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
$278B
$1.65 Million 0.44% of portfolio
9,083
Q2 2025 Reduced 1.86%
$49.1B
$1.64 Million 0.44% of portfolio
5,017
Q2 2025 Added 5.0%
$169B
$1.66 Million 0.44% of portfolio
18,145
Q2 2025 Added 1.89%
$34.5B
$1.62 Million 0.43% of portfolio
2,950
Q2 2025 Added 2.97%
$160B
$1.62 Million 0.43% of portfolio
5,798
Q2 2025 Reduced 15.15%
$172B
$1.52 Million 0.41% of portfolio
35,029
Q2 2025 Added 5.52%
$0
$1.41 Million 0.38% of portfolio
48,433
Q2 2025 Added 16.44%
$43.2B
$1.33 Million 0.36% of portfolio
10,338
Q2 2025 Reduced 3.97%
$530B
$1.34 Million 0.36% of portfolio
2,387
Q2 2025 Added 0.29%
$83.7B
$1.29 Million 0.35% of portfolio
6,070
Q2 2025 Reduced 0.07%
$0
$1.3 Million 0.35% of portfolio
47,056
Q2 2025 Added 6.22%
$51.7B
$1.28 Million 0.34% of portfolio
17,782
Q2 2025 Added 6.49%
$0
$1.25 Million 0.33% of portfolio
60,951
Q2 2025 Added 45.11%
$0
$1.18 Million 0.32% of portfolio
38,345
Q2 2025 Added 25.74%
$0
$1.15 Million 0.31% of portfolio
11,508
Q2 2025 Reduced 3.74%
$724B
$1.15 Million 0.31% of portfolio
1,474
Q2 2025 Reduced 0.47%
$44.2B
$1.11 Million 0.3% of portfolio
12,436
Q2 2025 Added 1.85%
$0
$1.07 Million 0.29% of portfolio
4,227
Q2 2025 Added 4.11%
$79.1B
$1.08 Million 0.29% of portfolio
11,880
Q2 2025 Reduced 4.5%
$82.4B
$1.06 Million 0.29% of portfolio
3,648
Q2 2025 Added 2.47%
$0
$1.07 Million 0.29% of portfolio
33,735
Q2 2025 Reduced 7.7%
$671B
$1.07 Million 0.29% of portfolio
4,874
Q2 2025 Added 0.12%
$68B
$1.04 Million 0.28% of portfolio
33,694
Q2 2025 Reduced 3.35%
$31.7B
$988,000 0.26% of portfolio
505
Q2 2025 Added 2.02%
$166B
$935,000 0.25% of portfolio
5,108
Q2 2025 Added 0.67%
$136B
$938,000 0.25% of portfolio
8,463
Q2 2025 Reduced 0.63%
$280B
$905,000 0.24% of portfolio
13,055
Q2 2025 Reduced 1.14%
$377B
$858,000 0.23% of portfolio
18,135
Q1 2025 Added 4.25%
$48B
$836,000 0.22% of portfolio
14,805
Q2 2025 Reduced 0.44%
$140B
$729,000 0.2% of portfolio
3,170
Q2 2025 Added 0.89%
$116B
$764,000 0.2% of portfolio
2,774
Q2 2025 Added 25.07%
$47.1B
$731,000 0.2% of portfolio
9,348
Q2 2025 Reduced 1.32%
$95.7B
$702,000 0.19% of portfolio
10,424
Q2 2025 Reduced 1.61%
$0
$691,000 0.19% of portfolio
17,272
Q2 2025 Added 9.7%
$0
$718,000 0.19% of portfolio
47,758
Q2 2025 Added 3.43%
$60.2B
$660,000 0.18% of portfolio
5,534
Q2 2025 Added 3.48%
$54.1B
$678,000 0.18% of portfolio
37,425
Q2 2025 Added 6.56%
$0
$667,000 0.18% of portfolio
5,513
Q2 2025 Added 11.49%
$50.8B
$638,000 0.17% of portfolio
2,545
Q2 2025 Added 9.46%
$177B
$647,000 0.17% of portfolio
3,326
Q2 2025 Reduced 18.06%
$51.6B
$615,000 0.16% of portfolio
3,575
Q2 2025 Reduced 0.69%
$178B
$606,000 0.16% of portfolio
2,029
Q2 2025 Added 23.57%
$0
$590,000 0.16% of portfolio
2,718
Q2 2025 Added 7.86%
$236B
$588,000 0.16% of portfolio
1,845
Q1 2025 Reduced 4.9%
$0
$585,000 0.16% of portfolio
1,062
Q2 2025 Added 48.32%
$0
$590,000 0.16% of portfolio
30,044
Q2 2025 Added 7.89%
$1.12T
$554,000 0.15% of portfolio
3,127
Q2 2025 Added 0.87%
$0
$550,000 0.15% of portfolio
25,048
Q2 2025 Reduced 10.84%
$63.5B
$522,000 0.14% of portfolio
12,060
Q2 2025 Added 6.76%

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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