WHITENER CAPITAL MANAGEMENT, INC.

Q3 2025 13F-HR Holdings

Location
Rocky Mount, NC
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
165
Total value ($000)
$417,700
Net value change ($000)
+40,151 (10.6%)
New positions
11
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,790 40.5%
AAPL 5,356 25.6%
NVDA 4,169 21.5%
ABBV 2,116 29.3%
JPM 1,874 8.3%
JNJ 1,359 39.9%
CAT 1,077 24.6%
WMT 1,072 5.8%
LOW 987 25.1%
GS 970 11.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -787 -7.8%
ISRG -504 -15.2%
V -436 -3.8%
CRWD -244 -12.5%
MSTR -202 -100.0%
NFLX -201 -10.2%
PM -188 -11.4%
DE -181 -4.9%
NKE -160 -9.4%
KO -145 -5.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type