Q2 2026 13F · SEC CIK 825217

Whitener Capital Management, Inc.

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $472.1M
Reported positions: 184
Top holdings a year, 3 yrs: +22.0%
Assets under management: $598.5M

Whitener Capital Management, Inc. is a wealth manager that reported 184 positions worth $472.1M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Alphabet Inc (GOOGL, 7.1%), Nvidia Corporation Com (NVDA, 5.5%), Apple Inc (AAPL, 5.5%). A portfolio copying its top holdings returned 22.0% a year over the last 3 years, against 20.4% for the S&P 500.

Whitener Capital Management, Inc. holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Whitener Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	7.1%	6.2%	93,680	-0.9%	$33.5M
NVDANvidia Corporation Com	5.5%	5.0%	130,657	+3.2%	$26.1M
AAPLApple Inc	5.5%	5.3%	90,157	-0.8%	$26.1M
JPMJpmorgan Chase & Co	5.3%	5.2%	77,075	+0.3%	$25.2M
WMTWalmart Inc	4.4%	5.3%	185,044	-0.6%	$21.0M
AMZNAmazon Com Inc Com	3.9%	3.7%	76,680	-0.5%	$18.3M
MSFTMicrosoft Corp	3.5%	3.5%	44,199	+7.1%	$16.5M
CATCaterpillar Inc Com	2.6%	1.9%	11,582	-2.5%	$12.3M
VVisa Inc Com Cl A	2.4%	2.3%	33,425	+1.2%	$11.5M
GSGoldman Sachs Group Inc	2.4%	2.2%	11,069	-4.4%	$11.2M
ABBVAbbvie Inc	2.2%	2.1%	41,935	+0.1%	$10.6M
MCDMcdonalds Corp Com	1.9%	2.3%	33,453	+1.9%	$9.0M
DUKDuke Energy	1.8%	1.9%	65,330	+5.1%	$8.3M
ROKRockwell Automation Inc	1.5%	1.2%	13,920	-2.7%	$6.9M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	13,551	+4.5%	$6.8M
PEPPepsico Inc	1.4%	1.7%	50,006	+1.3%	$6.8M
JNJJohnson & Johnson	1.4%	1.5%	26,121	-1.0%	$6.6M
MRKMerck & Co. Inc	1.2%	1.2%	45,420	+2.3%	$5.8M
PGProcter & Gamble Co Com	1.2%	1.3%	39,289	+1.3%	$5.8M
TFCTruist Financial Ord Shs	1.2%	1.3%	115,450	-4.3%	$5.8M
DEDeere & Co Com	1.1%	1.1%	8,261	+0.6%	$5.2M
SCHBSchwb US Broad	1.1%	1.0%	173,802	-3.0%	$5.0M
HDHome Depot Inc Com	1.0%	1.0%	13,653	+4.2%	$4.8M
LOWLowes Cos Inc	1.0%	1.1%	21,343	+4.7%	$4.7M
RYRoyal Bank of Canada	0.9%	0.8%	20,899	-1.3%	$4.3M
PANWPalo Alto Networks Inc	0.9%	—	12,312	—	$4.2M
CVXChevron Corp New	0.8%	1.1%	22,755	-3.6%	$3.8M
AMATApplied Matls Inc	0.8%	—	5,159	—	$3.7M
EMREmerson Elec Co Com	0.8%	0.7%	25,182	+5.1%	$3.6M
RTXRtx Corporation Com	0.8%	0.8%	18,988	+1.6%	$3.6M
LLYLilly Eli & Co	0.8%	—	2,960	—	$3.6M
COSTCostco Whsl Corp New	0.7%	0.8%	3,752	+0.6%	$3.5M
MMM3m Co Com	0.7%	0.6%	20,427	+7.0%	$3.3M
CMICummins Inc	0.7%	0.6%	4,582	-11.9%	$3.3M
FNDXSchwab Strategic Tr	0.7%	0.7%	103,246	-2.4%	$3.2M
KOCoca Cola Co	0.7%	0.7%	38,844	+1.0%	$3.2M
BSCSInvesco Exch Trd Slf Idx Fd	0.6%	0.6%	148,307	+14.2%	$3.0M
MUMicron Technology Inc	0.6%	—	2,615	—	$3.0M
MOAltria Group Inc	0.6%	0.6%	39,358	+1.6%	$2.8M
IAUIshares Gold Trust	0.6%	0.8%	37,083	-1.4%	$2.8M
METAMeta Platforms Inc Class A	0.6%	0.6%	4,954	+4.3%	$2.8M
SCHGSchwab U.s. Large-Cap Growth ETF	0.6%	0.5%	80,756	+18.8%	$2.7M
ISRGIntuitive Surgical Inc	0.5%	0.7%	6,090	-2.6%	$2.4M
BBarrick Mng Corp	0.5%	0.6%	62,972	-2.2%	$2.3M
ABTAbbott Laboratories	0.5%	0.7%	25,393	-8.7%	$2.3M
SCHWSchwab Charles Corp	0.5%	0.5%	24,877	+17.0%	$2.3M
PEOAdam Nat Res Fd Inc Com	0.5%	0.6%	90,616	+1.2%	$2.2M
XLBSelect Sector Spdr Tr	0.5%	0.5%	43,770	-0.0%	$2.2M
SCHDSchwab Strategic Tr	0.5%	0.5%	67,963	-0.4%	$2.2M
PFFIshares Tr	0.4%	—	68,077	—	$2.1M

