Whitener Capital Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Whitener Capital Management, Inc. reported 169 stock positions worth $439.4 million. Its top holding was Alphabet Class A (GOOGL) at 6.8% of the portfolio, followed by Apple (AAPL, 6.2%) and JPMorgan Chase (JPM, 5.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 83 and reduced 51. The biggest buy was Merck (MRK, shares +10%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Rocky Mount, NC
- CIK
- 0000825217
- Portfolio Value
- $439.4M (Q4 2025)
- SEC Filing
- 0000825217-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 169 stocks · $439.4M
| GOOGL Alphabet Inc. Class A | 6.75% | 94,829 | $29.7M | Reduce -2.2% |
| AAPL Apple Inc. | 6.22% | 100,553 | $27.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 5.70% | 77,765 | $25.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 5.27% | 124,141 | $23.2M | Reduce -1.6% |
| WMT Walmart Inc. | 4.72% | 186,220 | $20.7M | Reduce -2.1% |
| MSFT Microsoft Corp. | 4.52% | 41,072 | $19.9M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 4.03% | 76,758 | $17.7M | Reduce -2.6% |
| V Visa Inc. Class A | 2.62% | 32,876 | $11.5M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 2.34% | 11,721 | $10.3M | Reduce -2.6% |
| MCD McDonald's Corp. | 2.27% | 32,607 | $10.0M | Add +3.1% |
| ABBV Abbvie Inc. | 2.11% | 40,532 | $9.3M | Add +0.6% |
| HON Honeywell International Inc. | 2.03% | 45,636 | $8.9M | Add +3.2% |
| PEP Pepsico Inc. | 1.62% | 49,458 | $7.1M | Add +4.8% |
| CAT Caterpillar Inc. | 1.49% | 11,450 | $6.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 12,830 | $6.4M | Add +0.6% |
| DUK Duke Energy Corp. | 1.42% | 53,111 | $6.2M | Add +9.5% |
| TFC Truist Financial Corp. | 1.35% | 120,956 | $6.0M | Reduce -0.8% |
| ROK Rockwell Automation Inc. | 1.32% | 14,870 | $5.8M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 1.28% | 39,317 | $5.6M | Add +5.5% |
| XOM Exxon Mobil Corp. | 1.28% | 46,677 | $5.6M | Add +2.1% |
| JNJ Johnson & Johnson | 1.25% | 26,517 | $5.5M | Add +3.2% |
| SCHB Schwab US Broad Market ETF | 1.15% | 193,250 | $5.1M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 1.11% | 20,245 | $4.9M | Add +3.5% |
| MRK Merck & Co. Inc. | 1.07% | 44,551 | $4.7M | Add +10.2% |
| HD Home Depot Inc. | 1.01% | 12,862 | $4.4M | Add +4.8% |
| DE Deere & Co. | 0.87% | 8,219 | $3.8M | Add +7.0% |
| RY Royal Bank of Canada | 0.82% | 21,245 | $3.6M | Reduce -1.3% |
| ISRG Intuitive Surgical Inc. | 0.82% | 6,349 | $3.6M | Add +0.7% |
| CVX Chevron Corp. | 0.81% | 23,351 | $3.6M | Add +0.5% |
| ABT Abbott Laboratories | 0.81% | 28,311 | $3.5M | Add +2.1% |
| RTX RTX Corp. | 0.79% | 18,835 | $3.5M | Add +5.7% |
| EMR Emerson Electric Co. | 0.74% | 24,351 | $3.2M | Add +10.1% |
| META Meta Platforms Inc. Class A | 0.72% | 4,823 | $3.2M | Reduce -6.5% |
| COST Costco Wholesale Corp. | 0.70% | 3,561 | $3.1M | Add +3.4% |
| IAU iShares Gold Trust | 0.70% | 37,633 | $3.1M | Add +0.2% |
| B Barrick Mining Corp. | 0.64% | 64,379 | $2.8M | Reduce -0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.63% | 101,301 | $2.8M | Add +0.7% |
| MMM 3M Co. | 0.62% | 17,047 | $2.7M | No change |
| KO The Coca-Cola Co. | 0.60% | 37,876 | $2.6M | Add +7.3% |
| CMI Cummins Inc. | 0.60% | 5,160 | $2.6M | Add +2.0% |
