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Latest WHITENER CAPITAL MANAGEMENT, INC. Stock Portfolio

$501Million | No. of Holdings #186

WHITENER CAPITAL MANAGEMENT, INC. Performance

2026 Q3+1.77%
YTD+9.36%
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 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Whitener Capital Management, Inc. reported an equity portfolio of $501.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Whitener Capital Management, Inc. are GOOG, NVDA, AAPL. The fund has invested 6.4% of it's portfolio in ALPHABET INC and 6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off COMCAST CORP NEW (CMCSA), CARRIER GLOBAL CORPORATION (CARR) and SIMON PPTY GROUP INC NEW (SPG) stocks. They significantly reduced their stock positions in TARGET CORP (TGT), ACCENTURE PLC IRELAND (ACN) and KROGER CO (KR). Whitener Capital Management, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, HONEYWELL INTL INC (HON) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION ENERGY CORP (CEG), INVESCO EXCH TRD SLF IDX FD (BSAE) and DYCOM INDS INC (DY).
WHITENER CAPITAL MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$501Million
  as of Oct 15, 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 1.77% in the last quarter. In trailing 12 months, it's portfolio return was 13.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp7,796,910
honeywell intl inc4,934,560
honeywell aerospace inc3,456,760
ishares tr607,858
first carolina finl svcs inc467,310
space exploration techn corp379,413
select sector spdr tr254,787
ge vernova inc235,722
New stocks bought by WHITENER CAPITAL MANAGEMENT, INC.

Additions

Ticker% Inc.
constellation energy corp312
invesco exch trd slf idx fd102
dycom inds inc57.85
invesco exch trd slf idx fd50.15
invesco exch trd slf idx fd44.33
j p morgan exchange traded f37.74
invesco exch trd slf idx fd37.69
ishares tr33.7
Additions to existing portfolio by WHITENER CAPITAL MANAGEMENT, INC.

Reductions

Ticker% Reduced
target corp-35.13
accenture plc ireland-30.88
kroger co-27.78
seagate technology hldngs pl-26.27
stifel finl corp-23.34
thermo fisher scientific inc-21.71
kla corp-19.74
first tr exchng traded fd vi-19.65
WHITENER CAPITAL MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
tcw strategic income fd inc-68,484
ishares ethereum tr-141,325
comcast corp new-223,896
vornado rlty tr-201,216
fifth third bancorp-214,488
carrier global corporation-221,957
akamai technologies inc-201,075
simon ppty group inc new-218,059
WHITENER CAPITAL MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

Whitener Capital Management, Inc. has about 21.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Energy
Sector%
Technology21.4
Others16.5
Financial Services14.2
Industrials9.5
Consumer Defensive9.2
Healthcare8.9
Communication Services8.1
Consumer Cyclical7.4
Utilities2.1
Energy1.8

Market Cap. Distribution

Whitener Capital Management, Inc. has about 82.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP59.6
LARGE-CAP23
UNALLOCATED17.3

Stocks belong to which Index?

About 80.4% 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 50080.4
Others19.5
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
443.1 %
PLTR
palantir technologies inc
57.4 %
PSX
phillips 66
50.2 %
ACN
accenture plc ireland
40.0 %
ishares bitcoin trust etf
39.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
6.2 M
CRWD
crowdstrike hldgs inc
4.6 M
AAPL
apple inc
3.8 M
NVDA
nvidia corporation
3.7 M
CVX
chevron corporation
0.9 M
Top 5 Losers (%)%
DY
dycom inds inc
-41.8 %
solstice advanced matls inc
-36.4 %
KLAC
kla corp
-31.9 %
AMAT
applied matls inc
-27.5 %
CMI
cummins inc
-24.9 %
Top 5 Losers ($)$
CAT
caterpillar inc
-3.0 M
WMT
walmart inc
-1.7 M
MCD
mcdonalds corp
-1.3 M
GOOG
alphabet inc
-1.2 M
GS
goldman sachs group inc
-1.2 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 186 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Whitener Capital Management, Inc. last quarter.

$501.08MTotal Value
195Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of WHITENER CAPITAL MANAGEMENT, INC., last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Ishares Tr over time
0.43%72,440
$2.14M
0.43%
increased 6.41 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Ishares Tr over time
0.11%7,332
$552.8K
0.11%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Vaneck Etf Trust over time
0.05%2,309
$244.1K
0.05%
increased 4.91 percentadded
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
0.04%10,582
$225.3K
0.04%
decreased 19.65 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
WHITENER CAPITAL MANAGEMENT, INC.'s holding in Asml Hldg Nv over time
0.08%218
$394.9K
0.08%
unchanged 0 percentunchanged
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
0.4%44,823
$2.01M
0.4%
increased 37.74 percentadded