Whitener Capital Management, Inc.

CIK

825217

Location

Rocky Mount, NC

Portfolio Value

Small $475,142,363

Diversification

Diversified

Filing Date

Global Rank

#3,955 / 8,797 ▼ 363 · as of Jun 2026

Top Industry

Internet Content & Information 8.8%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

7.3%

+0.8 pts

Top 5

28.0%

+0.5 pts

Top 10

43.7%

+1.0 pts

HHI

264

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.5%	$97,287,988	25
Financial Services	18.3%	$86,974,848	34
Unclassified	10.3%	$48,835,034	22
Consumer Defensive	10.1%	$47,909,757	11
Industrials	9.9%	$46,893,035	19
Communication Services	8.7%	$41,224,838	7
Healthcare	8.6%	$40,707,114	15
Consumer Cyclical	8.1%	$38,475,833	6
Utilities	2.2%	$10,426,297	4
Basic Materials	1.7%	$7,940,733	6
Energy	1.5%	$7,292,899	6
Real Estate	0.2%	$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
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+98,603	437,098	$8,222,383
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+25,810	32,541	$1,498,513
FNDA	Schwab Fundamental U.S. Small Company ETF	+10,610	497,983	$16,023,812
DCOR	Dimensional US Core Equity 1 ETF	+10,522	25,295	$1,010,551
—		+8,288	14,578	$818,700
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	$3,995,801
ACN	Accenture plc	+829	4,058	$504,977
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+800	25,585	$416,523
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,288	116,345	$6,721,937
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
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
AFGR	First Trust Active Factor Large Cap Growth ETF	−1,133	13,170	$287,632
CVX	Chevron Corp	−857	22,755	$3,771,868
ETR	Entergy Corp /De/	−800	4,983	$572,347
GOOGL	Alphabet Inc.	−787	96,862	$34,602,717
IBM	International Business Machines Corp	−753	5,602	$1,575,338
C	Citigroup Inc	−749	2,970	$415,681
BEN	Franklin Templeton 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
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
DY	Dycom Industries Inc	1,165	$589,012
AMD	Advanced Micro Devices Inc	945	$548,959
BIV	Vanguard Intermediate-Term Bond ETF	4,295	$334,623
PLTR	Palantir Technologies Inc.	2,561	$298,791
HOOD	Robinhood Markets, Inc.	2,658	$266,544
AFK	VanEck Africa Index ETF	2,201	$228,815
SNOW	Snowflake Inc.	886	$225,487
DELL	Dell Technologies Inc.	522	$225,222
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,990	$223,801
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
—		1,110	$211,110
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

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	44,972	$10,165,022
XOM	ExxonMobil Holdings Corp	46,508	$7,890,547
F	Ford Motor Co	48,839	$563,602
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

