Sponsored

The Analysis of W.G. Shaheen & Associates DBA Whitney & Co's Holdings & P&L

Currently, W.G. Shaheen & Associates DBA Whitney & Co holds 179 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BKNG (+79.0K shares, valued at $14.1M), CME (+47.7K shares, valued at $10.5M), FBND (+152.2K shares, valued at $6.9M); decreased their positions in MRK (-77.8K shares, valued at $10.0M), N/A (-16.4K shares, valued at $6.2M), MRVL (-14.9K shares, valued at $4.4M); initiated new positions in CME (+47.7K shares, valued at $10.5M), N/A (+16.1K shares, valued at $3.6M), N/A (+16.2K shares, valued at $3.6M).

1M P&L

+23.5M+2.04%

3M P&L

+67.9M+6.14%

HY P&L

+141.4M+13.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A201.3M

17.3%

2Consumer Electronics170.1M

14.6%

3Semiconductors99.2M

8.5%

Top Industries by Stock Count

1N/A35 stocks

23.8%

2Semiconductors6 stocks

4.1%

3Drug Manufacturers - General5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC588.0K shares2.86%2026-06-302026-07-28

GOOG ALPHABET INC157.6K shares1.16%2026-06-302026-07-28

MSFT MICROSOFT CORP143.1K shares9.95%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR971.4K shares18.58%2026-06-302026-07-28

GOOGL ALPHABET INC120.9K shares-0.40%2026-06-302026-07-28

NVDA NVIDIA CORPORATION195.9K shares0.45%2026-06-302026-07-28

AMZN AMAZON COM INC157.5K shares0.40%2026-06-302026-07-28

LRCX LAM RESEARCH CORP80.8K shares-0.57%2026-06-302026-07-28

Sponsored

ITOT ISHARES TR209.2K shares0.38%2026-06-302026-07-28

BROADCOM INC BROADCOM INC89.7K shares-15.46%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO99.3K shares-0.03%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC57.4K shares0.68%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC108.0K shares-12.13%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL58.6K shares1.81%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP314.4K shares24.66%2026-06-302026-07-28

DBND DOUBLELINE ETF TRUST616.1K shares6.00%2026-06-302026-07-28

Sponsored

VISA INC VISA INC68.9K shares1.42%2026-06-302026-07-28

LLY ELI LILLY & CO18.9K shares1.14%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC44.7K shares1.35%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR414.0K shares0.75%2026-06-302026-07-28

ASML ASML HLDG NV10.8K shares0.43%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC38.7K shares-0.25%2026-06-302026-07-28

MOH MOLINA HEALTHCARE INC76.7K shares2.34%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION89.6K shares-0.38%2026-06-302026-07-28

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN193.5K shares1.12%2026-06-302026-07-28

EW EDWARDS LIFESCIENCES CORP177.5K shares2.14%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC82.2K shares2452.13%2026-06-302026-07-28

NEM NEWMONT CORP156.0K shares0.88%2026-06-302026-07-28

CI THE CIGNA GROUP52.8K shares1.17%2026-06-302026-07-28

RYAAY RYANAIR HOLDINGS PLC219.2K shares1.61%2026-06-302026-07-28

BLK BLACKROCK INC13.9K shares-0.10%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.6K shares0.80%2026-06-302026-07-28

Sponsored

LOW LOWES COS INC56.0K shares1.15%2026-06-302026-07-28

CVX CHEVRON CORPORATION73.4K shares3.47%2026-06-302026-07-28

CNH CNH INDL N V1.0M shares7.78%2026-06-302026-07-28

PAYX PAYCHEX INC109.0K shares0.46%2026-06-302026-07-28

CPRT COPART INC376.8K shares37.15%2026-06-302026-07-28

CME CME GROUP INC47.7K sharesnew addition2026-06-302026-07-28

DMBS DOUBLELINE ETF TRUST208.1K shares5.39%2026-06-302026-07-28

DCRE DOUBLELINE ETF TRUST194.0K shares6.47%2026-06-302026-07-28

Sponsored

ADOBE INC ADOBE INC46.6K shares0.29%2026-06-302026-07-28

RMD RESMED INC49.0K shares0.34%2026-06-302026-07-28

CRM SALESFORCE INC56.0K shares2.81%2026-06-302026-07-28

XOP SPDR SERIES TRUST55.9K shares0.71%2026-06-302026-07-28

ICOP ISHARES TR173.6K shares3.95%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC144.9K shares2.49%2026-06-302026-07-28

