Institutional Fund
Whitener Capital Management, Inc.
Rocky Mount, NCCIK 8252175 filings on record
Portfolio Value
$438.39M
Q1 2026
Holdings
174
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.2%
from $439.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.2%
- Walmart Inc5.3%
- Apple Inc5.3%
- Jpmorgan Chase & Co.5.2%
- Nvidia Corporation5.0%
- Amazon Com Inc3.7%
- Other69.4%
Portfolio Holdings
174 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 94.5K | $27.18M | 6.2% | −299 | Reduced |
| 2 | Walmart Inc | 186.2K | $23.14M | 5.3% | −6 | Reduced |
| 3 | Apple Inc | 90.9K | $23.06M | 5.3% | −9.7K | Reduced |
| 4 | Jpmorgan Chase & Co. | 76.9K | $22.61M | 5.2% | −895 | Reduced |
| 5 | Nvidia Corporation | 126.6K | $22.08M | 5.0% | +2.5K | Added |
| 6 | Amazon Com Inc | 77.1K | $16.05M | 3.7% | +305 | Added |
| 7 | Microsoft Corp | 41.3K | $15.28M | 3.5% | +207 | Added |
| 8 | Mcdonalds Corp | 32.8K | $10.20M | 2.3% | +211 | Added |
| 9 | Honeywell Intl Inc | 45.0K | $10.17M | 2.3% | −664 | Reduced |
| 10 | Visa Inc | 33.0K | $9.98M | 2.3% | +154 | Added |
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