Filed: 7/10/2026ACC: 0000825217-26-000003
๐ What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13FโHR report disclosing 184 equity positions with a total reported market value of $472.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$472.15M
Total AUM (reported)
3.85M
Total Shares
Allocation by class
COM$339.06M71.8%
CAP STK CL A$33.48M7.1%
COM NEW$12.96M2.7%
COM CL A$11.73M2.5%
CL A$7.76M1.6%
CL B NEW$6.78M1.4%
US BRD MKT ETF$5.03M1.1%
Portfolio Concentration
Top 3$85.71M18.2%
4โ10$115.95M24.6%
11โ25$96.41M20.4%
Rest$174.08M36.9%
Top 3 weight
18.2%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Sole
Full voting authority
3.85M
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)
Sole184
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings184
Rows:
ALPHABET INC
SOLEShares93.68K
TypeSH
Market value$33.48M
7.09%
Sole
93.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares130.66K
TypeSH
Market value$26.14M
5.54%
Sole
130.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares90.16K
TypeSH
Market value$26.09M
5.53%
Sole
90.16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares77.08K
TypeSH
Market value$25.23M
5.34%
Sole
77.08K
Shared
0.00
None
0.00
WALMART INC
SOLEShares185.04K
TypeSH
Market value$20.96M
4.44%
Sole
185.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares76.68K
TypeSH
Market value$18.28M
3.87%
Sole
76.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares44.20K
TypeSH
Market value$16.49M
3.49%
Sole
44.20K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.58K
TypeSH
Market value$12.33M
2.61%
Sole
11.58K
Shared
0.00
None
0.00
VISA INC
SOLEShares33.42K
TypeSH
Market value$11.47M
2.43%
Sole
33.42K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11.07K
TypeSH
Market value$11.19M
2.37%
Sole
11.07K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares41.94K
TypeSH
Market value$10.55M
2.24%
Sole
41.94K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares33.45K
TypeSH
Market value$9.04M
1.92%
Sole
33.45K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares65.33K
TypeSH
Market value$8.27M
1.75%
Sole
65.33K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares13.92K
TypeSH
Market value$6.89M
1.46%
Sole
13.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.55K
TypeSH
Market value$6.78M
1.44%
Sole
13.55K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares50.01K
TypeSH
Market value$6.77M
1.43%
Sole
50.01K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares26.12K
TypeSH
Market value$6.63M
1.41%
Sole
26.12K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares45.42K
TypeSH
Market value$5.84M
1.24%
Sole
45.42K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares39.29K
TypeSH
Market value$5.76M
1.22%
Sole
39.29K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares115.45K
TypeSH
Market value$5.75M
1.22%
Sole
115.45K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares8.26K
TypeSH
Market value$5.24M
1.11%
Sole
8.26K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares173.80K
TypeSH
Market value$5.03M
1.07%
Sole
173.80K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares13.65K
TypeSH
Market value$4.82M
1.02%
Sole
13.65K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares21.34K
TypeSH
Market value$4.71M
1.00%
Sole
21.34K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares20.90K
TypeSH
Market value$4.33M
0.92%
Sole
20.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 93.68K | SH | $33.48M 7.09% | 93.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 130.66K | SH | $26.14M 5.54% | 130.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 90.16K | SH | $26.09M 5.53% | 90.16K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 77.08K | SH | $25.23M 5.34% | 77.08K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 185.04K | SH | $20.96M 4.44% | 185.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 76.68K | SH | $18.28M 3.87% | 76.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 44.20K | SH | $16.49M 3.49% | 44.20K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.58K | SH | $12.33M 2.61% | 11.58K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 33.42K | SH | $11.47M 2.43% | 33.42K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.07K | SH | $11.19M 2.37% | 11.07K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 41.94K | SH | $10.55M 2.24% | 41.94K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 33.45K | SH | $9.04M 1.92% | 33.45K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 65.33K | SH | $8.27M 1.75% | 65.33K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 13.92K | SH | $6.89M 1.46% | 13.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.55K | SH | $6.78M 1.44% | 13.55K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 50.01K | SH | $6.77M 1.43% | 50.01K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 26.12K | SH | $6.63M 1.41% | 26.12K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 45.42K | SH | $5.84M 1.24% | 45.42K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 39.29K | SH | $5.76M 1.22% | 39.29K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 115.45K | SH | $5.75M 1.22% | 115.45K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 8.26K | SH | $5.24M 1.11% | 8.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 173.80K | SH | $5.03M 1.07% | 173.80K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 13.65K | SH | $4.82M 1.02% | 13.65K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 21.34K | SH | $4.71M 1.00% | 21.34K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 20.90K | SH | $4.33M 0.92% | 20.90K | 0.00 | 0.00 |
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