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CIK: 0000825217
Total reported value
$472.1M
$472.1M
174 檔
25.0%
According to the latest 13F quarterly dataset, Whitener Capital Management, Inc. managed an equity portfolio of $472.1M at the end of Q1 2026, spanning 174 distinct U.S. exchange-listed positions.
Whitener Capital Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 5 holdings and trimming 71 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.20% | +0.89% | -0.32% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 5.28% | -0.84% | -0.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.27% | -9.65% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.16% | +0.18% | -1.15% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.04% | +0.50% | +2.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.21% | +0.40% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | — | +0.50% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.33% | -0.41% | +0.65% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.32% | -2.32% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.28% | +0.15% | +0.47% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.23% | +0.14% | -1.20% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.08% | +0.16% | +3.35% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.92% | +0.69% | +3.74% | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 1.86% | -0.11% | +17.04% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -1.80% | EXIT | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.75% | -0.32% | -0.17% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.06% | -0.54% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | +0.02% | +1.10% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.06% | -1.35% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 1.26% | -0.04% | -0.28% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | +0.02% | -0.39% | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.17% | +0.29% | -3.78% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.31% | +1.12% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.10% | +0.65% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.06% | +0.05% | -0.10% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | +0.04% | -7.27% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | +0.04% | +1.90% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.11% | +4.77% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.06% | -0.81% | |
| 30 | RY | Royal Bank Of Canada | Stock-Financials | 0.78% | +0.14% | -0.38% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.76% | -0.17% | -0.02% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | +0.04% | -1.64% | |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | +0.01% | +4.45% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | — | +1.57% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.15% | -1.50% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.16% | -1.79% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.64% | +0.05% | +0.76% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.63% | +0.07% | +12.00% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.03% | -1.53% | |
| 40 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.60% | +0.04% | +13.53% | |
| 41 | B | Barrick Mining CORP | Stock-Materials | 0.60% | -0.11% | -0.01% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.58% | +0.02% | +0.91% | |
| 43 | PEO | Adams Natural Resources Fund | Stock-Other | 0.57% | -0.10% | +2.24% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.14% | +3.88% | |
| 45 | XLB | Ss Materials Select Sector | ETF-Other | 0.50% | -0.03% | +2.89% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.02% | +1.39% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.46% | -0.03% | -0.02% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | +0.03% | +6.76% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.03% | -2.07% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.13% | +10.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.6% | -0.00% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -0.36% | Trim |
| 3 | DUK | Duke Energy CORP | +0.4% | +17.04% | Add |
| 4 | CAT | Caterpillar Inc | +0.4% | +3.74% | Add |
| 5 | CVX | Chevron CORP | +0.3% | +1.12% | Add |
| 6 | HON | Honeywell International Inc | +0.3% | -1.46% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.54% | Trim |
| 8 | DE | Deere & Co | +0.2% | -0.10% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.2% | -0.39% | Trim |
| 10 | COST | Costco Wholesale CORP | +0.2% | +4.77% | Add |
| 11 | PEO | Adams Natural Resources Fund | +0.1% | +2.24% | Add |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +244.06% | Add |
| 13 | PEP | Pepsico Inc | +0.1% | -0.17% | Trim |
| 14 | AMAT | Applied Materials Inc | +0.1% | -1.11% | Trim |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +73.54% | Add |
| 16 | PFE | Pfizer Inc | +0.1% | +3.88% | Add |
| 17 | MO | Altria Group Inc | +0.1% | +0.91% | Add |
| 18 | PSX | Phillips 66 | +0.1% | +1.54% | Add |
| 19 | VZ | Verizon Communications Inc | +0.1% | -2.37% | Trim |
| 20 | KO | Coca-cola Co/the | +0.1% | +1.57% | Add |
| 21 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +13.53% | Add |
| 22 | LIN | Linde plc | +0.1% | -0.02% | Trim |
| 23 | IAU | Ishares Gold Trust | +0.1% | -0.02% | Trim |
| 24 | XLB | Ss Materials Select Sector | +0.1% | +2.89% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.39% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +0.65% | Add |
| 27 | PFF | Ishares Preferred & Income S | +0.1% | +17.32% | Add |
| 28 | D | Dominion Energy Inc | +0.1% | +19.95% | Add |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +24.82% | Add |
| 30 | EPD | Enterprise Products Partners | 0% | -0.29% | Trim |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +4.45% | Add |
| 32 | ENB | Enbridge Inc | 0% | +42.09% | Add |
| 33 | CMI | Cummins Inc | 0% | +0.76% | Add |
| 34 | KR | Kroger Co | 0% | -3.62% | Trim |
| 35 | LHX | L3harris Technologies Inc | 0% | +1.85% | Add |
| 36 | RTX | Rtx CORP | 0% | -0.81% | Trim |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | +30.76% | Add |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +7.29% | Add |
| 39 | FCX | Freeport-mcmoran Inc | 0% | +4.53% | Add |
| 40 | DRLL | Strive US Energy ETF | 0% | +3.09% | Add |
| 41 | KLAC | Kla CORP | 0% | — | Unchanged |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +24.43% | Add |
| 43 | NOBL | Proshares S&p 500 Dividend A | 0% | +19.20% | Add |
| 44 | XLE | Ss Energy Select Sector | 0% | +7.24% | Add |
| 45 | ETR | Entergy CORP | 0% | -1.36% | Trim |
| 46 | AMGN | Amgen Inc | 0% | -2.07% | Trim |
| 47 | T | At&t Inc | 0% | +8.64% | Add |
| 48 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 49 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 50 | GILD | Gilead Sciences Inc | 0% | -5.02% | Trim |
According to official SEC Form 13F filings, Whitener Capital Management, Inc. reported a total U.S. public equity portfolio value of $472.1M across 174 disclosed positions in Q1 2026.
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, WMT, AAPL) accounted for 25.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SOLS
市值: $592.3K
Top Position Liquidated / Trimmed
ADP
前期市值: $237.4K
During Q1 2026, Whitener Capital Management, Inc.'s top holdings by market value included GOOGL (6.2%)、WMT (5.3%)、AAPL (5.3%). The largest single position, GOOGL, represented 6.2% of total portfolio value.
In Q1 2026, Whitener Capital Management, Inc. made 161 total portfolio adjustments, initiating 10 new buys, adding to 75 positions, trimming 71 holdings, and fully liquidating 5 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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