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CIK: 0000825217
Total reported value
$501.1M
$501.1M
184 檔
26.3%
At the close of Q2 2026, Whitener Capital Management, Inc. disclosed equity holdings valued at approximately $501.1M, spread across 184 reported holdings.
In Q2 2026, Whitener Capital Management, Inc. displayed an active expansion posture, initiating 18 new positions and adding to 86 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 | 7.09% | -0.71% | -0.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.54% | +0.42% | +3.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.53% | -0.09% | -0.77% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.34% | -0.30% | +0.27% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.44% | -0.58% | -0.63% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | -0.04% | -0.50% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +1.05% | +7.07% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.61% | -0.71% | -2.49% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | -0.03% | +1.20% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.37% | -0.46% | -4.41% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.24% | -0.05% | +0.11% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.92% | -0.33% | +1.93% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.75% | -0.23% | +5.10% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.46% | -0.28% | -2.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.08% | +4.47% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | -0.12% | +1.28% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.02% | -0.96% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | +0.22% | +2.35% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | -0.03% | +1.29% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 1.22% | -0.17% | -4.28% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.11% | +0.02% | +0.61% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.07% | -0.07% | -3.01% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.25% | +4.17% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.12% | +4.74% | |
| 25 | RY | Royal Bank Of Canada | Stock-Financials | 0.92% | -0.12% | -1.26% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.89% | +0.03% | +3.49% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.80% | +0.15% | -3.63% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.79% | -0.33% | -3.19% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | +0.05% | +5.14% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.04% | +1.64% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | — | +79.29% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.07% | +0.56% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.70% | -0.03% | +6.99% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.69% | -0.31% | -11.87% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | +0.03% | -2.42% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | +0.04% | +0.97% | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.64% | — | +14.21% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.64% | -0.16% | -11.69% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.05% | +1.62% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.01% | -1.44% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.14% | +4.32% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.02% | +18.78% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.06% | -2.62% | |
| 44 | B | Barrick Mining CORP | Stock-Materials | 0.49% | +0.01% | -2.17% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | +0.01% | -8.67% | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | +0.03% | +16.96% | |
| 47 | PEO | Adams Natural Resources Fund | Stock-Other | 0.47% | +0.04% | +1.24% | |
| 48 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.03% | -0.01% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.02% | -0.40% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.44% | -0.01% | +18.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.90% | Trim |
| 2 | CAT | Caterpillar Inc | +0.7% | -2.49% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.19% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.5% | +3.49% | Add |
| 5 | MU | Micron Technology Inc | +0.4% | -11.69% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.4% | +79.29% | Add |
| 7 | AMAT | Applied Materials Inc | +0.4% | -3.19% | Trim |
| 8 | ROK | Rockwell Automation Inc | +0.3% | -2.71% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -0.77% | Trim |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +383.45% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.50% | Trim |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | +113.78% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.27% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +43.02% | Add |
| 15 | ABBV | Abbvie Inc | +0.2% | +0.11% | Add |
| 16 | V | Visa Inc-class A Shares | +0.2% | +1.20% | Add |
| 17 | KLAC | Kla CORP | +0.2% | +900.00% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | -4.41% | Trim |
| 19 | RY | Royal Bank Of Canada | +0.1% | -1.26% | Trim |
| 20 | INTC | Intel CORP | +0.1% | -0.09% | Trim |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +11.64% | Add |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | +18.78% | Add |
| 23 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +120.49% | Add |
| 24 | DY | Dycom Industries Inc | +0.1% | NEW | New buy |
| 25 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +0.84% | Add |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.80% | Trim |
| 28 | TSLA | Tesla Inc | +0.1% | +67.71% | Add |
| 29 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 30 | DFAX | Dimensional World Ex US Core | +0.1% | +94.73% | Add |
| 31 | MMM | 3m Co | +0.1% | +6.99% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 33 | SCHV | Schwab US Large-cap Value | +0.1% | +11.90% | Add |
| 34 | TXN | Texas Instruments Inc | +0.1% | -2.31% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 36 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 37 | DE | Deere & Co | +0.1% | +0.61% | Add |
| 38 | CMI | Cummins Inc | +0.1% | -11.87% | Trim |
| 39 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +10.73% | Add |
| 40 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | NEW | New buy |
| 41 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 42 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 43 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 44 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 45 | SPG | Simon Property Group Inc | +0.1% | NEW | New buy |
| 46 | FITB | Fifth Third Bancorp | +0.1% | NEW | New buy |
| 47 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 48 | SCHB | Schwab US Broad Market ETF | 0% | -3.01% | Trim |
| 49 | HD | Home Depot Inc | 0% | +4.17% | Add |
| 50 | EMR | Emerson Electric Co | 0% | +5.14% | 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 184 disclosed positions in Q2 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, NVDA, AAPL) accounted for 26.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DY
市值: $589.0K
Top Position Liquidated / Trimmed
HON
前期市值: $10.2M
During Q2 2026, Whitener Capital Management, Inc.'s top holdings by market value included GOOGL (7.1%)、NVDA (5.5%)、AAPL (5.5%). The largest single position, GOOGL, represented 7.1% of total portfolio value.
In Q2 2026, Whitener Capital Management, Inc. made 182 total portfolio adjustments, initiating 18 new buys, adding to 86 positions, trimming 70 holdings, and fully liquidating 8 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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