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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KLAC KLA CORP Technology 500.0 $608K 0.14% NEW $1215.08 +49.4%
102 BSCT INVESCO EXCH TRD SLF IDX FD 31,868.0 $600K 0.14% NEW $18.84 -1.5%
103 QQQ INVESCO QQQ TR Financial Services 977.0 $600K 0.14% NEW $614.31 +15.6%
104 TXN TEXAS INSTRS INC Technology 3,296.0 $572K 0.13% NEW $173.49 +72.7%
105 NOC NORTHROP GRUMMAN CORP Industrials 997.0 $568K 0.13% NEW $570.21 -3.5%
106 MDLZ MONDELEZ INTL INC Consumer Defensive 10,472.0 $564K 0.13% NEW $53.83 +14.5%
107 QCOM QUALCOMM INC Technology 3,230.0 $553K 0.13% NEW $171.08 +18.2%
108 PSA PUBLIC STORAGE OPER CO Real Estate 2,123.0 $551K 0.12% NEW $259.50 +16.4%
109 DGRO ISHARES TR 7,912.0 $549K 0.12% NEW $69.42 +6.3%
110 NOBL PROSHARES TR 5,277.0 $549K 0.12% NEW $104.08 +2.5%
111 SF STIFEL FINL CORP Financial Services 4,375.0 $548K 0.12% NEW $125.22 -41.4%
112 ENTERGY CORP NEW 5,863.0 $542K 0.12% NEW $92.43
113 BSCQ INVESCO EXCH TRD SLF IDX FD 27,217.0 $533K 0.12% NEW $19.58 -0.3%
114 ET ENERGY TRANSFER L P Energy 31,425.0 $518K 0.12% NEW $16.49 +23.2%
115 STXG EA SERIES TRUST 10,126.0 $515K 0.12% NEW $50.89 +7.2%
116 TSLA TESLA INC Consumer Cyclical 1,103.0 $496K 0.11% NEW $449.72 -8.2%
117 ARCC ARES CAPITAL CORP Financial Services 23,711.0 $480K 0.11% NEW $20.23 -7.4%
118 TGT TARGET CORP Consumer Defensive 4,903.0 $479K 0.11% NEW $97.75 +25.2%
119 FRA BLACKROCK FLOATING RATE INCO Financial Services 40,593.0 $478K 0.11% NEW $11.78 -5.9%
120 XLV SELECT SECTOR SPDR TR 3,065.0 $474K 0.11% NEW $154.80 -5.3%
Page 6 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%