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Latest WHITENER CAPITAL MANAGEMENT, INC. Stock Portfolio

$472Million | No. of Holdings #183

WHITENER CAPITAL MANAGEMENT, INC. Performance

2026 Q2+9.03%
YTD+7.46%
2025+18.61%

About WHITENER CAPITAL MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

Whitener Capital Management, Inc. is a hedge fund based in Rocky Mount, NC. On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Whitener Capital Management, Inc. reported an equity portfolio of $472.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Whitener Capital Management, Inc. are GOOG, NVDA, AAPL. The fund has invested 7.1% of it's portfolio in ALPHABET INC and 5.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), EXXON MOBIL CORP (XOM) and FORD MTR CO (F) stocks. They significantly reduced their stock positions in TCW STRATEGIC INCOME FD INC, ISHARES TR (BGRN) and CITIGROUP INC (C). Whitener Capital Management, Inc. opened new stock positions in DYCOM INDS INC (DY), ADVANCED MICRO DEVICES INC (AMD) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), PROSHARES TR (BZQ) and ISHARES TR (IJR).
WHITENER CAPITAL MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$472Million
  as of Jul 10, 2026

WHITENER CAPITAL MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Whitener Capital Management, Inc. made a return of 9.03% in the last quarter. In trailing 12 months, it's portfolio return was 20.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dycom inds inc589,012
advanced micro devices inc548,960
vanguard bd index fds334,623
palantir technologies inc298,792
robinhood mkts inc266,544
vaneck etf trust228,816
snowflake inc225,487
dell technologies inc225,222
New stocks bought by WHITENER CAPITAL MANAGEMENT, INC.

Additions

Ticker% Inc.
j p morgan exchange traded f383
proshares tr131
ishares tr120
invesco exch trd slf idx fd113
dimensional etf trust94.73
eli lilly & co79.29
tesla inc67.71
constellation energy corp44.85
Additions to existing portfolio by WHITENER CAPITAL MANAGEMENT, INC.

Reductions

Ticker% Reduced
tcw strategic income fd inc-39.44
ishares tr-20.37
citigroup inc-20.14
nike inc-16.73
entergy corp new-13.83
energy transfer l p-12.73
medtronic plc-12.69
spdr gold tr-12.36
WHITENER CAPITAL MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
ford mtr co-563,613
exxon mobil corp-7,890,550
honeywell intl inc-10,165,100
ishares tr-227,856
ishares tr-218,644
intercontinental exchange in-228,056
leidos holdings inc-202,176
mckesson corp-222,398
WHITENER CAPITAL MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

Whitener Capital Management, Inc. has about 20% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Consumer Defensive
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Energy
  • Basic Materials
Sector%
Technology20
Others14.7
Financial Services14.5
Consumer Defensive10.2
Industrials10
Healthcare8.7
Communication Services8.7
Consumer Cyclical8.2
Utilities2.2
Energy1.6
Basic Materials1.1

Market Cap. Distribution

Whitener Capital Management, Inc. has about 85.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP63.9
LARGE-CAP21.2
UNALLOCATED14.7

Stocks belong to which Index?

About 83.8% of the stocks held by Whitener Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50083.8
Others16.1
Top 5 Winners (%)%
MU
micron technology inc
227.6 %
INTC
intel corp
216.3 %
MRVL
marvell technology inc
172.3 %
STX
seagate technology hldngs pl
146.3 %
AMAT
applied matls inc
109.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
6.6 M
CAT
caterpillar inc
4.2 M
NVDA
nvidia corporation
3.3 M
AAPL
apple inc
3.2 M
JPM
jpmorgan chase & co
2.6 M
Top 5 Losers (%)%
CRWD
crowdstrike hldgs inc
-49.0 %
BZQ
proshares tr
-38.9 %
ACN
accenture plc ireland
-34.8 %
T
at&t inc
-28.6 %
CME
cme group inc
-24.9 %
Top 5 Losers ($)$
WMT
walmart inc
-2.0 M
MCD
mcdonalds corp
-1.3 M
PEP
pepsico inc
-1.0 M
CRWD
crowdstrike hldgs inc
-1.0 M
CVX
chevron corporation
-1.0 M

WHITENER CAPITAL MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WHITENER CAPITAL MANAGEMENT, INC.

Whitener Capital Management, Inc. has 183 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. WMT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Whitener Capital Management, Inc. last quarter.

$472.15MTotal Value
192Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of WHITENER CAPITAL MANAGEMENT, INC., last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Ishares Tr over time
0.44%68,077
$2.08M
0.44%
increased 18.79 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Ishares Tr over time
0.12%7,332
$555.7K
0.12%
decreased 7.33 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Vaneck Etf Trust over time
0.05%2,201
$228.8K
0.05%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
WHITENER CAPITAL MANAGEMENT, INC.'s holding in First Tr Exchng Traded Fd Vi over time
0.06%13,170
$287.6K
0.06%
decreased 7.92 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Asml Hldg Nv over time
0.09%218
$433.7K
0.09%
increased 2.83 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
WHITENER CAPITAL MANAGEMENT, INC.'s holding in J P Morgan Exchange Traded F over time
0.32%32,541
$1.50M
0.32%
increased 383.45 percentadded