Whitener Capital Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Whitener Capital Management, Inc. disclosed 184 stock positions valued at approximately $472.15M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 184
- Portfolio Value
- $472.15M
Holdings by Sector
Whitener Capital Management, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 184 holdings in the latest reporting period.