Filed: 7/14/2025ACC: 0001085146-25-003780
📋 What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $377.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$377.55M
Total AUM (reported)
3.32M
Total Shares
Allocation by class
COM$285.26M75.6%
CAP STK CL A$16.77M4.4%
COM CL A$11.57M3.1%
COM NEW$9.87M2.6%
CL A$9.28M2.5%
CL B NEW$5.73M1.5%
US BRD MKT ETF$4.75M1.3%
Portfolio Concentration
Top 3$64.13M17.0%
4–10$102.36M27.1%
11–25$78.64M20.8%
Rest$132.41M35.1%
Top 3 weight
17.0%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 3.32M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings155
Rows:
JPMORGAN CHASE & CO.
SOLEShares78.33K
TypeSH
Market value$22.71M
6.02%
Sole
0.00
Shared
0.00
None
78.33K
APPLE INC
SOLEShares101.95K
TypeSH
Market value$20.91M
5.54%
Sole
0.00
Shared
0.00
None
101.95K
MICROSOFT CORP
SOLEShares41.23K
TypeSH
Market value$20.51M
5.43%
Sole
0.00
Shared
0.00
None
41.23K
NVIDIA CORPORATION
SOLEShares122.68K
TypeSH
Market value$19.38M
5.13%
Sole
0.00
Shared
0.00
None
122.68K
WALMART INC
SOLEShares189.60K
TypeSH
Market value$18.54M
4.91%
Sole
0.00
Shared
0.00
None
189.60K
AMAZON COM INC
SOLEShares77.68K
TypeSH
Market value$17.04M
4.51%
Sole
0.00
Shared
0.00
None
77.68K
ALPHABET INC
SOLEShares95.18K
TypeSH
Market value$16.77M
4.44%
Sole
0.00
Shared
0.00
None
95.18K
VISA INC
SOLEShares32.57K
TypeSH
Market value$11.57M
3.06%
Sole
0.00
Shared
0.00
None
32.57K
HONEYWELL INTL INC
SOLEShares43.36K
TypeSH
Market value$10.10M
2.67%
Sole
0.00
Shared
0.00
None
43.36K
MCDONALDS CORP
SOLEShares30.68K
TypeSH
Market value$8.96M
2.37%
Sole
0.00
Shared
0.00
None
30.68K
GOLDMAN SACHS GROUP INC
SOLEShares12.17K
TypeSH
Market value$8.62M
2.28%
Sole
0.00
Shared
0.00
None
12.17K
ABBVIE INC
SOLEShares38.87K
TypeSH
Market value$7.22M
1.91%
Sole
0.00
Shared
0.00
None
38.87K
PEPSICO INC
SOLEShares45.57K
TypeSH
Market value$6.02M
1.59%
Sole
0.00
Shared
0.00
None
45.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.80K
TypeSH
Market value$5.73M
1.52%
Sole
0.00
Shared
0.00
None
11.80K
PROCTER AND GAMBLE CO
SOLEShares35.77K
TypeSH
Market value$5.70M
1.51%
Sole
0.00
Shared
0.00
None
35.77K
DUKE ENERGY CORP NEW
SOLEShares47.02K
TypeSH
Market value$5.55M
1.47%
Sole
0.00
Shared
0.00
None
47.02K
TRUIST FINL CORP
SOLEShares120.93K
TypeSH
Market value$5.20M
1.38%
Sole
0.00
Shared
0.00
None
120.93K
ROCKWELL AUTOMATION INC
SOLEShares14.89K
TypeSH
Market value$4.95M
1.31%
Sole
0.00
Shared
0.00
None
14.89K
EXXON MOBIL CORP
SOLEShares44.73K
TypeSH
Market value$4.82M
1.28%
Sole
0.00
Shared
0.00
None
44.73K
SCHWAB STRATEGIC TR
SOLEShares199.32K
TypeSH
Market value$4.75M
1.26%
Sole
0.00
Shared
0.00
None
199.32K
HOME DEPOT INC
