Whitener Capital Management, Inc.

CIK

825217

Location

Rocky Mount, NC

Portfolio Value

Small $427,036,420

Diversification

Diversified

Filing Date

Global Rank

#3,049 / 8,517 ▼ 21

Top Industry

Internet Content & Information 8.6%

3Y Alpha vs SPY

+22.1%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+190.6%

SPY

+75.3%

Annualised alpha

+22.1%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

142 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.8%

+0.9 pts

Top 5

30.9%

+1.5 pts

Top 10

47.2%

+2.6 pts

HHI

301

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.1%	$94,291,137	25
Financial Services	20.3%	$86,873,341	34
Consumer Defensive	11.2%	$47,909,757	11
Industrials	11.0%	$46,893,035	19
Healthcare	9.5%	$40,707,114	15
Communication Services	9.4%	$40,100,542	7
Consumer Cyclical	9.0%	$38,475,833	6
Utilities	2.4%	$10,426,297	4
Basic Materials	1.9%	$7,940,733	6
Energy	1.7%	$7,292,899	6
Unclassified	1.2%	$4,951,745	6
Real Estate	0.3%	$1,173,987	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RVT	Royce Small-Cap Trust, Inc.	+7,637	60,929	$1,125,358
KLAC	Kla Corp	+4,500	5,000	$1,508,550
VZ	Verizon Communications Inc	+4,413	42,340	$1,792,675
NVDA	Nvidia Corp	+4,034	130,657	$26,143,159
IBIT	iShares Bitcoin Trust ETF	+3,795	13,397	$445,986
SCHW	Schwab Charles Corp	+3,608	24,877	$2,295,400
DUK	Duke Energy CORP	+3,170	65,330	$8,269,471
MSFT	Microsoft Corp	+2,920	44,199	$16,487,110
NFLX	Netflix Inc	+1,445	16,515	$1,179,171
MMM	3M Co	+1,335	20,427	$3,307,335
LLY	ELI LILLY & Co	+1,309	2,960	$3,550,313
EMR	Emerson Electric Co	+1,230	25,182	$3,604,803
UNH	Unitedhealth Group Inc	+1,171	3,893	$1,618,047
PEO	Adams Natural Resources Fund, Inc.	+1,112	90,616	$2,240,027
MRK	Merck & Co., Inc.	+1,041	45,420	$5,836,470
LOW	Lowes Companies Inc	+966	21,343	$4,705,918
TSLA	Tesla, Inc.	+908	2,249	$945,929
CRWD	CrowdStrike Holdings, Inc.	+845	5,236	$998,950
ACN	Accenture plc	+829	4,058	$504,977
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+800	25,585	$416,523
PRU	Prudential Financial Inc	+700	3,754	$405,169
KR	Kroger Co	+678	19,311	$1,072,339
D	Dominion Energy, Inc	+668	19,267	$1,315,743
MCD	Mcdonalds Corp	+635	33,453	$9,042,680
PEP	Pepsico Inc	+630	50,006	$6,770,812
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSI	Tcw Strategic Income Fund Inc	−9,890	15,185	$68,484
