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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 2,970.0 $435K 0.10% -95.0 -3.1% $146.61 +0.5%
42 ARCC ARES CAPITAL CORP Financial Services 23,468.0 $423K 0.10% -243.0 -1.0% $18.02 +3.0%
43 QCOM QUALCOMM INC Technology 3,187.0 $411K 0.09% -43.0 -1.3% $128.81 +58.1%
44 CSX CSX CORP Industrials 9,650.0 $396K 0.09% -1K -12.5% $41.05 +12.5%
45 XLI SELECT SECTOR SPDR TR 2,244.0 $363K 0.08% -79.0 -3.4% $161.73 +4.3%
46 DIS DISNEY WALT CO Communication Services 3,599.0 $347K 0.08% -420.0 -10.4% $96.38 +7.9%
47 XLP SELECT SECTOR SPDR TR 4,198.0 $344K 0.08% -252.0 -5.7% $81.98 +5.0%
48 EIPI FIRST TR EXCHNG TRADED FD VI 14,303.0 $322K 0.07% -1K -6.7% $22.49 +1.6%
49 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,307.0 $280K 0.06% -231.0 -5.1% $64.97 +9.0%
50 MAIN MAIN STR CAP CORP Financial Services 5,033.0 $267K 0.06% -127.0 -2.5% $52.97 -3.7%
51 CMCSA COMCAST CORP NEW Communication Services 9,270.0 $266K 0.06% -600.0 -6.1% $28.71 -13.6%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 408.0 $265K 0.06% -100.0 -19.7% $650.34 +12.8%
53 PAI WESTERN ASSET INVESTMENT GRA Financial Services 16,292.0 $197K 0.04% -220.0 -1.3% $12.10 -0.7%
54 TSI TCW STRATEGIC INCOME FD INC Financial Services 25,075.0 $113K 0.03% -8K -24.3% $4.49 +1.1%
Page 3 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%