SOLEShares11.94K
TypeSH
Market value$4.38M
1.16%
Sole
0.00
Shared
0.00
None
11.94K
CATERPILLAR INC
SOLEShares11.26K
TypeSH
Market value$4.37M
1.16%
Sole
0.00
Shared
0.00
None
11.26K
LOWES COS INC
SOLEShares17.71K
TypeSH
Market value$3.93M
1.04%
Sole
0.00
Shared
0.00
None
17.71K
META PLATFORMS INC
SOLEShares5.05K
TypeSH
Market value$3.73M
0.99%
Sole
0.00
Shared
0.00
None
5.05K
DEERE & CO
SOLEShares7.26K
TypeSH
Market value$3.69M
0.98%
Sole
0.00
Shared
0.00
None
7.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 78.33K | SH | $22.71M 6.02% | 0.00 | 0.00 | 78.33K |
APPLE INCSOLE | COM | 101.95K | SH | $20.91M 5.54% | 0.00 | 0.00 | 101.95K |
MICROSOFT CORPSOLE | COM | 41.23K | SH | $20.51M 5.43% | 0.00 | 0.00 | 41.23K |
NVIDIA CORPORATIONSOLE | COM | 122.68K | SH | $19.38M 5.13% | 0.00 | 0.00 | 122.68K |
WALMART INCSOLE | COM | 189.60K | SH | $18.54M 4.91% | 0.00 | 0.00 | 189.60K |
AMAZON COM INCSOLE | COM | 77.68K | SH | $17.04M 4.51% | 0.00 | 0.00 | 77.68K |
ALPHABET INCSOLE | CAP STK CL A | 95.18K | SH | $16.77M 4.44% | 0.00 | 0.00 | 95.18K |
VISA INCSOLE | COM CL A | 32.57K | SH | $11.57M 3.06% | 0.00 | 0.00 | 32.57K |
HONEYWELL INTL INCSOLE | COM | 43.36K | SH | $10.10M 2.67% | 0.00 | 0.00 | 43.36K |
MCDONALDS CORPSOLE | COM | 30.68K | SH | $8.96M 2.37% | 0.00 | 0.00 | 30.68K |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.17K | SH | $8.62M 2.28% | 0.00 | 0.00 | 12.17K |
ABBVIE INCSOLE | COM | 38.87K | SH | $7.22M 1.91% | 0.00 | 0.00 | 38.87K |
PEPSICO INCSOLE | COM | 45.57K | SH | $6.02M 1.59% | 0.00 | 0.00 | 45.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.80K | SH | $5.73M 1.52% | 0.00 | 0.00 | 11.80K |
PROCTER AND GAMBLE COSOLE | COM | 35.77K | SH | $5.70M 1.51% | 0.00 | 0.00 | 35.77K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 47.02K | SH | $5.55M 1.47% | 0.00 | 0.00 | 47.02K |
TRUIST FINL CORPSOLE | COM | 120.93K | SH | $5.20M 1.38% | 0.00 | 0.00 | 120.93K |
ROCKWELL AUTOMATION INCSOLE | COM | 14.89K | SH | $4.95M 1.31% | 0.00 | 0.00 | 14.89K |
EXXON MOBIL CORPSOLE | COM | 44.73K | SH | $4.82M 1.28% | 0.00 | 0.00 | 44.73K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 199.32K | SH | $4.75M 1.26% | 0.00 | 0.00 | 199.32K |
HOME DEPOT INCSOLE | COM | 11.94K | SH | $4.38M 1.16% | 0.00 | 0.00 | 11.94K |
CATERPILLAR INCSOLE | COM | 11.26K | SH | $4.37M 1.16% | 0.00 | 0.00 | 11.26K |
LOWES COS INCSOLE | COM | 17.71K | SH | $3.93M 1.04% | 0.00 | 0.00 | 17.71K |
META PLATFORMS INCSOLE | CL A | 5.05K | SH | $3.73M 0.99% | 0.00 | 0.00 | 5.05K |
DEERE & COSOLE | COM | 7.26K | SH | $3.69M 0.98% | 0.00 | 0.00 | 7.26K |
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