Whitener Capital Management, Inc. Portfolio Stock Holdings
Whitener Capital Management, Inc. disclosed 184 stock positions valued at approximately $472.1 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 184
- Portfolio Value
- $472.1M
Holdings by Sector
Whitener Capital Management, Inc. Portfolio Holdings in Q2 2026
182 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 7.09% | 93,680 | -850 | -0.90% | $33,478,428 |
| NVIDIA CORPORATION | NVDA | Technology | 5.54% | 130,657 | +4,034 | +3.19% | $26,143,209 |
| APPLE INC | AAPL | Technology | 5.53% | 90,157 | -697 | -0.77% | $26,087,948 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5.34% | 77,075 | +205 | +0.27% | $25,229,104 |
| WALMART INC | WMT | Consumer Defensive | 4.44% | 185,044 | -1,170 | -0.63% | $20,958,152 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.87% | 76,680 | -383 | -0.50% | $18,275,911 |
| MICROSOFT CORP | MSFT | Technology | 3.49% | 44,199 | +2,920 | +7.07% | $16,487,334 |
| CATERPILLAR INC | CAT | Industrials | 2.61% | 11,582 | -296 | -2.49% | $12,334,423 |
| VISA INC | V | Financial Services | 2.43% | 33,425 | +395 | +1.20% | $11,467,986 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.37% | 11,069 | -511 | -4.41% | $11,194,855 |
| ABBVIE INC | ABBV | Healthcare | 2.24% | 41,935 | +47 | +0.11% | $10,552,585 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.92% | 33,453 | +635 | +1.93% | $9,042,680 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.75% | 65,330 | +3,170 | +5.10% | $8,269,471 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.46% | 13,920 | -388 | -2.71% | $6,891,514 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.44% | 13,551 | +580 | +4.47% | $6,780,785 |
| PEPSICO INC | PEP | Consumer Defensive | 1.43% | 50,006 | +630 | +1.28% | $6,770,812 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.41% | 26,121 | -254 | -0.96% | $6,633,950 |
| MERCK & CO INC | MRK | Healthcare | 1.24% | 45,420 | +1,041 | +2.35% | $5,836,470 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.22% | 39,289 | +501 | +1.29% | $5,761,413 |
| TRUIST FINL CORP | TFC | Financial Services | 1.22% | 115,450 | -5,165 | -4.28% | $5,751,719 |
| DEERE & CO | DE | Industrials | 1.11% | 8,261 | +50 | +0.61% | $5,240,200 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.07% | 173,802 | -5,396 | -3.01% | $5,033,306 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.02% | 13,653 | +547 | +4.17% | $4,815,414 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.00% | 21,343 | +966 | +4.74% | $4,706,136 |
| ROYAL BK CDA | RY | Financial Services | 0.92% | 20,899 | -266 | -1.26% | $4,325,466 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.89% | 12,312 | +415 | +3.49% | $4,198,638 |
| CHEVRON CORPORATION | CVX | Energy | 0.80% | 22,755 | -857 | -3.63% | $3,771,934 |
| APPLIED MATLS INC | AMAT | Technology | 0.79% | 5,159 | -170 | -3.19% | $3,730,161 |
| EMERSON ELEC CO | EMR | Industrials | 0.76% | 25,182 | +1,230 | +5.14% | $3,604,943 |
| RTX CORPORATION | RTX | Industrials | 0.76% | 18,988 | +306 | +1.64% | $3,602,593 |
| ELI LILLY & CO | LLY | Healthcare | 0.75% | 2,960 | +1,309 | +79.29% | $3,550,313 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.74% | 3,752 | +21 | +0.56% | $3,509,901 |
| 3M CO | MMM | Industrials | 0.70% | 20,427 | +1,335 | +6.99% | $3,307,336 |
| CUMMINS INC | CMI | Industrials | 0.69% | 4,582 | -617 | -11.87% | $3,267,928 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.68% | 103,246 | -2,560 | -2.42% | $3,210,951 |
| COCA COLA CO | KO | Consumer Defensive | 0.67% | 38,844 | +374 | +0.97% | $3,156,862 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.64% | 148,307 | +18,450 | +14.21% | $3,020,272 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.64% | 2,615 | -346 | -11.69% | $3,018,468 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.60% | 39,358 | +626 | +1.62% | $2,831,832 |
| ISHARES GOLD TR | IAU | Other | 0.59% | 37,083 | -541 | -1.44% | $2,800,137 |
| META PLATFORMS INC | META | Communication Services | 0.59% | 4,954 | +205 | +4.32% | $2,790,539 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.58% | 80,756 | +12,768 | +18.78% | $2,732,783 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.51% | 6,090 | -164 | -2.62% | $2,421,871 |
| BARRICK MNG CORP | B | Other | 0.49% | 62,972 | -1,399 | -2.17% | $2,312,962 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.49% | 25,393 | -2,412 | -8.67% | $2,304,234 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.49% | 24,877 | +3,608 | +16.96% | $2,295,401 |
| ADAM NAT RES FD INC | PEO | Financial Services | 0.47% | 90,616 | +1,112 | +1.24% | $2,240,051 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.47% | 43,770 | -5 | -0.01% | $2,224,829 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.46% | 67,963 | -274 | -0.40% | $2,155,107 |
