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Whitener Capital Management, Inc.

CIK 825217 · latest 13F filed 15 October 2026 · Read the filing on EDGAR

Whitener Capital Management, Inc. reported 187 US-listed holdings worth $501.1 million in its 13F for the quarter ended 30 September 2026, filed 15 October 2026. Its largest: Alphabet Inc. (6.4%), NVIDIA Corp. (6.0%) and Apple Inc. (5.4%). Against the quarter before, it opened 11 positions, added to 93, trimmed 61 and sold out of 8.

Reported holdings$501.1M+6.1% on Q2 2026
Positions187+3 on Q2 2026
The largest ten41.6%of its reported holdings
Latest 13FQ3 2026filed 15 October 2026
Where the money is
OpenedAdded toHeldTrimmed
GOOGL6.4%NVDA6.0%AAPL5.4%JPM5.0%MSFT4.5%WMT3.9%AMZN3.8%V2.4%ABBV2.2%GS1.9%CAT1.9%MCD1.6%XOM1.6%173 more51.9%

The 14 largest of its 187 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $352.6 million in 155 positions$353MQ3 24Q4 2024: $356.9 million in 158 positions$357MQ4 24Q1 2025: $353.4 million in 154 positions$353MQ1 25Q2 2025: $377.5 million in 155 positions$378MQ2 25Q3 2025: $417.7 million in 165 positions$418MQ3 25Q4 2025: $439.4 million in 169 positions$439MQ4 25Q1 2026: $438.4 million in 174 positions$438MQ1 26Q2 2026: $472.1 million in 184 positions$472MQ2 26Q3 2026: $501.1 million in 187 positions$501MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +31.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +31.6%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 93Held 22Trimmed 61Sold out 8
Opened: 11Added: 93Held: 22Trimmed: 61Sold out: 8

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 11

  1. ExxonMobil Holdings Corp. XOM$7.8 million
  2. Honeywell International Inc. HON$4.9 million
  3. Honeywell Aerospace Inc. Com HONA$3.5 million
  4. iShares iBonds Oct 2032 Term Tips ETF IBII$607,858
  5. First Carolina Finl Svcs Inc. FCBM$467,310
  6. Space Exploration Techn Corp. Class A Com STK SPCX$379,413
  7. Select Sector SPDR Trust XLC$254,787
  8. GE Vernova Inc. GEV$235,722

and 3 more in the table below

Added to 93

  1. Constellation Energy Corp. CEG+3,382 shares · +313%
  2. Invesco Exch TRD SLF Idx FD BSCU+47,921 shares · +44%
  3. Merck & Co., Inc. MRK+4,958 shares · +11%
  4. JP Morgan ETFs JPIE+12,282 shares · +38%
  5. Lowe's Companies Inc. LOW+2,636 shares · +12%
  6. Invesco ETFs BSCR+20,833 shares · +38%
  7. Invesco Exch TRD SLF Idx FD BSCQ+19,276 shares · +50%
  8. Invesco Exch TRD SLF Idx FD BSCV+22,487 shares · +102%

and 85 more in the table below

Trimmed 61

  1. Apple Inc. AAPL-8,252 shares · -9%
  2. Cummins Inc. CMI-879 shares · -19%
  3. Micron Technology Inc. MU-360 shares · -14%
  4. Goldman Sachs Group Inc. GS-419 shares · -4%
  5. Kroger Co. KR-5,364 shares · -28%
  6. Applied Materials Inc. AMAT-611 shares · -12%
  7. Palo Alto Networks Inc. PANW-755 shares · -6%
  8. Alphabet Inc. GOOGL-720 shares · -1%

