WHITENER CAPITAL MANAGEMENT, INC.
Sector Allocation
- Technology29.1%$145.8M
- Financials18.8%$94.3M
- Healthcare9.5%$47.6M
- Other9.1%$45.6M
- Consumer Staples9.1%$45.5M
- Industrials9.0%$44.9M
- Consumer Discretionary7.3%$36.7M
- Energy3.4%$17.2M
- Utilities2.1%$10.4M
- Materials1.7%$8.5M
AUM History
13fpro.ai/research/fund/whitener-capital-management-inc-825217
Conviction and streaks
Diversifying · top 10 = 41.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOGL
$32.0MNVDA
$29.9MAAPL
$27.3MJPM
$25.3MMSFT
$22.7MWMT
$19.3MAMZN
$19.2MV
$12.0MABBV
$11.0MGS
$9.6MCAT
$9.5MMCD
$8.0MXOM.R34088
$7.8MDUK
$7.6MMRK
$7.3MJNJ
$7.0MBRK.B
$6.8MPEP
$6.6MPG
$6.0MROK
$5.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/whitener-capital-management-inc-825217
WHITENER CAPITAL MANAGEMENT, INC. 13F holdings — Q3 2026
$501.1M portfolio (+6.1% QoQ) · 187 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$32.0M
6.4% of stocks
-0.8%This quarter-8.9%Since filed8+ qtrsHeld$29.9M
6.0% of stocks
+0.1%This quarter-0.6%Since filed8+ qtrsHeld$27.3M
5.4% of stocks
-9%This quarter+0.6%Since filed8+ qtrsHeld$25.3M
5.0% of stocks
-0.9%This quarter-0.4%Since filed8+ qtrsHeld$22.7M
4.5% of stocks
+0.2%This quarter-1.3%Since filed8+ qtrsHeld$19.3M
3.9% of stocks
+0.5%This quarter+2.0%Since filed8+ qtrsHeld$19.2M
3.8% of stocks
+0.3%This quarter-2.2%Since filed8+ qtrsHeld$12.0M
2.4% of stocks
-0.1%This quarter+1.1%Since filed8+ qtrsHeld$11.0M
2.2% of stocks
+0.2%This quarter+1.2%Since filed8+ qtrsHeld$9.6M
1.9% of stocks
-4%This quarter+0.2%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row
All holdings — WHITENER CAPITAL MANAGEMENT, INC. (Q3 2026)
187 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CATERPILLAR INC | Industrials | $9.5M | 1.9% | 12K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MCDONALDS CORP | Consumer Discretionary | $8.0M | 1.6% | 34K | +3% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | EXXON MOBIL CORP | Energy | $7.8M | 1.6% | 48K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Duke Energy CORP | Utilities | $7.6M | 1.5% | 67K | +2% | 8+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Merck & Co., Inc. | Healthcare | $7.3M | 1.5% | 50K | +11% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $7.0M | 1.4% | 26K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $6.8M | 1.4% | 14K | +1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | PEPSICO INC | Consumer Staples | $6.6M | 1.3% | 52K | +4% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | PROCTER & GAMBLE Co | Consumer Staples | $6.0M | 1.2% | 41K | +4% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ROCKWELL AUTOMATION, INC | Industrials | $5.9M | 1.2% | 14K | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DEERE & CO | Industrials | $5.6M | 1.1% | 8,412 | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CrowdStrike Holdings, Inc. | Technology | $5.6M | 1.1% | 21K | +304% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TRUIST FINANCIAL CORP | Financials | $5.3M | 1.1% | 114K | -1% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $5.0M | 1.0% | 171K | -1% | — | — | 13F |
| 25 | HONEYWELL INTERNATIONAL INC | Industrials | $4.9M | 1.0% | 23K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $4.8M | 0.9% | 23K | +3% | |||
| 27 | $PANW | Palo Alto Networks Inc | Technology | $4.6M | 0.9% | 12K | -6% | |||
| 28 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $4.4M | 0.9% | 24K | +12% | |||
| 29 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.1M | 0.8% | 26K | +4% | |||
| 30 | $RY | ROYAL BANK OF CANADA | Financials | $4.0M | 0.8% | 20K | -2% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.8M | 0.8% | 13K | -1% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $3.7M | 0.8% | 3,235 | +9% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $3.6M | 0.7% | 5,022 | +1% | |||
