Whitener-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "TROW",
  "AKAM",
  "MU",
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "RVT",
  "MAIN",
  "JEF",
  "GOOGL",
  "AXP",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "COF",
  "CMI",
  "DUK",
  "D",
  "FCX",
  "FRA",
  "GD",
  "GILD",
  "HON",
  "HD",
  null,
  "MCD",
  "BEN",
  null,
  "FFC",
  "UNP",
  "QCOM",
  "ISRG",
  "HWM",
  "AMAT",
  "EMR",
  "ICE",
  "META",
  "TSI",
  null,
  null,
  "LHX",
  null,
  "LIN",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "NDAQ",
  "FCNCA",
  "PAI",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "FNDX",
  "ROK",
  "SPGI",
  "RY",
  null,
  "RTX",
  "GLD",
  null,
  "IBM",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "SCHW",
  "SUN",
  "PEO",
  null,
  "TY",
  "VIG",
  "XLB",
  null,
  null,
  null,
  "ETR",
  "EW",
  "VNO",
  "SF",
  "AMZN",
  "SCHB",
  null,
  null,
  "V",
  "WMT",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "NSC",
  "PSX",
  null,
  "ZBH",
  "DGRO",
  "PSA",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "CVX",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COST",
  "CRWD",
  "CSX",
  "DE",
  null,
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "MO",
  "MLM",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 154
Total Value: 353391670
Accession Number: 0001085146-25-002532
Form Type: 13F-HR
CIK: whitener-capital-management
Manager Name: Whitener-Capital-Management

Data Enrichment

87% identified

134 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $353.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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ALTRIA GROUP, INC.

MO|02209S103

Shares:35.5K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$353.4M)

AMGEN INC

AMGN|031162100

Shares:6.8K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$353.4M)

NIKE, Inc.

NKE|654106103

Shares:32.7K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$353.4M)

808524797

SCHD|808524797

Shares:72.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$353.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:11.7K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$353.4M)

LINDE PLC

LIN|G54950103

Shares:4.0K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$353.4M)

PFIZER INC

PFE|717081103

Shares:72.6K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$353.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:7.1K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$353.4M)

ADAMS NATURAL RESOURCES FUND, INC.

PEO|00548F105

Shares:76.7K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$353.4M)

81369Y100

XLB|81369Y100

Shares:19.3K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$353.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:6.6K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$353.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:10.8K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$353.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:33.2K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$353.4M)

CUMMINS INC

CMI|231021106

Shares:4.8K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$353.4M)

Philip Morris International Inc.

PM|718172109

Shares:9.3K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$353.4M)

NETFLIX INC

NFLX|64110L106

Shares:1.5K

Value:$1.4M