Whitener Capital Management, Inc.

CIK

825217

Location

Rocky Mount, NC

Portfolio Value

Small $392,271,273

Diversification

Diversified

Filing Date

Global Rank

#2,964 / 8,603 ▲ 30 · as of Mar 2026

Top Industry

Internet Content & Information 7.7%

3Y Alpha vs SPY

-0.9%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.8%

SPY

+76.5%

Annualised alpha

-1.1%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

133 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.5 pts

Top 5

30.1%

−1.5 pts

Top 10

46.0%

−3.0 pts

HHI

292

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.0%	$78,284,588	33
Technology	18.6%	$73,126,546	20
Consumer Defensive	12.9%	$50,583,735	11
Industrials	12.5%	$48,845,292	18
Consumer Cyclical	9.6%	$37,503,238	7
Healthcare	9.5%	$37,237,798	15
Communication Services	8.7%	$34,300,317	7
Utilities	2.6%	$10,147,396	4
Energy	2.2%	$8,587,956	6
Basic Materials	2.0%	$8,005,382	6
Unclassified	1.3%	$5,044,692	5
Real Estate	0.2%	$604,333	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DUK	Duke Energy CORP	+9,049	62,160	$8,139,230
IBIT	iShares Bitcoin Trust ETF	+3,866	9,602	$368,908
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	+3,501	44,094	$485,915
PFE	Pfizer Inc	+3,252	87,102	$2,445,824
D	Dominion Energy, Inc	+3,094	18,599	$1,149,790
ENB	Enbridge Inc	+2,500	8,440	$456,941
NVDA	Nvidia Corp	+2,482	126,623	$22,083,051
RVT	Royce Small-Cap Trust, Inc.	+2,125	53,292	$884,647
SF	Stifel Financial Corp	+2,087	6,462	$477,671
MMM	3M Co	+2,045	19,092	$2,772,731
PEO	Adams Natural Resources Fund, Inc.	+1,958	89,504	$2,488,211
ABBV	AbbVie Inc.	+1,356	41,888	$9,110,221
SCHW	Schwab Charles Corp	+1,346	21,269	$1,998,860
T	At&T Inc.	+1,191	14,981	$434,299
CRWD	CrowdStrike Holdings, Inc.	+1,033	4,391	$428,572
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+1,000	24,785	$383,919
ORCL	Oracle Corp	+906	5,030	$739,963
TROW	Price T Rowe Group Inc	+745	3,385	$305,123
PRU	Prudential Financial Inc	+699	3,054	$298,345
KO	Coca Cola Co	+594	38,470	$2,925,643
FCX	Freeport-Mcmoran Inc	+586	13,516	$794,470
ACN	Accenture plc	+497	3,229	$640,278
CAT	Caterpillar Inc	+428	11,878	$8,415,087
MO	Altria Group, Inc.	+348	38,732	$2,555,924
AVGO	Broadcom Inc.	+307	3,514	$1,087,618
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−9,699	90,854	$23,057,836
TSI	Tcw Strategic Income Fund Inc	−8,062	25,075	$112,586
NKE	NIKE, Inc.	−2,092	20,193	$1,066,594
CSX	Csx Corp	−1,380	9,650	$396,132
VZ	Verizon Communications Inc	−921	37,927	$1,903,935
JPM	Jpmorgan Chase & Co	−895	76,870	$22,612,079
KR	Kroger Co	−699	18,633	$1,348,283
HON	Honeywell International Inc	−664	44,972	$10,660,747
CMCSA	Comcast Corp	−600	9,270	$266,141
ROK	Rockwell Automation, Inc	−562	14,308	$5,134,855
PG	PROCTER & GAMBLE Co	−529	38,788	$5,602,538
ABT	Abbott Laboratories	−506	27,805	$2,854,739
TGT	Target Corp	−500	4,403	$533,643
EW	Edwards Lifesciences Corp	−475	7,873	$630,469
GILD	Gilead Sciences, Inc.	−446	8,433	$1,175,307
DIS	Walt Disney Co	−420	3,599	$346,871
EMR	Emerson Electric Co	−399	23,952	$3,138,191
MDT	Medtronic plc	−350	11,344	$982,957
TFC	Truist Financial Corp	−341	120,615	$5,544,671
MU	Micron Technology Inc	−302	2,961	$1,000,344
GOOGL	Alphabet Inc.	−299	94,530	$27,183,046
ARCC	Ares Capital Corp	−243	23,468	$422,893
SUN	Sunoco LP	−231	4,307	$279,825
PAI	Western Asset Investment Grade Income Fund Inc.	−220	16,292	$197,133
BNY	Bank of New York Mellon Corp	−190	10,870	$1,289,508
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SOLS	Solstice Advanced Materials Inc.	7,777	$592,296
F	Ford Motor Co	48,839	$563,602
CEG	Constellation Energy Corp	747	$208,599
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	923	$237,423
SNOW	Snowflake Inc.	950	$208,392
AMD	Advanced Micro Devices Inc	936	$200,453
BLK	BlackRock, Inc.	187	$200,153
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 positions · $392,271,273 total · as of Mar 31, 2026

