WHITENER CAPITAL MANAGEMENT, INC.
13F Reported Value
ⓘ$472.1M
Holdings
184
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WHITENER CAPITAL MANAGEMENT, INC. disclosed 184 positions worth $472.1M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 7.1% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 17 new positions and exited 8 — including a new stake in $DY and a full exit from $HON. The portfolio is most concentrated in Technology (30.1% of disclosed assets). All figures are sourced directly from WHITENER CAPITAL MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 825217.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$33.5M93,680 sh - 85.9#5
Quality
$26.1M130,657 sh - 76.4#84
Quality
$26.1M90,157 sh - 70.7
Quality
$25.2M77,075 sh - 60.2
Quality
$21.0M185,044 sh - 68.7
Quality
$18.3M76,680 sh - 79.8
Quality
$16.5M44,199 sh - 66.5
Quality
$12.3M11,582 sh - 82.9
Quality
$11.5M33,425 sh - 73.5
Quality
$11.2M11,069 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $33.5M | 93,680 |
 NVIDIA CORP$NVDA | 85.9#5 | $26.1M | 130,657 |
 Apple Inc.$AAPL | 76.4#84 | $26.1M | 90,157 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $25.2M | 77,075 |
 Walmart Inc.$WMT | 60.2 | $21.0M | 185,044 |
 AMAZON COM INC$AMZN | 68.7 | $18.3M | 76,680 |
 MICROSOFT CORP$MSFT | 79.8 | $16.5M | 44,199 |
 CATERPILLAR INC$CAT | 66.5 | $12.3M | 11,582 |
 VISA INC.$V | 82.9 | $11.5M | 33,425 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $11.2M | 11,069 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WHITENER CAPITAL MANAGEMENT, INC.'s 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Technology
$142.1M
Financials
$92.7M
Consumer Discretionary
$62.6M
Healthcare
$44.0M
Other
$42.7M
Industrials
$33.8M
Consumer Staples
$22.0M
Utilities
$10.4M
Top Holdings — WHITENER CAPITAL MANAGEMENT, INC. (Q2 2026)
Top 150 of 184 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $33.5M | 7.1% | -1% | 78.2 |
| 2 | $NVDA | NVIDIA CORP | $26.1M | 5.5% | +3% | 85.9 |
| 3 | $AAPL | Apple Inc. | $26.1M | 5.5% | -1% | 76.4 |
| 4 | $JPM | JPMORGAN CHASE & CO | $25.2M | 5.3% | +0% | 70.7 |
| 5 | $WMT | Walmart Inc. | $21.0M | 4.4% | -1% | 60.2 |
| 6 | $AMZN | AMAZON COM INC | $18.3M | 3.9% | -0% | 68.7 |
| 7 | $MSFT | MICROSOFT CORP | $16.5M | 3.5% | +7% | 79.8 |
| 8 | $CAT | CATERPILLAR INC | $12.3M | 2.6% | -2% | 66.5 |
| 9 | $V | VISA INC. | $11.5M | 2.4% | +1% | 82.9 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $11.2M | 2.4% | -4% | 73.5 |
| 11 |  $ABBV | AbbVie Inc. | $10.6M | 2.2% | +0% | 72.6 |
| 12 |  $MCD | MCDONALDS CORP | $9.0M | 1.9% | +2% | 69 |
| 13 |  $DUK | Duke Energy CORP | $8.3M | 1.8% | +5% | 56.4 |
| 14 |  $ROK | ROCKWELL AUTOMATION, INC | $6.9M | 1.5% | -3% | 63.6 |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 1.4% | +4% | 73.8 |
| 16 |  $PEP | PEPSICO INC | $6.8M | 1.4% | +1% | 63.4 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $6.6M | 1.4% | -1% | 69 |
| 18 |  $MRK | Merck & Co., Inc. | $5.8M | 1.2% | +2% | 59.9 |
| 19 |  $PG | PROCTER & GAMBLE Co | $5.8M | 1.2% | +1% | 64.6 |
| 20 |  $TFC | TRUIST FINANCIAL CORP | $5.8M | 1.2% | -4% | 76.4 |
| 21 |  $DE | DEERE & CO | $5.2M | 1.1% | +1% | 55.4 |
