 sh
18Eli Lilly & Co
COM
$22.6M18.9K
1.7%
+1.1%
Added · +212 sh
19Vertex Pharmaceuticals Inc
COM
$22.2M44.7K
1.6%
+1.4%
Added · +597 sh
20Select Sector SPDR TR
ST STR ENERG ETF
$22.0M414.0K
1.6%
+0.7%
Added · +3K sh
21ASML Hldg NV
N Y REGISTRY SHS
$21.5M10.8K
1.6%
+0.4%
Added · +46 sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$18.5M38.7K
1.3%
−0.2%
Reduced · −96 sh
23Molina Healthcare Inc
COM
$17.5M76.7K
1.3%
+2.3%
Added · +2K sh
24RTX Corporation
COM
$17.0M89.6K
1.2%
−0.4%
Reduced · −339 sh
25Interactive Brokers Group In
COM CL A
$16.8M193.5K
1.2%
+1.1%
Added · +2K sh
26Edwards Lifesciences Corp
COM
$16.1M177.5K
1.2%
+2.1%
Added · +4K sh
27Booking Holdings Inc
COM
$14.7M82.2K
1.1%
26×
Added · +79K sh
28Newmont Corp
COM
$14.6M156.0K
1.1%
+0.9%
Added · +1K sh
29The Cigna Group
COM
$14.6M52.8K
1.1%
+1.2%
Added · +611 sh
30Ryanair Holdings PLC
SPONSORED ADR
$14.2M219.2K
1.0%
+1.6%
Added · +3K sh
31BlackRock Inc
COM
$13.4M13.9K
1.0%
−0.1%
Reduced · −14 sh
32Costco Wholesale Corporation
COM
$12.7M13.6K
0.9%
+0.8%
Added · +108 sh
33Lowes Cos Inc
COM
$12.3M56.0K
0.9%
+1.1%
Added · +637 sh
34Chevron Corporation
COM
$12.2M73.4K
0.9%
+3.5%
Added · +2K sh
35CNH Indl N V
SHS
$11.7M1.05M
0.9%
+7.8%
Added · +75K sh
36Paychex Inc
COM
$10.7M109.0K
0.8%
+0.5%
Added · +496 sh
37Copart Inc
COM
$10.6M376.8K
0.8%
+37%
Added · +102K sh
38Cme Group Inc
COM
$10.5M47.7K
0.8%
New
New position
39Doubleline ETF Trust
MORTGAGE ETF
$10.2M208.1K
0.7%
+5.4%
Added · +11K sh
40Doubleline ETF Trust
COMMERCIAL REAL
$10.0M194.0K
0.7%
+6.5%
Added · +12K sh
41Adobe Inc
COM
$9.6M46.6K
0.7%
+0.3%
Added · +135 sh
42Resmed Inc
COM
$9.6M49.0K
0.7%
+0.3%
Added · +165 sh
43Salesforce Inc
COM
$8.8M56.0K
0.6%
+2.8%
Added · +2K sh
44SPDR Series Trust
SP O&G EXPL PRO
$8.6M55.9K
0.6%
+0.7%
Added · +397 sh
45Ishares TR
COPPER & METALS
$8.5M173.6K
0.6%
+3.9%
Added · +7K sh
46Mondelez Intl Inc
CL A
$8.4M144.9K
0.6%
+2.5%
Added · +4K sh
47Stryker Corporation
COM
$8.4M26.6K
0.6%
+0.8%
Added · +218 sh
48Servicenow Inc
COM
$8.3M83.8K
0.6%
+9.9%
Added · +8K sh
49Range Res Corp
COM
$7.7M207.2K
0.6%
+1.5%
Added · +3K sh
50Micron Technology Inc
COM
$7.6M6.6K
0.6%
−13%
Reduced · −1K sh
Showing 50 of 179 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.4B · Q2 2026Q3 2024 · $933.0MQ2 2026 · $1.4B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d179$1.4B13F-HR
Q1 2026Mar 31, 2026May 5, 202635d175$1.2B13F-HR
Q4 2025Dec 31, 2025Jan 30, 202630d175$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d148$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d137$1.0B13F-HR
Q1 2025Mar 31, 2025May 6, 202536d134$940.8M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d132$952.3M13F-HR
Q3 2024Sep 30, 2024Nov 7, 202438d130$933.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.