W.G. Shaheen & Associates DBA Whitney & Co
•CIK: 1577001•Filing: Q4 2025
**W.G. Shaheen & Associates DBA Whitney & Co** manages $1.3B, maintaining a diversified portfolio of 173 positions. The firm exhibits significant concentration in mega-cap technology names, with AAPL anchoring the top holdings at $154.9M. Further substantial allocations include MSFT ($60.8M), GOOG ($48.4M), and META ($37.4M). This structure suggests a core investment thesis focused on established, market-leading technology and financial sector leaders.
Total AUM
$1.3B
QoQ Performance
+14.0%
Positions
152
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL12.3%
MSFT4.8%
GOOG3.9%
META3.0%
GOOGL3.0%
AVGO2.9%
NVDA2.9%
FBND2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology36.8%
Other35.9%
Financial10.3%
Consumer7.3%
Healthcare5.2%
Industrial2.7%
Consumer Staples0.9%
Real Estate0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW39 new positions
↑79 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023