WHITENER CAPITAL MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Rocky Mount, NC
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$439,438
Net value change ($000)
+21,738 (5.2%)
New positions
7
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 6,118 26.0%
MRK 1,296 38.2%
WMT 1,135 5.8%
CAT 1,112 20.4%
AAPL 1,071 4.1%
ISRG 775 27.5%
JNJ 722 15.1%
GS 717 7.5%
B 691 32.7%
FCNCA 628 69.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,514 -7.1%
META -605 -16.0%
ORCL -579 -41.9%
HD -547 -11.0%
HON -408 -4.4%
NVDA -399 -1.7%
NFLX -356 -20.0%
PANW -263 -10.8%
BSCP -250 -100.0%
VNO -226 -100.0%
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