SYK STRYKER CORPORATION26.6K shares0.83%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC83.8K shares9.92%2026-06-302026-07-28

Sponsored

RRC RANGE RES CORP207.2K shares1.50%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC6.6K shares-13.28%2026-06-302026-07-28

ITB ISHARES TR71.9K shares2.34%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON27.9K shares0.68%2026-06-302026-07-28

UNP UNION PAC CORP24.6K shares0.71%2026-06-302026-07-28

RTO RENTOKIL INITIAL PLC209.9K shares3.56%2026-06-302026-07-28

GLD SPDR GOLD TR14.1K shares0.61%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP16.0K shares1.91%2026-06-302026-07-28

Sponsored

CISCO SYS INC CISCO SYS INC42.6K shares1.74%2026-06-302026-07-28

ABBVIE INC ABBVIE INC19.0K shares-0.79%2026-06-302026-07-28

HSY HERSHEY CO27.0K shares-1.04%2026-06-302026-07-28

SPG SIMON PPTY GROUP INC NEW20.5K shares-1.73%2026-06-302026-07-28

MRK MERCK & CO INC31.3K shares-71.29%2026-06-302026-07-28

CCJ CAMECO CORP38.0K shares-2.16%2026-06-302026-07-28

TSLA TESLA INC9.2K shares-0.45%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC48.0K shares3.75%2026-06-302026-07-28

Sponsored

PG PROCTER & GAMBLE CO25.3K shares-0.28%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC16.1K sharesnew addition2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC16.2K sharesnew addition2026-06-302026-07-28

GLW CORNING INC13.4K shares-12.62%2026-06-302026-07-28

AMGN AMGEN INC9.4K shares-2.51%2026-06-302026-07-28

IQLT ISHARES TR68.1K shares1.20%2026-06-302026-07-28

KO COCA COLA CO40.9K shares0.64%2026-06-302026-07-28

ETN EATON CORP PLC7.4K shares-1.15%2026-06-302026-07-28

Sponsored

GD GENERAL DYNAMICS CORP7.6K shares0.24%2026-06-302026-07-28

HD HOME DEPOT INC7.6K shares2.00%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR12.3K shares-0.37%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF69.5K shares-9.51%2026-06-302026-07-28

SBUX STARBUCKS CORP22.0K shares-0.65%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP16.2K shares2.82%2026-06-302026-07-28

SYY SYSCO CORP26.5K shares-0.37%2026-06-302026-07-28

MCD MCDONALDS CORP7.7K shares9.55%2026-06-302026-07-28

Sponsored

CVS CVS HEALTH CORP19.8K shares-4.70%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC8.0K shares-3.02%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO5.8K shares-8.46%2026-06-302026-07-28

ORACLE CORP ORACLE CORP13.4K shares-0.12%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC14.3K shares0.72%2026-06-302026-07-28

SHY ISHARES TR23.7K shares309.48%2026-06-302026-07-28

IEMG ISHARES INC23.2K shares1.53%2026-06-302026-07-28

BN BROOKFIELD CORP42.2K shares-1.75%2026-06-302026-07-28

Sponsored

PEP PEPSICO INC12.1K shares-10.15%2026-06-302026-07-28

ESLT ELBIT SYS LTD2.0K shares-1.69%2026-06-302026-07-28

BAC BANK OF AMER CORP25.0K shares0.00%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC1.4K shares-0.36%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares6.00%2026-06-302026-07-28

