WHITENER CAPITAL MANAGEMENT, INC.

hedge fundUpdated 65 days ago

Managed by Whitener Capital Management, Inc. • Latest filing Q2 2026

Portfolio value

$472.1M

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

21.9%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$260.7M
Q3 2023	$249.7M
Q4 2023	$276.4M
Q1 2024	$305.5M
Q2 2024	$330.2M
Q3 2024	$352.6M
Q4 2024	$356.9M
Q1 2025	$353.4M
Q2 2025	$377.5M
Q3 2025	$417.7M
Q4 2025	$439.4M
Q1 2026	$438.4M
Q2 2026	$472.1M

Top holdings

184 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	G GOOGN ALPHABET INC	$33.5M	93.7K	7.09%	Trimmed(-0.9%)
2	N NVDA NVIDIA CORPORATION	$26.1M	130.7K	5.54%	Added(+3.2%)
3	A AAPL APPLE INC	$26.1M	90.2K	5.53%	Trimmed(-0.8%)
4	J JPM-PM JPMORGAN CHASE & CO	$25.2M	77.1K	5.34%	Added(+0.3%)
5	W WMT WALMART INC	$21M	185.0K	4.44%	Trimmed(-0.6%)
6	A AMZN AMAZON COM INC	$18.3M	76.7K	3.87%	Trimmed(-0.5%)
7	M MSFT MICROSOFT CORP	$16.5M	44.2K	3.49%	Added(+7.1%)
8	C CAT CATERPILLAR INC	$12.3M	11.6K	2.61%	Trimmed(-2.5%)
9	V V VISA INC	$11.5M	33.4K	2.43%	Added(+1.2%)
10	G GS-PD GOLDMAN SACHS GROUP INC	$11.2M	11.1K	2.37%	Trimmed(-4.4%)
11	A ABBV ABBVIE INC	$10.6M	41.9K	2.23%	Added(+0.1%)
12	M MCD MCDONALDS CORP	$9M	33.5K	1.92%	Added(+1.9%)
13	D DUK-PA DUKE ENERGY CORP NEW	$8.3M	65.3K	1.75%	Added(+5.1%)
14	? N/A ROCKWELL AUTOMATION INC	$6.9M	13.9K	1.46%	Trimmed(-2.7%)
15	B BRK-A BERKSHIRE HATHAWAY INC DEL	$6.8M	13.6K	1.44%	Added(+4.5%)
16	P PEP PEPSICO INC	$6.8M	50.0K	1.43%	Added(+1.3%)
17	J JNJ JOHNSON & JOHNSON	$6.6M	26.1K	1.41%	Trimmed(-1.0%)
18	M MRK MERCK & CO INC	$5.8M	45.4K	1.24%	Added(+2.4%)
19	P PG PROCTER & GAMBLE CO	$5.8M	39.3K	1.22%	Added(+1.3%)
20	T TFC-PR TRUIST FINL CORP	$5.8M	115.5K	1.22%	Trimmed(-4.3%)

G

ALPHABET INC

-0.9%

Value

$33.5M

Shares

93.7K

% Port

7.09%

N

NVIDIA CORPORATION

+3.2%

Value

$26.1M

Shares

130.7K

% Port

5.54%

A

APPLE INC

-0.8%

Value

$26.1M

Shares

90.2K

% Port

5.53%

J

JPMORGAN CHASE & CO

+0.3%

Value

$25.2M

Shares

77.1K

% Port

5.34%

W

WALMART INC

-0.6%

Value

$21M

Shares

185.0K

% Port

4.44%

A

AMAZON COM INC

-0.5%

Value

$18.3M

Shares

76.7K

% Port

3.87%

M

MICROSOFT CORP

+7.1%

Value

$16.5M

Shares

44.2K

% Port

3.49%

C

CATERPILLAR INC

-2.5%

Value

$12.3M

Shares

11.6K

% Port

2.61%

V

9.V

VISA INC

+1.2%

Value

$11.5M

Shares

33.4K

% Port

2.43%

G

GOLDMAN SACHS GROUP INC

-4.4%

Value

$11.2M

Shares

11.1K

% Port

2.37%

A

ABBVIE INC

+0.1%

Value

$10.6M

Shares

41.9K

% Port

2.23%

M

12.MCD

MCDONALDS CORP

+1.9%

Value

$9M

Shares

33.5K

% Port

1.92%

D

DUKE ENERGY CORP NEW

+5.1%

Value

$8.3M

Shares

65.3K

% Port

1.75%

?

14.N/A

ROCKWELL AUTOMATION INC

-2.7%

Value

$6.9M

Shares

13.9K

% Port

1.46%

B

BERKSHIRE HATHAWAY INC DEL

+4.5%

Value

$6.8M

Shares

13.6K

% Port

1.44%

P

16.PEP

PEPSICO INC

+1.3%

Value

$6.8M

Shares

50.0K

% Port

1.43%

J

17.JNJ

JOHNSON & JOHNSON

-1.0%

Value

$6.6M

Shares

26.1K

% Port

1.41%

M

18.MRK

MERCK & CO INC

+2.4%

Value

$5.8M

Shares

45.4K

% Port

1.24%

P

19.PG

PROCTER & GAMBLE CO

+1.3%

Value

$5.8M

Shares

39.3K

% Port

1.22%

T

TRUIST FINL CORP

-4.3%

Value

$5.8M

Shares

115.5K

% Port

1.22%

View full portfolio (184 holdings) →

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