WHITENER CAPITAL MANAGEMENT, INC.

PrivateCIK: 825217
Location

ROCKY MOUNT, NC

184
Positions
$472.15M
Total AUM (reported)
3.85M
Total Shares

Allocation by class

TOTAL AUM$472.15M184 positions
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 318.2%4–1024.6%11–2520.4%Rest36.9%TOP 1042.7%0%100%
Top 3$85.71M18.2%
4–10$115.95M24.6%
11–25$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 · 100.0% of voting shares
Institutional Holdings184
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares93.68K
TypeSH
Market value$33.48M
7.09%
Sole
93.68K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares130.66K
TypeSH
Market value$26.14M
5.54%
Sole
130.66K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares90.16K
TypeSH
Market value$26.09M
5.53%
Sole
90.16K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares77.08K
TypeSH
Market value$25.23M
5.34%
Sole
77.08K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares185.04K
TypeSH
Market value$20.96M
4.44%
Sole
185.04K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares76.68K
TypeSH
Market value$18.28M
3.87%
Sole
76.68K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares44.20K
TypeSH
Market value$16.49M
3.49%
Sole
44.20K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares11.58K
TypeSH
Market value$12.33M
2.61%
Sole
11.58K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares33.42K
TypeSH
Market value$11.47M
2.43%
Sole
33.42K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares11.07K
TypeSH
Market value$11.19M
2.37%
Sole
11.07K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares41.94K
TypeSH
Market value$10.55M
2.24%
Sole
41.94K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares33.45K
TypeSH
Market value$9.04M
1.92%
Sole
33.45K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares65.33K
TypeSH
Market value$8.27M
1.75%
Sole
65.33K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC

SOLE
COM
Shares13.92K
TypeSH
Market value$6.89M
1.46%
Sole
13.92K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares13.55K
TypeSH
Market value$6.78M
1.44%
Sole
13.55K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares50.01K
TypeSH
Market value$6.77M
1.43%
Sole
50.01K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares26.12K
TypeSH
Market value$6.63M
1.41%
Sole
26.12K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares45.42K
TypeSH
Market value$5.84M
1.24%
Sole
45.42K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares39.29K
TypeSH
Market value$5.76M
1.22%
Sole
39.29K
Shared
0.00
None
0.00

TRUIST FINL CORP

SOLE
COM
Shares115.45K
TypeSH
Market value$5.75M
1.22%
Sole
115.45K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares8.26K
TypeSH
Market value$5.24M
1.11%
Sole
8.26K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares173.80K
TypeSH
Market value$5.03M
1.07%
Sole
173.80K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares13.65K
TypeSH
Market value$4.82M
1.02%
Sole
13.65K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares21.34K
TypeSH
Market value$4.71M
1.00%
Sole
21.34K
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares20.90K
TypeSH
Market value$4.33M
0.92%
Sole
20.90K
Shared
0.00
None
0.00
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