Whitener Capital Management, Inc.
Top Portfolio Positions
133 positions ·
$395,504,502 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
94,530 | $27,183,046 | 6.87% |
| WMT |
Walmart Inc.
Consumer Defensive
|
186,214 | $23,142,675 | 5.85% |
| AAPL |
Apple Inc.
Technology
|
90,854 | $23,057,836 | 5.83% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,870 | $22,612,079 | 5.72% |
| NVDA |
Nvidia Corp
Technology
|
126,623 | $22,083,051 | 5.58% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
77,063 | $16,049,911 | 4.06% |
| MSFT |
Microsoft Corp
Technology
|
41,279 | $15,280,247 | 3.86% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
32,818 | $10,199,506 | 2.58% |
| HON |
Honeywell International Inc
Industrials
|
44,972 | $10,165,021 | 2.57% |
| V |
Visa Inc.
Financial Services
|
33,030 | $9,982,987 | 2.52% |
Portfolio Trend
Holdings in JEF
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,985 | 5,815 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $347,961 | 5,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $367,333 | 5,615 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $303,256 | 5,545 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $294,367 | 5,495 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $438,648 | 5,595 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $362,837 | 5,895 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $293,335 | 5,895 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $259,969 | 5,895 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $238,216 | 5,895 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $218,497 | 5,965 | Shares | Sole | 2023-11-02 | |
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