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CIK: 0000825217
Total reported value
$472.1M
$472.1M
155 檔
19.8%
In Q3 2024, Whitener Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $472.1M, distributed across 155 disclosed stock positions.
In Q3 2024, Whitener Capital Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.27% | +0.27% | -1.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | — | -0.73% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.81% | +0.18% | +0.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.67% | +0.89% | -1.83% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.63% | -0.84% | -0.13% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.45% | +0.50% | -0.32% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.27% | +0.21% | +1.48% | |
| 8 | HON | Honeywell International Inc | Stock-Industrials | 2.59% | -2.32% | EXIT | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.58% | +0.15% | +3.08% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.37% | -0.41% | +8.38% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.13% | +0.16% | -0.43% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.02% | -0.32% | +3.16% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.06% | +0.95% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.77% | +0.14% | +0.08% | |
| 15 | TFC | Truist Financial CORP | Stock-Financials | 1.70% | -0.04% | -3.93% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | +0.02% | +1.26% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.55% | +0.04% | -2.43% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.43% | -0.11% | -0.64% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -1.80% | EXIT | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | +0.02% | -1.01% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.28% | +0.69% | -4.49% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | +0.04% | +6.18% | |
| 23 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.14% | +0.29% | -3.24% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.10% | +2.60% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.06% | -4.29% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.17% | +6.71% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.89% | -0.09% | +1.22% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.16% | -1.86% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.84% | +0.05% | +4.69% | |
| 30 | RY | Royal Bank Of Canada | Stock-Financials | 0.81% | +0.14% | -2.08% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.31% | +11.15% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.73% | -0.15% | -3.00% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.11% | -13.91% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | — | +2.92% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | +0.01% | -1.69% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 0.66% | -0.05% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.03% | +2.01% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.65% | +0.07% | -1.50% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | +0.04% | +10.69% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.03% | -2.87% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.02% | -2.73% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.56% | -0.17% | +0.02% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.45% | +2.23% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.54% | -0.03% | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.53% | -0.06% | +1.96% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.02% | +12.52% | |
| 47 | PEO | Adams Natural Resources Fund | Stock-Other | 0.49% | -0.10% | +0.72% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.48% | -0.04% | -1.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.02% | -0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | -0.13% | Trim |
| 2 | MCD | Mcdonald's CORP | +0.4% | +8.38% | Add |
| 3 | HD | Home Depot Inc | +0.2% | +6.18% | Add |
| 4 | LOW | Lowe's Cos Inc | +0.2% | +2.60% | Add |
| 5 | PFE | Pfizer Inc | +0.2% | +62.51% | Add |
| 6 | ABBV | Abbvie Inc | +0.2% | -0.43% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | -1.59% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +6.71% | Add |
| 9 | MMM | 3m Co | +0.1% | -1.50% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.26% | Add |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | NEW | New buy |
| 12 | DUK | Duke Energy CORP | +0.1% | -0.64% | Trim |
| 13 | NKE | Nike Inc -cl B | +0.1% | +1.22% | Add |
| 14 | MLM | Martin Marietta Materials | +0.1% | +36.19% | Add |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | NEW | New buy |
| 16 | MO | Altria Group Inc | +0.1% | +12.52% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -0.67% | Trim |
| 18 | DE | Deere & Co | +0.1% | +4.69% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +1.96% | Add |
| 20 | PRU | Prudential Financial Inc | +0.1% | NEW | New buy |
| 21 | VNO | Vornado Realty Trust | +0.1% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | +0.1% | -4.49% | Trim |
| 23 | RY | Royal Bank Of Canada | +0.1% | -2.08% | Trim |
| 24 | KO | Coca-cola Co/the | +0.1% | +2.92% | Add |
| 25 | CMI | Cummins Inc | +0.1% | +6.22% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | Add |
| 27 | SPGI | S&p Global Inc | +0.1% | — | Unchanged |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +2.01% | Add |
| 29 | LMT | Lockheed Martin CORP | +0.1% | +7.13% | Add |
| 30 | ABX | Barrick Gold CORP | 0% | +0.93% | Add |
| 31 | XLB | Ss Materials Select Sector | 0% | +8.36% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +3.08% | Add |
| 33 | IAU | Ishares Gold Trust | 0% | +0.02% | Add |
| 34 | XOM | Exxon Mobil CORP | — | +4.70% | Add |
| 35 | PEP | Pepsico Inc | 0% | +3.16% | Add |
| 36 | PG | Procter & Gamble Co/the | 0% | +0.95% | Add |
| 37 | TFC | Truist Financial CORP | 0% | -3.93% | Trim |
| 38 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +0.78% | Add |
| 40 | TROW | T Rowe Price Group Inc | -0.1% | EXIT | Sold out |
| 41 | THQ | Abrdn Healthcare Opport | -0.1% | -39.05% | Trim |
| 42 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 43 | COST | Costco Wholesale CORP | -0.1% | -13.91% | Trim |
| 44 | ROK | Rockwell Automation Inc | -0.2% | -3.24% | Trim |
| 45 | EW | Edwards Lifesciences CORP | -0.2% | -18.24% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -1.01% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.4% | +1.48% | Add |
| 48 | NVDA | Nvidia CORP | -0.4% | -0.32% | Trim |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.73% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -0.9% | -1.83% | Trim |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $472.1M across 155 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 19.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSCQ
市值: $347.0K
Top Position Liquidated / Trimmed
SNOW
前期市值: $309.8K
During Q3 2024, Whitener Capital Management, Inc.'s top holdings by market value included AAPL (7.3%)、MSFT (5.2%)、JPM (4.8%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q3 2024, Whitener Capital Management, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 3 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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