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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VIG VANGUARD SPECIALIZED FUNDS 2,367.0 $560K 0.12% +554.0 +30.6% $236.62 +3.2%
122 DGRO ISHARES TR 7,332.0 $556K 0.12% -580.0 -7.3% $75.79 +5.3%
123 AMD ADVANCED MICRO DEVICES INC Technology 945.0 $549K 0.12% NEW $580.91 -17.5%
124 BDX BECTON DICKINSON & CO Healthcare 3,601.0 $545K 0.12% +26.0 +0.7% $151.33 +25.4%
125 ET ENERGY TRANSFER L P Energy 27,425.0 $524K 0.11% -4K -12.7% $19.12 +9.9%
126 HWM HOWMET AEROSPACE INC Industrials 1,934.0 $520K 0.11% $268.86 -1.8%
127 ACN ACCENTURE PLC IRELAND Technology 4,058.0 $505K 0.11% +829.0 +25.7% $124.44 +50.2%
128 XLV SELECT SECTOR SPDR TR 3,067.0 $487K 0.10% +97.0 +3.3% $158.66 +10.5%
129 ENB ENBRIDGE INC Energy 8,932.0 $484K 0.10% +492.0 +5.8% $54.21 -8.2%
130 CSX CSX CORP Industrials 9,665.0 $459K 0.10% $47.53 +8.4%
131 TMO THERMO FISHER SCIENTIFIC INC Healthcare 912.0 $457K 0.10% +235.0 +34.7% $501.42 +25.3%
132 SF STIFEL FINL CORP Financial Services 6,427.0 $448K 0.10% -35.0 -0.5% $69.77 +14.1%
133 LMT LOCKHEED MARTIN CORP Industrials 878.0 $447K 0.10% -5.0 -0.6% $509.46 +9.2%
134 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,397.0 $446K 0.09% +4K +39.5% $33.29 +34.3%
135 FRA BLACKROCK FLOATING RATE INCO Financial Services 40,216.0 $442K 0.09% -4K -8.8% $10.99 -0.5%
136 ASML ASML HLDG NV Technology 218.0 $434K 0.09% +6.0 +2.8% $1989.44 -12.3%
137 XLI SELECT SECTOR SPDR TR 2,309.0 $428K 0.09% +65.0 +2.9% $185.23 -3.7%
138 BA BOEING CO Industrials 1,969.0 $426K 0.09% $216.47 -2.5%
139 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 25,585.0 $417K 0.09% +800.0 +3.2% $16.28 -1.4%
140 C CITIGROUP INC Financial Services 2,970.0 $416K 0.09% -749.0 -20.1% $139.96 -4.8%
Page 7 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%