WHITENER CAPITAL MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Rocky Mount, NC
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$438,393
Net value change ($000)
-1,045 (-0.2%)
New positions
10
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WMT 2,396 11.5%
XOM 2,274 40.5%
DUK 1,914 30.7%
CAT 1,856 28.3%
CVX 1,326 37.3%
HON 1,262 14.2%
JNJ 959 17.5%
DE 798 20.9%
MRK 649 13.8%
COST 647 21.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,583 -23.1%
AAPL -4,278 -15.6%
GOOGL -2,498 -8.4%
JPM -2,446 -9.8%
AMZN -1,667 -9.4%
V -1,547 -13.4%
NVDA -1,069 -4.6%
ISRG -713 -19.8%
ABT -692 -19.5%
ROK -650 -11.2%
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