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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 2,367.0 $560K 0.12% +554.0 +30.6% $236.62 +3.2%
62 BDX BECTON DICKINSON & CO Healthcare 3,601.0 $545K 0.12% +26.0 +0.7% $151.33 +25.4%
63 ACN ACCENTURE PLC IRELAND Technology 4,058.0 $505K 0.11% +829.0 +25.7% $124.44 +50.2%
64 XLV SELECT SECTOR SPDR TR 3,067.0 $487K 0.10% +97.0 +3.3% $158.66 +10.5%
65 ENB ENBRIDGE INC Energy 8,932.0 $484K 0.10% +492.0 +5.8% $54.21 -8.2%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 912.0 $457K 0.10% +235.0 +34.7% $501.42 +25.3%
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,397.0 $446K 0.09% +4K +39.5% $33.29 +34.3%
68 ASML ASML HLDG NV Technology 218.0 $434K 0.09% +6.0 +2.8% $1989.44 -12.3%
69 XLI SELECT SECTOR SPDR TR 2,309.0 $428K 0.09% +65.0 +2.9% $185.23 -3.7%
70 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 25,585.0 $417K 0.09% +800.0 +3.2% $16.28 -1.4%
71 PRU PRUDENTIAL FINL INC Financial Services 3,754.0 $405K 0.09% +700.0 +22.9% $107.93 +11.3%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 533.0 $398K 0.08% +125.0 +30.6% $746.77 +2.6%
73 XLP SELECT SECTOR SPDR TR 4,623.0 $384K 0.08% +425.0 +10.1% $83.07 +4.2%
74 DRLL EA SERIES TRUST 11,135.0 $373K 0.08% +120.0 +1.1% $33.50 +19.8%
75 BSCV INVESCO EXCH TRD SLF IDX FD 22,042.0 $361K 0.08% +4K +20.6% $16.39 -0.8%
76 GE GE AEROSPACE Industrials 929.0 $347K 0.07% +20.0 +2.2% $373.79 -6.5%
77 IYH ISHARES TR 4,566.0 $306K 0.07% +432.0 +10.4% $67.01 +10.6%
78 CEG CONSTELLATION ENERGY CORP Utilities 1,082.0 $269K 0.06% +335.0 +44.9% $248.37 +12.1%
79 DFIV DIMENSIONAL ETF TRUST 4,580.0 $247K 0.05% +445.0 +10.8% $54.02 +8.1%
80 XLU SELECT SECTOR SPDR TR 5,224.0 $237K 0.05% +142.0 +2.8% $45.34 -4.5%
Page 4 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%