Latest WHITENER CAPITAL MANAGEMENT, INC. Stock Portfolio

WHITENER CAPITAL MANAGEMENT, INC. Performance:

2026 Q1: -1.44%YTD: -1.44%2025: 18.61%

Performance for 2026 Q1 is -1.44%, and YTD is -1.44%, and 2025 is 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 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Whitener Capital Management, Inc. reported an equity portfolio of $438.4 Millions as of 31 Mar, 2026.

The top stock holdings of Whitener Capital Management, Inc. are GOOG, WMT, AAPL. The fund has invested 6.2% of it's portfolio in ALPHABET INC and 5.3% of portfolio in WALMART INC.

The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN (ADP), SELECT SECTOR SPDR TR (XLB) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in TCW STRATEGIC INCOME FD INC, STATE STR SPDR S&P 500 ETF T (SPY) and CSX CORP (CSX). Whitener Capital Management, Inc. opened new stock positions in SOLSTICE ADVANCED MATLS INC, FORD MTR CO (F) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES BITCOIN TRUST ETF and STIFEL FINL CORP (SF).

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

Our best estimate is that Whitener Capital Management, Inc. made a return of -1.44% in the last quarter. In trailing 12 months, it's portfolio return was 19.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
solstice advanced matls inc	592,298
ford mtr co	563,613
ishares tr	405,644
dimensional etf trust	361,373
j p morgan exchange traded f	310,097
invesco exch trd slf idx fd	300,922
ishares tr	227,856
ishares tr	218,644

New stocks bought by WHITENER CAPITAL MANAGEMENT, INC.

Additions

Ticker	% Inc.
invesco exch trd slf idx fd	244
invesco exch trd slf idx fd	73.54
ishares bitcoin trust etf	67.4
stifel finl corp	47.7
enbridge inc	42.09
crowdstrike hldgs inc	30.76
prudential finl inc	29.68
price t rowe group inc	28.22

Additions to existing portfolio by WHITENER CAPITAL MANAGEMENT, INC.

Reductions

Ticker	% Reduced
tcw strategic income fd inc	-24.33
state str spdr s&p 500 etf t	-19.69
csx corp	-12.51
disney walt co	-10.45
target corp	-10.2
apple inc	-9.65
nike inc	-9.39
micron technology inc	-9.26

WHITENER CAPITAL MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-222,373
snowflake inc	-208,392
advanced micro devices inc	-200,454
automatic data processing in	-237,423
blackrock inc	-200,154

WHITENER CAPITAL MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

Whitener Capital Management, Inc. has about 17.1% of it's holdings in Technology sector.

Sector	%
Technology	17.1
Financial Services	14.1
Others	13.7
Consumer Defensive	11.6
Industrials	11.1
Consumer Cyclical	8.6
Healthcare	8.5
Communication Services	8
Energy	3.8
Utilities	2.3
Basic Materials	1.1

Market Cap. Distribution

Whitener Capital Management, Inc. has about 86.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	62.9
LARGE-CAP	23.3
UNALLOCATED	13.7

Stocks belong to which Index?

About 85.1% of the stocks held by Whitener Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	85.1
Others	14.9

Top 5 Winners (%)		%
STX	seagate technology hldngs pl	42.3 %
XOM	exxon mobil corp	40.9 %
PSX	phillips 66	40.7 %
BOB	ea series trust	37.6 %
CVX	chevron corporation	35.5 %

Top 5 Winners ($)		$
WMT	walmart inc	2.4 M
XOM	exxon mobil corp	2.3 M
CAT	caterpillar inc	1.6 M
HON	honeywell intl inc	1.4 M
CVX	chevron corporation	1.3 M

Top 5 Losers (%)		%
SF	stifel finl corp	-36.8 %
JEF	jefferies financial group in	-33.0 %
COF	capital one finl corp	-24.7 %
ACN	accenture plc ireland	-24.6 %
QCOM	qualcomm inc	-24.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.7 M
GOOG	alphabet inc	-2.4 M
JPM	jpmorgan chase & co	-2.2 M
AMZN	amazon com inc	-1.7 M
AAPL	apple inc	-1.7 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 172 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for Whitener Capital Management, Inc. last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.26	90,854	23,057,900	reduced	-9.65

AAXJ	ishares tr	0.40	57,307	1,737,570	added	17.32

ABBV	abbvie inc	2.08	41,888	9,110,370	added	3.35

ABT	abbott laboratories	0.65	27,805	2,854,820	reduced	-1.79

ACN	accenture plc ireland	0.15	3,229	640,278	added	18.19

ACWF	ishares tr	0.13	7,912	555,264	unchanged	0.00

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	0.07	14,303	321,674	reduced	-6.72

AMAT	applied matls inc	0.42	5,329	1,821,500	reduced	-1.11

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.46	5,677	1,997,450	reduced	-2.07

AMZN	amazon com inc	3.66	77,063	16,049,900	added	0.4

ASML	asml hldg nv	0.06	212	280,016	unchanged	0.00

AVGO	broadcom inc	0.25	3,514	1,087,770	added	9.57

AXP	american express co	0.12	1,792	542,044	reduced	-1.54

BA	boeing co	0.09	1,969	391,890	added	4.85

BAC	bank america corp	0.22	19,384	944,970	reduced	-0.01

BBAX	j p morgan exchange traded f	0.07	6,731	310,097	new

BDX	becton dickinson & co	0.13	3,575	562,097	unchanged	0.00

BEN	franklin resources inc	0.10	18,750	442,875	added	1.19