WHITENER CAPITAL MANAGEMENT, INC.

Q2 2026 13F-HR Holdings

Location
Rocky Mount, NC
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$472,148
Net value change ($000)
+33,755 (7.7%)
New positions
17
Sold out positions
8
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,295 23.2%
NVDA 4,060 18.4%
CAT 3,918 46.6%
AAPL 3,030 13.1%
JPM 2,617 11.6%
PANW 2,292 120.2%
AMZN 2,226 13.9%
LLY 2,031 133.7%
MU 2,018 201.8%
AMAT 1,909 104.8%
Top Reduces (Value $000, Stocks/ETFs)
HON -10,165 -100.0%
XOM -7,891 -100.0%
WMT -2,185 -9.4%
MCD -1,157 -11.3%
CVX -1,113 -22.8%
PEP -897 -11.7%
CRWD -715 -41.7%
F -564 -100.0%
ABT -551 -19.3%
IAU -517 -15.6%
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