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

Showing 1–50 of 133 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	94,530	-299	$27,183,046	−8.4%	6.93%
WMT	Walmart Inc. Consumer Defensive	Reduced	186,214	-6	$23,142,675	+11.5%	5.90%
AAPL	Apple Inc. Technology	Reduced	90,854	-9,699	$23,057,836	−15.7%	5.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	76,870	-895	$22,612,079	−9.8%	5.76%
NVDA	Nvidia Corp Technology	Added	126,623	+2,482	$22,083,051	−4.6%	5.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	77,063	+305	$16,049,911	−9.4%	4.09%
MSFT	Microsoft Corp Technology	Added	41,279	+207	$15,280,247	−23.1%	3.90%
HON	Honeywell International Inc Industrials	Reduced	44,972	-664	$10,660,747	+14.2%	2.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	32,818	+211	$10,199,506	+2.3%	2.60%
V	Visa Inc. Financial Services	Added	33,030	+154	$9,982,987	−13.4%	2.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,580	-141	$9,796,564	−4.9%	2.50%
ABBV	AbbVie Inc. Healthcare	Added	41,888	+1,356	$9,110,221	−1.6%	2.32%
CAT	Caterpillar Inc Industrials	Added	11,878	+428	$8,415,087	+28.3%	2.15%
DUK	Duke Energy CORP Utilities	Added	62,160	+9,049	$8,139,230	+30.7%	2.07%
PEP	Pepsico Inc Consumer Defensive	Reduced	49,376	-82	$7,667,599	+8.0%	1.95%
JNJ	Johnson & Johnson Healthcare	Reduced	26,375	-142	$6,447,105	+17.5%	1.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,971	+141	$6,215,703	−3.6%	1.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	38,788	-529	$5,602,538	−0.6%	1.43%
TFC	Truist Financial Corp Financial Services	Reduced	120,615	-341	$5,544,671	−6.8%	1.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	44,379	-172	$5,338,349	+13.8%	1.36%
ROK	Rockwell Automation, Inc Industrials	Reduced	14,308	-562	$5,134,855	−11.2%	1.31%
CVX	Chevron Corp Energy	Added	23,612	+261	$4,885,322	+37.3%	1.25%
LOW	Lowes Companies Inc Consumer Cyclical	Added	20,377	+132	$4,814,677	−1.4%	1.23%
DE	Deere & Co Industrials	Reduced	8,211	-8	$4,625,256	+20.9%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,106	+244	$4,310,432	−2.6%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,731	+170	$3,717,680	+21.1%	0.95%
RTX	RTX Corp Industrials	Reduced	18,682	-153	$3,603,757	+4.3%	0.92%
RY	Royal Bank Of Canada Financial Services	Reduced	21,165	-80	$3,424,073	−5.5%	0.87%
IAU	Ishares Gold Trust	Reduced	37,624	-9	$3,316,931	+8.6%	0.85%
EMR	Emerson Electric Co Industrials	Reduced	23,952	-399	$3,138,191	−2.9%	0.80%
KO	Coca Cola Co Consumer Defensive	Added	38,470	+594	$2,925,643	+10.5%	0.75%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,254	-95	$2,883,031	−19.8%	0.73%
ABT	Abbott Laboratories Healthcare	Reduced	27,805	-506	$2,854,739	−19.5%	0.73%
CMI	Cummins Inc Industrials	Added	5,199	+39	$2,797,165	+6.2%	0.71%
MMM	3M Co Industrials	Added	19,092	+2,045	$2,772,731	+1.6%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	4,749	-74	$2,717,045	−14.7%	0.69%
B	Barrick Mining Corp Basic Materials	Reduced	64,371	-8	$2,625,693	−6.3%	0.67%
MO	Altria Group, Inc. Consumer Defensive	Added	38,732	+348	$2,555,924	+15.5%	0.65%
PEO	Adams Natural Resources Fund, Inc. Financial Services	Added	89,504	+1,958	$2,488,211	+30.7%	0.63%
PFE	Pfizer Inc Healthcare	Added	87,102	+3,252	$2,445,824	+17.1%	0.62%
LIN	Linde PLC Basic Materials	Reduced	4,084	-1	$2,024,683	+16.2%	0.52%
SCHW	Schwab Charles Corp Financial Services	Added	21,269	+1,346	$1,998,860	+0.4%	0.51%
AMGN	Amgen Inc Healthcare	Reduced	5,677	-120	$1,997,452	+5.3%	0.51%
PANW	Palo Alto Networks Inc Technology	Added	11,897	+113	$1,907,327	−12.1%	0.49%
VZ	Verizon Communications Inc Communication Services	Reduced	37,927	-921	$1,903,935	+20.3%	0.49%
SPGI	S&P Global Inc. Financial Services	Held	4,613	0	$1,856,285	−18.6%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	5,329	-60	$1,821,398	+31.5%	0.46%
NSC	Norfolk Southern Corp Industrials	Held	6,217	0	$1,784,279	−0.6%	0.45%
MLM	Martin Marietta Materials Inc Basic Materials	Held	2,960	0	$1,742,492	−5.5%	0.44%
IBM	International Business Machines Corp Technology	Reduced	6,355	-135	$1,540,388	−19.9%	0.39%