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CIK: 0000825217
Total reported value
$472.1M
$472.1M
165 檔
25.3%
The Q3 2025 SEC filing reveals that Whitener Capital Management, Inc. held a total portfolio value of $472.1M, covering 165 public equity positions.
In Q3 2025, Whitener Capital Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.29% | +0.27% | +1.18% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.89% | +0.18% | -0.51% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.64% | +0.89% | +1.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.64% | +0.50% | +2.89% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | — | +0.09% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.70% | -0.84% | +0.37% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.14% | +0.21% | +1.46% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.66% | +0.15% | +0.09% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.30% | -0.41% | +3.04% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.29% | +0.14% | -1.13% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.23% | +0.16% | +3.67% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.23% | -2.32% | EXIT | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.59% | -0.32% | +3.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | +0.02% | +8.15% | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 1.44% | -0.11% | +3.13% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.06% | +4.16% | |
| 17 | TFC | Truist Financial CORP | Stock-Financials | 1.34% | -0.04% | +0.87% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.30% | +0.69% | +1.39% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.25% | +0.29% | +0.23% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -1.80% | EXIT | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.19% | +0.04% | -2.74% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.04% | +2.83% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.10% | +10.46% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.06% | +15.25% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.03% | +2.22% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -0.16% | +7.36% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.31% | +0.26% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.84% | +0.05% | +5.74% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | +0.02% | +2.11% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.11% | +13.66% | |
| 31 | RY | Royal Bank Of Canada | Stock-Financials | 0.76% | +0.14% | -1.51% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.06% | +1.22% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | +0.04% | +0.80% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.15% | +3.11% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.17% | -0.12% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.63% | +0.01% | -1.31% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.63% | +0.07% | +0.71% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.45% | +3.43% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.57% | +0.02% | +0.19% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | — | +0.47% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.54% | -0.05% | +2.47% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.51% | +0.05% | +0.84% | |
| 43 | B | Barrick Mining CORP | Stock-Materials | 0.51% | -0.11% | -6.37% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.14% | +5.37% | |
| 45 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.48% | +0.04% | +59.46% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.47% | -0.04% | -0.76% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.46% | -0.03% | -0.07% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.02% | -1.14% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.02% | -2.52% | |
| 50 | MLM | Martin Marietta Materials | Stock-Materials | 0.44% | -0.01% | -1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +2.89% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | +1.84% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.09% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.51% | Trim |
| 5 | GS | Goldman Sachs Group Inc | +0.4% | -1.13% | Trim |
| 6 | CAT | Caterpillar Inc | +0.3% | +1.39% | Add |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +59.46% | Add |
| 8 | ROK | Rockwell Automation Inc | +0.2% | +0.23% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | +15.25% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +10.46% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.22% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +0.90% | Add |
| 13 | SCHG | Schwab US Large-cap Growth | +0.1% | +13.61% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -2.31% | Add |
| 15 | CMI | Cummins Inc | +0.1% | +0.84% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +7.45% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +6.09% | Add |
| 18 | RTX | Rtx CORP | +0.1% | +1.22% | Add |
| 19 | MLM | Martin Marietta Materials | +0.1% | -1.02% | Add |
| 20 | PFF | Ishares Preferred & Income S | +0.1% | +11.76% | Add |
| 21 | RY | Royal Bank Of Canada | 0% | -1.51% | Trim |
| 22 | GD | General Dynamics CORP | 0% | +2.74% | Add |
| 23 | NSC | Norfolk Southern CORP | 0% | -0.76% | Trim |
| 24 | NFLX | Netflix Inc | 0% | +0.34% | Trim |
| 25 | SCHW | Schwab (charles) CORP | 0% | +1.85% | Add |
| 26 | PANW | Palo Alto Networks Inc | 0% | +3.43% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -9.14% | Trim |
| 28 | EMR | Emerson Electric Co | 0% | +0.80% | Add |
| 29 | HD | Home Depot Inc | — | +2.83% | Add |
| 30 | IAU | Ishares Gold Trust | 0% | -0.12% | Trim |
| 31 | ABT | Abbott Laboratories | 0% | +7.36% | Add |
| 32 | ABBV | Abbvie Inc | -0.1% | +3.67% | Add |
| 33 | COST | Costco Wholesale CORP | -0.1% | +13.66% | Add |
| 34 | WMT | Walmart Inc | -0.1% | +0.37% | Trim |
| 35 | TFC | Truist Financial CORP | -0.1% | +0.87% | Add |
| 36 | AMZN | Amazon.com Inc | -0.1% | +1.46% | Add |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.74% | Trim |
| 38 | KMB | Kimberly-clark CORP | -0.1% | -3.87% | Trim |
| 39 | DUK | Duke Energy CORP | -0.1% | +3.13% | Add |
| 40 | AMGN | Amgen Inc | -0.2% | -0.02% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.2% | -7.69% | Trim |
| 42 | AAPL | Apple Inc | -0.3% | +1.18% | Trim |
| 43 | PEP | Pepsico Inc | -0.4% | +3.58% | Add |
| 44 | V | Visa Inc-class A Shares | -0.6% | +0.09% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -1% | — | Trim |
| 46 | B | Barrick Mining CORP | — | NEW | New buy |
| 47 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 48 | TSLA | Tesla Inc | — | NEW | New buy |
| 49 | L | Loews CORP | — | NEW | New buy |
| 50 | RING | Ishares Msci Global Gold Min | — | 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 165 disclosed positions in Q3 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, GOOGL) accounted for 25.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $2.1M
Top Position Liquidated / Trimmed
ABX
前期市值: $1.4M
During Q3 2025, Whitener Capital Management, Inc.'s top holdings by market value included AAPL (6.3%)、JPM (5.9%)、GOOGL (5.6%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q3 2025, Whitener Capital Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 1 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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