Filed: 10/15/2025ACC: 0000825217-25-000003
📋 What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $417.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$417.70M
Total AUM (reported)
3.44M
Total Shares
Allocation by class
COM$313.83M75.1%
CAP STK CL A$23.56M5.6%
COM CL A$11.13M2.7%
COM NEW$10.00M2.4%
CL A$8.92M2.1%
CL B NEW$6.41M1.5%
US BRD MKT ETF$4.98M1.2%
Portfolio Concentration
Top 3$74.41M17.8%
4–10$112.17M26.9%
11–25$88.24M21.1%
Rest$142.88M34.2%
Top 3 weight
17.8%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 3.44M
Sole
Full voting authority
3.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole165
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings165
Rows:
APPLE INC
SOLEShares103.15K
TypeSH
Market value$26.27M
6.29%
Sole
103.15K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares77.94K
TypeSH
Market value$24.58M
5.89%
Sole
77.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares96.93K
TypeSH
Market value$23.56M
5.64%
Sole
96.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares126.22K
TypeSH
Market value$23.55M
5.64%
Sole
126.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares41.27K
TypeSH
Market value$21.38M
5.12%
Sole
41.27K
Shared
0.00
None
0.00
WALMART INC
SOLEShares190.30K
TypeSH
Market value$19.61M
4.70%
Sole
190.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.82K
TypeSH
Market value$17.31M
4.14%
Sole
78.82K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.60K
TypeSH
Market value$11.13M
2.66%
Sole
32.60K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares31.62K
TypeSH
Market value$9.61M
2.30%
Sole
31.62K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares12.04K
TypeSH
Market value$9.59M
2.29%
Sole
12.04K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares40.30K
TypeSH
Market value$9.33M
2.23%
Sole
40.30K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares44.23K
TypeSH
Market value$9.31M
2.23%
Sole
44.23K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares47.20K
TypeSH
Market value$6.63M
1.59%
Sole
47.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.76K
TypeSH
Market value$6.41M
1.54%
Sole
12.76K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares48.48K
TypeSH
Market value$6.00M
1.44%
Sole
48.48K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares37.26K
TypeSH
Market value$5.72M
1.37%
Sole
37.26K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares121.98K
TypeSH
Market value$5.58M
1.34%
Sole
121.98K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.42K
TypeSH
Market value$5.45M
1.30%
Sole
11.42K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares14.93K
TypeSH
Market value$5.22M
1.25%
Sole
14.93K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares45.73K
TypeSH
Market value$5.16M
1.23%
Sole
45.73K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares193.86K
TypeSH
Market value$4.98M
1.19%
Sole
193.86K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares12.27K
TypeSH
Market value$4.97M
1.19%
Sole
12.27K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares19.57K
TypeSH
Market value$4.92M
1.18%
Sole
19.57K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares25.70K
TypeSH
Market value$4.77M
1.14%
Sole
25.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.16K
TypeSH
Market value$3.79M
0.91%
Sole
5.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 103.15K | SH | $26.27M 6.29% | 103.15K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 77.94K | SH | $24.58M 5.89% | 77.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 96.93K | SH | $23.56M 5.64% | 96.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 126.22K | SH | $23.55M 5.64% | 126.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 41.27K | SH | $21.38M 5.12% | 41.27K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 190.30K | SH | $19.61M 4.70% | 190.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.82K | SH | $17.31M 4.14% | 78.82K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.60K | SH | $11.13M 2.66% | 32.60K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 31.62K | SH | $9.61M 2.30% | 31.62K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.04K | SH | $9.59M 2.29% | 12.04K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 40.30K | SH | $9.33M 2.23% | 40.30K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 44.23K | SH | $9.31M 2.23% | 44.23K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 47.20K | SH | $6.63M 1.59% | 47.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.76K | SH | $6.41M 1.54% | 12.76K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 48.48K | SH | $6.00M 1.44% | 48.48K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 37.26K | SH | $5.72M 1.37% | 37.26K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 121.98K | SH | $5.58M 1.34% | 121.98K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.42K | SH | $5.45M 1.30% | 11.42K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.93K | SH | $5.22M 1.25% | 14.93K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 45.73K | SH | $5.16M 1.23% | 45.73K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 193.86K | SH | $4.98M 1.19% | 193.86K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 12.27K | SH | $4.97M 1.19% | 12.27K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 19.57K | SH | $4.92M 1.18% | 19.57K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 25.70K | SH | $4.77M 1.14% | 25.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.16K | SH | $3.79M 0.91% | 5.16K | 0.00 | 0.00 |
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