Whitener Capital Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Whitener Capital Management, Inc. reported 155 stock positions worth $377.5 million. Its top holding was JPMorgan Chase (JPM) at 6.0% of the portfolio, followed by Apple (AAPL, 5.5%) and Microsoft (MSFT, 5.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 77 and reduced 65. The biggest buy was Meta Platforms Class A (META, shares +7%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Rocky Mount, NC
- CIK
- 0000825217
- Portfolio Value
- $377.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003780 ↗ filed Jul 14, 2025
Holdings Value
Holdings 155 stocks · $377.5M
| JPM JPMorgan Chase & Co. | 6.02% | 78,335 | $22.7M | Reduce -1.5% |
| AAPL Apple Inc. | 5.54% | 101,951 | $20.9M | Reduce -3.0% |
| MSFT Microsoft Corp. | 5.43% | 41,235 | $20.5M | Reduce -2.2% |
| NVDA Nvidia Corp. | 5.13% | 122,678 | $19.4M | Reduce -0.6% |
| WMT Walmart Inc. | 4.91% | 189,605 | $18.5M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 4.51% | 77,679 | $17.0M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 4.44% | 95,176 | $16.8M | Reduce -1.7% |
| V Visa Inc. Class A | 3.06% | 32,574 | $11.6M | Reduce -0.5% |
| HON Honeywell International Inc. | 2.67% | 43,359 | $10.1M | Reduce -1.3% |
| MCD McDonald's Corp. | 2.37% | 30,683 | $9.0M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 2.28% | 12,174 | $8.6M | Reduce -2.2% |
| ABBV Abbvie Inc. | 1.91% | 38,871 | $7.2M | Add +1.3% |
| PEP Pepsico Inc. | 1.59% | 45,572 | $6.0M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 11,796 | $5.7M | Add +0.1% |
| PG The Procter & Gamble Co. | 1.51% | 35,770 | $5.7M | Add +1.5% |
| DUK Duke Energy Corp. | 1.47% | 47,015 | $5.5M | Add +2.7% |
| TFC Truist Financial Corp. | 1.38% | 120,934 | $5.2M | Add +0.2% |
| ROK Rockwell Automation Inc. | 1.31% | 14,895 | $4.9M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 1.28% | 44,727 | $4.8M | Add +6.8% |
| SCHB Schwab US Broad Market ETF | 1.26% | 199,316 | $4.7M | Reduce -5.2% |
| HD Home Depot Inc. | 1.16% | 11,936 | $4.4M | Add +3.6% |
| CAT Caterpillar Inc. | 1.16% | 11,260 | $4.4M | Add +1.4% |
| LOW Lowe's Cos Inc. | 1.04% | 17,714 | $3.9M | Add +12.8% |
| META Meta Platforms Inc. Class A | 0.99% | 5,047 | $3.7M | Add +7.1% |
| DE Deere & Co. | 0.98% | 7,263 | $3.7M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.93% | 25,818 | $3.5M | Add +3.8% |
| JNJ Johnson & Johnson | 0.90% | 22,304 | $3.4M | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.88% | 6,118 | $3.3M | Add +0.6% |
| CVX Chevron Corp. | 0.88% | 23,166 | $3.3M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.83% | 39,587 | $3.1M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.79% | 3,030 | $3.0M | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.78% | 21,948 | $2.9M | Reduce -0.4% |
| RY Royal Bank of Canada | 0.76% | 21,852 | $2.9M | Reduce -3.6% |
| MMM 3M Co. | 0.68% | 16,927 | $2.6M | Reduce -0.3% |
| RTX RTX Corp. | 0.68% | 17,613 | $2.6M | Add +0.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.66% | 101,947 | $2.5M | Add +1.6% |
| KO The Coca-Cola Co. | 0.66% | 35,124 | $2.5M | Add +0.9% |
| SPGI S&P Global Inc. | 0.63% | 4,502 | $2.4M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 0.63% | 11,559 | $2.4M | Reduce -1.1% |
| IAU iShares Gold Trust | 0.62% | 37,607 | $2.3M | Reduce -4.3% |
| MO Altria Group Inc. | 0.56% | 35,943 | $2.1M | Add +1.2% |
| NFLX Netflix Inc. | 0.52% | 1,476 | $2.0M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 6,681 | $2.0M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 3,828 | $1.9M | Reduce -1.9% |