INTC INTEL CORP9.7K shares-15.20%2026-06-302026-07-28

NYF ISHARES TR25.0K shares2.04%2026-06-302026-07-28

ISHARES TR ISHARES TR13.5K shares47.71%2026-06-302026-07-28

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.8K shares0.00%2026-06-302026-07-28

QQQ INVESCO QQQ TR1.7K shares-2.80%2026-06-302026-07-28

LQD ISHARES TR9.9K shares-0.10%2026-06-302026-07-28

TGT TARGET CORP8.1K shares0.00%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC2.6K shares1.61%2026-06-302026-07-28

ELV ELEVANCE HEALTH INC FORMERLY2.5K shares0.00%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-2.28%2026-06-302026-07-28

IREN IREN LIMITED19.1K shares-3.02%2026-06-302026-07-28

Sponsored

PSX PHILLIPS 665.2K shares0.02%2026-06-302026-07-28

IAU ISHARES GOLD TR11.0K shares-1.70%2026-06-302026-07-28

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC5.9K shares-3.94%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO13.8K shares-0.32%2026-06-302026-07-28

MYN BLACKROCK MUNIYIELD N Y QUAL75.3K shares32.68%2026-06-302026-07-28

SHOP SHOPIFY INC6.3K shares-0.46%2026-06-302026-07-28

WFC WELLS FARGO & CO8.6K shares-17.03%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-0.69%2026-06-302026-07-28

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC7.6K shares0.25%2026-06-302026-07-28

ABT ABBOTT LABORATORIES7.1K shares-1.01%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL2.7K shares0.00%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC2.0K shares3.01%2026-06-302026-07-28

COP CONOCOPHILLIPS5.6K shares5.72%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.8.1K shares-1.20%2026-06-302026-07-28

EBAY EBAY INC.5.1K shares0.25%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC5.0K shares-16.85%2026-06-302026-07-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.3K shares25.33%2026-06-302026-07-28

HIMS HIMS & HERS HEALTH INC15.3K shares6.24%2026-06-302026-07-28

PFF ISHARES TR17.3K shares-7.15%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR9.2K shares10.97%2026-06-302026-07-28

IDEXX LABS INC IDEXX LABS INC940 shares0.00%2026-06-302026-07-28

TMP TOMPKINS FINL CORP5.2K shares-2.79%2026-06-302026-07-28

TFC TRUIST FINL CORP9.2K shares-6.04%2026-06-302026-07-28

GIL GILDAN ACTIVEWEAR INC8.4K shares-3.45%2026-06-302026-07-28

Sponsored

VWOB VANGUARD WHITEHALL FDS6.3K shares-23.81%2026-06-302026-07-28

CAT CATERPILLAR INC396 sharesnew addition2026-06-302026-07-28

EFA ISHARES TR4.0K shares20.61%2026-06-302026-07-28

MINT PIMCO ETF TR4.0K shares0.00%2026-06-302026-07-28

MCK MCKESSON CORP528 shares0.00%2026-06-302026-07-28

SRE SEMPRA4.1K shares0.19%2026-06-302026-07-28

ED CONSOLIDATED EDISON INC3.4K shares4.55%2026-06-302026-07-28

BBIO BRIDGEBIO PHARMA INC5.0K shares0.00%2026-06-302026-07-28

Sponsored

DIS DISNEY WALT CO3.8K shares-20.68%2026-06-302026-07-28

IXN ISHARES TR2.5K shares0.00%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO3.8K shares0.29%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR2.3K shares-5.39%2026-06-302026-07-28

ISHARES TR ISHARES TR478 shares8.88%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC607 sharesnew addition2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR3.9K shares-5.05%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC3.5K shares0.00%2026-06-302026-07-28

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC715 shares0.00%2026-06-302026-07-28

