W.G. Shaheen & Associates DBA Whitney & Co

Open in PORT →← all managers

CIK 1577001

13F portfolio (2026-Q1)

$1.2B

Positions

175

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

175

Top 5

25.8%

Top 10

39.3%

Effective N

33.5

HHI

0.030

This quarter

10 new · 0 exit →

By sector

Information Technology27.1%

Unclassified15.9%

Financials13.4%

Industrials10.8%

Communication Services9.4%

Health Care8.9%

Consumer Discretionary7.1%

Energy2.4%

Other4.9%

By market cap

Mega (>$200B)51.8%

Large ($10–200B)26.7%

Unknown20.6%

Mid ($2–10B)0.9%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America80.7%

Other15.9%

Europe2.2%

Asia-Pacific1.1%

Middle East0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	18.18%	38
Technology Hardware & Equipment	12.42%	4
Software & IT Services	9.34%	3
Semiconductors & Semiconductor Equipment	7.98%	7
Software	6.71%	7
Specialty Retail	6.08%	11
Pharmaceuticals & Biotechnology	5.68%	13
Capital Markets	4.25%	4
Machinery	3.76%	6
Health Care Equipment & Supplies	3.24%	6
Banks	3.09%	11
Aerospace & Defense	2.48%	7
Oil, Gas & Consumable Fuels	2.37%	7
Insurance	2.05%	3
Metals & Mining	1.96%	5
Commercial Services & Supplies	1.85%	4
Professional Services	1.36%	2
Food Products	1.15%	2
Transportation Infrastructure	1.13%	1
Airlines	1.04%	1
Road & Rail	0.92%	3
Beverages	0.51%	3
Utilities	0.37%	8
Hotels, Restaurants & Leisure	0.37%	3
Equity Real Estate Investment Trusts (REITs)	0.35%	2
Chemicals	0.30%	1
Automobiles & Components	0.28%	1
Distributors	0.20%	2
Real Estate Management & Development	0.14%	1
Food & Staples Retailing	0.12%	1
Textiles, Apparel & Luxury Goods	0.12%	2
Media & Entertainment	0.07%	1
Entertainment	0.04%	1
Health Care Providers & Services	0.02%	1
Tobacco	0.02%	1
Construction & Engineering	0.02%	1
Electrical Equipment & Components	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	12.08%
2	MSFT	MICROSOFT CORP	Information Technology	4.01%
3	GOOG	Alphabet Inc.	Communication Services	3.72%
4	FBND	FIDELITY TOTAL BOND ETF	Unclassified	3.11%
5	GOOGL	Alphabet Inc.	Communication Services	2.91%
6	NVDA	NVIDIA CORP	Information Technology	2.83%
7	AVGO	Broadcom Inc.	Information Technology	2.74%
8	AMZN	AMAZON COM INC	Consumer Discretionary	2.72%
9	META	Meta Platforms, Inc.	Communication Services	2.71%
10	ITOT	ISHARES TR	Unclassified	2.47%

138/175 names classified · sector 84.1% of weight · industry 81.8% · mkt cap 79.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, INTC, AVGO, NVDA · other

FinancialsJPM, SCHW, PYPL, BRK.B, CI · other

IndustrialsPAYX, BA, RTX, CAT, DY · other

Communication ServicesMETA, GOOGL, GOOG, VZ, T · other

Health CareMRK, ABBV, VRTX, JNJ, PFE · other

Consumer DiscretionaryAMZN, LOW, DKS, GIL, MCK · other

Consumer StaplesSTZ, MDLZ, KO, CVS, KR · other

EnergyXOM, PSX, CVX, SUN, SLB · other

MaterialsPG, NEM, NTR, FCX, CCJ · other

UtilitiesSO, EPD, AEP, SR, SRE · other

Real EstateAMT, SPG, WELL, O, BN · other

UnclassifiedIGSB, AGG, FBND, NEAR, IUSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 84.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (120 classified)W.G. Shaheen & Associates DBA Whitney & Co centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesHealth CareIndustrialsConsumer DiscretionaryEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for W.G. Shaheen & Associates DBA Whitney & Co: centroid Large Core. Heaviest cells: Large Growth 46.1%, Large Core 13.8%, Large Value 8.4%.