| SPGI S&P Global Inc. | 0.55% | 4,613 | $2.4M | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.54% | 114,383 | $2.4M | Add +17.7% |
| MO Altria Group Inc. | 0.50% | 38,384 | $2.2M | Add +6.6% |
| PANW Palo Alto Networks Inc. | 0.49% | 11,784 | $2.2M | Reduce -1.4% |
| PFE Pfizer Inc. | 0.48% | 83,850 | $2.1M | Add +6.0% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 61,572 | $2.0M | Add +11.9% |
| SCHW Schwab (charles) Corp. | 0.45% | 19,923 | $2.0M | Add +7.8% |
| XLB SS Materials Select Sector | 0.44% | 42,547 | $1.9M | Add +8.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 6,490 | $1.9M | Reduce -1.7% |
| PEO Adams Natural Resources Fund | 0.43% | 87,546 | $1.9M | Add +13.0% |
| AMGN Amgen Inc. | 0.43% | 5,797 | $1.9M | No change |
| SCHD Schwab US DVD Equity ETF | 0.42% | 67,302 | $1.8M | Reduce -1.3% |
| MLM Martin Marietta Materials | 0.42% | 2,960 | $1.8M | Add +1.4% |
| NSC Norfolk Southern Corp. | 0.41% | 6,217 | $1.8M | Reduce -4.2% |
| LIN Linde PLC | 0.40% | 4,085 | $1.7M | No change |
| VZ Verizon Communications Inc. | 0.36% | 38,848 | $1.6M | Add +4.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 3,358 | $1.6M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.36% | 1,458 | $1.6M | Add +0.8% |
| FCNCA First Citizens Bcshs Class A | 0.35% | 714 | $1.5M | Add +41.4% |
| PFF iShares Preferred & Income S | 0.34% | 48,848 | $1.5M | Add +14.0% |
| PM Philip Morris International | 0.33% | 9,038 | $1.4M | No change |
| COF Capital One Financial Corp. | 0.32% | 5,889 | $1.4M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.32% | 15,145 | $1.4M | Add +2.3% |
| NKE Nike Inc. Class B | 0.32% | 22,285 | $1.4M | Add +0.6% |
| XLK SS Technology Select Sector | 0.32% | 9,861 | $1.4M | Add +8.6% |
| SCHV Schwab US Large-Cap Value | 0.32% | 47,051 | $1.4M | Reduce -1.7% |
| AMAT Applied Materials Inc. | 0.32% | 5,389 | $1.4M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.31% | 2,385 | $1.4M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.29% | 11,060 | $1.3M | Reduce -2.5% |
| NDAQ Nasdaq Inc. | 0.29% | 13,146 | $1.3M | Add +10.3% |
| GD General Dynamics Corp. | 0.29% | 3,748 | $1.3M | No change |
| IYC iShares US Consumer Discreti | 0.28% | 11,738 | $1.2M | Add +1.3% |
| KR Kroger Co. | 0.27% | 19,332 | $1.2M | Add +4.8% |
| MDT Medtronic PLC | 0.26% | 11,694 | $1.1M | Add +2.9% |
| AVGO Broadcom Inc. | 0.25% | 3,207 | $1.1M | Add +18.3% |
| TY Tri-Continental Corp. | 0.25% | 33,752 | $1.1M | Add +0.4% |
| GILD Gilead Sciences Inc. | 0.25% | 8,879 | $1.1M | Add +1.9% |
| EPD Enterprise Products Partners | 0.25% | 33,879 | $1.1M | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 19,385 | $1.1M | Reduce -0.3% |
| KMB Kimberly-Clark Corp. | 0.24% | 10,365 | $1.0M | Add +4.3% |
| CSCO Cisco Systems Inc. | 0.23% | 13,108 | $1.0M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.23% | 3,155 | $990K | No change |
| MU Micron Technology Inc. | 0.21% | 3,263 | $931K | Reduce -0.1% |
| D Dominion Energy Inc. | 0.21% | 15,505 | $908K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.20% | 19,033 | $860K | Add +4.2% |
| LHX L3HARRIS Technologies Inc. | 0.20% | 2,921 | $858K | Add +17.4% |
| UNP Union Pacific Corp. | 0.19% | 3,680 | $851K | Add +14.2% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,529 | $835K | Add +284.9% |