PYPL PAYPAL HLDGS INC7.3K shares-43.03%2026-06-302026-07-28

WAB WABTEC1.2K shares-1.60%2026-06-302026-07-28

PREF PRINCIPAL EXCHANGE TRADED FD16.5K shares0.00%2026-06-302026-07-28

O REALTY INCOME CORP5.0K shares0.00%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC1.7K shares0.79%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW806 shares0.00%2026-06-302026-07-28

SOFI SOFI TECHNOLOGIES INC16.5K shares5.68%2026-06-302026-07-28

Sponsored

CYTOKINETICS INC CYTOKINETICS INC3.3K shares0.40%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR2.3K shares-1.77%2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION3.6K shares0.00%2026-06-302026-07-28

VTV VANGUARD INDEX FDS1.2K shares0.34%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC761 sharesnew addition2026-06-302026-07-28

SR SPIRE INC3.3K shares0.00%2026-06-302026-07-28

GE GE AEROSPACE685 shares-3.11%2026-06-302026-07-28

MTB M & T BK CORP1.1K shares0.00%2026-06-302026-07-28

Sponsored

QUAL ISHARES TR1.1K sharesnew addition2026-06-302026-07-28

3M CO 3M CO1.5K shares-3.10%2026-06-302026-07-28

VLO VALERO ENERGY CORP908 shares0.89%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.0K shares-2.20%2026-06-302026-07-28

EVRG EVERGY INC2.7K shares0.00%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO663 shares0.45%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC299 sharesnew addition2026-06-302026-07-28

IBOC INTERNATIONAL BANCSHARES COR3.0K shares0.00%2026-06-302026-07-28

Sponsored

DUK DUKE ENERGY CORP NEW1.8K shares0.00%2026-06-302026-07-28

VUG VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-28

IXUS ISHARES TR2.3K shares0.00%2026-06-302026-07-28

J JACOBS SOLUTIONS INC1.7K shares0.00%2026-06-302026-07-28

DG DOLLAR GEN CORP1.8K shares0.00%2026-06-302026-07-28

AEM AGNICO EAGLE MINES LTD1.3K shares0.77%2026-06-302026-07-28

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST19.2K sharesnew addition2026-06-302026-07-28

