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 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 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
Track This Portfolio

Track Whitener Capital Management, Inc. Portfolio

Follow Whitener Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitener Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whitener Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email