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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 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CPRT COPART INC Industrials 244,513.0 $9.6M 0.76% NEW $39.15 -12.1%
2 UNP UNION PAC CORP Industrials 23,474.0 $5.4M 0.43% NEW $231.32 +14.9%
3 KO COCA COLA CO Consumer Defensive 36,065.0 $2.5M 0.20% NEW $69.91 +16.1%
4 ETN EATON CORP PLC Industrials 7,859.0 $2.5M 0.20% NEW $318.51 +19.8%
5 HD HOME DEPOT INC Consumer Cyclical 7,193.0 $2.5M 0.20% NEW $344.12 -8.8%
6 GD GENERAL DYNAMICS CORP Industrials 6,359.0 $2.1M 0.17% NEW $336.66 +0.6%
7 AXP AMERICAN EXPRESS CO Financial Services 4,657.0 $1.7M 0.14% NEW $369.95 -16.3%
8 SBUX STARBUCKS CORP Consumer Cyclical 20,434.0 $1.7M 0.14% NEW $84.21 +26.5%
9 BN BROOKFIELD CORP Financial Services 37,085.0 $1.7M 0.14% NEW $45.89 -1.0%
10 CVS CVS HEALTH CORP Healthcare 21,275.0 $1.7M 0.13% NEW $79.36 +17.6%
11 GLW CORNING INC Technology 14,603.0 $1.3M 0.10% NEW $87.56 +119.2%
12 ESLT ELBIT SYS LTD Industrials 2,140.0 $1.2M 0.10% NEW $577.71 +32.2%
13 GS GOLDMAN SACHS GROUP INC Financial Services 1,317.0 $1.2M 0.09% NEW $879.00 +12.4%
14 SHOP SHOPIFY INC Technology 6,340.0 $1.0M 0.08% NEW $160.97 -34.8%
15 ABT ABBOTT LABS Healthcare 7,270.0 $911K 0.07% NEW $125.28 -29.9%
16 PYPL PAYPAL HLDGS INC Financial Services 14,722.0 $859K 0.07% NEW $58.38 -24.0%
17 LQD ISHARES TR 7,450.0 $821K 0.07% NEW $110.19 -1.8%
18 WFC WELLS FARGO CO NEW Financial Services 8,140.0 $759K 0.06% NEW $93.20 -18.7%
19 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,139.0 $709K 0.06% NEW $53.94 +10.4%
20 TGT TARGET CORP Consumer Defensive 7,143.0 $698K 0.06% NEW $97.75 +25.1%
Page 1 of 2  ·  39 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%