Classified: 77.0% of book weight (120/175 names) · unclassified 23.0%: FBND, ITOT, BRK.B, DBND, XLE, ASML, TSM, RYAAY, XOP, DMBS +45 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	571,663	$145M	12.1%	HOLD
2	MSFTMICROSOFT CORP	130,159	$48M	4.0%	ADD 3%
3	GOOGALPHABET INC	155,749	$45M	3.7%	HOLD
4	FBNDFIDELITY TOTAL BOND ETF	819,204	$37M	3.1%	ADD 5%
5	GOOGLALPHABET INC	121,394	$35M	2.9%	ADD 2%
6	NVDANVIDIA CORPORATION	195,035	$34M	2.8%	HOLD
7	AVGOBROADCOM INC	106,142	$33M	2.7%	HOLD
8	AMZNAMAZON COM INC	156,920	$33M	2.7%	ADD 4%
9	METAMETA PLATFORMS INC	56,995	$33M	2.7%	HOLD
10	ITOTISHARES TR	208,360	$30M	2.5%	HOLD
11	JPMJPMORGAN CHASE & CO	99,312	$29M	2.4%	HOLD
12	BRK.BBERKSHIRE HATHAWAY INC DEL	57,570	$28M	2.3%	ADD 6%
13	DBNDDOUBLELINE ETF TRUST	581,228	$27M	2.2%	ADD 7%
14	XLESELECT SECTOR SPDR TR	410,962	$25M	2.1%	HOLD
15	SCHWSCHWAB CHARLES CORP	252,183	$24M	2.0%	HOLD
16	VVISA INC	67,932	$21M	1.7%	ADD 3%
17	VRTXVERTEX PHARMACEUTICALS INC	44,117	$20M	1.6%	HOLD
18	LRCXLAM RESEARCH CORP	81,262	$17M	1.4%	TRIM −7%
19	RTXRTX CORPORATION	89,901	$17M	1.4%	TRIM −25%
20	LLYELI LILLY & CO	18,645	$17M	1.4%	ADD 2%
21	NEMNEWMONT CORP	154,588	$17M	1.4%	HOLD
22	CVXCHEVRON CORP NEW	70,909	$15M	1.2%	HOLD
23	ASMLASML HOLDING N V	10,765	$14M	1.2%	TRIM −17%
24	CITHE CIGNA GROUP	52,189	$14M	1.2%	HOLD
25	EWEDWARDS LIFESCIENCES CORP	173,748	$14M	1.2%	HOLD
26	BKNGBOOKING HOLDINGS INC	3,221	$14M	1.1%	HOLD
27	COSTCOSTCO WHSL CORP NEW	13,461	$13M	1.1%	ADD 12%
28	BLKBLACKROCK INC	13,904	$13M	1.1%	HOLD
29	MRKMERCK & CO INC	109,150	$13M	1.1%	HOLD
30	TSMTAIWAN SEMICONDUCTOR MFG LTD	38,749	$13M	1.1%	HOLD
31	LOWLOWES COS INC	55,319	$13M	1.1%	HOLD
32	IBKRINTERACTIVE BROKERS GROUP IN	191,377	$13M	1.1%	HOLD
33	RYAAYRYANAIR HOLDINGS PLC	215,679	$12M	1.0%	HOLD
34	MRVLMARVELL TECHNOLOGY INC	122,905	$12M	1.0%	HOLD
35	ADBEADOBE INC	46,498	$11M	0.9%	ADD 8%
36	RMDRESMED INC	48,848	$11M	0.9%	HOLD
37	CNHCNH INDL N V	970,322	$11M	0.9%	ADD 157%
38	CRMSALESFORCE INC	54,469	$10M	0.8%	ADD 7%
39	XOPSPDR SERIES TRUST	55,544	$10M	0.8%	HOLD
40	PAYXPAYCHEX INC	108,498	$10M	0.8%	HOLD
41	MOHMOLINA HEALTHCARE INC	74,907	$10M	0.8%	NEW
42	DMBSDOUBLELINE ETF TRUST	197,487	$10M	0.8%	ADD 6%
43	DCREDOUBLELINE ETF TRUST	182,196	$9M	0.8%	ADD 4%
44	RRCRANGE RES CORP	204,170	$9M	0.8%	HOLD
45	CPRTCOPART INC	274,718	$9M	0.8%	ADD 12%
46	SYKSTRYKER CORPORATION	26,377	$9M	0.7%	HOLD
47	MDLZMONDELEZ INTL INC	141,401	$8M	0.7%	HOLD
48	NOWSERVICENOW INC	76,203	$8M	0.7%	NEW
49	ICOPISHARES COPPER AND METALS MINING ETF	167,003	$8M	0.7%	ADD 4%
50	HONHONEYWELL INTL INC	31,305	$7M	0.6%	ADD 4%
51	JNJJOHNSON & JOHNSON	27,683	$7M	0.6%	ADD 12%
52	RTORENTOKIL INITIAL PLC	202,698	$6M	0.5%	HOLD
53	ITBISHARES TR	70,286	$6M	0.5%	HOLD
54	GLDSPDR GOLD TR	14,056	$6M	0.5%	ADD 10%
55	UNPUNION PAC CORP	24,469	$6M	0.5%	ADD 4%
56	HSYHERSHEY CO	27,276	$6M	0.5%	TRIM −3%
57	NSCNORFOLK SOUTHN CORP	15,726	$5M	0.4%	HOLD
58	CCJCAMECO CORP	38,825	$4M	0.4%	TRIM −70%