and 53 more in the table below

Sold out of 8

  1. Comcast Corp. CMCSA$223,896 last quarter
  2. Carrier Global Corp. CARR$221,957 last quarter
  3. Simon Property Group Inc. SPG$218,059 last quarter
  4. Fifth Third Bancorp FITB$214,488 last quarter
  5. Vornado Realty Trust VNO$201,216 last quarter
  6. Akamai Technologies Inc. AKAM$201,075 last quarter
  7. iShares Ethereum Trust ETF ETHA$141,325 last quarter
  8. TCW Strategic Income FD Inc. TSI$68,484 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL93.0K$32.0 million6.38%-720
NVIDIA Corp. NVDA130.8K$29.9 million5.96%+111
Apple Inc. AAPL81.9K$27.3 million5.44%-8.3K
JPMorgan Chase & Co. JPM76.4K$25.3 million5.04%-681
Microsoft Corp. MSFT44.3K$22.7 million4.54%+107
Walmart Inc. WMT186.1K$19.3 million3.86%+1.0K
Amazon.com Inc. AMZN76.9K$19.2 million3.83%+256
Visa Inc. V33.4K$12.0 million2.40%-21
AbbVie Inc. ABBV42.0K$11.0 million2.19%+94
Goldman Sachs Group Inc. GS10.7K$9.6 million1.91%-419
Caterpillar Inc. CAT11.8K$9.5 million1.90%+176
McDonald's Corp. MCD34.5K$8.0 million1.59%+1.0K
ExxonMobil Holdings Corp. XOM47.9K$7.8 million1.56%new
Duke Energy Corp. DUK66.7K$7.6 million1.52%+1.4K
Merck & Co., Inc. MRK50.4K$7.3 million1.46%+5.0K
Johnson & Johnson JNJ26.4K$7.0 million1.39%+264
Berkshire Hathaway Inc. Class B BRKB13.7K$6.8 million1.36%+129
PepsiCo Inc. PEP51.9K$6.6 million1.31%+1.9K
Procter & Gamble Co. PG41.0K$6.0 million1.19%+1.7K
Rockwell Automation, Inc. ROK13.6K$5.9 million1.18%-334
Deere & Co. DE8.4K$5.6 million1.13%+151
CrowdStrike Holdings, Inc. CRWD21.1K$5.6 million1.12%+204
Truist Financial Corp. TFC113.8K$5.3 million1.05%-1.6K
Schwab Strategic Trust SCHB171.2K$5.0 million1.00%-2.6K
Honeywell International Inc. HON23.4K$4.9 million0.98%new
Chevron Corp. CVX23.4K$4.8 million0.95%+671
Palo Alto Networks Inc. PANW11.6K$4.6 million0.92%-755
Lowe's Companies Inc. LOW24.0K$4.4 million0.88%+2.6K
Emerson Electric Co. EMR26.3K$4.1 million0.81%+1.1K
Royal Bank of Canada RY20.4K$4.0 million0.80%-490
Home Depot, Inc. HD13.5K$3.8 million0.77%-156
Eli Lilly & Co. LLY3.2K$3.7 million0.75%+275
Meta Platforms, Inc. META5.0K$3.6 million0.73%+68
RTX Corp. RTX19.5K$3.6 million0.72%+544
Schwab Fundamental US Large Com FNDX112.4K$3.5 million0.71%+9.1K
Coca-Cola Co. KO41.1K$3.5 million0.71%+2.2K
Honeywell Aerospace Inc. Com HONA22.3K$3.5 million0.69%new
Costco Wholesale Corp. COST3.7K$3.4 million0.67%-48
3M Co. MMM20.4K$3.4 million0.67%+19
Invesco Exch TRD SLF Idx FD BSCS160.1K$3.2 million0.64%+11.8K
Schwab Strategic Trust SCHG83.3K$3.0 million0.60%+2.6K
iShares Gold Trust IAU37.3K$2.9 million0.58%+180
Altria Group, Inc. MO40.7K$2.7 million0.55%+1.3K
Charles Schwab Corp. SCHW26.9K$2.6 million0.52%+2.0K
Adam Nat Res FD Inc. PEO92.5K$2.5 million0.51%+1.9K
Abbott Laboratories ABT25.5K$2.5 million0.50%+146
Invesco Exch TRD SLF Idx FD BSCU156.0K$2.5 million0.50%+47.9K
Barrick Mining Corp B61.2K$2.5 million0.50%-1.7K
Micron Technology Inc. MU2.3K$2.4 million0.48%-360
Pfizer Inc. PFE83.5K$2.4 million0.48%+515
Amgen Inc. AMGN5.6K$2.4 million0.47%-79
Applied Materials Inc. AMAT4.5K$2.3 million0.46%-611
Intuitive Surgical Inc. ISRG5.5K$2.2 million0.45%-598
Select Sector SPDR Trust XLB45.6K$2.2 million0.44%+1.8K
