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CIK: 0000825217
Total reported value
$472.1M
$472.1M
154 檔
19.2%
During the Q1 2025 filing period, Whitener Capital Management, Inc. (CIK: 0000825217) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $472.1M across 154 reported positions.
In Q1 2025, Whitener Capital Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.60% | +0.27% | -2.45% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.52% | +0.18% | -0.43% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 4.77% | -0.84% | -1.51% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | — | +0.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.24% | +0.89% | -0.79% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.23% | +0.21% | -0.15% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.78% | +0.50% | +5.07% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.25% | +0.15% | -1.45% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.68% | -0.41% | +5.20% | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 2.63% | -2.32% | EXIT | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.28% | +0.16% | +0.29% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.97% | -0.32% | +4.80% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.92% | +0.14% | +1.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.78% | +0.02% | -0.42% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.06% | +0.88% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.58% | -0.11% | +3.60% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -1.80% | EXIT | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 1.41% | -0.04% | -2.17% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.28% | +0.04% | -7.98% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.04% | +4.38% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.09% | +0.29% | +0.27% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.31% | +6.78% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.17% | +21.21% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.04% | -0.10% | +15.06% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.69% | -2.21% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.06% | +5.96% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | +0.02% | -3.83% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.97% | +0.05% | +0.96% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | -0.16% | -2.16% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | -0.15% | +15.33% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.11% | +5.19% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.03% | +18.78% | |
| 33 | RY | Royal Bank Of Canada | Stock-Financials | 0.72% | +0.14% | -0.65% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | — | +1.41% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.71% | +0.07% | -0.22% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.68% | +0.04% | +7.13% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | +0.01% | +2.42% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.06% | +4.30% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.17% | -0.43% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.64% | -0.05% | — | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | +0.02% | +1.37% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.03% | +1.03% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | -0.09% | -4.50% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.02% | -3.31% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.45% | +2.01% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.53% | -0.03% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.14% | -2.91% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.02% | -2.57% | |
| 49 | PEO | Adams Natural Resources Fund | Stock-Other | 0.50% | -0.10% | +5.28% | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.03% | +9.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 3 | WMT | Walmart Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 10 | HON | Honeywell International Inc | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | PEP | Pepsico Inc | — | NEW | New buy |
| 13 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | DUK | Duke Energy CORP | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | TFC | Truist Financial CORP | — | NEW | New buy |
| 19 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 24 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 25 | CAT | Caterpillar Inc | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 28 | DE | Deere & Co | — | NEW | New buy |
| 29 | ABT | Abbott Laboratories | — | NEW | New buy |
| 30 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 31 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | MMM | 3m Co | — | NEW | New buy |
| 36 | EMR | Emerson Electric Co | — | NEW | New buy |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 38 | RTX | Rtx CORP | — | NEW | New buy |
| 39 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 40 | SPGI | S&p Global Inc | — | NEW | New buy |
| 41 | MO | Altria Group Inc | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 44 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 45 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 46 | LIN | Linde plc | — | NEW | New buy |
| 47 | PFE | Pfizer Inc | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 49 | PEO | Adams Natural Resources Fund | — | NEW | New buy |
| 50 | XLB | Ss Materials Select Sector | — | NEW | New buy |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $472.1M across 154 disclosed positions in Q1 2025.
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, WMT) accounted for 19.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $23.3M
During Q1 2025, Whitener Capital Management, Inc.'s top holdings by market value included AAPL (6.6%)、JPM (5.5%)、WMT (4.8%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q1 2025, Whitener Capital Management, Inc. made 50 total portfolio adjustments, initiating 50 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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