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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 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 26,517.0 $5.5M 1.25% NEW $206.95 +10.6%
22 SCHB SCHWAB STRATEGIC TR 193,250.0 $5.1M 1.15% NEW $26.23 +7.5%
23 LOW LOWES COS INC Consumer Cyclical 20,245.0 $4.9M 1.11% NEW $241.16 -9.6%
24 MRK MERCK & CO INC Healthcare 44,551.0 $4.7M 1.07% NEW $105.26 +6.9%
25 HD HOME DEPOT INC Consumer Cyclical 12,862.0 $4.4M 1.01% NEW $344.10 -12.9%
26 DE DEERE & CO Industrials 8,219.0 $3.8M 0.87% NEW $465.57 +21.2%
27 RY ROYAL BK CDA Financial Services 21,245.0 $3.6M 0.82% NEW $170.49 +8.4%
28 ISRG INTUITIVE SURGICAL INC Healthcare 6,349.0 $3.6M 0.82% NEW $566.36 -22.3%
29 CVX CHEVRON CORP NEW Energy 23,351.0 $3.6M 0.81% NEW $152.41 +28.7%
30 ABT ABBOTT LABS Healthcare 28,311.0 $3.5M 0.81% NEW $125.29 -29.1%
31 RTX RTX CORPORATION Industrials 18,835.0 $3.5M 0.79% NEW $183.40 -4.1%
32 EMR EMERSON ELEC CO Industrials 24,351.0 $3.2M 0.73% NEW $132.72 -0.4%
33 META META PLATFORMS INC Communication Services 4,823.0 $3.2M 0.72% NEW $660.09 -7.4%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 3,561.0 $3.1M 0.70% NEW $862.34 +21.6%
35 IAU ISHARES GOLD TR Financial Services 37,633.0 $3.1M 0.69% NEW $81.17 +3.9%
36 B BARRICK MNG CORP Basic Materials 64,379.0 $2.8M 0.64% NEW $43.55 -9.3%
37 FNDX SCHWAB STRATEGIC TR 101,301.0 $2.8M 0.63% NEW $27.21 +11.3%
38 MMM 3M CO Industrials 17,047.0 $2.7M 0.62% NEW $160.10 -4.7%
39 KO COCA COLA CO Consumer Defensive 37,876.0 $2.6M 0.60% NEW $69.91 +16.1%
40 CMI CUMMINS INC Industrials 5,160.0 $2.6M 0.60% NEW $510.45 +29.2%
Page 2 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%