Whitener Capital Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Whitener Capital Management, Inc. reported 165 stock positions worth $417.7 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.9%) and Alphabet Class A (GOOGL, 5.6%). Compared with Q2 2025, it opened 11 new positions, sold out of 1, added to 91 and reduced 47. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale JPMorgan Chase (JPM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Rocky Mount, NC
- CIK
- 0000825217
- Portfolio Value
- $417.7M (Q3 2025)
- SEC Filing
- 0000825217-25-000003 ↗ filed Oct 15, 2025
Holdings Value
Holdings 165 stocks · $417.7M
| AAPL Apple Inc. | 6.29% | 103,149 | $26.3M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 5.89% | 77,938 | $24.6M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 5.64% | 96,927 | $23.6M | Add +1.8% |
| NVDA Nvidia Corp. | 5.64% | 126,224 | $23.6M | Add +2.9% |
| MSFT Microsoft Corp. | 5.12% | 41,272 | $21.4M | Add +0.1% |
| WMT Walmart Inc. | 4.70% | 190,300 | $19.6M | Add +0.4% |
| AMZN Amazon.com Inc. | 4.14% | 78,816 | $17.3M | Add +1.5% |
| V Visa Inc. Class A | 2.66% | 32,603 | $11.1M | Add +0.1% |
| MCD McDonald's Corp. | 2.30% | 31,616 | $9.6M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 2.29% | 12,037 | $9.6M | Reduce -1.1% |
| ABBV Abbvie Inc. | 2.23% | 40,298 | $9.3M | Add +3.7% |
| HON Honeywell International Inc. | 2.23% | 44,230 | $9.3M | Add +2.0% |
| PEP Pepsico Inc. | 1.59% | 47,203 | $6.6M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 12,757 | $6.4M | Add +8.2% |
| DUK Duke Energy Corp. | 1.44% | 48,485 | $6.0M | Add +3.1% |
| PG The Procter & Gamble Co. | 1.37% | 37,259 | $5.7M | Add +4.2% |
| TFC Truist Financial Corp. | 1.34% | 121,985 | $5.6M | Add +0.9% |
| CAT Caterpillar Inc. | 1.30% | 11,417 | $5.4M | Add +1.4% |
| ROK Rockwell Automation Inc. | 1.25% | 14,930 | $5.2M | Add +0.2% |
| XOM Exxon Mobil Corp. | 1.23% | 45,728 | $5.2M | Add +2.2% |
| SCHB Schwab US Broad Market ETF | 1.19% | 193,856 | $5.0M | Reduce -2.7% |
| HD Home Depot Inc. | 1.19% | 12,274 | $5.0M | Add +2.8% |
| LOW Lowe's Cos Inc. | 1.18% | 19,567 | $4.9M | Add +10.5% |
| JNJ Johnson & Johnson | 1.14% | 25,705 | $4.8M | Add +15.3% |
| META Meta Platforms Inc. Class A | 0.91% | 5,159 | $3.8M | Add +2.2% |
| ABT Abbott Laboratories | 0.89% | 27,718 | $3.7M | Add +7.4% |
| CVX Chevron Corp. | 0.86% | 23,227 | $3.6M | Add +0.3% |
| DE Deere & Co. | 0.84% | 7,680 | $3.5M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.81% | 40,421 | $3.4M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.76% | 3,444 | $3.2M | Add +13.7% |
| RY Royal Bank of Canada | 0.76% | 21,522 | $3.2M | Reduce -1.5% |
| RTX RTX Corp. | 0.71% | 17,828 | $3.0M | Add +1.2% |
| EMR Emerson Electric Co. | 0.69% | 22,123 | $2.9M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.68% | 6,308 | $2.8M | Add +3.1% |
| IAU iShares Gold Trust | 0.65% | 37,561 | $2.7M | Reduce -0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.63% | 100,611 | $2.6M | Reduce -1.3% |
| MMM 3M Co. | 0.63% | 17,047 | $2.6M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.58% | 11,956 | $2.4M | Add +3.4% |
| MO Altria Group Inc. | 0.57% | 36,010 | $2.4M | Add +0.2% |
| KO The Coca-Cola Co. | 0.56% | 35,289 | $2.3M | Add +0.5% |
| SPGI S&P Global Inc. | 0.54% | 4,613 | $2.2M | Add +2.5% |
| CMI Cummins Inc. | 0.51% | 5,059 | $2.1M | Add +0.8% |
| B Barrick Mining Corp. | 0.51% | 64,479 | $2.1M | Reduce -6.4% |
| PFE Pfizer Inc. | 0.48% | 79,124 | $2.0M | Add +5.4% |
| BSCS Invesco Bulletshares 2028 CB | 0.48% | 97,190 | $2.0M | Add +59.5% |
| NSC Norfolk Southern Corp. | 0.47% | 6,492 | $2.0M | Reduce -0.8% |
| LIN Linde PLC | 0.46% | 4,085 | $1.9M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 6,605 | $1.9M | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 68,184 | $1.9M | Reduce -2.5% |
| MLM Martin Marietta Materials | 0.44% | 2,920 | $1.8M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.43% | 1,481 | $1.8M | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.42% | 18,481 | $1.8M | Add +1.9% |
| XLB SS Materials Select Sector | 0.42% | 19,594 | $1.8M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 0.42% | 55,024 | $1.8M | Add +13.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 3,478 | $1.7M | Reduce -9.1% |
| PEO Adams Natural Resources Fund | 0.40% | 77,489 | $1.7M | Add +1.3% |
