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CIK: 0000825217
Total reported value
$472.1M
$472.1M
158 檔
21.2%
At the close of Q4 2024, Whitener Capital Management, Inc. disclosed equity holdings valued at approximately $472.1M, spread across 158 reported holdings.
Whitener Capital Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 7 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.56% | +0.27% | -2.07% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.36% | +0.18% | -0.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | +0.89% | -1.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | — | -0.56% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.94% | -0.84% | -3.49% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.84% | +0.21% | -2.55% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.42% | +0.50% | -9.19% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | +0.15% | +0.38% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.78% | -2.32% | EXIT | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.34% | -0.41% | +5.11% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.98% | +0.14% | -2.07% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | +0.16% | +0.81% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.89% | -0.32% | +5.83% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.64% | -0.06% | -3.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | +0.02% | -2.10% | |
| 16 | TFC | Truist Financial CORP | Stock-Financials | 1.50% | -0.04% | -11.84% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.45% | +0.04% | +177.40% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.33% | -0.11% | +0.98% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -1.80% | EXIT | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | +0.04% | -0.49% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.19% | +0.29% | -0.11% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.15% | +0.69% | -1.64% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | +0.02% | +0.50% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.10% | +2.83% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.31% | +13.19% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.86% | +0.05% | +1.39% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.17% | +2.26% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.06% | -7.50% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.16% | -2.68% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.77% | -0.15% | — | |
| 31 | RY | Royal Bank Of Canada | Stock-Financials | 0.77% | +0.14% | -0.20% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.11% | +3.77% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.73% | -0.09% | -4.00% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | +0.04% | +1.02% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.03% | -2.10% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.65% | +0.01% | +195.40% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | -0.05% | -1.11% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.62% | +0.07% | +1.42% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | — | +2.00% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.45% | +100.21% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.02% | +195.36% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.14% | +42.06% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.17% | -0.76% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.06% | +8.20% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | +0.02% | +1.75% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.03% | — | |
| 47 | LIN | Linde plc | Stock-Materials | 0.47% | -0.03% | — | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.47% | +0.05% | -2.89% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.02% | -1.87% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.45% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -2.55% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | -0.72% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.69% | Trim |
| 4 | V | Visa Inc-class A Shares | +0.4% | +0.38% | Add |
| 5 | WMT | Walmart Inc | +0.3% | -3.49% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -2.07% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | -2.07% | Trim |
| 8 | HON | Honeywell International Inc | +0.2% | -0.57% | Trim |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | NEW | New buy |
| 10 | PFE | Pfizer Inc | +0.1% | +42.06% | Add |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | NEW | New buy |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | New buy |
| 13 | EMR | Emerson Electric Co | +0.1% | +1.02% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +13.19% | Add |
| 15 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.1% | -0.34% | Trim |
| 17 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +84.31% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 20 | DRLL | Strive US Energy ETF | +0.1% | NEW | New buy |
| 21 | ROK | Rockwell Automation Inc | +0.1% | -0.11% | Trim |
| 22 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | Sold out |
| 23 | CARR | Carrier Global CORP | -0.1% | EXIT | Sold out |
| 24 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 25 | LIN | Linde plc | -0.1% | — | Unchanged |
| 26 | FITB | Fifth Third Bancorp | -0.1% | EXIT | Sold out |
| 27 | VZ | Verizon Communications Inc | -0.1% | -7.61% | Trim |
| 28 | LLY | Eli Lilly & Co | -0.1% | -2.36% | Trim |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +2.83% | Add |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +3.66% | Add |
| 31 | ABX | Barrick Gold CORP | -0.1% | +0.20% | Add |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.00% | Add |
| 33 | SCHB | Schwab US Broad Market ETF | -0.1% | +177.40% | Add |
| 34 | DUK | Duke Energy CORP | -0.1% | +0.98% | Add |
| 35 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 36 | BAX | Baxter International Inc | -0.1% | EXIT | Sold out |
| 37 | MA | Mastercard Inc - A | -0.1% | -29.85% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +2.26% | Add |
| 39 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 40 | CAT | Caterpillar Inc | -0.1% | -1.64% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -3.06% | Trim |
| 42 | PEP | Pepsico Inc | -0.1% | +5.83% | Add |
| 43 | THQ | Abrdn Healthcare Opport | -0.1% | EXIT | Sold out |
| 44 | NKE | Nike Inc -cl B | -0.2% | -4.00% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +0.50% | Add |
| 46 | JNJ | Johnson & Johnson | -0.2% | -7.50% | Trim |
| 47 | TGT | Target CORP | -0.2% | -40.72% | Trim |
| 48 | MSFT | Microsoft CORP | -0.2% | -0.56% | Trim |
| 49 | TFC | Truist Financial CORP | -0.2% | -11.84% | Trim |
| 50 | ABBV | Abbvie Inc | -0.2% | +0.81% | Add |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $472.1M across 158 disclosed positions in Q4 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, JPM, GOOGL) accounted for 21.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSCS
市值: $530.6K
Top Position Liquidated / Trimmed
THQ
前期市值: $482.4K
During Q4 2024, Whitener Capital Management, Inc.'s top holdings by market value included AAPL (7.6%)、JPM (5.4%)、GOOGL (5.2%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q4 2024, Whitener Capital Management, Inc. made 48 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 7 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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