| 22 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $5.0M | 1.1% | -3% | — |
| 23 |  $HD | HOME DEPOT, INC. | $4.8M | 1.0% | +4% | 60.3 |
| 24 |  $LOW | LOWES COMPANIES INC | $4.7M | 1.0% | +5% | 60.8 |
| 25 |  $RY | ROYAL BANK OF CANADA | $4.3M | 0.9% | -1% | 74.8 |
| 26 |  $PANW | Palo Alto Networks Inc | $4.2M | 0.9% | +3% | 65.5 |
| 27 |  $CVX | CHEVRON CORP | $3.8M | 0.8% | -4% | 62.8 |
| 28 |  $AMAT | APPLIED MATERIALS INC /DE | $3.7M | 0.8% | -3% | 72.3 |
| 29 |  $EMR | EMERSON ELECTRIC CO | $3.6M | 0.8% | +5% | 65.3 |
| 30 |  $RTX | RTX Corp | $3.6M | 0.8% | +2% | 73.2 |
| 31 |  $LLY | ELI LILLY & Co | $3.6M | 0.8% | +79% | 87.5 |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.7% | +1% | 66.2 |
| 33 |  $MMM | 3M CO | $3.3M | 0.7% | +7% | 64.9 |
| 34 |  $CMI | CUMMINS INC | $3.3M | 0.7% | -12% | 58.1 |
| 35 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $3.2M | 0.7% | -2% | — |
| 36 |  $KO | COCA COLA CO | $3.2M | 0.7% | +1% | 69.5 |
| 37 |  $IVZ | Invesco Ltd. | $3.0M | 0.6% | +14% | — |
| 38 |  $MU | MICRON TECHNOLOGY INC | $3.0M | 0.6% | -12% | 86.2 |
| 39 |  $MO | ALTRIA GROUP, INC. | $2.8M | 0.6% | +2% | 67.4 |
| 40 |  $IAU | ISHARES GOLD TRUST | $2.8M | 0.6% | -1% | — |
| 41 |  $META | Meta Platforms, Inc. | $2.8M | 0.6% | +4% | 79.6 |
| 42 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.7M | 0.6% | +19% | — |
| 43 |  $ISRG | INTUITIVE SURGICAL INC | $2.4M | 0.5% | -3% | 79.9 |
| 44 |  $B | BARRICK MINING CORP | $2.3M | 0.5% | -2% | 69.6 |
| 45 |  $ABT | ABBOTT LABORATORIES | $2.3M | 0.5% | -9% | 65.5 |
| 46 |  $SCHW | SCHWAB CHARLES CORP | $2.3M | 0.5% | +17% | 79.4 |
| 47 |  $PEO | ADAMS NATURAL RESOURCES FUND, INC. | $2.2M | 0.5% | +1% | — |
| 48 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $2.2M | 0.5% | -0% | — |
| 49 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.2M | 0.5% | -0% | — |
| 50 | — | ISHARES TR - PFD AND INCM SEC | $2.1M | 0.4% | +19% | — |
| 51 |  $AMGN | AMGEN INC | $2.1M | 0.4% | -0% | 79.2 |
| 52 |  $LIN | LINDE PLC | $2.0M | 0.4% | -4% | — |
| 53 |  $PFE | PFIZER INC | $2.0M | 0.4% | -5% | 62 |
| 54 |  $SPGI | S&P Global Inc. | $1.9M | 0.4% | +0% | 76.1 |
| 55 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.8M | 0.4% | +7% | 62.9 |
| 56 | $IVZ | Invesco Ltd. | $1.8M | 0.4% | +114% | — |
| 57 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.4% | +12% | 65.8 |
| 58 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.8M | 0.4% | +12% | — |
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.8M | 0.4% | +1% | — |
| 60 |  $NSC | NORFOLK SOUTHERN CORP | $1.8M | 0.4% | -10% | 63.2 |
| 61 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.6M | 0.3% | +11% | 52.9 |
| 62 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.3% | +43% | 62.7 |
| 63 |  $PM | Philip Morris International Inc. | $1.6M | 0.3% | -1% | 75.9 |
| 64 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.3% | -12% | 70 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.3% | -2% | 70.3 |
| 66 |  $BNY | Bank of New York Mellon Corp | $1.5M | 0.3% | -4% | 74.1 |
| 67 |  $KLAC | KLA CORP | $1.5M | 0.3% | +900% | 78.6 |
