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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 8,992.0 $1.5M 0.34% -46.0 -0.5% $165.34 +15.8%
62 NFLX NETFLIX INC. Communication Services 15,070.0 $1.4M 0.33% $96.15 -6.8%
63 SCHV SCHWAB STRATEGIC TR 45,724.0 $1.4M 0.32% -1K -2.8% $30.50 +6.7%
64 KR KROGER CO Consumer Defensive 18,633.0 $1.3M 0.31% -699.0 -3.6% $72.36 -5.6%
65 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 708.0 $1.3M 0.30% -6.0 -0.8% $1884.66 +3.1%
66 BK BANK NEW YORK MELLON CORP Financial Services 10,870.0 $1.3M 0.29% -190.0 -1.7% $118.63 +14.9%
67 GD GENERAL DYNAMICS CORP Industrials 3,748.0 $1.3M 0.29% $343.22 -0.0%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 33,782.0 $1.3M 0.29% $37.84 +4.3%
69 XLK SELECT SECTOR SPDR TR 9,233.0 $1.2M 0.28% -628.0 -6.4% $132.90 +30.4%
70 MA MASTERCARD INCORPORATED Financial Services 2,395.0 $1.2M 0.27% $499.66 +1.2%
71 GILD GILEAD SCIENCES INC Healthcare 8,433.0 $1.2M 0.27% -446.0 -5.0% $139.38 -7.0%
72 D DOMINION ENERGY INC Utilities 18,599.0 $1.1M 0.26% +3K +19.9% $61.82 +9.3%
73 NDAQ NASDAQ INC Financial Services 13,430.0 $1.1M 0.26% +284.0 +2.2% $84.89 +9.1%
74 IYC ISHARES TR 11,752.0 $1.1M 0.26% $96.92 +3.2%
75 AVGO BROADCOM INC Technology 3,514.0 $1.1M 0.25% +307.0 +9.6% $309.55 +32.8%
76 PSX PHILLIPS 66 Energy 5,934.0 $1.1M 0.25% +90.0 +1.5% $182.18 -1.3%
77 COF CAPITAL ONE FINL CORP Financial Services 5,879.0 $1.1M 0.24% $182.43 +2.6%
78 TY TRI CONTL CORP Financial Services 33,821.0 $1.1M 0.24% $31.59 +9.1%
79 NKE NIKE INC Consumer Cyclical 20,193.0 $1.1M 0.24% -2K -9.4% $52.82 -19.4%
80 CSCO CISCO SYS INC Technology 13,349.0 $1.0M 0.24% +241.0 +1.8% $77.59 +53.2%
Page 4 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%