158 tracked positions · $475,142,363 total · filing declares 184 positions · $472,148,460 · 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 158 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	96,862	-787	$34,602,717	+23.2%	7.28%
NVDA	Nvidia Corp Technology	Added	130,657	+4,034	$26,143,159	+18.4%	5.50%
AAPL	Apple Inc. Technology	Reduced	90,157	-697	$26,087,829	+13.1%	5.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	77,075	+205	$25,228,959	+11.6%	5.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	185,044	-1,170	$20,958,083	−9.4%	4.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	76,680	-383	$18,275,911	+13.9%	3.85%
MSFT	Microsoft Corp Technology	Added	44,199	+2,920	$16,487,110	+7.9%	3.47%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	497,983	+10,610	$16,023,812	+15.2%	3.37%
CAT	Caterpillar Inc Industrials	Reduced	11,582	-296	$12,333,671	+46.6%	2.60%
V	Visa Inc. Financial Services	Added	33,425	+395	$11,467,783	+14.9%	2.41%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,069	-511	$11,194,854	+14.3%	2.36%
ABBV	AbbVie Inc. Healthcare	Added	41,935	+47	$10,552,523	+15.8%	2.22%
MCD	Mcdonalds Corp Consumer Cyclical	Added	33,453	+635	$9,042,680	−11.3%	1.90%
DUK	Duke Energy CORP Utilities	Added	65,330	+3,170	$8,269,471	+1.6%	1.74%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	437,098	+98,603	$8,222,383	+26.8%	1.73%
ROK	Rockwell Automation, Inc Industrials	Reduced	13,920	-388	$6,891,513	+34.2%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,551	+580	$6,780,784	+9.1%	1.43%
PEP	Pepsico Inc Consumer Defensive	Added	50,006	+630	$6,770,812	−11.7%	1.43%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	116,345	-5,288	$6,721,937	—	1.41%
JNJ	Johnson & Johnson Healthcare	Reduced	26,121	-254	$6,633,950	+2.9%	1.40%
MRK	Merck & Co., Inc. Healthcare	Added	45,420	+1,041	$5,836,470	+9.3%	1.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	39,289	+501	$5,761,338	+2.8%	1.21%
TFC	Truist Financial Corp Financial Services	Reduced	115,450	-5,165	$5,751,719	+3.7%	1.21%
DE	Deere & Co Industrials	Added	8,261	+50	$5,240,200	+13.3%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,653	+547	$4,815,140	+11.7%	1.01%
LOW	Lowes Companies Inc Consumer Cyclical	Added	21,343	+966	$4,705,918	−2.3%	0.99%
RY	Royal Bank Of Canada Financial Services	Reduced	20,899	-266	$4,325,466	+26.3%	0.91%
PANW	Palo Alto Networks Inc Technology	Added	12,312	+415	$4,198,638	+120.1%	0.88%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,236	+845	$3,995,801	+133.1%	0.84%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	30,380	+63	$3,788,924	+19.9%	0.80%
CVX	Chevron Corp Energy	Reduced	22,755	-857	$3,771,868	−22.8%	0.79%
AMAT	Applied Materials Inc /De Technology	Reduced	5,159	-170	$3,729,957	+104.8%	0.79%
EMR	Emerson Electric Co Industrials	Added	25,182	+1,230	$3,604,803	+14.9%	0.76%
RTX	RTX Corp Industrials	Added	18,988	+306	$3,602,593	−0.0%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	2,960	+1,309	$3,550,313	+133.8%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,752	+21	$3,509,883	−5.6%	0.74%
MMM	3M Co Industrials	Added	20,427	+1,335	$3,307,335	+19.3%	0.70%
CMI	Cummins Inc Industrials	Reduced	4,582	-617	$3,267,928	+16.8%	0.69%
KO	Coca Cola Co Consumer Defensive	Added	38,844	+374	$3,156,851	+7.9%	0.66%
MU	Micron Technology Inc Technology	Reduced	2,615	-346	$3,018,468	+201.7%	0.64%
MO	Altria Group, Inc. Consumer Defensive	Added	39,358	+626	$2,831,808	+10.8%	0.60%
IAU	Ishares Gold Trust	Reduced	37,083	-541	$2,800,137	−15.6%	0.59%
META	Meta Platforms, Inc. Communication Services	Added	4,954	+205	$2,790,538	+2.7%	0.59%
		Added	48,393	+420	$2,608,861	+3.1%	0.55%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,090	-164	$2,421,871	−16.0%	0.51%
B	Barrick Mining Corp Basic Materials	Reduced	62,972	-1,399	$2,312,961	−11.9%	0.49%
ABT	Abbott Laboratories Healthcare	Reduced	25,393	-2,412	$2,304,160	−19.3%	0.48%
SCHW	Schwab Charles Corp Financial Services	Added	24,877	+3,608	$2,295,400	+14.8%	0.48%
PEO	Adams Natural Resources Fund, Inc. Financial Services	Added	90,616	+1,112	$2,240,027	−10.0%	0.47%
AMGN	Amgen Inc Healthcare	Reduced	5,665	-12	$2,051,409	+2.7%	0.43%

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.