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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 4 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 784.0 $1.6M 0.35% +76.0 +10.7% $2080.79 +3.8%
62 UNH UNITEDHEALTH GROUP INC Healthcare 3,893.0 $1.6M 0.34% +1K +43.0% $415.63 -4.6%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 8,929.0 $1.6M 0.34% -63.0 -0.7% $180.91 +7.2%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 5,602.0 $1.6M 0.33% -753.0 -11.8% $281.21 -16.7%
65 CSCO CISCO SYS INC Technology 13,109.0 $1.5M 0.33% -240.0 -1.8% $117.47 -5.4%
66 BK BANK OF NY MELLON CORP Financial Services 10,470.0 $1.5M 0.32% -400.0 -3.7% $144.61 -1.9%
67 KLAC KLA CORP Technology 5,000.0 $1.5M 0.32% +4K +900.0% $301.71 -39.2%
68 JPIE J P MORGAN EXCHANGE TRADED F 32,541.0 $1.5M 0.32% +26K +383.4% $46.05 -0.2%
69 AVGO BROADCOM INC Technology 3,594.0 $1.4M 0.29% +80.0 +2.3% $377.80 -5.6%
70 GD GENERAL DYNAMICS CORP Industrials 3,748.0 $1.3M 0.28% $354.24 +6.3%
71 D DOMINION ENERGY INC Utilities 19,267.0 $1.3M 0.28% +668.0 +3.6% $68.29 -2.0%
72 MA MASTERCARD INCORPORATED Financial Services 2,395.0 $1.2M 0.26% $513.60 +16.7%
73 EPD ENTERPRISE PRODS PARTNERS L 33,398.0 $1.2M 0.26% -384.0 -1.1% $36.76
74 BSCT INVESCO EXCH TRD SLF IDX FD 64,924.0 $1.2M 0.26% +10K +17.4% $18.57 -0.2%
75 NFLX NETFLIX INC. Communication Services 16,515.0 $1.2M 0.25% +1K +9.6% $71.40 +15.2%
76 IYC ISHARES TR 11,643.0 $1.2M 0.25% -109.0 -0.9% $101.10 +2.1%
77 RVT ROYCE SMALL CAP TRUST INC Financial Services 60,929.0 $1.1M 0.24% +8K +14.3% $18.47 +1.3%
78 GOOG ALPHABET INC 3,182.0 $1.1M 0.24% +63.0 +2.0% $353.33
79 COF CAPITAL ONE FINL CORP Financial Services 5,595.0 $1.1M 0.24% -284.0 -4.8% $200.62 +7.8%
80 FNDF SCHWAB STRATEGIC TR 21,049.0 $1.1M 0.23% +629.0 +3.1% $52.76 +6.0%
Page 4 of 10  ·  184 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%