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Portfolio (Quarterly) Guide ↗

Whitener Capital Management, Inc.

· CIK 0000825217
13F Portfolio $438M AUM 174 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 68 Added 54 Reduced 5 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 708.0 $1.3M 0.30% -6.0 -0.8% $1884.66 +3.1%
22 BK BANK NEW YORK MELLON CORP Financial Services 10,870.0 $1.3M 0.29% -190.0 -1.7% $118.63 +14.9%
23 XLK SELECT SECTOR SPDR TR 9,233.0 $1.2M 0.28% -628.0 -6.4% $132.90 +30.4%
24 GILD GILEAD SCIENCES INC Healthcare 8,433.0 $1.2M 0.27% -446.0 -5.0% $139.38 -7.0%
25 NKE NIKE INC Consumer Cyclical 20,193.0 $1.1M 0.24% -2K -9.4% $52.82 -19.4%
26 MU MICRON TECHNOLOGY INC Technology 2,961.0 $1.0M 0.23% -302.0 -9.3% $337.84 +101.7%
27 MDT MEDTRONIC PLC Healthcare 11,344.0 $983K 0.22% -350.0 -3.0% $86.65 -10.8%
28 GOOG ALPHABET INC Communication Services 3,119.0 $895K 0.20% -36.0 -1.1% $286.86 +37.0%
29 IYF ISHARES TR 5,925.0 $697K 0.16% -270.0 -4.4% $117.66 +3.3%
30 NOC NORTHROP GRUMMAN CORP Industrials 956.0 $652K 0.15% -41.0 -4.1% $682.24 -19.4%
31 ENTERGY CORP NEW 5,783.0 $650K 0.15% -80.0 -1.4% $112.36
32 EW EDWARDS LIFESCIENCES CORP Healthcare 7,873.0 $630K 0.14% -475.0 -5.7% $80.08 +2.9%
33 TXN TEXAS INSTRS INC Technology 3,246.0 $630K 0.14% -50.0 -1.5% $194.14 +54.8%
34 MDLZ MONDELEZ INTL INC Consumer Defensive 10,321.0 $595K 0.14% -151.0 -1.4% $57.64 +6.9%
35 XLY SELECT SECTOR SPDR TR 5,041.0 $549K 0.12% -413.0 -7.6% $108.98 +5.6%
36 IVV ISHARES TR 831.0 $543K 0.12% -65.0 -7.2% $653.78 +12.8%
37 AXP AMERICAN EXPRESS CO Financial Services 1,792.0 $542K 0.12% -28.0 -1.5% $302.48 +2.3%
38 LMT LOCKHEED MARTIN CORP Industrials 883.0 $534K 0.12% -50.0 -5.4% $604.39 -12.6%
39 TGT TARGET CORP Consumer Defensive 4,403.0 $534K 0.12% -500.0 -10.2% $121.20 +1.8%
40 GLD SPDR GOLD TR Financial Services 1,149.0 $494K 0.11% -8.0 -0.7% $430.29 -2.8%
Page 2 of 3  ·  54 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
Financial Services 19.5%
Technology 18.9%
Consumer Defensive 12.8%
Industrials 12.2%
Consumer Cyclical 9.5%
Healthcare 9.4%
Communication Services 8.9%
Energy 4.2%
Utilities 2.4%
Basic Materials 2.0%