Whitener Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Whitener Capital Management, Inc. held in its portfolio 168 assets valued at $439,437,656 (i.e. $439.44M).
The most valuable assets in the portfolio included: ALPHABET INC ($29.68M), APPLE INC ($27.34M), and JPMORGAN CHASE & CO. ($25.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 168 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Whitener Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 94829 | 29681477 | CAP STK CL A |
| APPLE INC | 100553 | 27336340 | COM |
| JPMORGAN CHASE & CO. | 77765 | 25057505 | COM |
| NVIDIA CORPORATION | 124141 | 23152326 | COM |
| WALMART INC | 186220 | 20746770 | COM |
| MICROSOFT CORP | 41072 | 19863268 | COM |
| AMAZON COM INC | 76758 | 17717282 | COM |
| VISA INC | 32876 | 11530149 | COM CL A |
| GOLDMAN SACHS GROUP INC | 11721 | 10302759 | COM |
| MCDONALDS CORP | 32607 | 9965677 | COM |
| ABBVIE INC | 40532 | 9261357 | COM |
| HONEYWELL INTL INC | 45636 | 8903215 | COM |
| PEPSICO INC | 49458 | 7098212 | COM |
| CATERPILLAR INC | 11450 | 6559637 | COM |
| BERKSHIRE HATHAWAY INC DEL | 12830 | 6449000 | CL B NEW |
| DUKE ENERGY CORP NEW | 53111 | 6225140 | COM NEW |
| TRUIST FINL CORP | 120956 | 5952245 | COM |
| ROCKWELL AUTOMATION INC | 14870 | 5785471 | COM |
| PROCTER AND GAMBLE CO | 39317 | 5634549 | COM |
| EXXON MOBIL CORP | 46677 | 5617110 | COM |
| JOHNSON & JOHNSON | 26517 | 5487693 | COM |
| SCHWAB STRATEGIC TR | 193250 | 5068948 | US BRD MKT ETF |
| LOWES COS INC | 20245 | 4882286 | COM |
| MERCK & CO INC | 44551 | 4689438 | COM |
| HOME DEPOT INC | 12862 | 4425814 | COM |
| DEERE & CO | 8219 | 3826520 | COM |
| ROYAL BK CDA | 21245 | 3622060 | COM |
| INTUITIVE SURGICAL INC | 6349 | 3595820 | COM NEW |
| CHEVRON CORP NEW | 23351 | 3558977 | COM |
| ABBOTT LABS | 28311 | 3547144 | COM |
| RTX CORPORATION | 18835 | 3454339 | COM |
| EMERSON ELEC CO | 24351 | 3231959 | COM |
| META PLATFORMS INC | 4823 | 3183614 | CL A |
| COSTCO WHSL CORP NEW | 3561 | 3070793 | COM |
| ISHARES GOLD TR | 37633 | 3054671 | ISHARES NEW |
| BARRICK MNG CORP | 64379 | 2803705 | COM SHS |
| SCHWAB STRATEGIC TR | 101301 | 2756423 | FUNDAMENTAL US L |
| 3M CO | 17047 | 2729225 | COM |
| COCA COLA CO | 37876 | 2647911 | COM |
| CUMMINS INC | 5160 | 2633922 | COM |
| S&P GLOBAL INC | 4613 | 2410708 | COM |
| INVESCO EXCH TRD SLF IDX FD | 114383 | 2356290 | INVSCO BLSH 28 |
| ALTRIA GROUP INC | 38384 | 2213269 | COM |
| PALO ALTO NETWORKS INC | 11784 | 2170613 | COM |
| PFIZER INC | 83850 | 2087876 | COM |
| SCHWAB STRATEGIC TR | 61572 | 2008479 | US LCAP GR ETF |
| SCHWAB CHARLES CORP | 19923 | 1990507 | COM |
| SELECT SECTOR SPDR TR | 42547 | 1929506 | STATE STREET MAT |
| INTERNATIONAL BUSINESS MACHS | 6490 | 1922403 | COM |
| ADAM NAT RES FD INC | 87546 | 1903257 | COM |
| AMGEN INC | 5797 | 1897416 | COM |
| SCHWAB STRATEGIC TR | 67302 | 1846094 | US DIVIDEND EQ |
