# Whitener Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 825217. Source: https://holderbook.com/funds/825217-whitener-capital-management-inc/

- Reported value: $472.1M
- Positions: 184
- Weight of the ten largest: 42.7%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $33.5M | 93,680 | 7.1% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $26.1M | 130,657 | 5.5% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $26.1M | 90,157 | 5.5% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $25.2M | 77,075 | 5.3% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $21.0M | 185,044 | 4.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $18.3M | 76,680 | 3.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $16.5M | 44,199 | 3.5% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $12.3M | 11,582 | 2.6% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.5M | 33,425 | 2.4% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $11.2M | 11,069 | 2.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $10.6M | 41,935 | 2.2% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $9.0M | 33,453 | 1.9% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $8.3M | 65,330 | 1.8% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $6.9M | 13,920 | 1.5% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.8M | 13,551 | 1.4% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $6.8M | 50,006 | 1.4% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.6M | 26,121 | 1.4% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $5.8M | 45,420 | 1.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $5.8M | 39,289 | 1.2% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $5.8M | 115,450 | 1.2% | 27 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $5.2M | 8,261 | 1.1% | 23 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $5.0M | 173,802 | 1.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.8M | 13,653 | 1.0% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $4.7M | 21,343 | 1.0% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $4.3M | 20,899 | 0.9% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.2M | 12,312 | 0.9% | 17 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.8M | 22,755 | 0.8% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.7M | 5,159 | 0.8% | 25 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $3.6M | 25,182 | 0.8% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $3.6M | 18,988 | 0.8% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.6M | 2,960 | 0.8% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.5M | 3,752 | 0.7% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $3.3M | 20,427 | 0.7% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.3M | 4,582 | 0.7% | 31 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $3.2M | 103,246 | 0.7% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.2M | 38,844 | 0.7% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $3.0M | 148,307 | 0.6% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.0M | 2,615 | 0.6% | 11 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $2.8M | 39,358 | 0.6% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $2.8M | 37,083 | 0.6% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.8M | 4,954 | 0.6% | 31 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $2.7M | 80,756 | 0.6% | 25 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.4M | 6,090 | 0.5% | 31 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $2.3M | 62,972 | 0.5% | 5 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.3M | 25,393 | 0.5% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.3M | 24,877 | 0.5% | 12 |
| ADAM NAT RES FD INC | [PEO](https://holderbook.com/stocks/PEO/) | $2.2M | 90,616 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $2.2M | 43,770 | 0.5% | 10 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.2M | 67,963 | 0.5% | 31 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $2.1M | 68,077 | 0.4% | 9 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.1M | 5,665 | 0.4% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.0M | 3,918 | 0.4% | 14 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.0M | 82,959 | 0.4% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.9M | 4,622 | 0.4% | 31 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $1.8M | 3,175 | 0.4% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCU](https://holderbook.com/stocks/BSCU/) | $1.8M | 108,110 | 0.4% | 4 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.8M | 42,340 | 0.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $1.8M | 51,167 | 0.4% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.8M | 9,311 | 0.4% | 15 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $1.8M | 5,597 | 0.4% | 31 |
| FIRST CTZNS BANCSHARES INC D | [FCNCA](https://holderbook.com/stocks/FCNCA/) | $1.6M | 784 | 0.3% | 14 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.6M | 3,893 | 0.3% | 4 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.6M | 8,929 | 0.3% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.6M | 5,602 | 0.3% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.5M | 13,109 | 0.3% | 31 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $1.5M | 10,470 | 0.3% | 25 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.5M | 5,000 | 0.3% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $1.5M | 32,541 | 0.3% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.4M | 3,594 | 0.3% | 8 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.3M | 3,748 | 0.3% | 31 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.3M | 19,267 | 0.3% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.2M | 2,395 | 0.3% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $1.2M | 33,398 | 0.3% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCT](https://holderbook.com/stocks/BSCT/) | $1.2M | 64,924 | 0.3% | 7 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.2M | 16,515 | 0.2% | 31 |
| ISHARES TR | [IYC](https://holderbook.com/stocks/IYC/) | $1.2M | 11,643 | 0.2% | 31 |
| ROYCE SMALL CAP TRUST INC | [RVT](https://holderbook.com/stocks/RVT/) | $1.1M | 60,929 | 0.2% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.1M | 3,182 | 0.2% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $1.1M | 5,595 | 0.2% | 25 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $1.1M | 21,049 | 0.2% | 19 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $1.1M | 14,060 | 0.2% | 12 |
| INVESCO EXCH TRD SLF IDX FD | [BSCR](https://holderbook.com/stocks/BSCR/) | $1.1M | 55,276 | 0.2% | 8 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $1.1M | 9,845 | 0.2% | 31 |
| TRI CONTL CORP | [TY](https://holderbook.com/stocks/TY/) | $1.1M | 31,386 | 0.2% | 17 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $1.1M | 19,311 | 0.2% | 16 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.1M | 7,533 | 0.2% | 4 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $1.0M | 8,214 | 0.2% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.0M | 3,814 | 0.2% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.0M | 18,165 | 0.2% | 31 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $1.0M | 9,199 | 0.2% | 2 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $1.0M | 5,934 | 0.2% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $999.0K | 5,236 | 0.2% | 10 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $945.9K | 2,249 | 0.2% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $945.2K | 3,171 | 0.2% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $942.8K | 3,165 | 0.2% | 5 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $941.2K | 3,239 | 0.2% | 11 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $857.7K | 13,638 | 0.2% | 13 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $818.7K | 14,578 | 0.2% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $795.3K | 1,080 | 0.2% | 31 |
| ISHARES TR | [IYF](https://holderbook.com/stocks/IYF/) | $782.4K | 6,136 | 0.2% | 12 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.5% | 100% |
| Q1 2026 | -1.5% | -4.6% | +3.2% | 100% |
| Q4 2025 | +4.0% | +2.4% | +1.6% | 100% |
| Q3 2025 | +8.0% | +7.8% | +0.1% | 100% |
| Q2 2025 | +7.6% | +10.5% | -2.8% | 100% |
| Q1 2025 | -2.3% | -4.6% | +2.2% | 100% |
| Q4 2024 | +2.3% | +2.1% | +0.2% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $472.1M | 184 |
| Q1 2026 | $438.4M | 174 |
| Q4 2025 | $439.4M | 169 |
| Q3 2025 | $417.7M | 165 |
| Q2 2025 | $377.5M | 155 |
| Q1 2025 | $353.4M | 154 |
| Q4 2024 | $356.9M | 158 |
| Q3 2024 | $352.6M | 155 |
| Q2 2024 | $330.2M | 153 |
| Q1 2024 | $305.5M | 151 |
| Q4 2023 | $276.4M | 150 |
| Q3 2023 | $249.7M | 145 |