NUAI NEW ERA ENERGY & DIGITAL INC14.0K shares0.00%2026-06-302026-07-28

Sponsored

VYX NCR VOYIX CORPORATION10.0K shares0.00%2026-06-302026-07-28

UAVS AGEAGLE AERIAL SYS INC NEW10.0K shares-2.90%2026-06-302026-07-28

GPUS HYPERSCALE DATA INC50.0K shares66.67%2026-06-302026-07-28

AAPL

APPLE INC

2.86%

Shares588.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

1.16%

Shares157.6K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

9.95%

Shares143.1K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

18.58%

Shares971.4K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-0.40%

Shares120.9K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.45%

Shares195.9K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

0.40%

Shares157.5K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-0.57%

Shares80.8K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

0.38%

Shares209.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-15.46%

Shares89.7K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-0.03%

Shares99.3K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.68%

Shares57.4K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-12.13%

Shares108.0K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.81%

Shares58.6K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

24.66%

Shares314.4K

Event2026-06-30

Filed2026-07-28

DBND

DOUBLELINE ETF TRUST

6.00%

Shares616.1K

Event2026-06-30

Filed2026-07-28

VISA INC

1.42%

Shares68.9K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

1.14%

Shares18.9K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

1.35%

Shares44.7K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

0.75%

Shares414.0K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

0.43%

Shares10.8K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.25%

Shares38.7K

Event2026-06-30

Filed2026-07-28

MOH

MOLINA HEALTHCARE INC

2.34%

Shares76.7K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-0.38%

Shares89.6K

Event2026-06-30

Filed2026-07-28

IBKR

INTERACTIVE BROKERS GROUP IN

1.12%

Shares193.5K

Event2026-06-30

Filed2026-07-28

EDWARDS LIFESCIENCES CORP

2.14%

Shares177.5K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2452.13%

Shares82.2K

Event2026-06-30

Filed2026-07-28

NEM

NEWMONT CORP

0.88%

Shares156.0K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

1.17%

Shares52.8K

Event2026-06-30

Filed2026-07-28

RYAAY

RYANAIR HOLDINGS PLC

1.61%

Shares219.2K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-0.10%

Shares13.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.80%

Shares13.6K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

1.15%

Shares56.0K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

3.47%

Shares73.4K

Event2026-06-30

Filed2026-07-28

CNH

CNH INDL N V

7.78%

Shares1.0M

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

0.46%

Shares109.0K

Event2026-06-30

Filed2026-07-28

CPRT

COPART INC

37.15%

Shares376.8K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC

New

Shares47.7K

Event2026-06-30

Filed2026-07-28

DMBS

DOUBLELINE ETF TRUST

5.39%

Shares208.1K

Event2026-06-30

Filed2026-07-28

DCRE

DOUBLELINE ETF TRUST

6.47%

Shares194.0K

Event2026-06-30

Filed2026-07-28

ADOBE INC

0.29%

Shares46.6K

Event2026-06-30

Filed2026-07-28

RMD

RESMED INC

0.34%

Shares49.0K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

2.81%

Shares56.0K

Event2026-06-30

Filed2026-07-28

XOP

SPDR SERIES TRUST

0.71%

Shares55.9K

Event2026-06-30

Filed2026-07-28

ICOP

ISHARES TR

3.95%

Shares173.6K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

2.49%

Shares144.9K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

0.83%

Shares26.6K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

9.92%

Shares83.8K

Event2026-06-30

Filed2026-07-28

RRC

RANGE RES CORP

1.50%

Shares207.2K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-13.28%

Shares6.6K

Event2026-06-30

Filed2026-07-28

ITB

ISHARES TR

2.34%

Shares71.9K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

0.68%

Shares27.9K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

0.71%

Shares24.6K

Event2026-06-30

Filed2026-07-28

RTO

RENTOKIL INITIAL PLC

3.56%

Shares209.9K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

0.61%

Shares14.1K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

1.91%

Shares16.0K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

1.74%

Shares42.6K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.79%

Shares19.0K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY CO

-1.04%

Shares27.0K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY GROUP INC NEW

-1.73%

Shares20.5K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-71.29%

Shares31.3K

Event2026-06-30

Filed2026-07-28

CCJ

CAMECO CORP

-2.16%

Shares38.0K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-0.45%

Shares9.2K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

3.75%

Shares48.0K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-0.28%

Shares25.3K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares16.1K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares16.2K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

-12.62%

Shares13.4K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-2.51%

Shares9.4K

Event2026-06-30

Filed2026-07-28

IQLT

ISHARES TR

1.20%

Shares68.1K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

0.64%

Shares40.9K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

-1.15%

Shares7.4K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

0.24%

Shares7.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

2.00%

Shares7.6K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-0.37%

Shares12.3K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

-9.51%

Shares69.5K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-0.65%

Shares22.0K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

2.82%

Shares16.2K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP

-0.37%

Shares26.5K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

9.55%

Shares7.7K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

-4.70%

Shares19.8K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-3.02%

Shares8.0K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

-8.46%

Shares5.8K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-0.12%

Shares13.4K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

0.72%

Shares14.3K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

309.48%

Shares23.7K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

1.53%

Shares23.2K

Event2026-06-30

Filed2026-07-28

BROOKFIELD CORP

-1.75%

Shares42.2K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-10.15%

Shares12.1K

Event2026-06-30

Filed2026-07-28

ESLT

ELBIT SYS LTD

-1.69%

Shares2.0K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-0.36%

Shares1.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

6.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

-15.20%

Shares9.7K

Event2026-06-30

Filed2026-07-28

NYF

ISHARES TR

2.04%

Shares25.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

47.71%

Shares13.5K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-2.80%

Shares1.7K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

-0.10%

Shares9.9K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

1.61%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-2.28%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IREN