TFC	Truist Financial Corp	−5,165	115,450	$5,751,719
PFE	Pfizer Inc	−4,143	82,959	$1,997,652
ET	Energy Transfer LP	−4,000	27,425	$524,366
GOOGL	Alphabet Inc.	−3,969	93,680	$33,478,421
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−3,878	40,216	$441,973
NKE	NIKE, Inc.	−3,378	16,815	$690,255
TY	TRI-CONTINENTAL Corp	−2,435	31,386	$1,080,306
ABT	Abbott Laboratories	−2,412	25,393	$2,304,160
MDT	Medtronic plc	−1,440	9,904	$774,789
B	Barrick Mining Corp	−1,399	62,972	$2,312,961
BAC	Bank Of America Corp /De/	−1,219	18,165	$1,035,041
ARCC	Ares Capital Corp	−1,182	22,286	$412,959
WMT	Walmart Inc.	−1,170	185,044	$20,958,083
CVX	Chevron Corp	−857	22,755	$3,771,868
ETR	Entergy Corp /De/	−800	4,983	$572,347
IBM	International Business Machines Corp	−753	5,602	$1,575,338
C	Citigroup Inc	−749	2,970	$415,681
BEN	Franklin Resources Inc	−710	18,040	$600,190
AAPL	Apple Inc.	−697	90,157	$26,087,829
SOLS	Solstice Advanced Materials Inc.	−683	7,094	$628,528
NSC	Norfolk Southern Corp	−620	5,597	$1,760,760
CMI	Cummins Inc	−617	4,582	$3,267,928
KMB	Kimberly Clark Corp	−605	9,845	$1,080,685
IAU	Ishares Gold Trust	−541	37,083	$2,800,137
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
DY	Dycom Industries Inc	1,165	$589,012
AMD	Advanced Micro Devices Inc	945	$548,959
PLTR	Palantir Technologies Inc.	2,561	$298,791
HOOD	Robinhood Markets, Inc.	2,658	$266,544
SNOW	Snowflake Inc.	886	$225,487
DELL	Dell Technologies Inc.	522	$225,222
CARR	CARRIER GLOBAL Corp	3,026	$221,957
SPG	Simon Property Group Inc.	975	$218,058
FITB	Fifth Third Bancorp	3,805	$214,487
CAH	Cardinal Health Inc	900	$213,804
ADP	Automatic Data Processing Inc	923	$206,705
VNO	Vornado Realty Trust	5,120	$201,216
AKAM	Akamai Technologies Inc	1,701	$201,075
ETHA	iShares Ethereum Trust ETF	11,886	$141,324
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	44,972	$10,165,022
XOM	ExxonMobil Holdings Corp	46,508	$7,890,547
XLB	State Street Materials Select Sector SPDR ETF	43,775	$2,187,436
F	Ford Motor Co	48,839	$563,602
VIG	Vanguard Dividend Appreciation ETF	1,813	$389,903
ICE	Intercontinental Exchange, Inc.	1,450	$228,056
MCK	Mckesson Corp	257	$222,397
LDOS	Leidos Holdings, Inc.	1,300	$202,176
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

