Filed: 1/23/2026ACC: 0000825217-26-000001
๐ What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13FโHR report disclosing 169 equity positions with a total reported market value of $439.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$439.44M
Total AUM (reported)
3.56M
Total Shares
Allocation by class
COM$324.58M73.9%
CAP STK CL A$29.68M6.8%
COM CL A$11.53M2.6%
COM NEW$11.14M2.5%
CL A$8.51M1.9%
CL B NEW$6.45M1.5%
US BRD MKT ETF$5.07M1.2%
Portfolio Concentration
Top 3$82.08M18.7%
4โ10$113.28M25.8%
11โ25$92.04M20.9%
Rest$152.04M34.6%
Top 3 weight
18.7%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 3.56M
Sole
Full voting authority
3.56M
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)
Sole169
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings169
Rows:
ALPHABET INC
SOLEShares94.83K
TypeSH
Market value$29.68M
6.75%
Sole
94.83K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100.55K
TypeSH
Market value$27.34M
6.22%
Sole
100.55K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares77.77K
TypeSH
Market value$25.06M
5.70%
Sole
77.77K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares124.14K
TypeSH
Market value$23.15M
5.27%
Sole
124.14K
Shared
0.00
None
0.00
WALMART INC
SOLEShares186.22K
TypeSH
Market value$20.75M
4.72%
Sole
186.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares41.07K
TypeSH
Market value$19.86M
4.52%
Sole
41.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares76.76K
TypeSH
Market value$17.72M
4.03%
Sole
76.76K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.88K
TypeSH
Market value$11.53M
2.62%
Sole
32.88K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11.72K
TypeSH
Market value$10.30M
2.34%
Sole
11.72K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares32.61K
TypeSH
Market value$9.97M
2.27%
Sole
32.61K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares40.53K
TypeSH
Market value$9.26M
2.11%
Sole
40.53K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares45.64K
TypeSH
Market value$8.90M
2.03%
Sole
45.64K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares49.46K
TypeSH
Market value$7.10M
1.62%
Sole
49.46K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.45K
TypeSH
Market value$6.56M
1.49%
Sole
11.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.83K
TypeSH
Market value$6.45M
1.47%
Sole
12.83K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares53.11K
TypeSH
Market value$6.23M
1.42%
Sole
53.11K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares120.96K
TypeSH
Market value$5.95M
1.35%
Sole
120.96K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares14.87K
TypeSH
Market value$5.79M
1.32%
Sole
14.87K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares39.32K
TypeSH
Market value$5.63M
1.28%
Sole
39.32K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares46.68K
TypeSH
Market value$5.62M
1.28%
Sole
46.68K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares26.52K
TypeSH
Market value$5.49M
1.25%
Sole
26.52K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares193.25K
TypeSH
Market value$5.07M
1.15%
Sole
193.25K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares20.25K
TypeSH
Market value$4.88M
1.11%
Sole
20.25K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.55K
TypeSH
Market value$4.69M
1.07%
Sole
44.55K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares12.86K
TypeSH
Market value$4.43M
1.01%
Sole
12.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 94.83K | SH | $29.68M 6.75% | 94.83K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.55K | SH | $27.34M 6.22% | 100.55K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 77.77K | SH | $25.06M 5.70% | 77.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 124.14K | SH | $23.15M 5.27% | 124.14K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 186.22K | SH | $20.75M 4.72% | 186.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 41.07K | SH | $19.86M 4.52% | 41.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 76.76K | SH | $17.72M 4.03% | 76.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.88K | SH | $11.53M 2.62% | 32.88K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.72K | SH | $10.30M 2.34% | 11.72K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 32.61K | SH | $9.97M 2.27% | 32.61K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 40.53K | SH | $9.26M 2.11% | 40.53K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 45.64K | SH | $8.90M 2.03% | 45.64K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 49.46K | SH | $7.10M 1.62% | 49.46K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.45K | SH | $6.56M 1.49% | 11.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.83K | SH | $6.45M 1.47% | 12.83K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 53.11K | SH | $6.23M 1.42% | 53.11K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 120.96K | SH | $5.95M 1.35% | 120.96K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.87K | SH | $5.79M 1.32% | 14.87K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 39.32K | SH | $5.63M 1.28% | 39.32K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 46.68K | SH | $5.62M 1.28% | 46.68K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 26.52K | SH | $5.49M 1.25% | 26.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 193.25K | SH | $5.07M 1.15% | 193.25K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 20.25K | SH | $4.88M 1.11% | 20.25K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.55K | SH | $4.69M 1.07% | 44.55K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 12.86K | SH | $4.43M 1.01% | 12.86K | 0.00 | 0.00 |
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