Whitener Capital Management, Inc. holds a diversified book of 184 stocks worth $472.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Dycom Industries Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Whitener Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Whitener Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $579.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $557.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $357.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $178.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $155.8B |
| UBS Group AG | 80 / 80 | $151.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $85.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $84.0B |
Ranked by how many of Whitener Capital Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $33.5M | 93.7K | 7.1% | ▼−0.9% Reduced · −850 sh | |
| 2 | Nvidia Corporation COM | $26.1M | 130.7K | 5.5% | ▲+3.2% Added · +4K sh | |
| 3 | Apple Inc COM | $26.1M | 90.2K | 5.5% | ▼−0.8% Reduced · −697 sh | |
| 4 | JPMorgan Chase & Co COM | $25.2M | 77.1K | 5.3% | ▲+0.3% Added · +205 sh | |
| 5 | Walmart Inc COM | $21.0M | 185.0K | 4.4% | ▼−0.6% Reduced · −1K sh | |
| 6 | Amazon Com Inc COM | $18.3M | 76.7K | 3.9% | ▼−0.5% Reduced · −383 sh | |
| 7 | Microsoft Corp COM | $16.5M | 44.2K | 3.5% | ▲+7.1% Added · +3K sh | |
| 8 | Caterpillar Inc COM | $12.3M | 11.6K | 2.6% | ▼−2.5% Reduced · −296 sh | |
| 9 | Visa Inc COM CL A | $11.5M | 33.4K | 2.4% | ▲+1.2% Added · +395 sh | |
| 10 | Goldman Sachs Group Inc COM | $11.2M | 11.1K | 2.4% | ▼−4.4% Reduced · −511 sh | |
| 11 | Abbvie Inc COM | $10.6M | 41.9K | 2.2% | ▲+0.1% Added · +47 sh | |
| 12 | McDonalds Corp COM | $9.0M | 33.5K | 1.9% | ▲+1.9% Added · +635 sh | |
| 13 | Duke Energy Corp New COM NEW | $8.3M | 65.3K | 1.8% | ▲+5.1% Added · +3K sh | |
| 14 | Rockwell Automation Inc COM | $6.9M | 13.9K | 1.5% | ▼−2.7% Reduced · −388 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.6K | 1.4% | ▲+4.5% Added · +580 sh | |
| 16 | Pepsico Inc COM | $6.8M | 50.0K | 1.4% | ▲+1.3% Added · +630 sh | |
| 17 | Johnson & Johnson COM | $6.6M | 26.1K | 1.4% | ▼−1.0% Reduced · −254 sh | |
| 18 | Merck & Co Inc COM | $5.8M | 45.4K | 1.2% | ▲+2.3% Added · +1K sh | |
| 19 | Procter & Gamble Co COM | $5.8M | 39.3K | 1.2% | ▲+1.3% Added · +501 sh | |
| 20 | Truist Finl Corp COM | $5.8M | 115.5K | 1.2% | ▼−4.3% Reduced · −5K sh | |
| 21 | Deere & Co COM | $5.2M | 8.3K | 1.1% | ▲+0.6% Added · +50 sh | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $5.0M | 173.8K | 1.1% | ▼−3.0% Reduced · −5K sh | |
| 23 | Home Depot Inc COM | $4.8M | 13.7K | 1.0% | ▲+4.2% Added · +547 sh | |
| 24 | Lowes Cos Inc COM | $4.7M | 21.3K | 1.0% | ▲+4.7% Added · +966 sh | |
| 25 | Royal BK Cda COM | $4.3M | 20.9K | 0.9% | ▼−1.3% Reduced · −266 sh | |
| 26 | Palo Alto Networks Inc COM | $4.2M | 12.3K | 0.9% | ▲+3.5% Added · +415 sh | |
| 27 | Chevron Corporation COM | $3.8M | 22.8K | 0.8% | ▼−3.6% Reduced · −857 sh | |
| 28 | Applied Matls Inc COM | $3.7M | 5.2K | 0.8% | ▼−3.2% Reduced · −170 sh | |
| 29 | Emerson Elec Co COM | $3.6M | 25.2K | 0.8% | ▲+5.1% Added · +1K sh | |
| 30 | RTX Corporation COM | $3.6M | 19.0K | 0.8% | ▲+1.6% Added · +306 sh | |
| 31 | Eli Lilly & Co COM | $3.6M | 3.0K | 0.8% | ▲+79% Added · +1K sh | |
| 32 | Costco Wholesale Corporation COM | $3.5M | 3.8K | 0.7% | ▲+0.6% Added · +21 sh | |
| 33 | 3M Co COM | $3.3M | 20.4K | 0.7% | ▲+7.0% Added · +1K sh | |
| 34 | Cummins Inc COM | $3.3M | 4.6K | 0.7% | ▼−12% Reduced · −617 sh | |
| 35 | Schwab Strategic TR FUNDAMENTAL US L | $3.2M | 103.2K | 0.7% | ▼−2.4% Reduced · −3K sh | |
| 36 | Coca Cola Co COM | $3.2M | 38.8K | 0.7% | ▲+1.0% Added · +374 sh | |
| 37 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $3.0M | 148.3K | 0.6% | ▲+14% Added · +18K sh | |
| 38 | Micron Technology Inc COM | $3.0M | 2.6K | 0.6% | ▼−12% Reduced · −346 sh | |
| 39 | Altria Group Inc COM | $2.8M | 39.4K | 0.6% | ▲+1.6% Added · +626 sh | |
| 40 | Ishares Gold TR ISHARES NEW | $2.8M | 37.1K | 0.6% | ▼−1.4% Reduced · −541 sh | |
| 41 | Meta Platforms Inc CL A | $2.8M | 5.0K | 0.6% | ▲+4.3% Added · +205 sh | |
| 42 | Schwab Strategic TR US LCAP GR ETF | $2.7M | 80.8K | 0.6% | ▲+19% Added · +13K sh | |
| 43 | Intuitive Surgical Inc COM NEW | $2.4M | 6.1K | 0.5% | ▼−2.6% Reduced · −164 sh | |
| 44 | Barrick MNG Corp COM SHS | $2.3M | 63.0K | 0.5% | ▼−2.2% Reduced · −1K sh | |
| 45 | Abbott Laboratories COM | $2.3M | 25.4K | 0.5% | ▼−8.7% Reduced · −2K sh | |
| 46 | Schwab Charles Corp COM | $2.3M | 24.9K | 0.5% | ▲+17% Added · +4K sh | |
| 47 | Adam Nat Res FD Inc COM | $2.2M | 90.6K | 0.5% | ▲+1.2% Added · +1K sh | |
| 48 | Select Sector SPDR TR ST STR MATER ETF | $2.2M | 43.8K | 0.5% | ▼~0% Reduced · −5 sh | |
| 49 | Schwab Strategic TR US DIVIDEND EQ | $2.2M | 68.0K | 0.5% | ▼−0.4% Reduced · −274 sh | |
| 50 | Ishares TR PFD AND INCM SEC | $2.1M | 68.1K | 0.4% | ▲+19% Added · +11K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/825217/holdings"
Use Arkolith to show WHITENER CAPITAL MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 184 | $472.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 174 | $438.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 169 | $439.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 165 | $417.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 155 | $377.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 154 | $353.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 158 | $356.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 155 | $352.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.