WHITENER CAPITAL MANAGEMENT, INC.

CIK: 0000825217SEC EDGAR →

Portfolio Value

$439.4B

Holdings

169

As of

Q4 2025

New Positions

11

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

94,829$29.7B
6.75%
2

APPLE INC

100,553$27.3B
6.22%
3

JPMORGAN CHASE & CO.

77,765$25.1B
5.70%
4

NVIDIA CORPORATION

124,141$23.2B
5.27%
5

WALMART INC

186,220$20.7B
4.72%
6

MICROSOFT CORP

41,072$19.9B
4.52%
7

AMAZON COM INC

76,758$17.7B
4.03%
8

VISA INC

32,876$11.5B
2.62%
9

GOLDMAN SACHS GROUP INC

11,721$10.3B
2.34%
10

MCDONALDS CORP

32,607$10.0B
2.27%

Quarterly Changes

Top Buys

MRK↑ Increased
$1.3B
CAT↑ Increased
$1.1B
ISRG↑ Increased
$773.9M
JNJ↑ Increased
$720.8M
FCNCA↑ Increased
$628.5M

Top Sells

GOOGL↓ Decreased
$6.1B
MSFT↓ Decreased
$1.5B
WMT↓ Decreased
$1.1B
AAPL↓ Decreased
$1.1B
GS↓ Decreased
$716.3M

New Positions (7)

$284.0M · 6K shares
$226.0M · 212 shares
$224.0M · 9K shares
$222.0M · 2K shares
$210.0M · 257 shares
$206.0M · 750 shares
$200.0M · 936 shares

Closed Positions (3)

$250.3M · 12K shares
$225.8M · 6K shares
$204.5M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services62$108.2B24.6%
Technology25$88.2B20.1%
Industrials19$44.6B10.2%
Consumer Defensive9$44.2B10.1%
Consumer Cyclical6$38.9B8.9%
Healthcare15$37.1B8.4%
Communication Services7$36.4B8.3%
Unknown10$14.1B3.2%
Energy7$12.1B2.7%
Utilities3$7.7B1.7%
Basic Materials5$7.3B1.7%
Real Estate1$550.0M0.1%