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Portfolio (Quarterly) Guide ↗

Whitener Capital Management, Inc.

· CIK 0000825217
13F Portfolio $438.4B 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 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 44,379.0 $5.3M 1.22% $120.29 -4.8%
22 ROK ROCKWELL AUTOMATION INC Industrials 14,308.0 $5.1M 1.17% -562.0 -3.8% $358.88 +18.9%
23 CVX CHEVRON CORPORATION Energy 23,612.0 $4.9M 1.11% +261.0 +1.1% $206.90 -5.2%
24 LOW LOWES COS INC Consumer Cyclical 20,377.0 $4.8M 1.10% +132.0 +0.7% $236.28 -7.3%
25 DE DEERE & CO Industrials 8,211.0 $4.6M 1.05% $563.30 -0.5%
26 SCHB SCHWAB STRATEGIC TR 179,198.0 $4.5M 1.03% -14K -7.3% $25.10 +12.7%
27 HD HOME DEPOT INC Consumer Cyclical 13,106.0 $4.3M 0.98% +244.0 +1.9% $328.91 -8.1%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,731.0 $3.7M 0.85% +170.0 +4.8% $996.43 +9.7%
29 RTX RTX CORPORATION Industrials 18,682.0 $3.6M 0.82% -153.0 -0.8% $192.90 -8.5%
30 RY ROYAL BK CDA Financial Services 21,165.0 $3.4M 0.78% $161.78 +14.5%
31 IAU ISHARES GOLD TR Financial Services 37,624.0 $3.3M 0.76% $88.16 -3.8%
32 EMR EMERSON ELEC CO Industrials 23,952.0 $3.1M 0.72% -399.0 -1.6% $131.02 +1.2%
33 FNDX SCHWAB STRATEGIC TR 105,806.0 $2.9M 0.67% +5K +4.5% $27.85 +9.0%
34 KO COCA COLA CO Consumer Defensive 38,470.0 $2.9M 0.67% +594.0 +1.6% $76.05 +8.2%
35 ISRG INTUITIVE SURGICAL INC Healthcare 6,254.0 $2.9M 0.66% -95.0 -1.5% $460.99 -4.7%
36 ABT ABBOTT LABORATORIES Healthcare 27,805.0 $2.9M 0.65% -506.0 -1.8% $102.67 -13.7%
37 CMI CUMMINS INC Industrials 5,199.0 $2.8M 0.64% +39.0 +0.8% $538.02 +23.2%
38 MMM 3M CO Industrials 19,092.0 $2.8M 0.63% +2K +12.0% $145.23 +3.1%
39 META META PLATFORMS INC Communication Services 4,749.0 $2.7M 0.62% -74.0 -1.5% $572.13 +5.5%
40 BSCS INVESCO EXCH TRD SLF IDX FD 129,857.0 $2.7M 0.60% +15K +13.5% $20.42 -0.5%
Page 2 of 9  ·  174 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%