| 34 | $RTX | RTX Corp | Industrials | $3.6M | 0.7% | 20K | +3% | |||
| 35 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $3.5M | 0.7% | 112K | +9% | |||
| 36 | $KO | COCA COLA CO | Consumer Staples | $3.5M | 0.7% | 41K | +6% | |||
| 37 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.5M | 0.7% | 22K | New | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.7% | 3,704 | -1% | |||
| 39 | $MMM | 3M CO | Healthcare | $3.4M | 0.7% | 20K | +0.1% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $3.2M | 0.6% | 160K | +8% | |||
| 41 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $3.0M | 0.6% | 83K | +3% | |||
| 42 | $IAU | ISHARES GOLD TRUST | Financials | $2.9M | 0.6% | 37K | +0.5% | |||
| 43 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.7M | 0.6% | 41K | +3% | |||
| 44 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.6M | 0.5% | 27K | +8% | |||
| 45 | $PEO | ADAMS NATURAL RESOURCES FUND, INC. | Other | $2.5M | 0.5% | 93K | +2% | |||
| 46 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.5M | 0.5% | 26K | +0.6% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $2.5M | 0.5% | 156K | +44% | |||
| 48 | $B | BARRICK MINING CORP | Materials | $2.5M | 0.5% | 61K | -3% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $2.4M | 0.5% | 2,255 | -14% | |||
| 50 | $PFE | PFIZER INC | Healthcare | $2.4M | 0.5% | 83K | +0.6% | |||
| 51 | $AMGN | AMGEN INC | Healthcare | $2.4M | 0.5% | 5,586 | -1% | |||
| 52 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.5% | 4,548 | -12% | |||
| 53 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.2M | 0.5% | 5,492 | -10% | |||
| 54 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $2.2M | 0.4% | 46K | +4% | |||
| 55 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.2M | 0.4% | 68K | +0.4% | |||
| 56 | — | ISHARES TR - PFD AND INCM SEC | — | $2.1M | 0.4% | 72K | +6% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $2.0M | 0.4% | 45K | +38% | |||
| 58 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.0M | 0.4% | 43K | +2% | |||
| 59 | $CMI | CUMMINS INC | Industrials | $1.9M | 0.4% | 3,703 | -19% | |||
| 60 | $LIN | LINDE PLC | Materials | $1.9M | 0.4% | 3,953 | +0.9% | |||
| 61 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $1.9M | 0.4% | 910 | +16% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.9M | 0.4% | 9,508 | +2% | |||
| 63 | $SPGI | S&P Global Inc. | Financials | $1.8M | 0.4% | 4,625 | +0.1% | |||
| 64 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $1.8M | 0.4% | 54K | +6% | |||
| 65 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.7M | 0.3% | 5,574 | -0.4% | |||
| 66 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.3% | 8,851 | -0.9% | |||
| 67 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.6M | 0.3% | 4,475 | +15% | |||
| 68 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $1.5M | 0.3% | 3,176 | +0.0% | |||
| 69 | $BNY | Bank of New York Mellon Corp | Financials | $1.5M | 0.3% | 10K | -2% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.3% | 76K | +38% | |||
| 71 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.3% | 4,223 | +18% | |||
| 72 | $PSX | Phillips 66 | Energy | $1.5M | 0.3% | 5,744 | -3% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 79K | +22% | |||
| 74 | $NDAQ | NASDAQ, INC. | Financials | $1.4M | 0.3% | 16K | +11% | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.3% | 13K | -1.0% | |||
| 76 | $MA | Mastercard Inc | Financials | $1.3M | 0.3% | 2,426 | +1% | |||
| 77 | — | ISHARES TR - RUS MID CAP ETF | — | $1.3M | 0.3% | 12K | +34% | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.3% | 5,582 | -0.4% | |||
| 79 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.2% | 18K | +6% | |||
| 80 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.2M | 0.2% | 8,174 | -0.5% | |||
| 81 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.2M | 0.2% | 3,549 | -5% | |||
