Filed: 1/15/2025ACC: 0001172661-25-000192
📋 What this filing means
WHITENER CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $356.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$356.93M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$274.16M76.8%
CAP STK CL A$18.48M5.2%
COM CL A$10.50M2.9%
COM NEW$8.11M2.3%
CL A$6.15M1.7%
CL B NEW$5.36M1.5%
US BRD MKT ETF$5.18M1.5%
Portfolio Concentration
Top 3$64.60M18.1%
4–10$97.24M27.2%
11–25$74.68M20.9%
Rest$120.41M33.7%
Top 3 weight
18.1%
Top 10 weight
45.3%
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)
Sole158
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings158
Rows:
APPLE INC
SOLEShares107.75K
TypeSH
Market value$26.98M
7.56%
Sole
107.75K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares79.84K
TypeSH
Market value$19.14M
5.36%
Sole
79.84K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares97.62K
TypeSH
Market value$18.48M
5.18%
Sole
97.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares42.13K
TypeSH
Market value$17.76M
4.98%
Sole
42.13K
Shared
0.00
None
0.00
WALMART INC
SOLEShares195.12K
TypeSH
Market value$17.63M
4.94%
Sole
195.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.73K
TypeSH
Market value$17.27M
4.84%
Sole
78.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares117.42K
TypeSH
Market value$15.77M
4.42%
Sole
117.42K
Shared
0.00
None
0.00
VISA INC
SOLEShares33.23K
TypeSH
Market value$10.50M
2.94%
Sole
33.23K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares43.99K
TypeSH
Market value$9.94M
2.78%
Sole
43.99K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares28.87K
TypeSH
Market value$8.37M
2.34%
Sole
28.87K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares12.32K
TypeSH
Market value$7.05M
1.98%
Sole
12.32K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares38.27K
TypeSH
Market value$6.80M
1.91%
Sole
38.27K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares44.39K
TypeSH
Market value$6.75M
1.89%
Sole
44.39K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares34.92K
TypeSH
Market value$5.85M
1.64%
Sole
34.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.84K
TypeSH
Market value$5.36M
1.50%
Sole
11.84K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares123.38K
TypeSH
Market value$5.35M
1.50%
Sole
123.38K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares228.38K
TypeSH
Market value$5.18M
1.45%
Sole
228.38K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares44.19K
TypeSH
Market value$4.76M
1.33%
Sole
44.19K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares40.60K
TypeSH
Market value$4.37M
1.22%
Sole
40.60K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares11.04K
TypeSH
Market value$4.29M
1.20%
Sole
11.04K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares14.91K
TypeSH
Market value$4.26M
1.19%
Sole
14.91K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.35K
TypeSH
Market value$4.12M
1.15%
Sole
11.35K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares40.50K
TypeSH
Market value$4.03M
1.13%
Sole
40.50K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares13.65K
TypeSH
Market value$3.37M
0.94%
Sole
13.65K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares21.57K
TypeSH
Market value$3.12M
0.88%
Sole
21.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 107.75K | SH | $26.98M 7.56% | 107.75K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 79.84K | SH | $19.14M 5.36% | 79.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 97.62K | SH | $18.48M 5.18% | 97.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.13K | SH | $17.76M 4.98% | 42.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 195.12K | SH | $17.63M 4.94% | 195.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.73K | SH | $17.27M 4.84% | 78.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 117.42K | SH | $15.77M 4.42% | 117.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 33.23K | SH | $10.50M 2.94% | 33.23K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 43.99K | SH | $9.94M 2.78% | 43.99K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 28.87K | SH | $8.37M 2.34% | 28.87K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.32K | SH | $7.05M 1.98% | 12.32K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 38.27K | SH | $6.80M 1.91% | 38.27K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 44.39K | SH | $6.75M 1.89% | 44.39K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 34.92K | SH | $5.85M 1.64% | 34.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.84K | SH | $5.36M 1.50% | 11.84K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 123.38K | SH | $5.35M 1.50% | 123.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 228.38K | SH | $5.18M 1.45% | 228.38K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 44.19K | SH | $4.76M 1.33% | 44.19K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 40.60K | SH | $4.37M 1.22% | 40.60K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 11.04K | SH | $4.29M 1.20% | 11.04K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 14.91K | SH | $4.26M 1.19% | 14.91K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.35K | SH | $4.12M 1.15% | 11.35K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 40.50K | SH | $4.03M 1.13% | 40.50K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 13.65K | SH | $3.37M 0.94% | 13.65K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 21.57K | SH | $3.12M 0.88% | 21.57K | 0.00 | 0.00 |
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