| RVT Royce Small-Cap Trust Inc. | 0.19% | 51,167 | $824K | Add +5.5% |
| ORCL Oracle Corp. | 0.18% | 4,124 | $804K | Reduce -16.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.18% | 40,549 | $800K | Add +3.6% |
| IYF iShares US Financials ETF | 0.18% | 6,195 | $799K | Add +6.1% |
| PSX Phillips 66 | 0.17% | 5,844 | $754K | Add +4.5% |
| ACN Accenture PLC Class A | 0.17% | 2,732 | $733K | Add +30.7% |
| EW Edwards Lifesciences Corp. | 0.16% | 8,348 | $712K | Reduce -11.4% |
| BDX Becton Dickinson and Co. | 0.16% | 3,575 | $694K | No change |
| AXP American Express Co. | 0.15% | 1,820 | $673K | No change |
| FCX Freeport-McMoran Inc. | 0.15% | 12,930 | $657K | Add +5.7% |
| XLY SS Consumer Disc Select Sect | 0.15% | 5,454 | $651K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.14% | 896 | $614K | Reduce -20.2% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.5% | 4.52% | −0.60 |
| NVDA Nvidia Corp. | Reduce -1.6% | 5.27% | −0.37 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 5.70% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -6.5% | 0.72% | −0.18 |
| ORCL Oracle Corp. | Reduce -16.1% | 0.18% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 4.03% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 0.49% | −0.09 |
| AAPL Apple Inc. | Reduce -2.5% | 6.22% | −0.07 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -4.2% | 0.41% | −0.06 |
| VNO Vornado Realty Trust | Sold out | 0.00% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.5% | 0.36% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -20.2% | 0.14% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 1.15% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -12.7% | 0.13% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 0.42% | −0.03 |
| ET Energy Transfer LP | Reduce -6.0% | 0.12% | −0.02 |
| T AT&T Inc. | Reduce -1.4% | 0.08% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -1.7% | 0.32% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -5.1% | 0.10% | −0.01 |
| ARCC Ares Capital Corp. | Reduce -5.9% | 0.11% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -11.4% | 0.16% | −0.01 |
| EIPI FT Energy Income ETF | Reduce -11.4% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.3% | 0.10% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.7% | 0.44% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.7% | 0.08% | −0.01 |
| SNOW Snowflake Inc. | Reduce -5.5% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 0.14% | −0.01 |
| XLE SS Energy Select Sector | Reduce -4.2% | 0.05% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -4.3% | 0.05% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.0% | 0.05% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -0.3% | 0.08% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -2.5% | 0.29% | −0.00 |
| TSI TCW Strategic Income Fund | Reduce -4.0% | 0.04% | −0.00 |
| BEN Franklin Templeton Inc. | Reduce -0.5% | 0.10% | −0.00 |
| INTC Intel Corp. | Reduce -7.6% | 0.06% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.1% | 0.07% | +0.00 |
| NUE Nucor Corp. | Reduce -10.9% | 0.05% | +0.00 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.24% | +0.00 |
| TGT Target Corp. | Reduce -0.8% | 0.11% | +0.00 |