| MARTIN MARIETTA MATLS INC | 2960 | 1843074 | COM |
| NORFOLK SOUTHN CORP | 6217 | 1794991 | COM |
| LINDE PLC | 4085 | 1741803 | SHS |
| VERIZON COMMUNICATIONS INC | 38848 | 1582279 | COM |
| CROWDSTRIKE HLDGS INC | 3358 | 1574096 | CL A |
| ELI LILLY & CO | 1458 | 1566883 | COM |
| FIRST CTZNS BANCSHARES INC D | 714 | 1532373 | CL A |
| ISHARES TR | 48848 | 1512336 | PFD AND INCM SEC |
| PHILIP MORRIS INTL INC | 9038 | 1449695 | COM |
| CAPITAL ONE FINL CORP | 5889 | 1427258 | COM |
| NETFLIX INC | 15145 | 1419995 | COM |
| NIKE INC | 22285 | 1419777 | CL B |
| SELECT SECTOR SPDR TR | 9861 | 1419688 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 47051 | 1393180 | US LCAP VA ETF |
| APPLIED MATLS INC | 5389 | 1384992 | COM |
| MASTERCARD INCORPORATED | 2385 | 1361549 | CL A |
| BANK NEW YORK MELLON CORP | 11060 | 1283955 | COM |
| NASDAQ INC | 13146 | 1276871 | COM |
| GENERAL DYNAMICS CORP | 3748 | 1261802 | COM |
| ISHARES TR | 11738 | 1210540 | US CONSUM DISCRE |
| KROGER CO | 19332 | 1207863 | COM |
| MEDTRONIC PLC | 11694 | 1123326 | SHS |
| BROADCOM INC | 3207 | 1110116 | COM |
| TRI CONTL CORP | 33752 | 1102341 | COM |
| GILEAD SCIENCES INC | 8879 | 1089907 | COM |
| ENTERPRISE PRODS PARTNERS L | 33879 | 1086187 | COM |
| BANK AMERICA CORP | 19385 | 1066175 | COM |
| KIMBERLY-CLARK CORP | 10365 | 1045725 | COM |
| CISCO SYS INC | 13108 | 1009728 | COM |
| SELECT SECTOR SPDR TR | 9904 | 996938 | STATE STREET CON |
| ALPHABET INC | 3155 | 990039 | CAP STK CL C |
| MICRON TECHNOLOGY INC | 3263 | 931293 | COM |
| DOMINION ENERGY INC | 15505 | 908438 | COM |
| SCHWAB STRATEGIC TR | 19033 | 860482 | FUNDAMENTAL INTL |
| L3HARRIS TECHNOLOGIES INC | 2921 | 857518 | COM |
| UNION PAC CORP | 3680 | 851258 | COM |
| UNITEDHEALTH GROUP INC | 2529 | 834848 | COM |
| ROYCE SMALL CAP TRUST INC | 51167 | 823789 | COM |
| ORACLE CORP | 4124 | 803809 | COM |
| INVESCO EXCH TRD SLF IDX FD | 40549 | 800437 | BULSHS 2027 CB |
| ISHARES TR | 6195 | 798721 | U.S. FINLS ETF |
| PHILLIPS 66 | 5844 | 754110 | COM |
| ACCENTURE PLC IRELAND | 2732 | 732996 | SHS CLASS A |
| EDWARDS LIFESCIENCES CORP | 8348 | 711667 | COM |
| BECTON DICKINSON & CO | 3575 | 693800 | COM |
| AMERICAN EXPRESS CO | 1820 | 673309 | COM |
| FREEPORT-MCMORAN INC | 12930 | 656728 | CL B |
| ISHARES TR | 896 | 614013 | CORE S&P500 ETF |
| KLA CORP | 500 | 607540 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 31868 | 600234 | BULETSHS 2029 |
| INVESCO QQQ TR | 977 | 600181 | UNIT SER 1 |
| TEXAS INSTRS INC | 3296 | 571823 | COM |
| NORTHROP GRUMMAN CORP | 997 | 568499 | COM |
| MONDELEZ INTL INC | 10472 | 563708 | CL A |
| QUALCOMM INC | 3230 | 552599 | COM |
| PUBLIC STORAGE OPER CO | 2123 | 550919 | COM |
| ISHARES TR | 7912 | 549251 | CORE DIV GRWTH |
| PROSHARES TR | 5277 | 549235 | S&P 500 DV ARIST |
| STIFEL FINL CORP | 4375 | 547838 | COM |
