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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 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IREN IREN LIMITED Financial Services 18,180.0 $687K 0.06% NEW $37.77 +53.7%
22 NEE NEXTERA ENERGY INC Utilities 7,558.0 $607K 0.05% NEW $80.28 +11.7%
23 DIS DISNEY WALT CO Communication Services 4,321.0 $492K 0.04% NEW $113.77 -9.0%
24 AMAT APPLIED MATLS INC Technology 1,791.0 $460K 0.04% NEW $256.99 +66.3%
25 COP CONOCOPHILLIPS Energy 4,566.0 $427K 0.03% NEW $93.60 +28.8%
26 SHY ISHARES TR 4,719.0 $391K 0.03% NEW $82.82 -0.8%
27 EBAY EBAY INC. Consumer Cyclical 4,319.0 $376K 0.03% NEW $87.10 +34.5%
28 IVV ISHARES TR 515.0 $353K 0.03% NEW $684.81 +9.0%
29 ED CONSOLIDATED EDISON INC Utilities 2,896.0 $288K 0.02% NEW $99.32 +8.1%
30 SO SOUTHERN CO Utilities 3,050.0 $266K 0.02% NEW $87.20 +7.4%
31 PM PHILIP MORRIS INTL INC Consumer Defensive 1,654.0 $265K 0.02% NEW $160.40 +17.6%
32 PANW PALO ALTO NETWORKS INC Technology 1,435.0 $264K 0.02% NEW $184.20 +37.3%
33 PFE PFIZER INC Healthcare 10,467.0 $261K 0.02% NEW $24.90 +4.2%
34 B BARRICK MNG CORP Basic Materials 5,802.0 $253K 0.02% NEW $43.55 -5.3%
35 MMM 3M CO Industrials 1,551.0 $248K 0.02% NEW $160.08 -5.3%
36 DG DOLLAR GEN CORP NEW Consumer Defensive 1,783.0 $237K 0.02% NEW $132.77 -20.9%
37 DUK DUKE ENERGY CORP NEW Utilities 1,935.0 $227K 0.02% NEW $117.20 +6.4%
38 GE GE AEROSPACE Industrials 683.0 $210K 0.02% NEW $308.03 -2.0%
39 GPUS HYPERSCALE DATA INC Industrials 30,000.0 $6K NEW $0.18 -14.2%
Page 2 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%