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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.07 Million 0.29% of portfolio
33,735
Q2 2025 Reduced 7.7%
$0
$718,000 0.19% of portfolio
47,758
Q2 2025 Added 3.43%
$0
$550,000 0.15% of portfolio
25,048
Q2 2025 Reduced 10.84%
$0
$498,000 0.13% of portfolio
37,949
Q2 2025 Added 2.71%
$0
$387,000 0.1% of portfolio
23,785
Q2 2025 Added 8.91%
$0
$214,000 0.06% of portfolio
16,512
Q2 2025 Reduced 0.11%
$0
$181,000 0.05% of portfolio
37,147
Q2 2025 Reduced 3.91%

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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