142 tracked positions · $427,036,420 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 142 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	93,680	-3,969	$33,478,421	+19.2%	7.84%
NVDA	Nvidia Corp Technology	Added	130,657	+4,034	$26,143,159	+18.4%	6.12%
AAPL	Apple Inc. Technology	Reduced	90,157	-697	$26,087,829	+13.1%	6.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	77,075	+205	$25,228,959	+11.6%	5.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	185,044	-1,170	$20,958,083	−9.4%	4.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	76,680	-383	$18,275,911	+13.9%	4.28%
MSFT	Microsoft Corp Technology	Added	44,199	+2,920	$16,487,110	+7.9%	3.86%
CAT	Caterpillar Inc Industrials	Reduced	11,582	-296	$12,333,671	+46.6%	2.89%
V	Visa Inc. Financial Services	Added	33,425	+395	$11,467,783	+14.9%	2.69%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,069	-511	$11,194,854	+14.3%	2.62%
ABBV	AbbVie Inc. Healthcare	Added	41,935	+47	$10,552,523	+15.8%	2.47%
MCD	Mcdonalds Corp Consumer Cyclical	Added	33,453	+635	$9,042,680	−11.3%	2.12%
DUK	Duke Energy CORP Utilities	Added	65,330	+3,170	$8,269,471	+1.6%	1.94%
ROK	Rockwell Automation, Inc Industrials	Reduced	13,920	-388	$6,891,513	+34.2%	1.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,551	+580	$6,780,784	+9.1%	1.59%
PEP	Pepsico Inc Consumer Defensive	Added	50,006	+630	$6,770,812	−11.7%	1.59%
JNJ	Johnson & Johnson Healthcare	Reduced	26,121	-254	$6,633,950	+2.9%	1.55%
MRK	Merck & Co., Inc. Healthcare	Added	45,420	+1,041	$5,836,470	+9.3%	1.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	39,289	+501	$5,761,338	+2.8%	1.35%
TFC	Truist Financial Corp Financial Services	Reduced	115,450	-5,165	$5,751,719	+3.7%	1.35%
DE	Deere & Co Industrials	Added	8,261	+50	$5,240,200	+13.3%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,653	+547	$4,815,140	+11.7%	1.13%
LOW	Lowes Companies Inc Consumer Cyclical	Added	21,343	+966	$4,705,918	−2.3%	1.10%
RY	Royal Bank Of Canada Financial Services	Reduced	20,899	-266	$4,325,466	+26.3%	1.01%
PANW	Palo Alto Networks Inc Technology	Added	12,312	+415	$4,198,638	+120.1%	0.98%
CVX	Chevron Corp Energy	Reduced	22,755	-857	$3,771,868	−22.8%	0.88%
AMAT	Applied Materials Inc /De Technology	Reduced	5,159	-170	$3,729,957	+104.8%	0.87%
EMR	Emerson Electric Co Industrials	Added	25,182	+1,230	$3,604,803	+14.9%	0.84%
RTX	RTX Corp Industrials	Added	18,988	+306	$3,602,593	−0.0%	0.84%
LLY	ELI LILLY & Co Healthcare	Added	2,960	+1,309	$3,550,313	+133.8%	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,752	+21	$3,509,883	−5.6%	0.82%
MMM	3M Co Industrials	Added	20,427	+1,335	$3,307,335	+19.3%	0.77%
CMI	Cummins Inc Industrials	Reduced	4,582	-617	$3,267,928	+16.8%	0.77%
KO	Coca Cola Co Consumer Defensive	Added	38,844	+374	$3,156,851	+7.9%	0.74%
MU	Micron Technology Inc Technology	Reduced	2,615	-346	$3,018,468	+201.7%	0.71%
MO	Altria Group, Inc. Consumer Defensive	Added	39,358	+626	$2,831,808	+10.8%	0.66%
IAU	Ishares Gold Trust	Reduced	37,083	-541	$2,800,137	−15.6%	0.66%
META	Meta Platforms, Inc. Communication Services	Added	4,954	+205	$2,790,538	+2.7%	0.65%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,090	-164	$2,421,871	−16.0%	0.57%
B	Barrick Mining Corp Basic Materials	Reduced	62,972	-1,399	$2,312,961	−11.9%	0.54%
ABT	Abbott Laboratories Healthcare	Reduced	25,393	-2,412	$2,304,160	−19.3%	0.54%
SCHW	Schwab Charles Corp Financial Services	Added	24,877	+3,608	$2,295,400	+14.8%	0.54%
PEO	Adams Natural Resources Fund, Inc. Financial Services	Added	90,616	+1,112	$2,240,027	−10.0%	0.52%
AMGN	Amgen Inc Healthcare	Reduced	5,665	-12	$2,051,409	+2.7%	0.48%
LIN	Linde PLC Basic Materials	Reduced	3,918	-166	$2,033,206	+0.4%	0.48%
PFE	Pfizer Inc Healthcare	Reduced	82,959	-4,143	$1,997,652	−18.3%	0.47%
MLM	Martin Marietta Materials Inc Basic Materials	Added	3,175	+215	$1,831,022	+5.1%	0.43%
VZ	Verizon Communications Inc Communication Services	Added	42,340	+4,413	$1,792,675	−5.8%	0.42%
SPGI	S&P Global Inc. Financial Services	Added	4,622	+9	$1,780,847	−9.2%	0.42%
NSC	Norfolk Southern Corp Industrials	Reduced	5,597	-620	$1,760,760	−1.3%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.