| 68 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $1.5M | 0.3% | +383% | — |
| 69 |  $AVGO | Broadcom Inc. | $1.4M | 0.3% | +2% | 84.5 |
| 70 |  $GD | GENERAL DYNAMICS CORP | $1.3M | 0.3% | +0% | 68.7 |
| 71 |  $D | DOMINION ENERGY, INC | $1.3M | 0.3% | +4% | 69.9 |
| 72 |  $MA | Mastercard Inc | $1.2M | 0.3% | +0% | 85.1 |
| 73 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.2M | 0.3% | -1% | 61.4 |
| 74 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | +17% | — |
| 75 |  $NFLX | NETFLIX INC | $1.2M | 0.3% | +10% | 78.8 |
| 76 | — | ISHARES TR - US CONSUM DISCRE | $1.2M | 0.3% | -1% | — |
| 77 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $1.1M | 0.2% | +14% | — |
| 78 |  $GOOGL | Alphabet Inc. | $1.1M | 0.2% | +2% | 78.2 |
| 79 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.1M | 0.2% | -5% | 62.4 |
| 80 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.1M | 0.2% | +3% | — |
| 81 |  $NDAQ | NASDAQ, INC. | $1.1M | 0.2% | +5% | 76.7 |
| 82 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | +9% | — |
| 83 |  $KMB | KIMBERLY CLARK CORP | $1.1M | 0.2% | -6% | 58.7 |
| 84 |  $TY | TRI-CONTINENTAL Corp | $1.1M | 0.2% | -7% | — |
| 85 |  $KR | KROGER CO | $1.1M | 0.2% | +4% | 52.6 |
| 86 |  $INTC | INTEL CORP | $1.1M | 0.2% | -0% | 45.6 |
| 87 |  $GILD | GILEAD SCIENCES, INC. | $1.0M | 0.2% | -3% | 57.4 |
| 88 |  $UNP | UNION PACIFIC CORP | $1.0M | 0.2% | +0% | 69.7 |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.2% | -6% | 67.6 |
| 90 | — | ISHARES TR - RUS MID CAP ETF | $1.0M | 0.2% | +120% | — |
| 91 |  $PSX | Phillips 66 | $1.0M | 0.2% | +0% | 57.8 |
| 92 |  $CRWD | CrowdStrike Holdings, Inc. | $998,976 | 0.2% | +19% | 67.7 |
| 93 |  $TSLA | Tesla, Inc. | $945,929 | 0.2% | +68% | 53.9 |
| 94 |  $TXN | TEXAS INSTRUMENTS INC | $945,180 | 0.2% | -2% | 73.4 |
| 95 |  $MRVL | Marvell Technology, Inc. | $942,822 | 0.2% | +12% | 76.5 |
| 96 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $941,221 | 0.2% | +9% | 64.4 |
| 97 |  $FCX | FREEPORT-MCMORAN INC | $857,731 | 0.2% | +1% | 62 |
| 98 | — | PROSHARES TR - S&P 500 DV ARIST | $818,709 | 0.2% | +132% | — |
| 99 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $795,312 | 0.2% | +4% | — |
| 100 | — | ISHARES TR - U.S. FINLS ETF | $782,401 | 0.2% | +4% | — |
| 101 |  $MDT | Medtronic plc | $774,790 | 0.2% | -13% | 68.7 |
| 102 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $763,141 | 0.2% | +95% | — |
| 103 |  $PSA | Public Storage | $754,713 | 0.2% | +6% | 69.1 |
| 104 |  $ORCL | ORACLE CORP | $754,586 | 0.2% | +2% | 66.2 |
| 105 | $IVZ | Invesco Ltd. | $750,522 | 0.2% | +13% | — |
| 106 |  $STX | Seagate Technology Holdings plc | $723,750 | 0.1% | +0% | — |
| 107 |  $EW | Edwards Lifesciences Corp | $712,192 | 0.1% | +0% | 69.4 |
| 108 |  $NKE | NIKE, Inc. | $690,256 | 0.1% | -17% | 49.3 |
| 109 | — | EA SERIES TRUST - STRIVE 1000 GRWT | $647,595 | 0.1% | +3% | — |
| 110 |  $SOLS | Solstice Advanced Materials Inc. | $628,542 | 0.1% | -9% | 61.6 |
| 111 |  $AXP | AMERICAN EXPRESS CO | $606,144 | 0.1% | +0% | 69.4 |
| 112 |  $BEN | FRANKLIN TEMPLETON INC | $600,191 | 0.1% | -4% | 57.9 |
| 113 | — | ISHARES TR - CORE S&P500 ETF | $593,121 | 0.1% | -5% | — |