59	ABBVABBVIE INC	19,106	$4M	0.3%	ADD 3%
60	MDTMEDTRONIC PLC	46,261	$4M	0.3%	ADD 6%
61	SPGSIMON PPTY GROUP INC NEW	20,849	$4M	0.3%	HOLD
62	PGPROCTER AND GAMBLE CO	25,349	$4M	0.3%	ADD 9%
63	TSLATESLA INC	9,197	$3M	0.3%	TRIM −3%
64	AMGNAMGEN INC	9,592	$3M	0.3%	HOLD
65	CSCOCISCO SYS INC	41,865	$3M	0.3%	ADD 7%
66	IQLTISHARES TR	67,325	$3M	0.3%	ADD 5%
67	KOCOCA COLA CO	40,594	$3M	0.3%	ADD 13%
68	IBITISHARES BITCOIN TRUST ETF	76,788	$3M	0.2%	HOLD
69	ETNEATON CORP PLC	7,494	$3M	0.2%	TRIM −5%
70	XOMEXXON MOBIL CORP	15,770	$3M	0.2%	ADD 7%
71	GDGENERAL DYNAMICS CORP	7,572	$3M	0.2%	ADD 19%
72	MUMICRON TECHNOLOGY INC	7,623	$3M	0.2%	HOLD
73	HDHOME DEPOT INC	7,445	$2M	0.2%	ADD 4%
74	MCDMCDONALDS CORP	6,996	$2M	0.2%	HOLD
75	PEPPEPSICO INC	13,434	$2M	0.2%	ADD 7%
76	GLWCORNING INC	15,293	$2M	0.2%	ADD 5%
77	SBUXSTARBUCKS CORP	22,134	$2M	0.2%	ADD 8%
78	ORCLORACLE CORP	13,438	$2M	0.2%	TRIM −8%
79	AXPAMERICAN EXPRESS CO	6,386	$2M	0.2%	ADD 37%
80	SYYSYSCO CORP	26,578	$2M	0.2%	ADD 8%
81	AEPAMERICAN ELEC PWR CO INC	14,220	$2M	0.2%	ADD 11%
82	ESLTELBIT SYS LTD	2,065	$2M	0.1%	TRIM −4%
83	BNBROOKFIELD CORP	42,972	$2M	0.1%	ADD 16%
84	PNCPNC FINL SVCS GROUP INC	8,285	$2M	0.1%	TRIM −5%
85	XLKSELECT SECTOR SPDR TR	12,340	$2M	0.1%	HOLD
86	IEMGISHARES INC	22,882	$2M	0.1%	HOLD
87	CVSCVS HEALTH CORP	20,725	$1M	0.1%	TRIM −3%
88	NYFISHARES TR	24,479	$1M	0.1%	ADD 22%
89	BACBANK AMERICA CORP	24,965	$1M	0.1%	TRIM −6%
90	ISRGINTUITIVE SURGICAL INC	2,542	$1M	0.1%	HOLD
91	GSGOLDMAN SACHS GROUP INC	1,371	$1M	0.1%	ADD 4%
92	SPYSTATE STR SPDR S&P 500 ETF T	1,718	$1M	0.1%	HOLD
93	LQDISHARES TR	9,900	$1M	0.1%	ADD 33%
94	QQQINVESCO QQQ TR	1,747	$1M	0.1%	HOLD
95	IAUISHARES GOLD TR	11,197	$987,106	0.1%	TRIM −2%
96	TGTTARGET CORP	8,108	$982,690	0.1%	ADD 14%
97	LULULULULEMON ATHLETICA INC	6,298	$964,275	0.1%	TRIM −66%
98	PSXPHILLIPS 66	5,154	$938,956	0.1%	ADD 8%
99	NVONOVO-NORDISK A S	25,305	$929,942	0.1%	TRIM −90%
100	STZCONSTELLATION BRANDS INC	6,118	$917,674	0.1%	HOLD
101	AGGISHARES TR	9,173	$910,554	0.1%	ADD 3%
102	BMYBRISTOL-MYERS SQUIBB CO	13,802	$837,093	0.1%	ADD 5%
103	WFCWELLS FARGO CO NEW	10,323	$821,814	0.1%	ADD 27%
104	IBMINTERNATIONAL BUSINESS MACHS	3,331	$807,332	0.1%	HOLD
105	NFLXNETFLIX INC	8,150	$783,623	0.1%	ADD 78%
106	SHOPSHOPIFY INC	6,340	$752,051	0.1%	HOLD
107	ELVELEVANCE HEALTH INC FORMERLY	2,537	$742,707	0.1%	TRIM −4%
108	ABTABBOTT LABS	7,205	$739,708	0.1%	HOLD
109	NEENEXTERA ENERGY INC	7,558	$701,987	0.1%	HOLD
110	COPCONOCOPHILLIPS	5,263	$694,716	0.1%	ADD 15%
111	LHXL3HARRIS TECHNOLOGIES INC	1,960	$676,494	0.1%	ADD 3%
112	IRENIREN LIMITED	19,670	$674,288	0.1%	ADD 8%
113	AMATAPPLIED MATLS INC	1,841	$629,235	0.1%	ADD 3%
114	WMWASTE MGMT INC DEL	2,726	$626,408	0.1%	TRIM −5%
115	VTIVANGUARD INDEX FDS	1,885	$604,855	0.1%	TRIM −10%
116	UPSUNITED PARCEL SERVICE INC	6,052	$595,415	0.0%	TRIM −3%
117	PYPLPAYPAL HLDGS INC	12,897	$583,331	0.0%	TRIM −12%
118	PFFISHARES TR	18,600	$563,952	0.0%	HOLD
119	VWOBVANGUARD WHITEHALL FDS	8,308	$545,758	0.0%	TRIM −95%