| XLV SS Health Care Select Sector | Reduce -2.1% | 0.11% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.9% | 0.10% | +0.00 |
| C Citigroup Inc. | Reduce -2.6% | 0.10% | +0.01 |
| TFC Truist Financial Corp. | Reduce -0.8% | 1.35% | +0.02 |
| COF Capital One Financial Corp. | Reduce -0.5% | 0.32% | +0.02 |
| WMT Walmart Inc. | Reduce -2.1% | 4.72% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -0.6% | 0.32% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -2.6% | 2.34% | +0.05 |
| RY Royal Bank of Canada | Reduce -1.3% | 0.82% | +0.07 |
Portfolio Buys Q3 2025 → Q4 2025
| MRK Merck & Co. Inc. | Add +10.2% | 1.07% | +0.26 |
| CAT Caterpillar Inc. | Add +0.3% | 1.49% | +0.19 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 0.82% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +284.9% | 0.19% | +0.14 |
| FCNCA First Citizens Bcshs Class A | Add +41.4% | 0.35% | +0.13 |
| JNJ Johnson & Johnson | Add +3.2% | 1.25% | +0.11 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.36% | +0.09 |
| CMI Cummins Inc. | Add +2.0% | 0.60% | +0.09 |
| RTX RTX Corp. | Add +5.7% | 0.79% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +17.7% | 0.54% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.05% | +0.05 |
| XLC SS Comm Select Sector SPDR | New | 0.05% | +0.05 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.1% | 1.28% | +0.04 |
| ACN Accenture PLC Class A | Add +30.7% | 0.17% | +0.04 |
| KO The Coca-Cola Co. | Add +7.3% | 0.60% | +0.04 |
| IAU iShares Gold Trust | Add +0.2% | 0.70% | +0.04 |
| EMR Emerson Electric Co. | Add +10.1% | 0.74% | +0.04 |
| AVGO Broadcom Inc. | Add +18.3% | 0.25% | +0.04 |
| NDAQ Nasdaq Inc. | Add +10.3% | 0.29% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +11.9% | 0.46% | +0.04 |
| FCX Freeport-McMoran Inc. | Add +5.7% | 0.15% | +0.03 |
| PEO Adams Natural Resources Fund | Add +13.0% | 0.43% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +7.8% | 0.45% | +0.03 |
| DE Deere & Co. | Add +7.0% | 0.87% | +0.03 |
| PEP Pepsico Inc. | Add +4.8% | 1.62% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +27.9% | 0.14% | +0.02 |
| PFF iShares Preferred & Income S | Add +14.0% | 0.34% | +0.02 |
| XLB SS Materials Select Sector | Add +8.6% | 0.44% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.23% | +0.02 |
| XLK SS Technology Select Sector | Add +8.6% | 0.32% | +0.02 |
| GILD Gilead Sciences Inc. | Add +1.9% | 0.25% | +0.02 |
| TSLA Tesla Inc. | Add +20.3% | 0.11% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +24.5% | 0.08% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +17.4% | 0.20% | +0.01 |
| PSA Public Storage | Add +30.0% | 0.13% | +0.01 |
| UNP Union Pacific Corp. | Add +14.2% | 0.19% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.2% | 0.20% | +0.01 |
| BA The Boeing Co. | Add +14.2% | 0.09% | +0.01 |
| SF Stifel Financial Corp. | Add +0.6% | 0.12% | +0.01 |
| IYH iShares U.S. Healthcare ETF | Add +4.2% | 0.06% | +0.01 |
| BSCU Invesco Bulletshares 2030 CB | Add +15.0% | 0.06% | +0.00 |
| IYF iShares US Financials ETF | Add +6.1% | 0.18% | +0.00 |
| DRLL Strive US Energy ETF | Add +10.3% | 0.07% | +0.00 |
| GE General Electric | Add +6.0% | 0.06% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +8.0% | 0.06% | +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 |