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Whitener Capital Management, Inc. — 13F Holdings & Portfolio

CIK 825217 · latest 13F-HR filed 2026-10-15

Backtest portfolio

Whitener Capital Management, Inc. manages $501.1M in 13F-reported U.S. long-equity assets across 187 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are GOOGL (6.38%), NVDA (5.96%), AAPL (5.44%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 8; 59 existing positions rose in reported value and 63 fell.

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
$501.1M

Long-equity book

Holdings
187

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+11 / −8 / ↑59 / ↓63

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
GOOGL6.4% · -1%NVDA6.0% · +0%AAPL5.4% · -9%JPM5.0% · -1%MSFT4.5% · +0%WMT3.9% · +0%AMZN3.8% · +0%V2.4% · -0%ABBV2.2% · +0%GS1.9% · -4%CAT1.9% · +2%MCD1.6% · +3%XOM1.6% · newDUK1.5% · +2%MRK1.5% · +11%JNJ1.4% · +1%BRK.B1.4% · +1%PEP1.3% · +4%PG1.2% · +4%ROK1.2% · -2%DE1.1% · +2%CRWD1.1% · +304%TFC1.1% · -1%SCHB1.0% · -2%HON1.0% · newCVX1.0% · +3%PANW0.9% · -6%LOW0.9% · +12%EMR0.8% · +4%RY0.8% · -2%HD0.8% · -1%LLY0.7% · +9%META0.7% · +1%RTX0.7% · +3%FNDX0.7% · +9%KO0.7% · +6%HONA0.7% · newCOST0.7% · -1%MMM0.7% · +0%BSCS0.6% · +8%SCHG0.6% · +3%IAU0.6% · +0%MO0.5% · +3%SCHW0.5% · +8%PEO0.5% · +2%ABT0.5% · +1%BSCU0.5% · +44%B0.5% · -3%MU0.5% · -14%PFE0.5% · +1%AMGN0.5% · -1%AMAT0.5% · -12%ISRG0.4% · -10%XLB0.4% · +4%SCHD0.4% · +0%PFF0.4% · +6%JPIE0.4% · +38%VZ0.4% · +2%CMI0.4% · -19%LIN0.4% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 41.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 24, 2026.

Assets Under Management
$598.5M
Discretionary
$566.3M
Employees
9
Accounts
1,628
Address
3993 SUNSET AVENUE
ROCKY MOUNT, NC 27804
Phone
(252) 972-8909
Website
Mailing Address
P.O. BOX 7743, ROCKY MOUNT, NC, 27804
Name Title / Status Ownership Type
SANFORD, RICHARD, LEE ControlCHIEF COMPLIANCE OFFICER/CHAIRMAN/PRESIDENT
since Dec 2009
75% or moreIndividual
BURWELL, WALTER, BRODIESECRETARY
since Jul 1989
Less than 5%Individual
HILL, ANGELA, RHODESVICE PRESIDENT
since Feb 2004
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Nov 17, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2020 filing
  • ChangedSANFORD, RICHARD, LEE · title CHIEF COMPLIANCE OFFICER/CHAIRMAN → CHIEF COMPLIANCE OFFICER/CHAIRMAN/PRESIDENT
Jun 3, 2019 filing
  • No longer listedDANIELS, LINDA, COLLIER · SENIOR VICE PRESIDENT · Less than 5% · listed since Oct 1992
Mar 29, 2012 filing
  • No longer listedALLEN, RICHARD, ROBINSON · DIRECTOR · Less than 5% · listed since Sep 1987
  • No longer listedWHITENER, CAROLYN, LOGAN · SHAREHOLDER · 25–50% · control person · listed since Nov 2010
  • ChangedSANFORD, RICHARD, LEE · ownership 50–75% → 75% or more
Nov 17, 2011 filing (earliest on record)
  • ListedALLEN, RICHARD, ROBINSON · DIRECTOR · Less than 5%
  • ListedBURWELL, WALTER, BRODIE · SECRETARY · Less than 5%
  • ListedDANIELS, LINDA, COLLIER · SENIOR VICE PRESIDENT · Less than 5%
  • ListedHILL, ANGELA, RHODES · VICE PRESIDENT · Less than 5%
  • ListedSANFORD, RICHARD, LEE · CHIEF COMPLIANCE OFFICER/CHAIRMAN · 50–75% · control person
  • ListedWHITENER, CAROLYN, LOGAN · SHAREHOLDER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Whitener Capital Management, Inc. Holdings (2026-09-30)