| ISHARES TR | PFF | Other | 0.44% | 68,077 | +10,770 | +18.79% | $2,075,678 |
| AMGEN INC | AMGN | Healthcare | 0.43% | 5,665 | -12 | -0.21% | $2,051,410 |
| LINDE PLC | LIN | Other | 0.43% | 3,918 | -166 | -4.06% | $2,033,207 |
| PFIZER INC | PFE | Healthcare | 0.42% | 82,959 | -4,143 | -4.76% | $1,997,665 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.40% | 4,622 | +9 | +0.20% | $1,882,356 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.39% | 3,175 | +215 | +7.26% | $1,831,023 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.38% | 108,110 | +57,540 | +113.78% | $1,799,491 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.38% | 42,340 | +4,413 | +11.64% | $1,792,676 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.38% | 51,167 | +5,443 | +11.90% | $1,781,123 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.38% | 9,311 | +78 | +0.84% | $1,773,932 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.37% | 5,597 | -620 | -9.97% | $1,760,780 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.35% | 784 | +76 | +10.73% | $1,631,339 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.34% | 3,893 | +1,171 | +43.02% | $1,618,048 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.34% | 8,929 | -63 | -0.70% | $1,615,345 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.33% | 5,602 | -753 | -11.85% | $1,575,338 |
| CISCO SYS INC | CSCO | Technology | 0.33% | 13,109 | -240 | -1.80% | $1,539,866 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.32% | 10,470 | -400 | -3.68% | $1,514,067 |
| KLA CORP | KLAC | Technology | 0.32% | 5,000 | +4,500 | +900.00% | $1,508,550 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.32% | 32,541 | +25,810 | +383.45% | $1,498,513 |
| BROADCOM INC | AVGO | Technology | 0.29% | 3,594 | +80 | +2.28% | $1,357,822 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.28% | 3,748 | - | - | $1,327,692 |
| DOMINION ENERGY INC | D | Utilities | 0.28% | 19,267 | +668 | +3.59% | $1,315,743 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.26% | 2,395 | - | - | $1,230,072 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.26% | 33,398 | -384 | -1.14% | $1,227,735 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.26% | 64,924 | +9,619 | +17.39% | $1,205,963 |
| NETFLIX INC. | NFLX | Communication Services | 0.25% | 16,515 | +1,445 | +9.59% | $1,179,171 |
| ISHARES TR | IYC | Other | 0.25% | 11,643 | -109 | -0.93% | $1,177,107 |
| ROYCE SMALL CAP TRUST INC | RVT | Financial Services | 0.24% | 60,929 | +7,637 | +14.33% | $1,125,359 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 3,182 | +63 | +2.02% | $1,124,296 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.24% | 5,595 | -284 | -4.83% | $1,122,469 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.24% | 21,049 | +629 | +3.08% | $1,110,545 |
| NASDAQ INC | NDAQ | Financial Services | 0.23% | 14,060 | +630 | +4.69% | $1,108,209 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.23% | 55,276 | +4,662 | +9.21% | $1,084,239 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.23% | 9,845 | -605 | -5.79% | $1,080,686 |
| TRI CONTL CORP | TY | Financial Services | 0.23% | 31,386 | -2,435 | -7.20% | $1,080,307 |
| KROGER CO | KR | Consumer Defensive | 0.23% | 19,311 | +678 | +3.64% | $1,072,340 |
| INTEL CORP | INTC | Technology | 0.22% | 7,533 | -7 | -0.09% | $1,051,833 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.22% | 8,214 | -219 | -2.60% | $1,037,855 |
| UNION PAC CORP | UNP | Industrials | 0.22% | 3,814 | +12 | +0.32% | $1,037,408 |
| BANK OF AMER CORP | BAC | Financial Services | 0.22% | 18,165 | -1,219 | -6.29% | $1,035,042 |
| ISHARES TR | IWR | Other | 0.21% | 9,199 | +5,027 | +120.49% | $1,014,834 |
| PHILLIPS 66 | PSX | Energy | 0.21% | 5,934 | - | - | $1,003,143 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.21% | 5,236 | +845 | +19.24% | $998,976 |
| TESLA INC | TSLA | Consumer Cyclical | 0.20% | 2,249 | +908 | +67.71% | $945,929 |
| TEXAS INSTRS INC | TXN | Technology | 0.20% | 3,171 | -75 | -2.31% | $945,180 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.20% | 3,165 | +330 | +11.64% | $942,822 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.20% | 3,239 | +264 | +8.87% | $941,221 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.18% | 13,638 | +122 | +0.90% | $857,731 |
| PROSHARES TR | NOBL | Other | 0.17% | 14,578 | +8,288 | +131.76% | $818,709 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 1,080 | +42 | +4.05% | $795,312 |
| ISHARES TR | IYF | Other | 0.17% | 6,136 | +211 | +3.56% | $782,401 |