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Portfolio (Quarterly) Guide ↗

Whitener Capital Management, Inc.

· CIK 0000825217
13F Portfolio $439M AUM 169 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 13,108.0 $1.0M 0.23% NEW $77.03 +49.6%
82 GOOG ALPHABET INC Communication Services 3,155.0 $990K 0.23% NEW $313.80 +21.8%
83 MU MICRON TECHNOLOGY INC Technology 3,263.0 $931K 0.21% NEW $285.41 +152.4%
84 D DOMINION ENERGY INC Utilities 15,505.0 $908K 0.21% NEW $58.59 +15.6%
85 FNDF SCHWAB STRATEGIC TR 19,033.0 $860K 0.20% NEW $45.21 +17.5%
86 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,921.0 $858K 0.20% NEW $293.57 +4.4%
87 UNP UNION PAC CORP Industrials 3,680.0 $851K 0.19% NEW $231.32 +16.6%
88 UNH UNITEDHEALTH GROUP INC Healthcare 2,529.0 $835K 0.19% NEW $330.11 +16.3%
89 RVT ROYCE SMALL CAP TRUST INC Financial Services 51,167.0 $824K 0.19% NEW $16.10 +11.1%
90 ORCL ORACLE CORP Technology 4,124.0 $804K 0.18% NEW $194.91 -5.5%
91 BSCR INVESCO EXCH TRD SLF IDX FD 40,549.0 $800K 0.18% NEW $19.74 -0.7%
92 IYF ISHARES TR 6,195.0 $799K 0.18% NEW $128.93 -4.7%
93 PSX PHILLIPS 66 Energy 5,844.0 $754K 0.17% NEW $129.04 +38.5%
94 ACN ACCENTURE PLC IRELAND Technology 2,732.0 $733K 0.17% NEW $268.30 -33.4%
95 EW EDWARDS LIFESCIENCES CORP Healthcare 8,348.0 $712K 0.16% NEW $85.25 -3.5%
96 BDX BECTON DICKINSON & CO Healthcare 3,575.0 $694K 0.16% NEW $194.07 -23.6%
97 AXP AMERICAN EXPRESS CO Financial Services 1,820.0 $673K 0.15% NEW $369.95 -16.2%
98 FCX FREEPORT-MCMORAN INC Basic Materials 12,930.0 $657K 0.15% NEW $50.79 +18.7%
99 XLY SELECT SECTOR SPDR TR 5,454.0 $651K 0.15% NEW $119.41 -1.8%
100 IVV ISHARES TR 896.0 $614K 0.14% NEW $685.28 +8.4%
Page 5 of 9  ·  169 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 21.3%
Financial Services 20.8%
Consumer Defensive 11.5%
Industrials 11.2%
Consumer Cyclical 9.7%
Communication Services 9.5%
Healthcare 9.3%
Energy 3.0%
Basic Materials 1.8%
Utilities 1.8%