| VZ Verizon Communications Inc. | 0.39% | 37,317 | $1.6M | Add +6.5% |
| AMGN Amgen Inc. | 0.39% | 5,797 | $1.6M | Reduce -0.0% |
| NKE Nike Inc. Class B | 0.37% | 22,160 | $1.5M | Reduce -7.7% |
| PM Philip Morris International | 0.35% | 9,038 | $1.5M | Reduce -0.5% |
| SCHV Schwab US Large-Cap Value | 0.33% | 47,844 | $1.4M | Add +1.7% |
| ORCL Oracle Corp. | 0.33% | 4,918 | $1.4M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.32% | 2,385 | $1.4M | Reduce -0.1% |
| PFF iShares Preferred & Income S | 0.32% | 42,854 | $1.4M | Add +11.8% |
| XLK SS Technology Select Sector | 0.31% | 4,542 | $1.3M | Add +7.5% |
| GD General Dynamics Corp. | 0.31% | 3,748 | $1.3M | Add +2.7% |
| COF Capital One Financial Corp. | 0.30% | 5,919 | $1.3M | Reduce -2.5% |
| KR Kroger Co. | 0.30% | 18,450 | $1.2M | Add +3.8% |
| KMB Kimberly-Clark Corp. | 0.30% | 9,938 | $1.2M | Reduce -3.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.30% | 11,340 | $1.2M | Reduce -4.5% |
| IYC iShares US Consumer Discreti | 0.29% | 11,593 | $1.2M | Add +0.7% |
| TY Tri-Continental Corp. | 0.27% | 33,620 | $1.1M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.27% | 5,419 | $1.1M | Add +6.1% |
| LLY Eli Lilly & Co. | 0.26% | 1,447 | $1.1M | Reduce -1.8% |
| MDT Medtronic PLC | 0.26% | 11,369 | $1.1M | Reduce -12.0% |
| EPD Enterprise Products Partners | 0.25% | 33,877 | $1.1M | Add +0.5% |
| NDAQ Nasdaq Inc. | 0.25% | 11,917 | $1.1M | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 19,435 | $1.0M | Add +7.2% |
| GILD Gilead Sciences Inc. | 0.23% | 8,712 | $967K | Add +2.9% |
| D Dominion Energy Inc. | 0.23% | 15,505 | $948K | Add +4.7% |
| FCNCA First Citizens Bcshs Class A | 0.22% | 505 | $904K | No change |
| AVGO Broadcom Inc. | 0.21% | 2,710 | $894K | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.21% | 12,965 | $887K | Reduce -0.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.19% | 18,262 | $785K | Add +5.7% |
| RVT Royce Small-Cap Trust Inc. | 0.19% | 48,512 | $782K | Add +1.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.18% | 39,123 | $771K | Add +30.2% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,155 | $768K | Add +0.9% |
| UNP Union Pacific Corp. | 0.18% | 3,222 | $762K | Add +1.6% |
| PSX Phillips 66 | 0.18% | 5,594 | $761K | Add +1.1% |
| LHX L3HARRIS Technologies Inc. | 0.18% | 2,488 | $760K | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.18% | 1,123 | $752K | Add +30.6% |
| IYF iShares US Financials ETF | 0.18% | 5,838 | $739K | Add +5.9% |
| EW Edwards Lifesciences Corp. | 0.18% | 9,423 | $733K | Add +0.8% |
| NOC Northrop Grumman Corp. | 0.17% | 1,142 | $696K | Add +10.7% |
| BDX Becton Dickinson and Co. | 0.16% | 3,575 | $669K | No change |
| MDLZ Mondelez International Inc. Class A | 0.16% | 10,422 | $651K | Reduce -0.0% |
| XLY SS Consumer Disc Select Sect | 0.16% | 2,712 | $650K | Reduce -0.2% |
| AXP American Express Co. | 0.14% | 1,820 | $605K | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 996 | $598K | Reduce -6.2% |
| TXN Texas Instruments Inc. | 0.14% | 3,196 | $587K | Reduce -3.9% |
Portfolio Sells Q2 2025 → Q3 2025
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 5.89% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.1% | 0.41% | −0.11 |
| PM Philip Morris International | Reduce -0.5% | 0.35% | −0.09 |
| NKE Nike Inc. Class B | Reduce -7.7% | 0.37% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.45% | −0.08 |
| SCHB Schwab US Broad Market ETF | Reduce -2.7% | 1.19% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -3.9% | 0.30% | −0.06 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 0.45% | −0.05 |
| LIN Linde PLC | Reduce -0.1% | 0.46% | −0.04 |
| XLB SS Materials Select Sector | Reduce -1.6% | 0.42% | −0.04 |
| ET Energy Transfer LP | Reduce -10.7% | 0.14% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -3.9% | 0.14% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -4.2% | 0.25% | −0.04 |
| COF Capital One Financial Corp. | Reduce -2.5% | 0.30% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.26% | −0.04 |
