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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ARCC ARES CAPITAL CORP Financial Services 22,286.0 $413K 0.09% -1K -5.0% $18.53 +7.6%
142 PRU PRUDENTIAL FINL INC Financial Services 3,754.0 $405K 0.09% +700.0 +22.9% $107.93 +11.3%
143 SPY STATE STR SPDR S&P 500 ETF T Financial Services 533.0 $398K 0.08% +125.0 +30.6% $746.77 +2.6%
144 TROW PRICE T ROWE GROUP INC Financial Services 3,380.0 $384K 0.08% $113.70 -0.7%
145 XLP SELECT SECTOR SPDR TR 4,623.0 $384K 0.08% +425.0 +10.1% $83.07 +4.1%
146 DRLL EA SERIES TRUST 11,135.0 $373K 0.08% +120.0 +1.1% $33.50 +19.9%
147 GLD SPDR GOLD TR Financial Services 1,007.0 $371K 0.08% -142.0 -12.4% $368.38 +16.2%
148 BSCV INVESCO EXCH TRD SLF IDX FD 22,042.0 $361K 0.08% +4K +20.6% $16.39 -0.8%
149 L LOEWS CORP Financial Services 3,172.0 $359K 0.08% -100.0 -3.1% $113.21 -2.1%
150 GE GE AEROSPACE Industrials 929.0 $347K 0.07% +20.0 +2.2% $373.79 -6.5%
151 BSV VANGUARD BD INDEX FDS 4,295.0 $335K 0.07% NEW $77.91 -0.2%
152 DIS DISNEY WALT CO Communication Services 3,392.0 $326K 0.07% -207.0 -5.8% $96.25 +15.6%
153 RING ISHARES INC 5,000.0 $323K 0.07% $64.60 +44.2%
154 T AT&T INC Communication Services 14,945.0 $309K 0.07% $20.70 +24.4%
155 IYH ISHARES TR 4,566.0 $306K 0.07% +432.0 +10.4% $67.01 +10.6%
156 XLE SELECT SECTOR SPDR TR 5,672.0 $301K 0.06% -75.0 -1.3% $53.11 +16.9%
157 PLTR PALANTIR TECHNOLOGIES INC Technology 2,561.0 $299K 0.06% NEW $116.67 +48.0%
158 EIPI FIRST TR EXCHNG TRADED FD VI 13,170.0 $288K 0.06% -1K -7.9% $21.84 +2.9%
159 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 5,645.0 $282K 0.06% -170.0 -2.9% $49.98 +4.9%
160 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,172.0 $282K 0.06% -135.0 -3.1% $67.50 +10.5%
Page 8 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%