Filed: 5/1/2025ACC: 0001085146-25-002532
📋 What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $353.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$353.39M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$269.10M76.1%
CAP STK CL A$14.98M4.2%
COM CL A$11.48M3.2%
COM NEW$9.24M2.6%
CL A$7.40M2.1%
CL B NEW$6.28M1.8%
US BRD MKT ETF$4.52M1.3%
Portfolio Concentration
Top 3$59.71M16.9%
4–10$89.39M25.3%
11–25$77.15M21.8%
Rest$127.14M36.0%
Top 3 weight
16.9%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
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)
Sole154
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings154
Rows:
APPLE INC
SOLEShares105.10K
TypeSH
Market value$23.34M
6.60%
Sole
105.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares79.50K
TypeSH
Market value$19.50M
5.52%
Sole
79.50K
Shared
0.00
None
0.00
WALMART INC
SOLEShares192.17K
TypeSH
Market value$16.87M
4.77%
Sole
192.17K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares42.15K
TypeSH
Market value$15.82M
4.48%
Sole
42.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares96.86K
TypeSH
Market value$14.98M
4.24%
Sole
96.86K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.61K
TypeSH
Market value$14.96M
4.23%
Sole
78.61K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares123.38K
TypeSH
Market value$13.37M
3.78%
Sole
123.38K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.75K
TypeSH
Market value$11.48M
3.25%
Sole
32.75K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares30.38K
TypeSH
Market value$9.49M
2.68%
Sole
30.38K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares43.92K
TypeSH
Market value$9.30M
2.63%
Sole
43.92K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares38.38K
TypeSH
Market value$8.04M
2.28%
Sole
38.38K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares46.52K
TypeSH
Market value$6.98M
1.97%
Sole
46.52K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares12.45K
TypeSH
Market value$6.80M
1.92%
Sole
12.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.79K
TypeSH
Market value$6.28M
1.78%
Sole
11.79K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares35.23K
TypeSH
Market value$6.00M
1.70%
Sole
35.23K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares45.78K
TypeSH
Market value$5.58M
1.58%
Sole
45.78K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.90K
TypeSH
Market value$4.98M
1.41%
Sole
41.90K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares120.71K
TypeSH
Market value$4.97M
1.41%
Sole
120.71K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares210.16K
TypeSH
Market value$4.52M
1.28%
Sole
210.16K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares11.52K
TypeSH
Market value$4.22M
1.19%
Sole
11.52K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares14.96K
TypeSH
Market value$3.86M
1.09%
Sole
14.96K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares23.03K
TypeSH
Market value$3.85M
1.09%
Sole
23.03K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares7.13K
TypeSH
Market value$3.74M
1.06%
Sole
7.13K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares15.70K
TypeSH
Market value$3.66M
1.04%
Sole
15.70K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.10K
TypeSH
Market value$3.66M
1.04%
Sole
11.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 105.10K | SH | $23.34M 6.60% | 105.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 79.50K | SH | $19.50M 5.52% | 79.50K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 192.17K | SH | $16.87M 4.77% | 192.17K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.15K | SH | $15.82M 4.48% | 42.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 96.86K | SH | $14.98M 4.24% | 96.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.61K | SH | $14.96M 4.23% | 78.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 123.38K | SH | $13.37M 3.78% | 123.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.75K | SH | $11.48M 3.25% | 32.75K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 30.38K | SH | $9.49M 2.68% | 30.38K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 43.92K | SH | $9.30M 2.63% | 43.92K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 38.38K | SH | $8.04M 2.28% | 38.38K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 46.52K | SH | $6.98M 1.97% | 46.52K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.45K | SH | $6.80M 1.92% | 12.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.79K | SH | $6.28M 1.78% | 11.79K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 35.23K | SH | $6.00M 1.70% | 35.23K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 45.78K | SH | $5.58M 1.58% | 45.78K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.90K | SH | $4.98M 1.41% | 41.90K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 120.71K | SH | $4.97M 1.41% | 120.71K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 210.16K | SH | $4.52M 1.28% | 210.16K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 11.52K | SH | $4.22M 1.19% | 11.52K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.96K | SH | $3.86M 1.09% | 14.96K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 23.03K | SH | $3.85M 1.09% | 23.03K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 7.13K | SH | $3.74M 1.06% | 7.13K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 15.70K | SH | $3.66M 1.04% | 15.70K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.10K | SH | $3.66M 1.04% | 11.10K | 0.00 | 0.00 |
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