Whitener Capital Management, Inc. Portfolio Holdings

Whitener Capital Management, Inc.

  • $412 Million
  • Q3 2025

Whitener Capital Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $412 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.3M, Jpmorgan Chase & CO with a value of $24.6M, Alphabet Inc. with a value of $23.6M, Nvidia Corp with a value of $23.6M, and Microsoft Corp with a value of $21.4M.

Examining the 13F form we can see an increase of $39.2M in the current position value, from $373M to 412M.

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 $412 Million
Technology: $85.4 Million
Financial Services: $80.6 Million
Consumer Defensive: $44.9 Million
Industrials: $41.7 Million
Consumer Cyclical: $38.8 Million
ETFs: $32.9 Million
Healthcare: $32.8 Million
Communication Services: $32.7 Million
Other: $22.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $412 Million
  • Prior Value $373 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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