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CIK: 0000825217
Total reported value
$501.1M
$501.1M
155 檔
20.4%
As reported in its official Q2 2025 Form 13F filing, Whitener Capital Management, Inc.'s tracked investment portfolio stood at $501.1M with 155 total positions.
Whitener Capital Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 64 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.02% | -0.30% | -1.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.09% | -3.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.43% | +1.05% | -2.17% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.13% | +0.42% | -0.57% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.91% | -0.58% | -1.34% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.51% | -0.04% | -1.18% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | -0.71% | -1.73% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.06% | -0.03% | -0.53% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.67% | — | -1.28% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.37% | -0.33% | +1.01% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.28% | -0.46% | -2.21% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | -0.05% | +1.29% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.59% | -0.12% | -2.04% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.08% | +0.09% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.03% | +1.54% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.47% | -0.23% | +2.70% | |
| 17 | TFC | Truist Financial CORP | Stock-Financials | 1.38% | -0.17% | +0.19% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.31% | -0.28% | -0.40% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | — | +6.75% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.26% | -0.07% | -5.16% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.25% | +3.58% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | -0.71% | +1.41% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.04% | -0.12% | +12.82% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | +0.14% | +7.13% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.98% | +0.02% | -0.26% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | +0.01% | +3.81% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.02% | +5.47% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.88% | -0.06% | +0.64% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.88% | +0.15% | +0.58% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | +0.22% | +1.63% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.07% | -0.33% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.78% | +0.05% | -0.38% | |
| 33 | RY | Royal Bank Of Canada | Stock-Financials | 0.76% | -0.12% | -3.61% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.68% | -0.03% | -0.25% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.04% | +0.56% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.66% | +0.03% | +1.62% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | +0.04% | +0.87% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | -0.04% | +1.17% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.03% | -1.10% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.01% | -4.33% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.05% | +1.24% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.01% | -1.60% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.09% | -6.43% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.52% | +0.91% | -1.85% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.51% | -0.06% | +1.97% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.02% | -3.25% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | +0.06% | +3.41% | |
| 48 | XLB | Ss Materials Select Sector | ETF-Other | 0.46% | -0.03% | +3.07% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.45% | -0.05% | -26.55% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.44% | -0.03% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -0.57% | Trim |
| 2 | MSFT | Microsoft CORP | +1% | -2.17% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -1.46% | Trim |
| 4 | B | Barrick Mining CORP | +0.4% | NEW | New buy |
| 5 | GS | Goldman Sachs Group Inc | +0.4% | -2.21% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.3% | -1.18% | Trim |
| 7 | ROK | Rockwell Automation Inc | +0.2% | -0.40% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +7.13% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.73% | Trim |
| 10 | WMT | Walmart Inc | +0.1% | -1.34% | Trim |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.85% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | +1.41% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | -1.60% | Trim |
| 14 | EMR | Emerson Electric Co | +0.1% | -0.38% | Trim |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +45.11% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +25.07% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +0.12% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | +16.44% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | -1.10% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +48.32% | Add |
| 21 | GE | General Electric | +0.1% | NEW | New buy |
| 22 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 23 | RING | Ishares Msci Global Gold Min | +0.1% | NEW | New buy |
| 24 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | +1.89% | Add |
| 26 | HON | Honeywell International Inc | 0% | -1.28% | Trim |
| 27 | RY | Royal Bank Of Canada | 0% | -3.61% | Trim |
| 28 | MLM | Martin Marietta Materials | 0% | +2.97% | Add |
| 29 | PFF | Ishares Preferred & Income S | 0% | +25.74% | Add |
| 30 | XLK | Ss Technology Select Sector | 0% | +4.11% | Add |
| 31 | AMAT | Applied Materials Inc | 0% | +0.67% | Add |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +0.64% | Add |
| 33 | COF | Capital One Financial CORP | 0% | -0.07% | Trim |
| 34 | NDAQ | Nasdaq Inc | 0% | +1.85% | Add |
| 35 | LHX | L3harris Technologies Inc | 0% | +9.46% | Add |
| 36 | MU | Micron Technology Inc | 0% | +1.21% | Add |
| 37 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 38 | TROW | T Rowe Price Group Inc | 0% | +38.34% | Add |
| 39 | RTX | Rtx CORP | 0% | +0.56% | Add |
| 40 | IBM | Intl Business Machines CORP | 0% | -6.43% | Trim |
| 41 | PM | Philip Morris International | 0% | -1.86% | Trim |
| 42 | CMI | Cummins Inc | 0% | +5.00% | Add |
| 43 | KR | Kroger Co | 0% | +6.49% | Add |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +9.70% | Add |
| 45 | IYF | Ishares US Financials ETF | 0% | +11.49% | Add |
| 46 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 47 | DIS | Walt Disney Co/the | 0% | -2.26% | Trim |
| 48 | FCX | Freeport-mcmoran Inc | 0% | +6.76% | Add |
| 49 | ACN | Accenture plc | 0% | +23.57% | Add |
| 50 | XLY | Ss Consumer Disc Select Sect | 0% | +7.86% | Add |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $501.1M across 155 disclosed positions in Q2 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 JPM, AAPL, MSFT) accounted for 20.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $1.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $3.7M
During Q2 2025, Whitener Capital Management, Inc.'s top holdings by market value included JPM (6.0%)、AAPL (5.5%)、MSFT (5.4%). The largest single position, JPM, represented 6.0% of total portfolio value.
In Q2 2025, Whitener Capital Management, Inc. made 150 total portfolio adjustments, initiating 5 new buys, adding to 77 positions, trimming 64 holdings, and fully liquidating 4 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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