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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 3,153.0 $583K 0.12% -34.0 -1.1% $184.83 -13.1%
42 ENTERGY CORP NEW 4,983.0 $572K 0.12% -800.0 -13.8% $114.86
43 TGT TARGET CORP Consumer Defensive 4,353.0 $569K 0.12% -50.0 -1.1% $130.61 +25.2%
44 XLY SELECT SECTOR SPDR TR 4,797.0 $563K 0.12% -244.0 -4.8% $117.28 +0.6%
45 DGRO ISHARES TR 7,332.0 $556K 0.12% -580.0 -7.3% $75.79 +5.3%
46 ET ENERGY TRANSFER L P Energy 27,425.0 $524K 0.11% -4K -12.7% $19.12 +9.9%
47 SF STIFEL FINL CORP Financial Services 6,427.0 $448K 0.10% -35.0 -0.5% $69.77 +14.1%
48 LMT LOCKHEED MARTIN CORP Industrials 878.0 $447K 0.10% -5.0 -0.6% $509.46 +9.2%
49 FRA BLACKROCK FLOATING RATE INCO Financial Services 40,216.0 $442K 0.09% -4K -8.8% $10.99 -0.5%
50 C CITIGROUP INC Financial Services 2,970.0 $416K 0.09% -749.0 -20.1% $139.96 -4.8%
51 ARCC ARES CAPITAL CORP Financial Services 22,286.0 $413K 0.09% -1K -5.0% $18.53 +7.6%
52 GLD SPDR GOLD TR Financial Services 1,007.0 $371K 0.08% -142.0 -12.4% $368.38 +16.2%
53 L LOEWS CORP Financial Services 3,172.0 $359K 0.08% -100.0 -3.1% $113.21 -2.1%
54 DIS DISNEY WALT CO Communication Services 3,392.0 $326K 0.07% -207.0 -5.8% $96.25 +15.6%
55 XLE SELECT SECTOR SPDR TR 5,672.0 $301K 0.06% -75.0 -1.3% $53.11 +16.9%
56 EIPI FIRST TR EXCHNG TRADED FD VI 13,170.0 $288K 0.06% -1K -7.9% $21.84 +3.0%
57 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 5,645.0 $282K 0.06% -170.0 -2.9% $49.98 +4.9%
58 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,172.0 $282K 0.06% -135.0 -3.1% $67.50 +10.5%
59 NUE NUCOR CORP Basic Materials 1,245.0 $277K 0.06% -90.0 -6.7% $222.75 +11.1%
60 MAIN MAIN STR CAP CORP Financial Services 4,629.0 $240K 0.05% -404.0 -8.0% $51.88 +12.8%
Page 3 of 4  ·  63 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%