| MDT Medtronic PLC | Reduce -12.0% | 0.26% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.39% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.32% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.0% | 0.16% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -1.3% | 0.63% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.21% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -11.9% | 0.09% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -26.9% | 0.06% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -19.8% | 0.06% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.12% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.07% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 0.14% | −0.01 |
| XLE SS Energy Select Sector | Reduce -12.5% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -1.4% | 0.14% | −0.01 |
| TY Tri-Continental Corp. | Reduce -0.3% | 0.27% | −0.01 |
| EIPI FT Energy Income ETF | Reduce -0.1% | 0.08% | −0.01 |
| MAIN Main Street Capital Corp. | Reduce -6.2% | 0.08% | −0.01 |
| TSI TCW Strategic Income Fund | Reduce -7.0% | 0.04% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 0.12% | −0.00 |
| CSX CSX Corp. | Reduce -0.9% | 0.09% | −0.00 |
| RY Royal Bank of Canada | Reduce -1.5% | 0.76% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.16% | −0.00 |
| C Citigroup Inc. | Reduce -1.2% | 0.09% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -4.5% | 0.30% | +0.01 |
| AVGO Broadcom Inc. | Reduce -2.3% | 0.21% | +0.01 |
| MLM Martin Marietta Materials | Reduce -1.0% | 0.44% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 2.29% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.2% | 0.18% | +0.01 |
| MU Micron Technology Inc. | Reduce -2.3% | 0.13% | +0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.8% | 0.47% | +0.02 |
| IAU iShares Gold Trust | Reduce -0.1% | 0.65% | +0.03 |
| B Barrick Mining Corp. | Reduce -6.4% | 0.51% | +0.13 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +1.8% | 5.64% | +1.20 |
| AAPL Apple Inc. | Add +1.2% | 6.29% | +0.75 |
| NVDA Nvidia Corp. | Add +2.9% | 5.64% | +0.50 |
| ABBV Abbvie Inc. | Add +3.7% | 2.23% | +0.32 |
| JNJ Johnson & Johnson | Add +15.3% | 1.14% | +0.24 |
| BSCS Invesco Bulletshares 2028 CB | Add +59.5% | 0.48% | +0.15 |
| CAT Caterpillar Inc. | Add +1.4% | 1.30% | +0.15 |
| LOW Lowe's Cos Inc. | Add +10.5% | 1.18% | +0.14 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| L Loews Corp. | New | 0.08% | +0.08 |
| CMI Cummins Inc. | Add +0.8% | 0.51% | +0.08 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| LDOS Leidos Holdings Inc. | New | 0.06% | +0.06 |
| IYH iShares U.S. Healthcare ETF | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | New | 0.05% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.05% | +0.05 |
| BLK BlackRock Inc. | New | 0.05% | +0.05 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +0.9% | 0.33% | +0.05 |
| NUE Nucor Corp. | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +13.6% | 0.42% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +30.6% | 0.18% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.18% | +0.04 |
| RTX RTX Corp. | Add +1.2% | 0.71% | +0.03 |
| HD Home Depot Inc. | Add +2.8% | 1.19% | +0.03 |
| NOC Northrop Grumman Corp. | Add +10.7% | 0.17% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +30.2% | 0.18% | +0.03 |
| GD General Dynamics Corp. | Add +2.7% | 0.31% | +0.02 |
| XLK SS Technology Select Sector | Add +7.5% | 0.31% | +0.02 |
| GLD SPDR Gold Shares | Add +18.0% | 0.10% | +0.02 |
| AMAT Applied Materials Inc. | Add +6.1% | 0.27% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.2% | 1.54% | +0.02 |
| BA The Boeing Co. | Add +34.3% | 0.09% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +24.8% | 0.11% | +0.01 |
| PFF iShares Preferred & Income S | Add +11.8% | 0.32% | +0.01 |
| BAC Bank of America Corp. | Add +7.2% | 0.24% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +11.3% | 0.07% | +0.01 |
| MO Altria Group Inc. | Add +0.2% | 0.57% | +0.01 |
| JEF Jefferies Financial Group Inc. | Add +1.3% | 0.09% | +0.01 |
| PSX Phillips 66 | Add +1.1% | 0.18% | +0.01 |
| D Dominion Energy Inc. | Add +4.7% | 0.23% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +8.1% | 0.13% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +5.7% | 0.19% | +0.00 |
| MRVL Marvell Technology Inc. | Add +5.8% | 0.06% | +0.00 |
| ENB Enbridge Inc. | Add +2.1% | 0.07% | +0.00 |
| PFE Pfizer Inc. | Add +5.4% | 0.48% | +0.00 |
| IYF iShares US Financials ETF | Add +5.9% | 0.18% | +0.00 |
| DRLL Strive US Energy ETF | Add +3.9% | 0.07% | −0.00 |
| XLI SS Industrial Select Sector | Add +5.1% | 0.09% | −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 |