W.G. Shaheen & Associates DBA Whitney & Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 181 separate equity securities held by the firm.
The largest position disclosed in the filing is Apple Inc., with 578,095 shares. Other significant holdings include Alphabet Inc. Class A (117,733 shares), Broadcom Inc. (88,844 shares), and NVIDIA Corporation (220,497 shares). The filing also details positions in Microsoft Corporation (142,474 shares), Meta Platforms Inc. Class A (57,085 shares), and Eli Lilly & Co. (18,829 shares).
The portfolio is diversified across various sectors. Key holdings include energy stocks such as Chevron Corporation (73,222 shares) and ExxonMobil Holdings Corp. (16,328 shares), as well as financial institutions like JPMorgan Chase & Co. (97,536 shares) and Bank of America Corp. (24,826 shares). The filing also lists several exchange-traded funds, including the iShares Core S&P 500 ETF (205,602 shares) and the Invesco QQQ Trust Unit Series 1 (170,619 shares).
Chief Compliance Officer Andy Armstrong is listed as the authorized signatory for the filing, which was submitted on November 3, 2026.
