W.G. Shaheen & Associates DBA Whitney & Co: 13F holdings
CIK 15770012026Q2
| Positions | 179 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 588,020 | $170.1m | 12.4% |
| GOOG ALPHABET INC | 157,550 | $55.7m | 4.1% |
| MSFT MICROSOFT CORP | 143,110 | $53.4m | 3.9% |
| FBND FIDELITY MERRIMACK STR TR | 971,403 | $44.2m | 3.2% |
| GOOGL ALPHABET INC | 120,908 | $43.2m | 3.2% |
| NVDA NVIDIA CORPORATION | 195,914 | $39.2m | 2.9% |
| AMZN AMAZON COM INC | 157,545 | $37.5m | 2.7% |
| LRCX LAM RESEARCH CORP | 80,801 | $35.0m | 2.6% |
| ITOT ISHARES TR | 209,155 | $34.4m | 2.5% |
| AVGO BROADCOM INC | 89,737 | $33.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1577001")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.