Schwab Strategic Trust SCHD68.2K$2.2 million0.44%+255
iShares Trust PFF72.4K$2.1 million0.43%+4.4K
JP Morgan ETFs JPIE44.8K$2.0 million0.40%+12.3K
Verizon Communications Inc. VZ43.1K$2.0 million0.39%+749
Cummins Inc. CMI3.7K$1.9 million0.38%-879
Linde plc LIN4.0K$1.9 million0.37%+35
First Citizens BancShares Inc FCNCA910$1.9 million0.37%+126
Technology Select Sector SPDR ETF XLK9.5K$1.9 million0.37%+197
S&P Global Inc. SPGI4.6K$1.8 million0.36%+3
Schwab Strategic Trust SCHV54.3K$1.8 million0.36%+3.1K
Norfolk Southern Corp. NSC5.6K$1.7 million0.34%-23
Philip Morris International Inc. PM8.9K$1.7 million0.34%-78
UnitedHealth Group Inc. UNH4.5K$1.6 million0.33%+582
Martin Marietta Materials Inc. MLM3.2K$1.5 million0.30%+1
Bank of New York Mellon Corp. BNY10.3K$1.5 million0.30%-170
Invesco ETFs BSCR76.1K$1.5 million0.30%+20.8K
Broadcom Inc. AVGO4.2K$1.5 million0.30%+629
Phillips 66 PSX5.7K$1.5 million0.29%-190
Invesco Exch TRD SLF Idx FD BSCT79.5K$1.4 million0.29%+14.5K
Nasdaq, Inc. NDAQ15.7K$1.4 million0.29%+1.6K
Cisco Systems, Inc. CSCO13.0K$1.4 million0.28%-125
Mastercard Inc. MA2.4K$1.3 million0.27%+31
iShares Trust IWR12.3K$1.3 million0.26%+3.1K
International Business Machines Corp. IBM5.6K$1.2 million0.25%-20
Netflix Inc. NFLX17.5K$1.2 million0.24%+998
Gilead Sciences, Inc. GILD8.2K$1.2 million0.24%-40
General Dynamics Corp. GD3.5K$1.2 million0.24%-199
Dominion Energy, Inc. D19.4K$1.2 million0.23%+100
Enterprise Products Partners LP EPD32.6K$1.2 million0.23%-804
Union Pacific Corp. UNP4.2K$1.1 million0.23%+405
Schwab Fundamental Internationa FNDF21.2K$1.1 million0.23%+185
Constellation Energy Corp. CEG4.5K$1.1 million0.23%+3.4K
Invesco Exch TRD SLF Idx FD BSCQ57.7K$1.1 million0.22%+19.3K
Alphabet Inc. GOOG3.2K$1.1 million0.22%+43
Royce & Associates LLC RVT63.8K$1.1 million0.22%+2.9K
Capital One Financial Corp. COF5.6K$1.1 million0.22%+1
iShares Trust IYC10.8K$1.0 million0.20%-852
Bank of America Corp. BAC18.0K$977,7260.20%-202
Columbia Management Investment Advisers LLC TY28.1K$965,6760.19%-3.3K
Freeport-McMoRan Inc. FCX13.5K$946,5590.19%-116
Dimensional ETF Trust DFAX25.5K$944,3060.19%+4.8K
Kimberly Clark Corp. KMB9.5K$926,0720.18%-340
Intel Corp. INTC7.7K$920,7210.18%+125
Texas Instruments Inc. TXN3.2K$889,0060.18%+3
L3Harris Technologies, Inc. LHX3.7K$878,2170.18%+470
Marvell Technology, Inc. MRVL3.3K$860,7960.17%+93
ProShares Trust NOBL15.7K$850,1560.17%+1.1K
Kroger Co. KR13.9K$817,5730.16%-5.4K
Tesla, Inc. TSLA2.3K$809,6760.16%+33
Invesco QQQ Trust QQQ1.1K$802,6500.16%+5
iShares Trust IYF6.3K$796,1820.16%+200
Public Storage PSA2.8K$788,5580.16%+417
KLA Corp. KLAC4.0K$782,2540.16%-987
Oracle Corp. ORCL5.4K$736,6150.15%+216
Medtronic plc MDT8.2K$706,0250.14%-1.7K
Invesco Exch TRD SLF Idx FD BSCV44.5K$702,2220.14%+22.5K
Ea Series Trust STXG12.0K$679,3800.14%+291
Becton Dickinson & Co. BDX3.6K$648,8750.13%+24
iShares iBonds Oct 2032 Term Tips ETF IBII24.8K$607,8580.12%new
iShares Core S&P 500 ETF IVV792$606,7810.12%no change
Mondelez International, Inc. MDLZ10.0K$579,0090.12%-84
Edwards Lifesciences Corp. EW6.7K$576,0130.11%-1.2K
Franklin Templeton Inc. BEN17.9K$573,3420.11%-190
Vanguard Specialized Funds VIG2.4K$571,4550.11%+82
Qualcomm Inc. QCOM3.0K$559,0450.11%-116
Advanced Micro Devices Inc. AMD904$553,0310.11%-41
