StockDriftsStockDriftsTop 50 W.G. Shaheen & Associates DBA Whitney & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.43% | 588.0K | $170.1M | +2.86%(+16.36K) | $96.60(+216.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.07% | 157.6K | $55.7M | +1.16%(+1.80K) | $77.39(+342.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.9% | 143.1K | $53.4M | +9.95%(+12.95K) | $152.50(+218.74%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.23% | 971.4K | $44.2M | +18.58%(+152.20K) | $45.18(-0.69%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.16% | 120.9K | $43.2M | -0.40%(-486) | $76.74(+349.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 195.9K | $39.2M | +0.45%(+879) | $89.61(+152.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.74% | 157.5K | $37.5M | +0.40%(+625) | $128.10(+104.94%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.56% | 80.8K | $35.0M | -0.57%(-461) | $60.85(+454.53%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.51% | 209.2K | $34.4M | +0.38%(+795) | $85.40(+98.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.48% | 89.7K | $33.9M | -15.46%(-16.41K) | $76.67(+413.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.62% | +62.70% | +9.76% | +59.32% |
| Top 20 Holdings Unweighted | +17.65% | +62.84% | +10.27% | +63.05% |
W.G. Shaheen & Associates DBA Whitney & Co reports $1.37B in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.4%), GOOG (4.1%) and MSFT (3.9%). The top 20 holdings account for 59.94% of reported assets. Its disclosed equity book has returned +62.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track W.G. Shaheen & Associates DBA Whitney & Co, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from W.G. Shaheen & Associates DBA Whitney & Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1577001). View W.G. Shaheen & Associates DBA Whitney & Co’s 13F filings on SEC