| LIN Linde PLC | 0.51% | 4,088 | $1.9M | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 69,949 | $1.9M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.48% | 75,089 | $1.8M | Add +3.4% |
| XLB SS Materials Select Sector | 0.46% | 19,914 | $1.7M | Add +3.1% |
| NKE Nike Inc. Class B | 0.45% | 24,006 | $1.7M | Reduce -26.6% |
| NSC Norfolk Southern Corp. | 0.44% | 6,542 | $1.7M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.44% | 18,145 | $1.7M | Add +1.9% |
| PM Philip Morris International | 0.44% | 9,083 | $1.7M | Reduce -1.9% |
| CMI Cummins Inc. | 0.44% | 5,017 | $1.6M | Add +5.0% |
| PEO Adams Natural Resources Fund | 0.43% | 76,502 | $1.6M | Reduce -0.3% |
| MLM Martin Marietta Materials | 0.43% | 2,950 | $1.6M | Add +3.0% |
| AMGN Amgen Inc. | 0.43% | 5,798 | $1.6M | Reduce -15.2% |
| VZ Verizon Communications Inc. | 0.40% | 35,029 | $1.5M | Add +5.5% |
| B Barrick Mining Corp. | 0.38% | 68,864 | $1.4M | Reduce -3.9% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 48,433 | $1.4M | Add +16.4% |
| MA Mastercard Inc. Class A | 0.36% | 2,387 | $1.3M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.35% | 10,338 | $1.3M | Reduce -4.0% |
| SCHV Schwab US Large-Cap Value | 0.34% | 47,056 | $1.3M | Add +6.2% |
| COF Capital One Financial Corp. | 0.34% | 6,070 | $1.3M | Reduce -0.1% |
| KR Kroger Co. | 0.34% | 17,782 | $1.3M | Add +6.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.33% | 60,951 | $1.2M | Add +45.1% |
| PFF iShares Preferred & Income S | 0.31% | 38,345 | $1.2M | Add +25.7% |
| LLY Eli Lilly & Co. | 0.30% | 1,474 | $1.1M | Reduce -0.5% |
| IYC iShares US Consumer Discreti | 0.30% | 11,508 | $1.1M | Reduce -3.7% |
| MDT Medtronic PLC | 0.30% | 12,925 | $1.1M | Reduce -2.6% |
| NDAQ Nasdaq Inc. | 0.29% | 12,436 | $1.1M | Add +1.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.29% | 11,880 | $1.1M | Reduce -4.5% |
| XLK SS Technology Select Sector | 0.28% | 4,227 | $1.1M | Add +4.1% |
| TY Tri-Continental Corp. | 0.28% | 33,735 | $1.1M | Reduce -7.7% |
| ORCL Oracle Corp. | 0.28% | 4,874 | $1.1M | Add +0.1% |
| GD General Dynamics Corp. | 0.28% | 3,648 | $1.1M | Add +2.5% |
| EPD Enterprise Products Partners | 0.28% | 33,694 | $1.0M | Reduce -3.4% |
| FCNCA First Citizens Bcshs Class A | 0.26% | 505 | $988K | Add +2.0% |
| GILD Gilead Sciences Inc. | 0.25% | 8,463 | $938K | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.25% | 5,108 | $935K | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.24% | 13,055 | $906K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 18,135 | $858K | No change |
| D Dominion Energy Inc. | 0.22% | 14,805 | $837K | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.20% | 2,774 | $765K | Add +25.1% |
| EW Edwards Lifesciences Corp. | 0.19% | 9,348 | $731K | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.19% | 3,170 | $729K | Add +0.9% |
| RVT Royce Small-Cap Trust Inc. | 0.19% | 47,758 | $719K | Add +3.4% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 10,424 | $703K | Reduce -1.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.18% | 17,272 | $691K | Add +9.7% |
| TXN Texas Instruments Inc. | 0.18% | 3,326 | $691K | Reduce -18.1% |
| ET Energy Transfer LP | 0.18% | 37,425 | $679K | Add +6.6% |
| IYF iShares US Financials ETF | 0.18% | 5,513 | $667K | Add +11.5% |
| PSX Phillips 66 | 0.17% | 5,534 | $660K | Add +3.5% |
| LHX L3HARRIS Technologies Inc. | 0.17% | 2,545 | $638K | Add +9.5% |