| 82 | $D | DOMINION ENERGY, INC | Utilities | $1.2M | 0.2% | 19K | +0.5% | |||
| 83 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.2M | 0.2% | 33K | -2% | |||
| 84 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.2% | 4,219 | +11% | |||
| 85 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $1.1M | 0.2% | 21K | +0.9% | |||
| 86 | $CEG | Constellation Energy Corp | Utilities | $1.1M | 0.2% | 4,464 | +313% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 58K | +50% | |||
| 88 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.2% | 3,225 | +1% | |||
| 89 | $RVT | ROYCE SMALL-CAP TRUST, INC. | — | $1.1M | 0.2% | 64K | +5% | |||
| 90 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.1M | 0.2% | 5,596 | +0.0% | |||
| 91 | — | ISHARES TR - US CONSUM DISCRE | — | $1.0M | 0.2% | 11K | -7% | |||
| 92 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $978K | 0.2% | 18K | -1% | |||
| 93 | $TY | TRI-CONTINENTAL Corp | Other | $966K | 0.2% | 28K | -10% | |||
| 94 | $FCX | FREEPORT-MCMORAN INC | Materials | $947K | 0.2% | 14K | -0.9% | |||
| 95 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $944K | 0.2% | 26K | +23% | |||
| 96 | $KMB | KIMBERLY CLARK CORP | Materials | $926K | 0.2% | 9,505 | -3% | |||
| 97 | $INTC | INTEL CORP | Technology | $921K | 0.2% | 7,658 | +2% | |||
| 98 | $TXN | TEXAS INSTRUMENTS INC | Technology | $889K | 0.2% | 3,174 | +0.1% | |||
| 99 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $878K | 0.2% | 3,709 | +15% | |||
| 100 | $MRVL | Marvell Technology, Inc. | Technology | $861K | 0.2% | 3,258 | +3% | |||
| 101 | — | PROSHARES TR - S&P 500 DV ARIST | — | $850K | 0.2% | 16K | +8% | |||
| 102 | $KR | KROGER CO | Consumer Staples | $818K | 0.2% | 14K | -28% | |||
| 103 | $TSLA | Tesla, Inc. | Consumer Discretionary | $810K | 0.2% | 2,282 | +1% | |||
| 104 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $803K | 0.2% | 1,085 | +0.5% | |||
| 105 | — | ISHARES TR - U.S. FINLS ETF | — | $796K | 0.2% | 6,336 | +3% | |||
| 106 | $PSA | Public Storage | Real Estate | $789K | 0.2% | 2,788 | +18% | |||
| 107 | $KLAC | KLA CORP | Technology | $782K | 0.2% | 4,013 | -20% | |||
| 108 | $ORCL | ORACLE CORP | Technology | $737K | 0.1% | 5,365 | +4% | |||
| 109 | $MDT | Medtronic plc | Healthcare | $706K | 0.1% | 8,182 | -17% | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $702K | 0.1% | 45K | +102% | |||
| 111 | — | EA SERIES TRUST - STRIVE 1000 GRWT | — | $679K | 0.1% | 12K | +2% | |||
| 112 | $BDX | BECTON DICKINSON & CO | Healthcare | $649K | 0.1% | 3,625 | +0.7% | |||
| 113 | — | ISHARES TR - IBONDS OCT 2032 | — | $608K | 0.1% | 25K | New | |||
| 114 | — | ISHARES TR - CORE S&P500 ETF | — | $607K | 0.1% | 792 | — | |||
| 115 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $579K | 0.1% | 10K | -0.8% | |||
| 116 | $EW | Edwards Lifesciences Corp | Healthcare | $576K | 0.1% | 6,673 | -15% | |||
| 117 | $BEN | FRANKLIN TEMPLETON INC | Financials | $573K | 0.1% | 18K | -1% | |||
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $571K | 0.1% | 2,449 | +3% | |||
| 119 | $QCOM | QUALCOMM INC/DE | Technology | $559K | 0.1% | 3,037 | -4% | |||
| 120 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $553K | 0.1% | 904 | -4% | |||
| 121 | — | ISHARES TR - CORE DIV GRWTH | — | $553K | 0.1% | 7,332 | — | |||
| 122 | $AXP | AMERICAN EXPRESS CO | Financials | $550K | 0.1% | 1,808 | +0.9% | |||
| 123 | $IBIT | iShares Bitcoin Trust ETF | Financials | $549K | 0.1% | 12K | -13% | |||
| 124 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $535K | 0.1% | 4,919 | +3% | |||
| 125 | $ET | Energy Transfer LP | Energy | $534K | 0.1% | 27K | -1% | |||
| 126 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $531K | 0.1% | 1,099 | -1% | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $527K | 0.1% | 3,127 | +2% | |||
| 128 | $ACN | Accenture plc | Technology | $514K | 0.1% | 2,805 | -31% | |||
