1y return+18.5%S&P 500 +20.9%
3y return+59.4%S&P 500 +68.5%
5y return+55.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $255 against $280 in the S&P 500.2
Whitener Capital Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $33.5M | 7.1% | |
| NVDANvidia Corporation | $26.1M | 5.5% | +3.2% |
| AAPLApple Inc | $26.1M | 5.5% | |
| JPMJpmorgan Chase & Co | $25.2M | 5.3% | |
| WMTWalmart Inc | $21.0M | 4.4% | |
| AMZNAmazon Com Inc | $18.3M | 3.9% | |
| MSFTMicrosoft Corp | $16.5M | 3.5% | +7.1% |
| CATCaterpillar Inc | $12.3M | 2.6% | −2.5% |
| VVisa Inc | $11.5M | 2.4% | +1.2% |
| GSGoldman Sachs Group Inc | $11.2M | 2.4% | −4.4% |
| ABBVAbbvie Inc | $10.6M | 2.2% | |
| MCDMcdonalds Corp | $9.0M | 1.9% | +1.9% |
| DUKDuke Energy Corp New | $8.3M | 1.8% | +5.1% |
| ROKRockwell Automation Inc | $6.9M | 1.5% | −2.7% |
| BRK/BBerkshire Hathaway Inc Del | $6.8M | 1.4% | +4.5% |
| PEPPepsico Inc | $6.8M | 1.4% | +1.3% |
| JNJJohnson & Johnson | $6.6M | 1.4% | |
| MRKMerck & Co Inc | $5.8M | 1.2% | +2.3% |
| PGProcter & Gamble Co | $5.8M | 1.2% | +1.3% |
| TFCTruist Finl Corp | $5.8M | 1.2% | −4.3% |
| DEDeere & Co | $5.2M | 1.1% | |
| SCHBSchwab Strategic Tr | $5.0M | 1.1% | −3.0% |
| HDHome Depot Inc | $4.8M | 1.0% | +4.2% |
| LOWLowes Cos Inc | $4.7M | 1.0% | +4.7% |
| RYRoyal Bk Cda | $4.3M | 0.9% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $26.1M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $3.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $12.3M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $11.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $33.5M |
| PANWPalo Alto Networks Inc | June 30, 2022 | +314.3% | $4.2M |
| CMICummins Inc | June 30, 2020 | +311.7% | $3.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $25.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.1M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $3.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $10.2M
- Exxon Mobil CorpCUSIP 30231G102 was $7.9M
- FFord Mtr Co was $564K
- ICEIntercontinental Exchange In was $228K
- IBDSIshares Tr was $228K
- MCKMckesson Corp was $222K
- IBDUIshares Tr was $219K
- LDOSLeidos Holdings Inc was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Whitener Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=825217&type=13F-HR&dateb=&owner=include&count=40CIK 825217
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/825217/000082521726000003/Filed July 10, 2026 · accession 0000825217-26-000003