120	MYNBLACKROCK MUNIYIELD N Y QUAL	56,785	$545,132	0.0%	ADD 6%
121	IDXXIDEXX LABS INC	940	$528,177	0.0%	HOLD
122	INTCINTEL CORP	11,400	$503,082	0.0%	HOLD
123	GILGILDAN ACTIVEWEAR INC	8,700	$484,155	0.0%	HOLD
124	SHYISHARES TR	5,794	$478,411	0.0%	ADD 23%
125	EBAYEBAY INC.	5,119	$465,931	0.0%	ADD 19%
126	DISDISNEY WALT CO	4,831	$465,612	0.0%	ADD 12%
127	MCKMCKESSON CORP	528	$456,910	0.0%	HOLD
128	TFCTRUIST FINL CORP	9,767	$448,989	0.0%	HOLD
129	TMPTOMPKINS FINL CORP	5,380	$424,159	0.0%	TRIM −4%
130	XLFSELECT SECTOR SPDR TR	8,335	$411,499	0.0%	HOLD
131	MINTPIMCO ETF TR	4,000	$402,280	0.0%	HOLD
132	SRESEMPRA	4,137	$401,992	0.0%	HOLD
133	VIGVANGUARD SPECIALIZED FUNDS	1,804	$388,050	0.0%	HOLD
134	BBIOBRIDGEBIO PHARMA INC	5,050	$375,013	0.0%	ADD 51%
135	ULTAULTA BEAUTY INC	715	$373,738	0.0%	ADD 4%
136	EDCONSOLIDATED EDISON INC	3,296	$373,041	0.0%	ADD 14%
137	SOSOUTHERN CO	3,750	$361,950	0.0%	ADD 23%
138	XLVSELECT SECTOR SPDR TR	2,394	$350,984	0.0%	TRIM −3%
139	XLPSELECT SECTOR SPDR TR	4,121	$337,840	0.0%	HOLD
140	ORLYOREILLY AUTOMOTIVE INC	3,515	$324,470	0.0%	HOLD
141	EFAISHARES TR	3,300	$320,529	0.0%	HOLD
142	PREFPRINCIPAL EXCHANGE TRADED FD	16,500	$310,530	0.0%	HOLD
143	OREALTY INCOME CORP	4,950	$302,841	0.0%	HOLD
144	HIMSHIMS & HERS HEALTH INC	14,427	$299,505	0.0%	ADD 109%
145	PLTRPALANTIR TECHNOLOGIES INC	2,046	$299,321	0.0%	ADD 9%
146	SRSPIRE INC	3,300	$298,782	0.0%	TRIM −15%
147	WABWABTEC	1,186	$296,360	0.0%	TRIM −97%
148	IVVISHARES TR	439	$286,721	0.0%	TRIM −15%
149	PFEPFIZER INC	9,852	$276,637	0.0%	TRIM −6%
150	PMPHILIP MORRIS INTL INC	1,654	$273,472	0.0%	HOLD
151	AEMAGNICO EAGLE MINES LTD	1,300	$263,874	0.0%	NEW
152	MARMARRIOTT INTL INC NEW	806	$263,524	0.0%	HOLD
153	XLYSELECT SECTOR SPDR TR	2,316	$252,398	0.0%	ADD 8%
154	IXNISHARES TR	2,500	$249,925	0.0%	HOLD
155	SOFISoFi Technologies, Ince	15,585	$247,490	0.0%	HOLD
156	DUKDUKE ENERGY CORP NEW	1,800	$235,692	0.0%	TRIM −7%
157	VTVVANGUARD INDEX FDS	1,192	$233,888	0.0%	HOLD
158	MMM3M CO	1,549	$224,934	0.0%	HOLD
159	VLOVALERO ENERGY CORP	900	$222,372	0.0%	NEW
160	EVRGEVERGY INC	2,696	$220,856	0.0%	NEW
161	BBARRICK MNG CORP	5,402	$220,348	0.0%	TRIM −7%
162	JJACOBS SOLUTIONS INC	1,710	$217,649	0.0%	TRIM −10%
163	MTBM & T BK CORP	1,050	$217,056	0.0%	HOLD
164	CYTKCYTOKINETICS INC	3,240	$213,548	0.0%	NEW
165	DGDOLLAR GEN CORP	1,783	$211,696	0.0%	HOLD
166	SHWSHERWIN WILLIAMS CO	660	$211,563	0.0%	HOLD
167	WMTWALMART INC	1,693	$210,406	0.0%	NEW
168	CARRCARRIER GLOBAL CORPORATION	3,600	$202,716	0.0%	NEW
169	IBOCINTERNATIONAL BANCSHARES COR	3,000	$201,870	0.0%	NEW
170	GEGE AEROSPACE	707	$200,625	0.0%	ADD 4%
171	IXUSISHARES TR	2,311	$200,225	0.0%	NEW
172	VYXNCR VOYIX CORPORATION	10,000	$63,300	0.0%	HOLD
173	NUAINEW ERA ENERGY & DIGITAL INC	14,000	$56,840	0.0%	HOLD
174	UAVSAGEAGLE AERIAL SYS INC NEW	10,348	$9,355	0.0%	HOLD
175	GPUSHYPERSCALE DATA INC	30,000	$4,512	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