| 114 |  $DY | DYCOM INDUSTRIES INC | $589,012 | 0.1% | NEW | 56.3 |
| 115 |  $MDLZ | Mondelez International, Inc. | $584,068 | 0.1% | -2% | 56.4 |
| 116 |  $QCOM | QUALCOMM INC/DE | $582,759 | 0.1% | -1% | 70.5 |
| 117 |  $ETR | ENTERGY CORP /DE/ | $572,347 | 0.1% | -14% | 59.5 |
| 118 |  $TGT | TARGET CORP | $568,545 | 0.1% | -1% | 60.7 |
| 119 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $566,862 | 0.1% | +16% | 62.9 |
| 120 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $562,592 | 0.1% | -5% | — |
| 121 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $560,080 | 0.1% | +31% | — |
| 122 | — | ISHARES TR - CORE DIV GRWTH | $555,692 | 0.1% | -7% | — |
| 123 |  $AMD | ADVANCED MICRO DEVICES INC | $548,960 | 0.1% | NEW | 79.8 |
| 124 |  $BDX | BECTON DICKINSON & CO | $544,939 | 0.1% | +1% | 59 |
| 125 |  $ET | Energy Transfer LP | $524,369 | 0.1% | -13% | 64.4 |
| 126 |  $HWM | Howmet Aerospace Inc. | $519,975 | 0.1% | +0% | 73.9 |
| 127 |  $ACN | Accenture plc | $504,978 | 0.1% | +26% | — |
| 128 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $486,610 | 0.1% | +3% | — |
| 129 |  $ENB | ENBRIDGE INC | $484,204 | 0.1% | +6% | 66.7 |
| 130 |  $CSX | CSX CORP | $459,377 | 0.1% | +0% | 65.2 |
| 131 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $457,295 | 0.1% | +35% | 65.1 |
| 132 |  $SF | STIFEL FINANCIAL CORP | $448,412 | 0.1% | -1% | 67 |
| 133 |  $LMT | LOCKHEED MARTIN CORP | $447,306 | 0.1% | -1% | 65.6 |
| 134 |  $IBIT | iShares Bitcoin Trust ETF | $445,986 | 0.1% | +40% | — |
| 135 | — | BLACKROCK FLOATING RATE INCO - COM | $441,974 | 0.1% | -9% | — |
| 136 |  $ASML | ASML HOLDING NV | $433,698 | 0.1% | +3% | — |
| 137 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $427,696 | 0.1% | +3% | — |
| 138 |  $BA | BOEING CO | $426,229 | 0.1% | +0% | 61.6 |
| 139 | — | FLAHERTY & CRUMRIN PFD & INM - COM | $416,524 | 0.1% | +3% | — |
| 140 |  $C | CITIGROUP INC | $415,681 | 0.1% | -20% | 65 |
| 141 |  $ARCC | ARES CAPITAL CORP | $412,971 | 0.1% | -5% | — |
| 142 |  $PFH | PRUDENTIAL FINANCIAL INC | $405,169 | 0.1% | +23% | 58.7 |
| 143 |  $SPY | SPDR S&P 500 ETF TRUST | $398,028 | 0.1% | +31% | — |
| 144 |  $TROW | PRICE T ROWE GROUP INC | $384,308 | 0.1% | -0% | 69 |
| 145 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $384,033 | 0.1% | +10% | — |
| 146 | — | EA SERIES TRUST - STRI US ENER ETF | $372,999 | 0.1% | +1% | — |
| 147 |  $GLD | SPDR GOLD TRUST | $370,959 | 0.1% | -12% | — |
| 148 | $IVZ | Invesco Ltd. | $361,158 | 0.1% | +21% | — |
| 149 |  $L | LOEWS CORP | $359,102 | 0.1% | -3% | 65.1 |
| 150 |  $GE | GENERAL ELECTRIC CO | $347,250 | 0.1% | +2% | 73.8 |
New Positions (17)
$DY DYCOM INDUSTRIES INC$589,012$AMD ADVANCED MICRO DEVICES INC$548,960
$PLTR Palantir Technologies Inc.$298,792
$HOOD Robinhood Markets, Inc.$266,544
$SNOW Snowflake Inc.$225,487
$DELL Dell Technologies Inc.$225,222
$CARR CARRIER GLOBAL Corp$221,957
$SPG SIMON PROPERTY GROUP INC.$218,059
$FITB FIFTH THIRD BANCORP$214,488
$CAH CARDINAL HEALTH INC$213,804
$ADP AUTOMATIC DATA PROCESSING INC$206,706
$VNO VORNADO REALTY TRUST$201,216
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