Latest WHITENER CAPITAL MANAGEMENT, INC. Stock Portfolio

WHITENER CAPITAL MANAGEMENT, INC. Performance:

2025 Q4: 1.03%YTD: 14.97%2024: 15.78%

Performance for 2025 Q4 is 1.03%, and YTD is 14.97%, and 2024 is 15.78%.

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 23-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $346.2 Millions. In it's latest 13F Holdings report, Whitener Capital Management, Inc. reported an equity portfolio of $439.4 Millions as of 31 Dec, 2025.

The top stock holdings of Whitener Capital Management, Inc. are GOOG, AAPL, JPM. The fund has invested 6.8% of it's portfolio in ALPHABET INC and 6.2% of portfolio in APPLE INC.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), VORNADO RLTY TR (VNO) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ORACLE CORP (ORCL) and NORTHROP GRUMMAN CORP (NOC). Whitener Capital Management, Inc. opened new stock positions in ISHARES BITCOIN TRUST ETF, ISHARES TR (BGRN) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), UNITEDHEALTH GROUP INC (UNH) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Whitener Capital Management, Inc. made a return of 1.03% in the last quarter. In trailing 12 months, it's portfolio return was 14.97%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares bitcoin trust etf	284,792
asml holding n v	226,810
ishares tr	224,004
select sector spdr tr	222,373
mckesson corp	210,815
seagate technology hldngs pl	206,543
advanced micro devices inc	200,454

New stocks bought by WHITENER CAPITAL MANAGEMENT, INC.

Additions

Ticker	% Inc.
netflix inc	922
unitedhealth group inc	284
select sector spdr tr	117
select sector spdr tr	117
select sector spdr tr	101
select sector spdr tr	98.06
select sector spdr tr	91.67
first ctzns bancshares inc d	41.39

Additions to existing portfolio by WHITENER CAPITAL MANAGEMENT, INC.

Reductions

Ticker	% Reduced
ishares tr	-20.21
oracle corp	-16.14
northrop grumman corp	-12.7
edwards lifesciences corp	-11.41
first tr exchng traded fd vi	-11.38
thermo fisher scientific inc	-11.08
nucor corp	-10.94
intel corp	-7.59

WHITENER CAPITAL MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-250,328
vornado rlty tr	-225,752
palantir technologies inc	-204,493

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

Sector Distribution

Whitener Capital Management, Inc. has about 19.4% of it's holdings in Technology sector.

Sector	%
Technology	19.4
Financial Services	15.5
Others	12.8
Consumer Defensive	10.5
Industrials	10.2
Consumer Cyclical	8.9
Communication Services	8.6
Healthcare	8.5
Energy	2.8
Utilities	1.8

Market Cap. Distribution

Whitener Capital Management, Inc. has about 87% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	55.4
LARGE-CAP	31.6
UNALLOCATED	12.8

Stocks belong to which Index?

About 86.1% of the stocks held by Whitener Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	86.1
Others	13.9

Top 5 Winners (%)		%
MU	micron technology inc	70.5 %
LLY	eli lilly & co	40.6 %
	barrick mng corp	32.9 %
GOOG	alphabet inc	28.8 %
FCX	freeport-mcmoran inc	28.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.7 M
AAPL	apple inc	1.8 M
WMT	walmart inc	1.6 M
CAT	caterpillar inc	1.1 M
GS	goldman sachs group inc	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-44.0 %
XLB	select sector spdr tr	-43.2 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-41.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-9.2 M
MSFT	microsoft corp	-1.4 M
XLB	select sector spdr tr	-1.4 M
XLB	select sector spdr tr	-1.0 M
HD	home depot inc	-0.8 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 168 stocks in it's portfolio. About 44.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Whitener Capital Management, Inc. last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.22	100,553	27,336,300	reduced	-2.52

AAXJ	ishares tr	0.34	48,848	1,512,340	added	13.99

ABBV	abbvie inc	2.11	40,532	9,261,360	added	0.58

ABT	abbott labs	0.81	28,311	3,547,140	added	2.14

ACN	accenture plc ireland	0.17	2,732	732,996	added	30.72

ACWF	ishares tr	0.12	7,912	549,251	added	0.97

ADP	automatic data processing in	0.05	923	237,423	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.07	15,333	304,667	reduced	-11.38

AMAT	applied matls inc	0.32	5,389	1,384,990	reduced	-0.55

AMD	advanced micro devices inc	0.05	936	200,454	new

AMGN	amgen inc	0.43	5,797	1,897,420	unchanged	0.00

AMZN	amazon com inc	4.03	76,758	17,717,300	reduced	-2.61

AVGO	broadcom inc	0.25	3,207	1,110,120	added	18.34

AXP	american express co	0.15	1,820	673,309	unchanged	0.00

BA	boeing co	0.09	1,878	407,751	added	14.16

BAC	bank america corp	0.24	19,385	1,066,180	reduced	-0.26

BDX	becton dickinson & co	0.16	3,575	693,800	unchanged	0.00

BEN	franklin resources inc	0.10	18,530	442,682	reduced	-0.54

BGRN	ishares tr	0.05	8,800	224,004	new

BK	bank new york mellon corp	0.29	11,060	1,283,960	reduced	-2.47