| 129 | $PLTR | Palantir Technologies Inc. | Technology | $511K | 0.1% | 2,730 | +7% | |||
| 130 | $STX | Seagate Technology Holdings plc | Technology | $510K | 0.1% | 553 | -26% | |||
| 131 | $DY | DYCOM INDUSTRIES INC | Energy | $495K | 0.1% | 1,839 | +58% | |||
| 132 | $ETR | ENTERGY CORP /DE/ | Utilities | $495K | 0.1% | 4,983 | — | |||
| 133 | $NKE | NIKE, Inc. | Consumer Discretionary | $489K | 0.1% | 14K | -18% | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $482K | 0.1% | 714 | -22% | |||
| 135 | — | EA SERIES TRUST - STRI US ENER ETF | — | $472K | 0.1% | 12K | +6% | |||
| 136 | $FCBM | First Carolina Financial Services, Inc. | Financials | $467K | 0.1% | 37K | New | |||
| 137 | $CSX | CSX CORP | Industrials | $449K | 0.1% | 9,645 | -0.2% | |||
| 138 | $TGT | TARGET CORP | Consumer Staples | $442K | 0.1% | 2,824 | -35% | |||
| 139 | $HWM | Howmet Aerospace Inc. | Materials | $438K | 0.1% | 1,938 | +0.2% | |||
| 140 | $LMT | LOCKHEED MARTIN CORP | Industrials | $434K | 0.1% | 853 | -3% | |||
| 141 | — | BLACKROCK FLOATING RATE INCO - COM | — | $434K | 0.1% | 41K | +2% | |||
| 142 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $426K | 0.1% | 3,754 | — | |||
| 143 | $ENB | ENBRIDGE INC | Energy | $415K | 0.1% | 8,932 | — | |||
| 144 | — | ISHARES INC - MSCI GBL GOLD MN | — | $410K | 0.1% | 5,350 | +7% | |||
| 145 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $402K | 0.1% | 7,132 | +0.5% | |||
| 146 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $401K | 0.1% | 2,404 | +4% | |||
| 147 | $ASML | ASML HOLDING NV | Technology | $395K | 0.1% | 218 | — | |||
| 148 | $C | CITIGROUP INC | Financials | $386K | 0.1% | 2,984 | +0.5% | |||
| 149 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $379K | 0.1% | 4,708 | +2% | |||
| 150 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $379K | 0.1% | 2,515 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 99 added to, 63 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$4.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$3.5M
first bought this quarter
- ISHARES TR - IBONDS OCT 2032$608K
first bought this quarter
$FCBMFirst Carolina Financial Services, Inc.$467K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$379Kfirst bought this quarter
+5 more in the Excel export
Added to (99)
$CRWDCrowdStrike Holdings, Inc.+304%
now $5.6M · held 8+ qtrs
$CEGConstellation Energy Corp+313%
now $1.1M · held 3 qtrs, 3 adds in a row
now $7.3M · held 8+ qtrs, 2 adds in a row
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+38%
now $2.0M
$LOWLOWES COMPANIES INC+12%
now $4.4M · held 8+ qtrs, 2 adds in a row
- ISHARES TR - RUS MID CAP ETF+34%
now $1.3M
+93 more in the Excel export
Trimmed (63)
now $27.3M · held 8+ qtrs
$CMICUMMINS INC-19%
now $1.9M · held 8+ qtrs, 2 trims in a row
$MUMICRON TECHNOLOGY INC-14%
now $2.4M · held 8+ qtrs, 3 trims in a row
now $9.6M · held 8+ qtrs, 6 trims in a row
$KRKROGER CO-28%
now $818K · held 8+ qtrs
$AMATAPPLIED MATERIALS INC /DE-12%
now $2.3M · held 8+ qtrs, 3 trims in a row
+57 more in the Excel export
Holdings by quarter
Every 13F WHITENER CAPITAL MANAGEMENT, INC. has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow WHITENER CAPITAL MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WHITENER CAPITAL MANAGEMENT's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WHITENER CAPITAL MANAGEMENT, INC. disclosed 187 positions worth $501.1M in its Form 13F-HR for Q3 2026, led by $GOOGL (Alphabet Inc.) at 6.4% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 11 new positions and exited 8 — including a new stake in $XOM.R34088 and a full exit from $CCZ. The portfolio is most concentrated in Technology (29.1% of disclosed assets). All figures are sourced directly from WHITENER CAPITAL MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 825217.
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