Whitener Capital Management, Inc.

Name: Whitener Capital Management, Inc. 13F holdings, Q2 2025
Creator: Whitener Capital Management, Inc.
Published: 2025-07-14

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
ARCC Ares Capital Corp.	0.15%	25,048	$550K	Reduce -10.8%
IVV iShares Core S&P 500 ETF	0.14%	860	$534K	Reduce -0.5%
FCX Freeport-McMoran Inc.	0.14%	12,060	$523K	Add +6.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	4,202	$521K	Reduce -2.3%
NOC Northrop Grumman Corp.	0.14%	1,032	$516K	Reduce -7.8%
XFRAX BlackRock Fltng RT Inc. Strat	0.13%	37,949	$499K	Add +2.7%
QCOM Qualcomm Inc.	0.13%	3,102	$494K	Reduce -6.6%
ETR Entergy Corp.	0.13%	5,863	$487K	Add +0.2%
BSCQ Invesco Bulletshares 2026 CB	0.13%	24,653	$481K	Add +7.4%
NOBL Proshares S&P 500 Dividend A	0.13%	4,737	$477K	Add +10.0%
PSA Public Storage	0.13%	1,610	$472K	Add +2.3%
TGT Target Corp.	0.12%	4,700	$464K	Reduce -5.6%
DGRO iShares Core Dividend Growth	0.12%	7,250	$464K	No change
LMT Lockheed Martin Corp.	0.12%	993	$460K	Reduce -7.6%
STXG Strive 1000 Growth ETF	0.12%	9,897	$455K	Add +5.0%
SF Stifel Financial Corp.	0.12%	4,350	$451K	Reduce -6.0%
KLAC KLA Corp.	0.12%	500	$448K	Reduce -9.1%
BEN Franklin Templeton Inc.	0.12%	18,370	$438K	Reduce -13.5%
XLP SS Consumer Staples Sel Sect	0.11%	5,190	$420K	Reduce -2.1%
XLV SS Health Care Select Sector	0.11%	3,112	$419K	Add +7.6%
MU Micron Technology Inc.	0.11%	3,345	$412K	Add +1.2%
T AT&T Inc.	0.11%	13,856	$401K	Reduce -0.1%
XFFCX Flaherty & Crumrine Pref Inc.	0.10%	23,785	$387K	Add +8.9%
BSCT Invesco Bulletshares 2029 CB	0.10%	19,958	$373K	Add +4.8%
HWM Howmet Aerospace Inc.	0.10%	1,934	$360K	No change
CMCSA Comcast Corp. Class A	0.09%	9,920	$354K	No change
CSX CSX Corp.	0.09%	10,830	$353K	Reduce -48.5%
EIPI FT Energy Income ETF	0.09%	17,312	$341K	Reduce -7.5%
VIG Vanguard Dividend Apprec ETF	0.09%	1,655	$339K	Add +7.8%
C Citigroup Inc.	0.09%	3,857	$328K	Add +2.2%
XLI SS Industrial Select Sector	0.09%	2,218	$327K	Reduce -2.8%
MAIN Main Street Capital Corp.	0.09%	5,470	$323K	Add +0.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.09%	3,345	$323K	Add +38.3%
PRU Prudential Financial Inc.	0.08%	2,935	$315K	Add +26.0%
GLD SPDR Gold Shares	0.08%	1,000	$305K	No change
JEF Jefferies Financial Group Inc.	0.08%	5,545	$303K	Add +0.9%
ADP Automatic Data Processing	0.08%	923	$285K	Add +15.4%
XLE SS Energy Select Sector	0.07%	3,195	$271K	Add +14.4%
ICE Intercontinental Exchange Inc.	0.07%	1,457	$267K	Add +0.5%
ENB Enbridge Inc.	0.07%	5,818	$264K	Reduce -1.3%
BA The Boeing Co.	0.07%	1,225	$258K	No change
DRLL Strive US Energy ETF	0.07%	9,320	$253K	Add +10.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.07%	406	$251K	No change
BSCP Invesco Bulletshares 2025 CB	0.07%	12,099	$250K	Add +3.5%
CME Cme Group Inc.	0.06%	880	$243K	No change
SUN Sunoco LP	0.06%	4,510	$242K	Add +0.2%
TMO Thermo Fisher Scientific Inc.	0.06%	568	$230K	Add +3.3%
GE General Electric filed as GE AEROSPACE	0.06%	857	$221K	New
SNOW Snowflake Inc.	0.06%	980	$219K	New
RING iShares MSCI Global Gold Min	0.06%	5,000	$219K	New
MRVL Marvell Technology Inc.	0.06%	2,799	$217K	New
PAI Western Asset Investment Gra	0.06%	16,512	$214K	Reduce -0.1%
VNO Vornado Realty Trust	0.06%	5,570	$213K	Reduce -1.3%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.05%	500	$202K	Reduce -50.0%
TSI TCW Strategic Income Fund	0.05%	37,147	$181K	Reduce -3.9%

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