| BDX Becton Dickinson and Co. | 0.16% | 3,575 | $616K | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.16% | 2,029 | $606K | Add +23.6% |
| XLY SS Consumer Disc Select Sect | 0.16% | 2,718 | $591K | Add +7.9% |
| BSCR Invesco Bulletshares 2027 CB | 0.16% | 30,044 | $590K | Add +7.9% |
| AXP American Express Co. | 0.16% | 1,845 | $589K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,062 | $586K | Add +48.3% |
| GOOG Alphabet Inc. Class C | 0.15% | 3,127 | $555K | Add +0.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -3.0% | 5.54% | −1.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.06 |
| PEP Pepsico Inc. | Reduce -2.0% | 1.59% | −0.38 |
| V Visa Inc. Class A | Reduce -0.5% | 3.06% | −0.18 |
| AMGN Amgen Inc. | Reduce -15.2% | 0.43% | −0.17 |
| NKE Nike Inc. Class B | Reduce -26.6% | 0.45% | −0.14 |
| CSX CSX Corp. | Reduce -48.5% | 0.09% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 0.49% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -4.0% | 0.35% | −0.08 |
| BDX Becton Dickinson and Co. | Reduce -0.7% | 0.16% | −0.07 |
| PEO Adams Natural Resources Fund | Reduce -0.3% | 0.43% | −0.06 |
| EPD Enterprise Products Partners | Reduce -3.4% | 0.28% | −0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.06 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.30% | −0.04 |
| MDT Medtronic PLC | Reduce -2.6% | 0.30% | −0.04 |
| IAU iShares Gold Trust | Reduce -4.3% | 0.62% | −0.03 |
| TY Tri-Continental Corp. | Reduce -7.7% | 0.28% | −0.03 |
| ARCC Ares Capital Corp. | Reduce -10.8% | 0.15% | −0.03 |
| MSTR Strategy Inc. | Reduce -50.0% | 0.05% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -7.8% | 0.14% | −0.03 |
| TGT Target Corp. | Reduce -5.6% | 0.12% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -18.1% | 0.18% | −0.02 |
| MMM 3M Co. | Reduce -0.3% | 0.68% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -5.2% | 1.26% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.25% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.79% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.6% | 0.19% | −0.02 |
| EIPI FT Energy Income ETF | Reduce -7.5% | 0.09% | −0.02 |
| B Barrick Mining Corp. | Reduce -3.9% | 0.38% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.4% | 0.22% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.12% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -6.6% | 0.13% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.1% | 0.11% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -4.5% | 0.29% | −0.01 |
| TSI TCW Strategic Income Fund | Reduce -3.9% | 0.05% | −0.01 |
| T AT&T Inc. | Reduce -0.1% | 0.11% | −0.00 |
| ENB Enbridge Inc. | Reduce -1.3% | 0.07% | −0.00 |
| SF Stifel Financial Corp. | Reduce -6.0% | 0.12% | −0.00 |
| PAI Western Asset Investment Gra | Reduce -0.1% | 0.06% | −0.00 |
| VNO Vornado Realty Trust | Reduce -1.3% | 0.06% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -1.3% | 0.19% | −0.00 |
| BEN Franklin Templeton Inc. | Reduce -13.5% | 0.12% | +0.00 |
| XLI SS Industrial Select Sector | Reduce -2.8% | 0.09% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.5% | 0.44% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.14% | +0.00 |
| IYC iShares US Consumer Discreti | Reduce -3.7% | 0.30% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.24% | +0.01 |
| DE Deere & Co. | Reduce -0.3% | 0.98% | +0.01 |
| KLAC KLA Corp. | Reduce -9.1% | 0.12% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +7.1% | 0.99% | +0.22 |
| CAT Caterpillar Inc. | Add +1.4% | 1.16% | +0.12 |
