Whitener Capital Management, Inc.
Filing Date
Global Rank
#2,953
/ 8,586
▲ 35
Top Industry
Internet Content & Information
7.5%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.0%
SPY
+78.1%
Annualised alpha
-1.9%
Max drawdown
−17.2%
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
134 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.8%
−0.5 pts
Top 5
29.4%
−1.6 pts
Top 10
44.7%
−3.4 pts
HHI
281
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 19.5% | $78,390,396 |
| Technology | 18.7% | $75,074,849 |
| Consumer Defensive | 12.6% | $50,583,735 |
| Industrials | 12.0% | $48,349,566 |
| Consumer Cyclical | 9.3% | $37,503,238 |
| Healthcare | 9.3% | $37,237,798 |
| Communication Services | 8.5% | $34,300,317 |
| Energy | 4.1% | $16,478,503 |
| Utilities | 2.5% | $10,147,396 |
| Basic Materials | 2.0% | $8,005,382 |
| Unclassified | 1.3% | $5,044,692 |
| Real Estate | 0.2% | $604,333 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $1,714,290 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | $10,165,021 | |
| 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. | |||||
6 positions ·
$8,005,382 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NUE |
Nucor Corp
Basic Materials
|
Held | 1,335 | $225,748 | 2.82% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 7,777 | $592,296 | 7.40% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 13,516 | $794,470 | 9.92% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 2,960 | $1,742,492 | 21.77% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 4,084 | $2,024,683 | 25.29% | |
| B |
Barrick Mining Corp
Basic Materials
|
Reduced | 64,371 | $2,625,693 | 32.80% |