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CIK: 0000825217
Total reported value
$472.1M
$472.1M
169 檔
26.7%
As reported in its official Q4 2025 Form 13F filing, Whitener Capital Management, Inc.'s tracked investment portfolio stood at $472.1M with 169 total positions.
In Q4 2025, Whitener Capital Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.75% | +0.89% | -2.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.22% | +0.27% | -2.52% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.70% | +0.18% | -0.22% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.27% | +0.50% | -1.65% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.72% | -0.84% | -2.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | — | -0.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | +0.21% | -2.61% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.62% | +0.15% | +0.84% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.34% | +0.14% | -2.63% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.27% | -0.41% | +3.13% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.11% | +0.16% | +0.58% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.03% | -2.32% | EXIT | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.62% | -0.32% | +4.78% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.49% | +0.69% | +0.29% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | +0.02% | +0.57% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.42% | -0.11% | +9.54% | |
| 17 | TFC | Truist Financial CORP | Stock-Financials | 1.35% | -0.04% | -0.84% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.32% | +0.29% | -0.40% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.06% | +5.52% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -1.80% | EXIT | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.06% | +3.16% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.15% | +0.04% | -0.31% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.10% | +3.46% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.07% | +0.02% | +10.22% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | +0.04% | +4.79% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.05% | +7.02% | |
| 27 | RY | Royal Bank Of Canada | Stock-Financials | 0.82% | +0.14% | -1.29% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.82% | -0.15% | +0.65% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.31% | +0.53% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.16% | +2.14% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.06% | +5.65% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.74% | +0.04% | +10.07% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.03% | -6.51% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.11% | +3.40% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.17% | +0.19% | |
| 36 | B | Barrick Mining CORP | Stock-Materials | 0.64% | -0.11% | -0.16% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.63% | +0.01% | +0.69% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.62% | +0.07% | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | — | +7.33% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 0.60% | +0.05% | +2.00% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.05% | — | |
| 42 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.54% | +0.04% | +17.69% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.02% | +6.59% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.45% | -1.44% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.14% | +5.97% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.13% | +11.90% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | +0.03% | +7.80% | |
| 48 | XLB | Ss Materials Select Sector | ETF-Other | 0.44% | -0.03% | +117.14% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.02% | -1.74% | |
| 50 | PEO | Adams Natural Resources Fund | Stock-Other | 0.43% | -0.10% | +12.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.16% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.3% | +10.22% | Add |
| 3 | CAT | Caterpillar Inc | +0.2% | +0.29% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.1% | +0.65% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +284.93% | Add |
| 6 | B | Barrick Mining CORP | +0.1% | -0.16% | Trim |
| 7 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +41.39% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +3.16% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | +0.76% | Add |
| 10 | CMI | Cummins Inc | +0.1% | +2.00% | Add |
| 11 | RTX | Rtx CORP | +0.1% | +5.65% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | -0.15% | Trim |
| 13 | ROK | Rockwell Automation Inc | +0.1% | -0.40% | Trim |
| 14 | RY | Royal Bank Of Canada | +0.1% | -1.29% | Trim |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +17.69% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -2.63% | Trim |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +2.08% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | +10.07% | Add |
| 19 | IAU | Ishares Gold Trust | +0.1% | +0.19% | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | -0.55% | Trim |
| 21 | KO | Coca-cola Co/the | 0% | +7.33% | Add |
| 22 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 23 | SCHG | Schwab US Large-cap Growth | 0% | +11.90% | Add |
| 24 | NDAQ | Nasdaq Inc | 0% | +10.31% | Add |
| 25 | PEP | Pepsico Inc | 0% | +4.78% | Add |
| 26 | DE | Deere & Co | 0% | +7.02% | Add |
| 27 | PEO | Adams Natural Resources Fund | 0% | +12.98% | Add |
| 28 | SCHW | Schwab (charles) CORP | 0% | +7.80% | Add |
| 29 | WMT | Walmart Inc | 0% | -2.14% | Trim |
| 30 | TFC | Truist Financial CORP | 0% | -0.84% | Trim |
| 31 | DUK | Duke Energy CORP | 0% | +9.54% | Add |
| 32 | MCD | Mcdonald's CORP | 0% | +3.13% | Add |
| 33 | V | Visa Inc-class A Shares | 0% | +0.84% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -2.52% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -1.44% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -2.61% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +922.62% | Add |
| 38 | ORCL | Oracle CORP | -0.2% | -16.14% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | +4.79% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -6.51% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -0.22% | Trim |
| 42 | HON | Honeywell International Inc | -0.2% | +3.18% | Add |
| 43 | NVDA | Nvidia CORP | -0.4% | -1.65% | Trim |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.48% | Trim |
| 45 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 47 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 48 | VNO | Vornado Realty Trust | — | EXIT | Sold out |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 50 | XLC | Ss Comm Select Sector Spdr | — | 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 169 disclosed positions in Q4 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 GOOGL, AAPL, JPM) accounted for 26.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBIT
市值: $284.8K
Top Position Liquidated / Trimmed
BSCP
前期市值: $250.3K
During Q4 2025, Whitener Capital Management, Inc.'s top holdings by market value included GOOGL (6.8%)、AAPL (6.2%)、JPM (5.7%). The largest single position, GOOGL, represented 6.8% of total portfolio value.
In Q4 2025, Whitener Capital Management, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 17 holdings, and fully liquidating 2 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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