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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 6 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDT MEDTRONIC PLC Healthcare 9,904.0 $775K 0.16% -1K -12.7% $78.23 +16.5%
102 DFAX DIMENSIONAL ETF TRUST 20,715.0 $763K 0.16% +10K +94.7% $36.84 +4.2%
103 PSA PUBLIC STORAGE Real Estate 2,371.0 $755K 0.16% +140.0 +6.3% $318.31 +1.4%
104 ORCL ORACLE CORP Technology 5,149.0 $755K 0.16% +119.0 +2.4% $146.55 -1.3%
105 BSCQ INVESCO EXCH TRD SLF IDX FD 38,439.0 $751K 0.16% +5K +13.5% $19.52 -0.1%
106 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 750.0 $724K 0.15% $965.00 -14.9%
107 EW EDWARDS LIFESCIENCES CORP Healthcare 7,873.0 $712K 0.15% $90.46 +0.5%
108 NKE NIKE INC Consumer Cyclical 16,815.0 $690K 0.15% -3K -16.7% $41.05 -3.8%
109 STXG EA SERIES TRUST 11,718.0 $648K 0.14% +292.0 +2.6% $55.27 +1.4%
110 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,094.0 $629K 0.13% -683.0 -8.8% $88.60 -37.3%
111 AXP AMERICAN EXPRESS CO Financial Services 1,792.0 $606K 0.13% $338.25 -0.7%
112 BEN FRANKLIN RESOURCES INC Financial Services 18,040.0 $600K 0.13% -710.0 -3.8% $33.27 +5.3%
113 IVV ISHARES TR 792.0 $593K 0.13% -39.0 -4.7% $748.89 +2.8%
114 DY DYCOM INDS INC Industrials 1,165.0 $589K 0.12% NEW $505.59 -30.4%
115 MDLZ MONDELEZ INTL INC Consumer Defensive 10,098.0 $584K 0.12% -223.0 -2.2% $57.84 +8.9%
116 QCOM QUALCOMM INC Technology 3,153.0 $583K 0.12% -34.0 -1.1% $184.83 -13.1%
117 ENTERGY CORP NEW 4,983.0 $572K 0.12% -800.0 -13.8% $114.86
118 TGT TARGET CORP Consumer Defensive 4,353.0 $569K 0.12% -50.0 -1.1% $130.61 +25.2%
119 NOC NORTHROP GRUMMAN CORP Industrials 1,113.0 $567K 0.12% +157.0 +16.4% $509.31 +6.5%
120 XLY SELECT SECTOR SPDR TR 4,797.0 $563K 0.12% -244.0 -4.8% $117.28 +0.6%
Page 6 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%