IREN LIMITED

-3.02%

Shares19.1K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

-1.70%

Shares11.0K

Event2026-06-30

Filed2026-07-28

CONSTELLATION BRANDS INC

-3.94%

Shares5.9K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

-0.32%

Shares13.8K

Event2026-06-30

Filed2026-07-28

MYN

BLACKROCK MUNIYIELD N Y QUAL

32.68%

Shares75.3K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

-0.46%

Shares6.3K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-17.03%

Shares8.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-0.69%

Shares1.9K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

0.25%

Shares7.6K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-1.01%

Shares7.1K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

3.01%

Shares2.0K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

5.72%

Shares5.6K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-1.20%

Shares8.1K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC.

0.25%

Shares5.1K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

-16.85%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

25.33%

Shares2.3K

Event2026-06-30

Filed2026-07-28

HIMS

HIMS & HERS HEALTH INC

6.24%

Shares15.3K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-7.15%

Shares17.3K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

10.97%

Shares9.2K

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC

0.00%

Shares940

Event2026-06-30

Filed2026-07-28

TMP

TOMPKINS FINL CORP

-2.79%

Shares5.2K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

-6.04%

Shares9.2K

Event2026-06-30

Filed2026-07-28

GIL

GILDAN ACTIVEWEAR INC

-3.45%

Shares8.4K

Event2026-06-30

Filed2026-07-28

VWOB

VANGUARD WHITEHALL FDS

-23.81%

Shares6.3K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

New

Shares396

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

20.61%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

0.00%

Shares528

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

0.19%

Shares4.1K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

4.55%

Shares3.4K

Event2026-06-30

Filed2026-07-28

BBIO

BRIDGEBIO PHARMA INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-20.68%

Shares3.8K

Event2026-06-30

Filed2026-07-28

IXN

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-5.39%

Shares2.3K

Event2026-06-30

Filed2026-07-28

ISHARES TR

8.88%

Shares478

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares607

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

-5.05%

Shares3.9K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ULTA BEAUTY INC

0.00%

Shares715

Event2026-06-30

Filed2026-07-28

PYPL

PAYPAL HLDGS INC

-43.03%

Shares7.3K

Event2026-06-30

Filed2026-07-28

WAB

WABTEC

-1.60%

Shares1.2K

Event2026-06-30

Filed2026-07-28

PREF

PRINCIPAL EXCHANGE TRADED FD

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.79%

Shares1.7K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.00%

Shares806

Event2026-06-30

Filed2026-07-28

SOFI

SOFI TECHNOLOGIES INC

5.68%

Shares16.5K

Event2026-06-30

Filed2026-07-28

CYTOKINETICS INC

0.40%

Shares3.3K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

-1.77%

Shares2.3K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

New

Shares761

Event2026-06-30

Filed2026-07-28

SPIRE INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-3.11%

Shares685

Event2026-06-30

Filed2026-07-28

MTB

M & T BK CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

QUAL

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

3M CO

-3.10%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

0.89%

Shares908

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-2.20%

Shares2.0K

Event2026-06-30

Filed2026-07-28

EVRG

EVERGY INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

0.45%

Shares663

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares299

Event2026-06-30

Filed2026-07-28

IBOC

INTERNATIONAL BANCSHARES COR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-28

JACOBS SOLUTIONS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

DOLLAR GEN CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

AEM

AGNICO EAGLE MINES LTD

0.77%

Shares1.3K

Event2026-06-30

Filed2026-07-28

DIREXION SHARES ETF TRUST

New

Shares19.2K

Event2026-06-30

Filed2026-07-28

NUAI

NEW ERA ENERGY & DIGITAL INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-28

VYX

NCR VOYIX CORPORATION

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-28

UAVS

AGEAGLE AERIAL SYS INC NEW

-2.90%

Shares10.0K

Event2026-06-30

Filed2026-07-28

GPUS

HYPERSCALE DATA INC

66.67%

Shares50.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available