Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $373 Million
  • Q2 2025

Whitener Capital Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $373 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $22.7M, Apple Inc. with a value of $20.9M, Microsoft Corp with a value of $20.5M, Nvidia Corp with a value of $19.4M, and Walmart Inc. with a value of $18.5M.

Examining the 13F form we can see an increase of $22.5M in the current position value, from $350M to 373M.

Whitener Capital Management, Inc. is based out at Rocky Mount, NC

Below you can find more details about Whitener Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $373 Million
Financial Services: $76.2 Million
Technology: $74 Million
Consumer Defensive: $43.3 Million
Industrials: $39.4 Million
Consumer Cyclical: $36 Million
Healthcare: $28.8 Million
ETFs: $28.7 Million
Communication Services: $25.8 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$850B
$22.7 Million 6.09% of portfolio
78,335
Q2 2025 Reduced 1.46%
$3.38T
$20.9 Million 5.61% of portfolio
101,951
Q2 2025 Reduced 3.0%
$3.81T
$20.5 Million 5.5% of portfolio
41,235
Q2 2025 Reduced 2.17%
$431B
$19.4 Million 5.2% of portfolio
122,678
Q2 2025 Reduced 0.57%
$258B
$18.5 Million 4.97% of portfolio
189,605
Q2 2025 Reduced 1.34%
$2.28T
$17 Million 4.57% of portfolio
77,679
Q2 2025 Reduced 1.18%
$1.07T
$16.8 Million 4.5% of portfolio
95,176
Q2 2025 Reduced 1.73%
$572B
$11.6 Million 3.1% of portfolio
32,574
Q2 2025 Reduced 0.53%
$160B
$10.1 Million 2.71% of portfolio
43,359
Q2 2025 Reduced 1.28%
$221B
$8.96 Million 2.4% of portfolio
30,683
Q2 2025 Added 1.01%
$241B
$8.62 Million 2.31% of portfolio
12,174
Q2 2025 Reduced 2.21%
$338B
$7.22 Million 1.93% of portfolio
38,871
Q2 2025 Added 1.29%
$200B
$6.02 Million 1.61% of portfolio
45,572
Q2 2025 Reduced 2.04%
$631B
$5.73 Million 1.54% of portfolio
11,796
Q2 2025 Added 0.09%
$369B
$5.7 Million 1.53% of portfolio
35,770
Q2 2025 Added 1.54%
$90.4B
$5.55 Million 1.49% of portfolio
47,015
Q2 2025 Added 2.7%
$41.2B
$4.95 Million 1.33% of portfolio
14,895
Q2 2025 Reduced 0.4%
$465B
$4.82 Million 1.29% of portfolio
44,727
Q2 2025 Added 6.75%
$0
$4.75 Million 1.27% of portfolio
199,316
Q2 2025 Reduced 5.16%
$221B
$4.37 Million 1.17% of portfolio
11,260
Q2 2025 Added 1.41%
$368B
$4.38 Million 1.17% of portfolio
11,936
Q2 2025 Added 3.58%
$136B
$3.93 Million 1.05% of portfolio
17,714
Q2 2025 Added 12.82%
$1.62T
$3.73 Million 1.0% of portfolio
5,047
Q2 2025 Added 7.13%
$151B
$3.69 Million 0.99% of portfolio
7,263
Q2 2025 Reduced 0.26%
$211B
$3.51 Million 0.94% of portfolio
25,818
Q2 2025 Added 3.81%
$426B
$3.41 Million 0.91% of portfolio
22,304
Q2 2025 Added 5.47%
$296B
$3.32 Million 0.89% of portfolio
23,166
Q2 2025 Added 0.58%
$182B
$3.32 Million 0.89% of portfolio
6,118
Q2 2025 Added 0.64%
$207B
$3.13 Million 0.84% of portfolio
39,587
Q2 2025 Added 1.63%
$422B
$3 Million 0.8% of portfolio
3,030
Q2 2025 Reduced 0.33%
$85.4B
$2.93 Million 0.78% of portfolio
21,948
Q2 2025 Reduced 0.38%
$185B
$2.87 Million 0.77% of portfolio
21,852
Q2 2025 Reduced 3.61%
$223B
$2.57 Million 0.69% of portfolio
17,613
Q2 2025 Added 0.56%
$87.9B
$2.58 Million 0.69% of portfolio
16,927
Q2 2025 Reduced 0.25%
$305B
$2.49 Million 0.67% of portfolio
35,124
Q2 2025 Added 0.87%
$0
$2.5 Million 0.67% of portfolio
101,947
Q2 2025 Added 1.62%
$171B
$2.37 Million 0.64% of portfolio
4,502
Q2 2025 Added 1.17%
$58.7B
$2.37 Million 0.63% of portfolio
11,559
Q2 2025 Reduced 1.1%
$53.4B
$2.35 Million 0.63% of portfolio
37,607
Q2 2025 Reduced 4.33%
$104B
$2.11 Million 0.56% of portfolio
35,943
Q2 2025 Added 1.24%
$567B
$1.98 Million 0.53% of portfolio
1,476
Q2 2025 Reduced 1.6%
$253B
$1.97 Million 0.53% of portfolio
6,681
Q2 2025 Reduced 6.43%
$101B
$1.95 Million 0.52% of portfolio
3,828
Q2 2025 Reduced 1.85%
$0
$1.85 Million 0.5% of portfolio
69,949
Q2 2025 Reduced 3.25%
$138B
$1.82 Million 0.49% of portfolio
75,089
Q2 2025 Added 3.41%
$0
$1.75 Million 0.47% of portfolio
19,914
Q2 2025 Added 3.07%
$91.9B
$1.71 Million 0.46% of portfolio
24,006
Q2 2025 Reduced 26.55%
$62.5B
$1.67 Million 0.45% of portfolio
6,542
Q2 2025 Reduced 0.46%
$533M
$1.63 Million 0.44% of portfolio
76,502
Q2 2025 Reduced 0.28%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $373 Million
  • Prior Value $350 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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