Whitener Capital Management, Inc. Portfolio Stock Holdings
Whitener Capital Management, Inc. disclosed 174 stock positions valued at approximately $438.4 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, WALMART INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 174
- Portfolio Value
- $438.4M
Holdings by Sector
Whitener Capital Management, Inc. Portfolio Holdings in Q1 2026
173 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 6.20% | 94,530 | -299 | -0.32% | $27,183,049 |
| WALMART INC | WMT | Consumer Defensive | 5.28% | 186,214 | -6 | -0.00% | $23,142,751 |
| APPLE INC | AAPL | Technology | 5.26% | 90,854 | -9,699 | -9.65% | $23,057,864 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5.16% | 76,870 | -895 | -1.15% | $22,612,176 |
| NVIDIA CORPORATION | NVDA | Technology | 5.04% | 126,623 | +2,482 | +2.00% | $22,083,079 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.66% | 77,063 | +305 | +0.40% | $16,049,911 |
| MICROSOFT CORP | MSFT | Technology | 3.49% | 41,279 | +207 | +0.50% | $15,280,365 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.33% | 32,818 | +211 | +0.65% | $10,199,506 |
| HONEYWELL INTL INC | HON | Industrials | 2.32% | 44,972 | -664 | -1.45% | $10,165,117 |
| VISA INC | V | Financial Services | 2.28% | 33,030 | +154 | +0.47% | $9,983,166 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.23% | 11,580 | -141 | -1.20% | $9,796,564 |
| ABBVIE INC | ABBV | Healthcare | 2.08% | 41,888 | +1,356 | +3.35% | $9,110,370 |
| CATERPILLAR INC | CAT | Industrials | 1.92% | 11,878 | +428 | +3.74% | $8,415,513 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.86% | 62,160 | +9,049 | +17.04% | $8,139,230 |
| EXXON MOBIL CORP | XOM | Energy | 1.80% | 46,508 | -169 | -0.36% | $7,890,547 |
| PEPSICO INC | PEP | Consumer Defensive | 1.75% | 49,376 | -82 | -0.17% | $7,667,599 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.47% | 26,375 | -142 | -0.54% | $6,447,105 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.42% | 12,971 | +141 | +1.10% | $6,215,703 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.28% | 38,788 | -529 | -1.35% | $5,602,612 |
| TRUIST FINL CORP | TFC | Financial Services | 1.26% | 120,615 | -341 | -0.28% | $5,544,672 |
| MERCK & CO INC | MRK | Healthcare | 1.22% | 44,379 | -172 | -0.39% | $5,338,350 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.17% | 14,308 | -562 | -3.78% | $5,134,855 |
| CHEVRON CORPORATION | CVX | Energy | 1.11% | 23,612 | +261 | +1.12% | $4,885,382 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.10% | 20,377 | +132 | +0.65% | $4,814,778 |
| DEERE & CO | DE | Industrials | 1.06% | 8,211 | -8 | -0.10% | $4,625,256 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.03% | 179,198 | -14,052 | -7.27% | $4,497,870 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.98% | 13,106 | +244 | +1.90% | $4,310,678 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.85% | 3,731 | +170 | +4.77% | $3,717,680 |
| RTX CORPORATION | RTX | Industrials | 0.82% | 18,682 | -153 | -0.81% | $3,603,758 |
| ROYAL BK CDA | RY | Financial Services | 0.78% | 21,165 | -80 | -0.38% | $3,424,074 |
| ISHARES GOLD TR | IAU | Other | 0.76% | 37,624 | -9 | -0.02% | $3,316,932 |
| EMERSON ELEC CO | EMR | Industrials | 0.72% | 23,952 | -399 | -1.64% | $3,138,255 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.67% | 105,806 | +4,505 | +4.45% | $2,946,697 |
| COCA COLA CO | KO | Consumer Defensive | 0.67% | 38,470 | +594 | +1.57% | $2,925,653 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.66% | 6,254 | -95 | -1.50% | $2,883,031 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.65% | 27,805 | -506 | -1.79% | $2,854,819 |
| CUMMINS INC | CMI | Industrials | 0.64% | 5,199 | +39 | +0.76% | $2,797,166 |
| 3M CO | MMM | Industrials | 0.63% | 19,092 | +2,045 | +12.00% | $2,772,731 |
| META PLATFORMS INC | META | Communication Services | 0.62% | 4,749 | -74 | -1.53% | $2,717,045 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.60% | 129,857 | +15,474 | +13.53% | $2,652,070 |
| BARRICK MNG CORP | B | Other | 0.60% | 64,371 | -8 | -0.01% | $2,625,693 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.58% | 38,732 | +348 | +0.91% | $2,555,982 |
| ADAM NAT RES FD INC | PEO | Financial Services | 0.57% | 89,504 | +1,958 | +2.24% | $2,488,222 |
| PFIZER INC | PFE | Healthcare | 0.56% | 87,102 | +3,252 | +3.88% | $2,445,851 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.50% | 43,775 | +1,228 | +2.89% | $2,187,437 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.48% | 68,237 | +935 | +1.39% | $2,093,511 |
| LINDE PLC | LIN | Other | 0.46% | 4,084 | -1 | -0.02% | $2,024,684 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.46% | 21,269 | +1,346 | +6.76% | $1,998,861 |
