WHITENER CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio
CIK 825217 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$438.4M
Long-equity book
Holdings
174
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+10 / −5 / ↑72 / ↓49
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WALMART INC$2.4M +11.5%
- EXXON MOBIL CORP$2.3M +40.5%
- DUKE ENERGY CORP NEW$1.9M +30.7%
- CATERPILLAR INC$1.9M +28.3%
- CHEVRON CORPORATION$1.3M +37.3%
Top Trims
- MICROSOFT CORP-$4.6M -23.1%
- APPLE INC-$4.3M -15.7%
- ALPHABET INC-$2.5M -8.4%
- JPMORGAN CHASE & CO-$2.4M -9.8%
- AMAZON COM INC-$1.7M -9.4%
New Positions
- SOLSTICE ADVANCED MATLS INC$592.3K
- FORD MTR CO$563.6K
- ISHARES TR$405.6K
- DIMENSIONAL ETF TRUST$361.4K
- J P MORGAN EXCHANGE TRADED F$310.1K
Exited Positions
- AUTOMATIC DATA PROCESSING IN$237.4K
- SELECT SECTOR SPDR TR$222.4K
- SNOWFLAKE INC$208.4K
- ADVANCED MICRO DEVICES INC$200.5K
- BLACKROCK INC$200.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $27.2M | 6.20% | 94,530 | SH |
| 2 | WALMART INC | WMT | 931142103 | $23.1M | 5.28% | 186,214 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $23.1M | 5.26% | 90,854 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $22.6M | 5.16% | 76,870 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $22.1M | 5.04% | 126,623 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $16.0M | 3.66% | 77,063 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $15.3M | 3.49% | 41,279 | SH |
| 8 | MCDONALDS CORP | MCD | 580135101 | $10.2M | 2.33% | 32,818 | SH |
| 9 | HONEYWELL INTL INC | HON | 438516106 | $10.2M | 2.32% | 44,972 | SH |
| 10 | VISA INC | V | 92826C839 | $10.0M | 2.28% | 33,030 | SH |
| 11 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.8M | 2.23% | 11,580 | SH |
| 12 | ABBVIE INC | ABBV | 00287Y109 | $9.1M | 2.08% | 41,888 | SH |
| 13 | CATERPILLAR INC | CAT | 149123101 | $8.4M | 1.92% | 11,878 | SH |
| 14 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $8.1M | 1.86% | 62,160 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $7.9M | 1.80% | 46,508 | SH |
| 16 | PEPSICO INC | PEP | 713448108 | $7.7M | 1.75% | 49,376 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.4M | 1.47% | 26,375 | SH |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.2M | 1.42% | 12,971 | SH |
| 19 | PROCTER & GAMBLE CO | PG | 742718109 | $5.6M | 1.28% | 38,788 | SH |
| 20 | TRUIST FINL CORP | TFC | 89832Q109 | $5.5M | 1.26% | 120,615 | SH |
| 21 | MERCK & CO INC | MRK | 58933Y105 | $5.3M | 1.22% | 44,379 | SH |
| 22 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $5.1M | 1.17% | 14,308 | SH |
| 23 | CHEVRON CORPORATION | CVX | 166764100 | $4.9M | 1.11% | 23,612 | SH |
| 24 | LOWES COS INC | LOW | 548661107 | $4.8M | 1.10% | 20,377 | SH |
| 25 | DEERE & CO | DE | 244199105 | $4.6M | 1.06% | 8,211 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $4.5M | 1.03% | 179,198 | SH |
| 27 | HOME DEPOT INC | HD | 437076102 | $4.3M | 0.98% | 13,106 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.7M | 0.85% | 3,731 | SH |
| 29 | RTX CORPORATION | RTX | 75513E101 | $3.6M | 0.82% | 18,682 | SH |
| 30 | ROYAL BK CDA | RY | 780087102 | $3.4M | 0.78% | 21,165 | SH |
| 31 | ISHARES GOLD TR | IAU | 464285204 | $3.3M | 0.76% | 37,624 | SH |
| 32 | EMERSON ELEC CO | EMR | 291011104 | $3.1M | 0.72% | 23,952 | SH |
| 33 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $2.9M | 0.67% | 105,806 | SH |
| 34 | COCA COLA CO | KO | 191216100 | $2.9M | 0.67% | 38,470 | SH |
| 35 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.9M | 0.66% | 6,254 | SH |
| 36 | ABBOTT LABORATORIES | ABT | 002824100 | $2.9M | 0.65% | 27,805 | SH |
| 37 | CUMMINS INC | CMI | 231021106 | $2.8M | 0.64% | 5,199 | SH |
| 38 | 3M CO | MMM | 88579Y101 | $2.8M | 0.63% | 19,092 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $2.7M | 0.62% | 4,749 | SH |
| 40 | INVESCO EXCH TRD SLF IDX FD | BSCS | 46138J643 | $2.7M | 0.60% | 129,857 | SH |
| 41 | BARRICK MNG CORP | B | 06849F108 | $2.6M | 0.60% | 64,371 | SH |
| 42 | ALTRIA GROUP INC | MO | 02209S103 | $2.6M | 0.58% | 38,732 | SH |
| 43 | ADAM NAT RES FD INC | PEO | 00548F105 | $2.5M | 0.57% | 89,504 | SH |
| 44 | PFIZER INC | PFE | 717081103 | $2.4M | 0.56% | 87,102 | SH |
| 45 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $2.2M | 0.50% | 43,775 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.1M | 0.48% | 68,237 | SH |
| 47 | LINDE PLC | LIN | G54950103 | $2.0M | 0.46% | 4,084 | SH |
| 48 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.0M | 0.46% | 21,269 | SH |
| 49 | AMGEN INC | AMGN | 031162100 | $2.0M | 0.46% | 5,677 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $2.0M | 0.45% | 67,988 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $438.4M | 174 | 0000825217-26-000002 |
| 2025-12-31 | 2026-01-23 | $439.4M | 169 | 0000825217-26-000001 |