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Portfolio (Quarterly) Guide ↗

Whitener Capital Management, Inc.

· CIK 0000825217
13F Portfolio $472M AUM 184 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 81 Added 63 Reduced 8 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 39,358.0 $2.8M 0.60% +626.0 +1.6% $71.95 -5.4%
22 META META PLATFORMS INC Communication Services 4,954.0 $2.8M 0.59% +205.0 +4.3% $563.29 +1.2%
23 SCHG SCHWAB STRATEGIC TR 80,756.0 $2.7M 0.58% +13K +18.8% $33.84 +4.4%
24 SCHW SCHWAB CHARLES CORP Financial Services 24,877.0 $2.3M 0.49% +4K +17.0% $92.27 +21.7%
25 PEO ADAM NAT RES FD INC Financial Services 90,616.0 $2.2M 0.47% +1K +1.2% $24.72 +14.3%
26 PFF ISHARES TR 68,077.0 $2.1M 0.44% +11K +18.8% $30.49 +0.6%
27 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,175.0 $1.8M 0.39% +215.0 +7.3% $576.70 -7.8%
28 BSCU INVESCO EXCH TRD SLF IDX FD 108,110.0 $1.8M 0.38% +58K +113.8% $16.64 -0.6%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 42,340.0 $1.8M 0.38% +4K +11.6% $42.34 +18.7%
30 SCHV SCHWAB STRATEGIC TR 51,167.0 $1.8M 0.38% +5K +11.9% $34.81 +0.3%
31 XLK SELECT SECTOR SPDR TR 9,311.0 $1.8M 0.38% +78.0 +0.8% $190.52 -4.6%
32 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 784.0 $1.6M 0.35% +76.0 +10.7% $2080.79 +3.8%
33 UNH UNITEDHEALTH GROUP INC Healthcare 3,893.0 $1.6M 0.34% +1K +43.0% $415.63 -4.6%
34 KLAC KLA CORP Technology 5,000.0 $1.5M 0.32% +4K +900.0% $301.71 -39.2%
35 JPIE J P MORGAN EXCHANGE TRADED F 32,541.0 $1.5M 0.32% +26K +383.4% $46.05 -0.2%
36 AVGO BROADCOM INC Technology 3,594.0 $1.4M 0.29% +80.0 +2.3% $377.80 -5.6%
37 D DOMINION ENERGY INC Utilities 19,267.0 $1.3M 0.28% +668.0 +3.6% $68.29 -2.0%
38 BSCT INVESCO EXCH TRD SLF IDX FD 64,924.0 $1.2M 0.26% +10K +17.4% $18.57 -0.2%
39 NFLX NETFLIX INC. Communication Services 16,515.0 $1.2M 0.25% +1K +9.6% $71.40 +15.2%
40 RVT ROYCE SMALL CAP TRUST INC Financial Services 60,929.0 $1.1M 0.24% +8K +14.3% $18.47 +1.3%
Page 2 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Financial Services 20.3%
Consumer Defensive 11.4%
Industrials 11.3%
Healthcare 9.7%
Communication Services 9.6%
Consumer Cyclical 9.2%
Utilities 2.4%
Basic Materials 1.9%
Energy 1.4%