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CIK: 0000825217
Total reported value
$472.1M
$472.1M
153 檔
19.7%
The Q2 2024 SEC filing reveals that Whitener Capital Management, Inc. held a total portfolio value of $472.1M, covering 153 public equity positions.
During Q2 2024, Whitener Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.13% | +0.27% | -0.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | — | +5.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.58% | +0.89% | +1.92% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.89% | +0.18% | +2.95% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.85% | +0.50% | +920.41% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.66% | +0.21% | +2.61% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 4.15% | -0.84% | +2.96% | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 2.72% | -2.32% | EXIT | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.55% | +0.15% | +6.02% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.03% | -0.32% | +5.51% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.98% | +0.16% | +7.82% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.41% | +13.45% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | -0.06% | +4.28% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.72% | +0.14% | -0.26% | |
| 15 | TFC | Truist Financial CORP | Stock-Financials | 1.71% | -0.04% | -2.82% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.61% | +0.04% | +2.48% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | +0.02% | +4.09% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | +0.02% | +9.21% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 1.34% | -0.11% | +2.99% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -1.80% | EXIT | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.29% | +0.29% | +1.28% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.22% | +0.69% | +1.96% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | +0.04% | +7.99% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.06% | +2.89% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.86% | -0.10% | +12.16% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.16% | +8.28% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.11% | +13.91% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.17% | +16.91% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.31% | +18.77% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.80% | -0.09% | -1.13% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.77% | +0.05% | +6.01% | |
| 32 | RY | Royal Bank Of Canada | Stock-Financials | 0.75% | +0.14% | +0.86% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.73% | -0.15% | +0.65% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | +0.01% | +1.32% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.03% | +0.32% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | — | +17.85% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | +0.04% | +7.48% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.02% | +5.33% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.61% | -0.05% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.03% | +11.20% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.45% | +10.18% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.53% | -0.03% | — | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.17% | -0.30% | |
| 44 | PEO | Adams Natural Resources Fund | Stock-Other | 0.53% | -0.10% | +3.78% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.53% | +0.07% | +36.83% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.48% | — | +2.60% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.06% | +0.71% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.45% | -0.04% | +2.96% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.01% | -0.45% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.40% | +13.28% |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $472.1M across 153 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 19.7% of total reported equity market value during Q2 2024.
During Q2 2024, Whitener Capital Management, Inc.'s top holdings by market value included AAPL (7.1%)、MSFT (5.8%)、GOOGL (5.6%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q2 2024, Whitener Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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