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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  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TMP TOMPKINS FINL CORP Financial Services 5,630.0 $408K 0.03% -100.0 -1.8% $72.52 +17.8%
22 XLV SELECT SECTOR SPDR TR 2,463.0 $381K 0.03% -209.0 -7.8% $154.80 -4.3%
23 SRE SEMPRA Utilities 4,137.0 $365K 0.03% -270.0 -6.1% $88.29 +3.6%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 1,883.0 $335K 0.03% -10.0 -0.5% $177.77 -22.9%
25 XLP SELECT SECTOR SPDR TR 4,201.0 $326K 0.03% -341.0 -7.5% $77.68 +9.0%
26 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,565.0 $325K 0.03% -35.0 -1.0% $91.21 +1.2%
27 BX BLACKSTONE INC Financial Services 2,007.0 $309K 0.03% -285.0 -12.4% $154.14 -23.1%
28 O REALTY INCOME CORP Real Estate 4,950.0 $279K 0.02% -300.0 -5.7% $56.37 +10.4%
29 BBIO BRIDGEBIO PHARMA INC Healthcare 3,350.0 $256K 0.02% -4K -55.3% $76.49 -8.1%
30 HIMS HIMS & HERS HEALTH INC Healthcare 6,895.0 $224K 0.02% -800.0 -10.4% $32.47 -26.1%
31 AMCOR PLC 11,092.0 $93K 0.01% -97.0 -0.9% $8.34
32 NUAI NEW ERA ENERGY & DIGITAL INC Energy 14,000.0 $41K 0.00% -47K -77.2% $2.93 +43.7%
33 UAVS AGEAGLE AERIAL SYS INC NEW Technology 10,348.0 $8K 0.00% -7K -40.4% $0.81 +16.7%
Page 2 of 2  ·  33 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%