Arkolith/Funds/Whitener Capital Management, Inc.

Whitener Capital Management, Inc.

CIK 825217
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Whitener Capital Management, Inc. holds a diversified book of 184 stocks worth $472.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened DYCOM INDS INC and trimmed ALPHABET INC. Their largest long position is ALPHABET INC at 7% of the equity book.

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Use Arkolith to show WHITENER CAPITAL MANAGEMENT, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
86
existing
Trimmed
70
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
43%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ELI LILLY & CO
    +79%$1.6M
  • KLA CORP
    10×$1.4M
  • J P MORGAN EXCHANGE TRADED F
    +383%$1.2M
  • MICROSOFT CORP
    +7.1%$1.1M
  • INVESCO EXCH TRD SLF IDX FD
    +114%$958K
  • NVIDIA CORPORATION
    +3.2%$807K
Trimmed / exited
  • GOLDMAN SACHS GROUP INC
    −4.4%$517K
  • CUMMINS INC
    −12%$440K
  • MICRON TECHNOLOGY INC
    −12%$399K
  • CATERPILLAR INC
    −2.5%$315K
  • ALPHABET INC
    −0.9%$304K
  • TRUIST FINL CORP
    −4.3%$257K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

184 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$33.5M93.7K
7.1%
−0.9%
Reduced · −850 sh
2Nvidia Corporation
COM
$26.1M130.7K
5.5%
+3.2%
Added · +4K sh
3Apple Inc
COM
$26.1M90.2K
5.5%
−0.8%
Reduced · −697 sh
4JPMorgan Chase & Co
COM
$25.2M77.1K
5.3%
+0.3%
Added · +205 sh
5Walmart Inc
COM
$21.0M185.0K
4.4%
−0.6%
Reduced · −1K sh
6Amazon Com Inc
COM
$18.3M76.7K
3.9%
−0.5%
Reduced · −383 sh
7Microsoft Corp
COM
$16.5M44.2K
3.5%
+7.1%
Added · +3K sh
8Caterpillar Inc
COM
$12.3M11.6K
2.6%
−2.5%
Reduced · −296 sh
9Visa Inc
COM CL A
$11.5M33.4K
2.4%
+1.2%
Added · +395 sh
10Goldman Sachs Group Inc
COM
$11.2M11.1K
2.4%
−4.4%
Reduced · −511 sh
11Abbvie Inc
COM
$10.6M41.9K
2.2%
+0.1%
Added · +47 sh
12McDonalds Corp
COM
$9.0M33.5K
1.9%
+1.9%
Added · +635 sh
13Duke Energy Corp New
COM NEW
$8.3M65.3K
1.8%
+5.1%
Added · +3K sh
14Rockwell Automation Inc
COM
$6.9M13.9K
1.5%
−2.7%
Reduced · −388 sh
15Berkshire Hathaway Inc Del
CL B NEW
$6.8M13.6K
1.4%
+4.5%
Added · +580 sh
16Pepsico Inc
COM
$6.8M50.0K
1.4%
+1.3%
Added · +630 sh
17Johnson & Johnson
COM
$6.6M26.1K
1.4%
−1.0%
Reduced · −254 sh
18Merck & Co Inc
COM
$5.8M45.4K
1.2%
+2.3%
Added · +1K sh
19Procter & Gamble Co
COM
$5.8M39.3K
1.2%
+1.3%
Added · +501 sh
20Truist Finl Corp
COM
$5.8M115.5K
1.2%
−4.3%
Reduced · −5K sh
21Deere & Co
COM
$5.2M8.3K
1.1%
+0.6%
Added · +50 sh
22Schwab Strategic TR
US BRD MKT ETF
$5.0M173.8K
1.1%
−3.0%
Reduced · −5K sh
23Home Depot Inc
COM
$4.8M13.7K
1.0%
+4.2%
Added · +547 sh
24Lowes Cos Inc
COM
$4.7M21.3K
1.0%
+4.7%
Added · +966 sh
25Royal BK Cda
COM
$4.3M20.9K
0.9%
−1.3%
Reduced · −266 sh
26Palo Alto Networks Inc
COM
$4.2M12.3K
0.9%
+3.5%
Added · +415 sh
27Chevron Corporation
COM
$3.8M22.8K
0.8%
−3.6%
Reduced · −857 sh
28Applied Matls Inc
COM
$3.7M5.2K
0.8%
−3.2%
Reduced · −170 sh
29Emerson Elec Co
COM
$3.6M25.2K
0.8%
+5.1%
Added · +1K sh
30RTX Corporation
COM
$3.6M19.0K
0.8%
+1.6%
Added · +306 sh
31Eli Lilly & Co
COM
$3.6M3.0K
0.8%
+79%
Added · +1K sh
32Costco Wholesale Corporation
COM
$3.5M3.8K
0.7%
+0.6%
Added · +21 sh
333M Co
COM
$3.3M20.4K
0.7%
+7.0%
Added · +1K sh
34Cummins Inc
COM
$3.3M4.6K
0.7%
−12%
Reduced · −617 sh
35Schwab Strategic TR
FUNDAMENTAL US L
$3.2M103.2K
0.7%
−2.4%
Reduced · −3K sh
36Coca Cola Co
COM
$3.2M38.8K
0.7%
+1.0%
Added · +374 sh
37Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$3.0M148.3K
0.6%
+14%
Added · +18K sh
38Micron Technology Inc
COM
$3.0M2.6K
0.6%
−12%
Reduced · −346 sh
39Altria Group Inc
COM
$2.8M39.4K
0.6%
+1.6%
Added · +626 sh
40Ishares Gold TR
ISHARES NEW
$2.8M37.1K
0.6%
−1.4%
Reduced · −541 sh
41Meta Platforms Inc
CL A
$2.8M5.0K
0.6%
+4.3%
Added · +205 sh
42Schwab Strategic TR
US LCAP GR ETF
$2.7M80.8K
0.6%
+19%
Added · +13K sh
43Intuitive Surgical Inc
COM NEW
$2.4M6.1K
0.5%
−2.6%
Reduced · −164 sh
44Barrick MNG Corp
COM SHS
$2.3M63.0K
0.5%
−2.2%
Reduced · −1K sh
45Abbott Laboratories
COM
$2.3M25.4K
0.5%
−8.7%
Reduced · −2K sh
46Schwab Charles Corp
COM
$2.3M24.9K
0.5%
+17%
Added · +4K sh
47Adam Nat Res FD Inc
COM
$2.2M90.6K
0.5%
+1.2%
Added · +1K sh
48Select Sector SPDR TR
ST STR MATER ETF
$2.2M43.8K
0.5%
~0%
Reduced · −5 sh
49Schwab Strategic TR
US DIVIDEND EQ
$2.2M68.0K
0.5%
−0.4%
Reduced · −274 sh
50Ishares TR
PFD AND INCM SEC
$2.1M68.1K
0.4%
+19%
Added · +11K sh
Showing 50 of 184 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026184$472.1M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026174$438.4M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026169$439.4M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025165$417.7M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025155$377.5M13F-HR
Q1 2025Mar 31, 2025May 1, 2025154$353.4M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025158$356.9M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024155$352.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.