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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 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 B BARRICK MNG CORP Basic Materials 64,371.0 $2.6M 0.60% $40.79 -3.2%
42 MO ALTRIA GROUP INC Consumer Defensive 38,732.0 $2.6M 0.58% +348.0 +0.9% $65.99 +11.7%
43 PEO ADAM NAT RES FD INC Financial Services 89,504.0 $2.5M 0.57% +2K +2.2% $27.80 -2.6%
44 PFE PFIZER INC Healthcare 87,102.0 $2.4M 0.56% +3K +3.9% $28.08 -9.8%
45 XLB SELECT SECTOR SPDR TR 43,775.0 $2.2M 0.50% +1K +2.9% $49.97 -1.9%
46 SCHD SCHWAB STRATEGIC TR 68,237.0 $2.1M 0.48% +935.0 +1.4% $30.68 +4.6%
47 LIN LINDE PLC Basic Materials 4,084.0 $2.0M 0.46% $495.76 +3.0%
48 SCHW SCHWAB CHARLES CORP Financial Services 21,269.0 $2.0M 0.46% +1K +6.8% $93.98 -1.7%
49 AMGN AMGEN INC Healthcare 5,677.0 $2.0M 0.46% -120.0 -2.1% $351.85 -6.0%
50 SCHG SCHWAB STRATEGIC TR 67,988.0 $2.0M 0.45% +6K +10.4% $29.13 +16.3%
51 SPGI S&P GLOBAL INC Financial Services 4,613.0 $2.0M 0.45% $425.34 -1.9%
52 PANW PALO ALTO NETWORKS INC Technology 11,897.0 $1.9M 0.43% +113.0 +1.0% $160.32 +54.4%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 37,927.0 $1.9M 0.43% -921.0 -2.4% $50.20 -6.9%
54 AMAT APPLIED MATLS INC Technology 5,329.0 $1.8M 0.41% -60.0 -1.1% $341.81 +19.0%
55 NSC NORFOLK SOUTHN CORP Industrials 6,217.0 $1.8M 0.41% $287.00 +11.5%
56 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,960.0 $1.7M 0.40% $588.68 -5.6%
57 PFF ISHARES TR 57,307.0 $1.7M 0.40% +8K +17.3% $30.32 +2.1%
58 CRWD CROWDSTRIKE HLDGS INC Technology 4,391.0 $1.7M 0.39% +1K +30.8% $390.41 +58.5%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 6,355.0 $1.5M 0.35% -135.0 -2.1% $242.39 -8.1%
60 LLY ELI LILLY & CO Healthcare 1,651.0 $1.5M 0.35% +193.0 +13.2% $919.77 +7.4%
Page 3 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%