WHITENER CAPITAL MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Rocky Mount, NC
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$501,078
Net value change ($000)
+28,930 (6.1%)
New positions
11
Sold out positions
8
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 7,797 NEW
MSFT 6,238 37.8%
HON 4,935 NEW
CRWD 4,600 460.5%
NVDA 3,722 14.2%
HONEYWELL AEROSPACE INC 3,457 NEW
MRK 1,484 25.4%
AAPL 1,188 4.6%
CVX 1,012 26.8%
AMZN 893 4.9%
Top Reduces (Value $000, Stocks/ETFs)
CAT -2,800 -22.7%
WMT -1,623 -7.7%
GS -1,606 -14.3%
GOOGL -1,492 -4.5%
AMAT -1,404 -37.6%
CMI -1,355 -41.5%
MCD -1,085 -12.0%
ROK -978 -14.2%
HD -975 -20.2%
KLAC -727 -48.2%
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