Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $350 Million
  • Q1 2025

Whitener Capital Management, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $350 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Jpmorgan Chase & CO with a value of $19.5M, Walmart Inc. with a value of $16.9M, Microsoft Corp with a value of $15.8M, and Amazon Com Inc with a value of $15M.

Examining the 13F form we can see an decrease of $3.7M in the current position value, from $354M to 350M.

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 $350 Million
Financial Services: $69.8 Million
Technology: $63.3 Million
Consumer Defensive: $42.7 Million
Industrials: $35.1 Million
Healthcare: $34.4 Million
Consumer Cyclical: $34.4 Million
ETFs: $25.9 Million
Communication Services: $22.3 Million
Other: $22.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$23.3 Million 6.66% of portfolio
105,102
Q1 2025 Reduced 2.45%
$776B
$19.5 Million 5.56% of portfolio
79,496
Q1 2025 Reduced 0.43%
$271B
$16.9 Million 4.81% of portfolio
192,174
Q1 2025 Reduced 1.51%
$3.44T
$15.8 Million 4.51% of portfolio
42,150
Q1 2025 Added 0.05%
$2.11T
$15 Million 4.27% of portfolio
78,607
Q1 2025 Reduced 0.15%
$1.03T
$15 Million 4.27% of portfolio
96,855
Q1 2025 Reduced 0.79%
$342B
$13.4 Million 3.81% of portfolio
123,377
Q1 2025 Added 5.07%
$597B
$11.5 Million 3.27% of portfolio
32,747
Q1 2025 Reduced 1.45%
$230B
$9.49 Million 2.71% of portfolio
30,375
Q1 2025 Added 5.2%
$152B
$9.3 Million 2.65% of portfolio
43,921
Q1 2025 Reduced 0.16%
$331B
$8.04 Million 2.29% of portfolio
38,376
Q1 2025 Added 0.29%
$180B
$6.98 Million 1.99% of portfolio
46,521
Q1 2025 Added 4.8%
$204B
$6.8 Million 1.94% of portfolio
12,449
Q1 2025 Added 1.08%
$656B
$6.28 Million 1.79% of portfolio
11,785
Q1 2025 Reduced 0.42%
$398B
$6 Million 1.71% of portfolio
35,227
Q1 2025 Added 0.88%
$90.3B
$5.58 Million 1.59% of portfolio
45,778
Q1 2025 Added 3.6%
$52B
$4.97 Million 1.42% of portfolio
120,708
Q1 2025 Reduced 2.17%
$0
$4.52 Million 1.29% of portfolio
210,159
Q1 2025 Reduced 7.98%
$377B
$4.22 Million 1.2% of portfolio
11,523
Q1 2025 Added 4.38%
$270B
$3.85 Million 1.1% of portfolio
23,032
Q1 2025 Added 6.78%
$36.6B
$3.86 Million 1.1% of portfolio
14,955
Q1 2025 Added 0.27%
$285B
$3.74 Million 1.07% of portfolio
7,132
Q1 2025 Added 21.21%
$182B
$3.66 Million 1.04% of portfolio
11,103
Q1 2025 Reduced 2.21%
$140B
$3.66 Million 1.04% of portfolio
15,701
Q1 2025 Added 15.06%
$193B
$3.5 Million 1.0% of portfolio
38,953
Q1 2025 Reduced 3.83%
$406B
$3.51 Million 1.0% of portfolio
21,148
Q1 2025 Added 5.96%
$153B
$3.42 Million 0.97% of portfolio
7,282
Q1 2025 Added 0.96%
$234B
$3.3 Million 0.94% of portfolio
24,870
Q1 2025 Reduced 2.16%
$196B
$3.01 Million 0.86% of portfolio
6,079
Q1 2025 Added 15.33%
$468B
$2.88 Million 0.82% of portfolio
3,040
Q1 2025 Added 5.19%
$1.46T
$2.72 Million 0.77% of portfolio
4,711
Q1 2025 Added 18.78%
$178B
$2.56 Million 0.73% of portfolio
22,670
Q1 2025 Reduced 0.65%
$311B
$2.49 Million 0.71% of portfolio
34,820
Q1 2025 Added 1.41%
$80.9B
$2.49 Million 0.71% of portfolio
16,970
Q1 2025 Reduced 0.22%
$70.3B
$2.42 Million 0.69% of portfolio
22,032
Q1 2025 Added 7.13%
$0
$2.37 Million 0.68% of portfolio
100,317
Q1 2025 Added 2.42%
$54.1B
$2.32 Million 0.66% of portfolio
39,310
Q1 2025 Reduced 0.43%
$202B
$2.32 Million 0.66% of portfolio
17,515
Q1 2025 Added 4.3%
$167B
$2.26 Million 0.65% of portfolio
4,450
Q4 2024 Reduced 1.11%
$154B
$2.13 Million 0.61% of portfolio
6,833
Q1 2025 Added 1.04%
$109B
$2.13 Million 0.61% of portfolio
35,502
Q1 2025 Added 1.37%
$77.6B
$2.07 Million 0.59% of portfolio
32,682
Q1 2025 Reduced 4.5%
$0
$2.02 Million 0.58% of portfolio
72,302
Q1 2025 Reduced 3.31%
$58.3B
$1.99 Million 0.57% of portfolio
11,688
Q1 2025 Added 2.01%
$132B
$1.84 Million 0.52% of portfolio
72,613
Q1 2025 Reduced 2.91%
$237B
$1.78 Million 0.51% of portfolio
7,140
Q1 2025 Reduced 2.57%
$492M
$1.75 Million 0.5% of portfolio
76,715
Q1 2025 Added 5.28%
$0
$1.66 Million 0.47% of portfolio
19,321
Q1 2025 Added 9.05%
$47.8B
$1.53 Million 0.44% of portfolio
10,765
Q1 2025 Reduced 2.84%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $350 Million
  • Prior Value $354 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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