| AMGEN INC | AMGN | Healthcare | 0.46% | 5,677 | -120 | -2.07% | $1,997,452 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.45% | 67,988 | +6,416 | +10.42% | $1,980,490 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.45% | 4,613 | - | - | $1,962,093 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.44% | 11,897 | +113 | +0.96% | $1,907,327 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.43% | 37,927 | -921 | -2.37% | $1,903,935 |
| APPLIED MATLS INC | AMAT | Technology | 0.42% | 5,329 | -60 | -1.11% | $1,821,495 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.41% | 6,217 | - | - | $1,784,297 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.40% | 2,960 | - | - | $1,742,493 |
| ISHARES TR | PFF | Other | 0.40% | 57,307 | +8,459 | +17.32% | $1,737,571 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.39% | 4,391 | +1,033 | +30.76% | $1,714,290 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.35% | 6,355 | -135 | -2.08% | $1,540,388 |
| ELI LILLY & CO | LLY | Healthcare | 0.35% | 1,651 | +193 | +13.24% | $1,518,540 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.34% | 8,992 | -46 | -0.51% | $1,486,737 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 15,070 | -75 | -0.50% | $1,448,981 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.32% | 45,724 | -1,327 | -2.82% | $1,394,582 |
| KROGER CO | KR | Consumer Defensive | 0.31% | 18,633 | -699 | -3.62% | $1,348,284 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.30% | 708 | -6 | -0.84% | $1,334,339 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.29% | 10,870 | -190 | -1.72% | $1,289,508 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.29% | 3,748 | - | - | $1,286,389 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.29% | 33,782 | -97 | -0.29% | $1,278,323 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.28% | 9,233 | -628 | -6.37% | $1,227,066 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.27% | 2,395 | +10 | +0.42% | $1,196,686 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.27% | 8,433 | -446 | -5.02% | $1,175,426 |
| DOMINION ENERGY INC | D | Utilities | 0.26% | 18,599 | +3,094 | +19.95% | $1,149,790 |
| NASDAQ INC | NDAQ | Financial Services | 0.26% | 13,430 | +284 | +2.16% | $1,140,073 |
| ISHARES TR | IYC | Other | 0.26% | 11,752 | +14 | +0.12% | $1,139,004 |
| BROADCOM INC | AVGO | Technology | 0.25% | 3,514 | +307 | +9.57% | $1,087,773 |
| PHILLIPS 66 | PSX | Energy | 0.25% | 5,934 | +90 | +1.54% | $1,081,056 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.24% | 5,879 | -10 | -0.17% | $1,072,506 |
| TRI CONTL CORP | TY | Financial Services | 0.24% | 33,821 | +69 | +0.20% | $1,068,406 |
| NIKE INC | NKE | Consumer Cyclical | 0.24% | 20,193 | -2,092 | -9.39% | $1,066,594 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 13,349 | +241 | +1.84% | $1,035,751 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.24% | 55,305 | +23,437 | +73.54% | $1,032,013 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.23% | 2,975 | +54 | +1.85% | $1,026,821 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.23% | 10,450 | +85 | +0.82% | $1,008,112 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.23% | 2,961 | -302 | -9.26% | $1,000,344 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.23% | 20,420 | +1,387 | +7.29% | $999,151 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.23% | 50,614 | +10,065 | +24.82% | $993,300 |
| MEDTRONIC PLC | MDT | Other | 0.22% | 11,344 | -350 | -2.99% | $982,958 |
| BANK AMERICA CORP | BAC | Financial Services | 0.22% | 19,384 | -1 | -0.01% | $944,970 |
| UNION PAC CORP | UNP | Industrials | 0.21% | 3,802 | +122 | +3.32% | $922,441 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 3,119 | -36 | -1.14% | $894,716 |
| ROYCE SMALL CAP TRUST INC | RVT | Financial Services | 0.20% | 53,292 | +2,125 | +4.15% | $884,647 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.19% | 50,570 | +35,872 | +244.06% | $845,485 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.18% | 13,516 | +586 | +4.53% | $794,486 |
| ORACLE CORP | ORCL | Technology | 0.17% | 5,030 | +906 | +21.97% | $739,963 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.17% | 2,722 | +193 | +7.63% | $736,546 |
| KLA CORP | KLAC | Technology | 0.17% | 500 | - | - | $736,205 |
| ISHARES TR | IYF | Other | 0.16% | 5,925 | -270 | -4.36% | $697,136 |
| PROSHARES TR | NOBL | Other | 0.15% | 6,290 | +1,013 | +19.20% | $666,874 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.15% | 33,867 | +6,650 | +24.43% | $661,423 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.15% | 956 | -41 | -4.11% | $652,221 |