| AVGO Broadcom Inc. | Add +25.1% | 0.20% | +0.10 |
| ORCL Oracle Corp. | Add +0.1% | 0.28% | +0.09 |
| BSCS Invesco Bulletshares 2028 CB | Add +45.1% | 0.33% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +16.4% | 0.37% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +48.3% | 0.16% | +0.06 |
| GE General Electric | New | 0.06% | +0.06 |
| SNOW Snowflake Inc. | New | 0.06% | +0.06 |
| RING iShares MSCI Global Gold Min | New | 0.06% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| PFF iShares Preferred & Income S | Add +25.7% | 0.31% | +0.05 |
| XLK SS Technology Select Sector | Add +4.1% | 0.28% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +1.9% | 0.44% | +0.04 |
| MLM Martin Marietta Materials | Add +3.0% | 0.43% | +0.04 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.25% | +0.04 |
| NDAQ Nasdaq Inc. | Add +1.9% | 0.29% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +9.5% | 0.17% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +0.6% | 0.88% | +0.03 |
| MU Micron Technology Inc. | Add +1.2% | 0.11% | +0.03 |
| RTX RTX Corp. | Add +0.6% | 0.68% | +0.02 |
| TROW T Rowe Price Group Inc. | Add +38.3% | 0.09% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +9.7% | 0.18% | +0.02 |
| IYF iShares US Financials ETF | Add +11.5% | 0.18% | +0.02 |
| KR Kroger Co. | Add +6.5% | 0.34% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +6.8% | 0.14% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +7.9% | 0.16% | +0.02 |
| ACN Accenture PLC Class A | Add +23.6% | 0.16% | +0.02 |
| STXG Strive 1000 Growth ETF | Add +5.0% | 0.12% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +6.2% | 0.34% | +0.01 |
| CMI Cummins Inc. | Add +5.0% | 0.44% | +0.01 |
| C Citigroup Inc. | Add +2.2% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.15% | +0.01 |
| PRU Prudential Financial Inc. | Add +26.0% | 0.08% | +0.01 |
| GD General Dynamics Corp. | Add +2.5% | 0.28% | +0.01 |
| ADP Automatic Data Processing | Add +15.4% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +7.8% | 0.09% | +0.01 |
| LOW Lowe's Cos Inc. | Add +12.8% | 1.04% | +0.00 |
| RVT Royce Small-Cap Trust Inc. | Add +3.4% | 0.19% | +0.00 |
| XFFCX Flaherty & Crumrine Pref Inc. | Add +8.9% | 0.10% | +0.00 |
| FCNCA First Citizens Bcshs Class A | Add +2.0% | 0.26% | +0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +7.9% | 0.16% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +10.0% | 0.13% | +0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +7.4% | 0.13% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +0.5% | 0.07% | 0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +4.8% | 0.10% | −0.00 |
| MAIN Main Street Capital Corp. | Add +0.6% | 0.09% | −0.00 |
| BSCP Invesco Bulletshares 2025 CB | Add +3.5% | 0.07% | −0.00 |
| XLE SS Energy Select Sector | Add +14.4% | 0.07% | −0.00 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +2.7% | 0.13% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $472.1M | GOOGL, NVDA, AAPL, JPM, WMT |
| Q1 2026 | 174 | $438.4M | GOOGL, WMT, AAPL, JPM, NVDA |
| Q4 2025 | 169 | $439.4M | GOOGL, AAPL, JPM, NVDA, WMT |
| Q3 2025 | 165 | $417.7M | AAPL, JPM, GOOGL, NVDA, MSFT |
| Q2 2025 | 155 | $377.5M | JPM, AAPL, MSFT, NVDA, WMT |
| Q1 2025 | 154 | $353.4M | AAPL, JPM, WMT, MSFT, GOOGL |
| Q4 2024 | 158 | $356.9M | AAPL, JPM, GOOGL, MSFT, WMT |
| Q3 2024 | 155 | $352.6M | AAPL, MSFT, JPM, GOOGL, WMT |
| Q2 2024 | 153 | $330.2M | AAPL, MSFT, GOOGL, JPM, NVDA |
| Q1 2024 | 151 | $305.5M | AAPL, MSFT, JPM, GOOGL, AMZN |