What Whitener Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SCHG Schwab U.s. Large-Cap Growth ETF+18.8% shares
SCHW Schwab Charles Corp+17.0% shares
BSCS Invesco Exch Trd Slf Idx Fd+14.2% shares
MSFT Microsoft Corp+7.1% shares
MMM 3m Co Com+7.0% shares
EMR Emerson Elec Co Com+5.1% shares
DUK Duke Energy+5.1% shares

Reduced

CMI Cummins Inc-11.9% shares
ABT Abbott Laboratories-8.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.3% /yr; S&P 500 +20.1%
3 years: +22.0% /yr; S&P 500 +20.4%
5 years: +12.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$472.1M	184
Q1 2026	$438.4M	174
Q4 2025	$439.4M	169
Q3 2025	$417.7M	165
Q2 2025	$377.5M	155
Q1 2025	$353.4M	154
Q4 2024	$356.9M	158
Q3 2024	$352.6M	155
Q2 2024	$330.2M	153
Q1 2024	$305.5M	151
Q4 2023	$276.3M	150
Q3 2023	$249.7M	145

Questions about Whitener Capital Management, Inc.'s portfolio

What stocks does Whitener Capital Management, Inc. own?

Whitener Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 184 positions worth $472.1M. The largest are Alphabet Inc (GOOGL) at 7.1%, Nvidia Corporation Com (NVDA) at 5.5%, Apple Inc (AAPL) at 5.5%, Jpmorgan Chase & Co (JPM) at 5.3% and Walmart Inc (WMT) at 4.4%.

What did Whitener Capital Management, Inc. buy last quarter?

In Q2 2026, Whitener Capital Management, Inc. added Schwab U.s. Large-Cap Growth ETF (SCHG) (+18.8% shares), Schwab Charles Corp (SCHW) (+17.0% shares) and Invesco Exch Trd Slf Idx Fd (BSCS) (+14.2% shares), compared with its Q1 2026 filing.

What did Whitener Capital Management, Inc. sell last quarter?

In Q2 2026, Whitener Capital Management, Inc. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Linde PLC (LIN), cut from its top 50 Amgen Inc Com (AMGN), Cummins Inc (CMI) (-11.9% shares) and Abbott Laboratories (ABT) (-8.7% shares), compared with its Q1 2026 filing.

How has Whitener Capital Management, Inc.'s portfolio performed?

A portfolio copying Whitener Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.3% against +20.1%. Over 5 years: +12.0% a year against +11.6%.

When is Whitener Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Whitener Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Whitener Capital Management, Inc. manage?

Whitener Capital Management, Inc. reported $598.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $472.1M.