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 $32.0M 6.38% 92,960 SH
2 NVIDIA CORPORATION NVDA 67066G104 $29.9M 5.96% 130,768 SH
3 APPLE INC AAPL 037833100 $27.3M 5.44% 81,905 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $25.3M 5.04% 76,394 SH
5 MICROSOFT CORP MSFT 594918104 $22.7M 4.54% 44,306 SH
6 WALMART INC WMT 931142103 $19.3M 3.86% 186,057 SH
7 AMAZON COM INC AMZN 023135106 $19.2M 3.83% 76,936 SH
8 VISA INC V 92826C839 $12.0M 2.40% 33,404 SH
9 ABBVIE INC ABBV 00287Y109 $11.0M 2.19% 42,029 SH
10 GOLDMAN SACHS GROUP INC GS 38141G104 $9.6M 1.91% 10,650 SH
11 CATERPILLAR INC CAT 149123101 $9.5M 1.90% 11,758 SH
12 MCDONALDS CORP MCD 580135101 $8.0M 1.59% 34,460 SH
13 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $7.8M 1.56% 47,907 SH
14 DUKE ENERGY CORP NEW DUK 26441C204 $7.6M 1.52% 66,711 SH
15 MERCK & CO INC MRK 58933Y105 $7.3M 1.46% 50,378 SH
16 JOHNSON & JOHNSON JNJ 478160104 $7.0M 1.39% 26,385 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.8M 1.36% 13,680 SH
18 PEPSICO INC PEP 713448108 $6.6M 1.31% 51,882 SH
19 PROCTER & GAMBLE CO PG 742718109 $6.0M 1.19% 40,997 SH
20 ROCKWELL AUTOMATION INC ROK 773903109 $5.9M 1.18% 13,586 SH
21 DEERE & CO DE 244199105 $5.6M 1.13% 8,412 SH
22 CROWDSTRIKE HLDGS INC CRWD 22788C105 $5.6M 1.12% 21,148 SH
23 TRUIST FINL CORP TFC 89832Q109 $5.3M 1.05% 113,820 SH
24 SCHWAB STRATEGIC TR SCHB 808524102 $5.0M 1.00% 171,228 SH
25 HONEYWELL INTL INC HON 438516205 $4.9M 0.98% 23,393 SH
26 CHEVRON CORPORATION CVX 166764100 $4.8M 0.95% 23,426 SH
27 PALO ALTO NETWORKS INC PANW 697435105 $4.6M 0.92% 11,557 SH
28 LOWES COS INC LOW 548661107 $4.4M 0.88% 23,979 SH
29 EMERSON ELEC CO EMR 291011104 $4.1M 0.81% 26,303 SH
30 ROYAL BK CDA RY 780087102 $4.0M 0.80% 20,409 SH
31 HOME DEPOT INC HD 437076102 $3.8M 0.77% 13,497 SH
32 ELI LILLY & CO LLY 532457108 $3.7M 0.75% 3,235 SH
33 META PLATFORMS INC META 30303M102 $3.6M 0.73% 5,022 SH
34 RTX CORPORATION RTX 75513E101 $3.6M 0.72% 19,532 SH
35 SCHWAB STRATEGIC TR FNDX 808524771 $3.5M 0.71% 112,391 SH
36 COCA COLA CO KO 191216100 $3.5M 0.71% 41,079 SH
37 HONEYWELL AEROSPACE INC HONA 43849R105 $3.5M 0.69% 22,306 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.4M 0.67% 3,704 SH
39 3M CO MMM 88579Y101 $3.4M 0.67% 20,446 SH
40 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $3.2M 0.64% 160,071 SH
41 SCHWAB STRATEGIC TR SCHG 808524300 $3.0M 0.60% 83,332 SH
42 ISHARES GOLD TR IAU 464285204 $2.9M 0.58% 37,263 SH
43 ALTRIA GROUP INC MO 02209S103 $2.7M 0.55% 40,693 SH
44 CHARLES SCHWAB CORP (THE) SCHW 808513105 $2.6M 0.52% 26,860 SH
45 ADAM NAT RES FD INC PEO 00548F105 $2.5M 0.51% 92,542 SH
46 ABBOTT LABORATORIES ABT 002824100 $2.5M 0.50% 25,539 SH
47 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $2.5M 0.50% 156,031 SH
48 BARRICK MNG CORP B 06849F108 $2.5M 0.50% 61,237 SH
49 MICRON TECHNOLOGY INC MU 595112103 $2.4M 0.48% 2,255 SH
50 PFIZER INC PFE 717081103 $2.4M 0.48% 83,474 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $501.1M 187 0000825217-26-000005
2026-06-30 2026-07-10 $472.1M 184 0000825217-26-000003
2026-03-31 2026-04-16 $438.4M 174 0000825217-26-000002
2025-12-31 2026-01-23 $439.4M 169 0000825217-26-000001
Filer Information
Address
3993 SUNSET AVENUE
ROCKY MOUNT, NC 27804
Phone
(252) 972-8909
Filing Manager
Whitener Capital Management, Inc.
Rocky Mount, NC
Signatory
Rick Sanford
President