WHITENER CAPITAL MANAGEMENT, INC.
CIK: 0000825217SEC EDGAR →
Portfolio Value
$439.4M
Holdings
169
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 94,829 | $29.7M | 6.75% |
| 2 | APPLE INC | 100,553 | $27.3M | 6.22% |
| 3 | JPMORGAN CHASE & CO. | 77,765 | $25.1M | 5.70% |
| 4 | NVIDIA CORPORATION | 124,141 | $23.2M | 5.27% |
| 5 | WALMART INC | 186,220 | $20.7M | 4.72% |
| 6 | MICROSOFT CORP | 41,072 | $19.9M | 4.52% |
| 7 | AMAZON COM INC | 76,758 | $17.7M | 4.03% |
| 8 | VISA INC | 32,876 | $11.5M | 2.62% |
| 9 | GOLDMAN SACHS GROUP INC | 11,721 | $10.3M | 2.34% |
| 10 | MCDONALDS CORP | 32,607 | $10.0M | 2.27% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $108.2M | 24.6% |
| Technology | 25 | $88.2M | 20.1% |
| Industrials | 19 | $44.6M | 10.2% |
| Consumer Defensive | 9 | $44.2M | 10.1% |
| Consumer Cyclical | 6 | $38.9M | 8.9% |
| Healthcare | 15 | $37.1M | 8.4% |
| Communication Services | 7 | $36.4M | 8.3% |
| Unknown | 10 | $14.1M | 3.2% |
| Energy | 7 | $12.1M | 2.7% |
| Utilities | 3 | $7.7M | 1.7% |
| Basic Materials | 5 | $7.3M | 1.7% |
| Real Estate | 1 | $550K | 0.1% |