559K

557K

552K

570K

572K

$145M

MSFTMICROSOFT CORP

110K

111K

110K

126K

130K

$48M

GOOGALPHABET INC

141K

142K

143K

154K

156K

$45M

FBNDFIDELITY TOTAL BOND ETF

635K

673K

688K

728K

779K

819K

$37M

GOOGLALPHABET INC

104K

103K

102K

119K

121K

$35M

NVDANVIDIA CORPORATION

131K

137K

172K

173K

193K

195K

$34M

AVGOBROADCOM INC

110K

108K

107K

106K

$33M

AMZNAMAZON COM INC

134K

138K

150K

157K

$33M

METAMETA PLATFORMS INC

67K

54K

53K

57K

$33M

ITOTISHARES TR

205K

206K

207K

209K

208K

$30M

JPMJPMORGAN CHASE & CO

103K

94K

92K

90K

100K

99K

$29M

BRK.BBERKSHIRE HATHAWAY INC DEL

45K

46K

54K

58K

$28M

DBNDDOUBLELINE ETF TRUST

433K

457K

486K

514K

543K

581K

$27M

XLESELECT SECTOR SPDR TR

200K

204K

205K

204K

409K

411K

$25M

SCHWSCHWAB CHARLES CORP

282K

237K

238K

249K

252K

$24M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆W.G. Shaheen & Associates DBA Whitney & Co

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

W.G. Shaheen & Associates DBA Whitney & Co