iShares Core Dividend Growth DGRO7.3K$552,7590.11%no change
American Express Co. AXP1.8K$549,8130.11%+16
iShares Bitcoin Trust ETF IBIT11.6K$549,3330.11%-1.8K
Select Sector SPDR Trust XLY4.9K$535,3840.11%+122
Energy Transfer LP ET27.0K$534,2870.11%-400
Northrop Grumman Corp. NOC1.1K$531,3450.11%-14
Select Sector SPDR Trust XLV3.1K$526,7230.11%+60
Accenture plc ACN2.8K$514,3530.10%-1.3K
Palantir Technologies Inc. PLTR2.7K$510,6470.10%+169
Seagate Technology Holdings plc STX553$510,0540.10%-197
Dycom Industries Inc. DY1.8K$494,8380.10%+674
Entergy Corp. ETR5.0K$494,6130.10%no change
Nike, Inc. NKE13.8K$489,4050.10%-3.0K
Thermo Fisher Scientific Inc. TMO714$482,0590.10%-198
Ea Series Trust DRLL11.8K$472,0720.09%+655
First Carolina Finl Svcs Inc. FCBM37.0K$467,3100.09%new
CSX Corp. CSX9.6K$448,5890.09%-20
Target Corp. TGT2.8K$442,4930.09%-1.5K
Howmet Aerospace Inc. HWM1.9K$438,3370.09%+4
Lockheed Martin Corp. LMT853$434,3900.09%-25
BlackRock Funds/Closed-end FRA41.1K$433,6370.09%+926
Prudential Financial Inc. PRU3.8K$426,3790.09%no change
Enbridge Inc ENB8.9K$415,2490.08%no change
iShares MSCI Global Gold Miners ETF RING5.3K$409,8640.08%+350
Solstice Advanced Materials Inc. SOLS7.1K$401,6980.08%+38
Select Sector SPDR Trust XLI2.4K$401,4200.08%+95
ASML Holding N.V. ASML218$394,9440.08%no change
Citigroup Inc. C3.0K$386,3680.08%+14
Select Sector SPDR Trust XLP4.7K$379,4650.08%+85
Space Exploration Techn Corp. Class A Com STK SPCX2.5K$379,4130.08%new
SPDR S&P 500 SPY490$373,6890.07%-43
AT&T Inc. T15.2K$370,7120.07%+248
Boeing Co. BA2.0K$369,8670.07%+19
Flaherty & Crumrine PFD Secs FFC24.5K$365,8060.07%-1.1K
iShares Trust IYH5.1K$365,7430.07%+545
Ares Capital Corp. ARCC19.0K$362,0310.07%-3.3K
Select Sector SPDR Trust XLE5.9K$361,5590.07%+207
T. Rowe Price Group, Inc. TROW3.4K$351,7220.07%no change
Stifel Financial Corp. SF4.9K$345,0870.07%-1.5K
SPDR Gold Trust GLD896$341,2330.07%-111
Walt Disney Co. DIS3.2K$338,1980.07%-168
Vanguard BD Index FDS BSV4.4K$334,2500.07%+80
Sunoco Lp/sunoco Fin Corp. SUN4.2K$303,9410.06%-1
Snowflake Inc. SNOW890$302,2080.06%+4
Robinhood Markets, Inc. HOOD2.7K$299,0250.06%no change
General Electric Co. GE936$292,3710.06%+7
Loews Corp. L2.8K$289,4800.06%-400
Nucor Corp. NUE1.2K$288,9150.06%-9
Dell Technologies Inc. DELL522$280,8100.06%no change
Dimensional ETF Trust DFIV4.9K$272,3730.05%+296
Jefferies Financial Group Inc. JEF5.6K$257,2310.05%-20
Select Sector SPDR Trust XLC2.3K$254,7870.05%new
Vaneck ETF Trust MOAT2.3K$244,0840.05%+108
CME Group Inc. CME913$239,1880.05%+3
Automatic Data Processing Inc. ADP923$238,1890.05%no change
GE Vernova Inc. GEV248$235,7220.05%new
iShares Trust IBB1.1K$233,6880.05%no change
Main STR Cap Corp. MAIN4.1K$225,2950.04%-537
First Trust Exchng Traded FD Vi EIPI10.6K$225,2910.04%-2.6K
Intercontinental Exchange, Inc. ICE1.5K$221,2040.04%new
McKesson Corp. MCK257$219,4290.04%new
Select Sector SPDR Trust XLU5.5K$217,7480.04%+297
iShares Trust IBDT8.6K$214,6560.04%no change
SPDR Ser Trust KRE2.9K$200,6820.04%-100
Cardinal Health Inc. CAH900$200,2500.04%no change
Marathon Petroleum Corp. MPC506$200,0830.04%new
Western Asset Investment Gra PAI16.3K$186,8690.04%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.