| ENTERGY CORP NEW | 5863 | 541917 | COM |
| INVESCO EXCH TRD SLF IDX FD | 27217 | 532773 | BULSHS 2026 CB |
| ENERGY TRANSFER L P | 31425 | 518201 | COM UT LTD PTN |
| EA SERIES TRUST | 10126 | 515310 | STRIVE 1000 GRWT |
| TESLA INC | 1103 | 496041 | COM |
| ARES CAPITAL CORP | 23711 | 479675 | COM |
| TARGET CORP | 4903 | 479268 | COM |
| BLACKROCK FLOATING RATE INCO | 40593 | 478186 | COM |
| SELECT SECTOR SPDR TR | 3065 | 474462 | STATE STREET HEA |
| SPDR GOLD TR | 1157 | 458531 | GOLD SHS |
| DISNEY WALT CO | 4019 | 457266 | COM |
| LOCKHEED MARTIN CORP | 933 | 451264 | COM |
| FRANKLIN RESOURCES INC | 18530 | 442682 | COM |
| CITIGROUP INC | 3710 | 432920 | COM NEW |
| BOEING CO | 1878 | 407751 | COM |
| CSX CORP | 11030 | 399838 | COM |
| HOWMET AEROSPACE INC | 1934 | 396509 | COM |
| FLAHERTY & CRUMRINE PFD SECS | 23785 | 392690 | COM |
| VANGUARD SPECIALIZED FUNDS | 1767 | 388351 | DIV APP ETF |
| ISHARES INC | 5000 | 368200 | MSCI GBL GOLD MN |
| SELECT SECTOR SPDR TR | 2323 | 360344 | STATE STREET IND |
| JEFFERIES FINL GROUP INC | 5615 | 347962 | COM |
| SPDR S&P 500 ETF TR | 508 | 346415 | TR UNIT |
| LOEWS CORP | 3272 | 344574 | COM |
| AT&T INC | 13790 | 342560 | COM |
| THERMO FISHER SCIENTIFIC INC | 562 | 325714 | COM |
| MAIN STR CAP CORP | 5160 | 311664 | COM |
| EA SERIES TRUST | 10685 | 304840 | STRIVE US ENERGY |
| FIRST TR EXCHNG TRADED FD VI | 15333 | 304667 | FT ENERGY INCOME |
| COMCAST CORP NEW | 9870 | 295014 | CL A |
| ISHARES BITCOIN TRUST ETF | 5736 | 284792 | SHS BEN INT |
| ENBRIDGE INC | 5940 | 284110 | COM |
| GE AEROSPACE | 908 | 279998 | COM NEW |
| INTEL CORP | 7373 | 272064 | COM |
| PRICE T ROWE GROUP INC | 2640 | 270315 | COM |
| PRUDENTIAL FINL INC | 2355 | 265832 | COM |
| ISHARES TR | 4047 | 263460 | US HLTHCARE ETF |
| INVESCO EXCH TRD SLF IDX FD | 14698 | 248690 | INVSCO 30 CORP |
| MARVELL TECHNOLOGY INC | 2835 | 240918 | COM |
| CME GROUP INC | 880 | 240310 | COM |
| SELECT SECTOR SPDR TR | 5359 | 239601 | STATE STREET ENE |
| SUNOCO LP/SUNOCO FIN CORP | 4538 | 237837 | COM UT REP LP |
| AUTOMATIC DATA PROCESSING IN | 923 | 237423 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1457 | 235976 | COM |
| LEIDOS HOLDINGS INC | 1300 | 234520 | COM |
| ASML HOLDING N V | 212 | 226810 | N Y REGISTRY SHS |
| ISHARES TR | 8800 | 224004 | IBDS DEC28 ETF |
| SELECT SECTOR SPDR TR | 1889 | 222373 | STATE STREET COM |
| NUCOR CORP | 1335 | 217752 | COM |
| SELECT SECTOR SPDR TR | 5094 | 217463 | STATE STREET UTI |
| MCKESSON CORP | 257 | 210815 | COM |
| SNOWFLAKE INC | 950 | 208392 | COM SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 750 | 206543 | ORD SHS |
| WESTERN ASSET INVESTMENT GRA | 16512 | 206070 | COM |
| ADVANCED MICRO DEVICES INC | 936 | 200454 | COM |
| BLACKROCK INC | 187 | 200154 | COM |
| TCW STRATEGIC INCOME FD INC | 33137 | 163697 | COM |
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