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WHITENER CAPITAL MANAGEMENT, INC.
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $501,077,705
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $31,985,685
- NVIDIA CORPORATION · COM · 67066G104 · shares: $29,864,867
- APPLE INC · COM · 037833100 · shares: $27,276,048
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $25,273,571
- MICROSOFT CORP · COM · 594918104 · shares: $22,724,964
- WALMART INC · COM · 931142103 · shares: $19,335,107
- AMAZON COM INC · COM · 023135106 · shares: $19,168,604
- VISA INC · COM CL A · 92826C839 · shares: $12,003,272
- ABBVIE INC · COM · 00287Y109 · shares: $10,994,554
- GOLDMAN SACHS GROUP INC · COM · 38141G104 · shares: $9,588,834
Reported holdings
187 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 92,960 shares | $31,985,685 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 130,768 shares | $29,864,867 |
| APPLE INC | COM | 037833100 | — | 81,905 shares | $27,276,048 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 76,394 shares | $25,273,571 |
| MICROSOFT CORP | COM | 594918104 | — | 44,306 shares | $22,724,964 |
| WALMART INC | COM | 931142103 | — | 186,057 shares | $19,335,107 |
| AMAZON COM INC | COM | 023135106 | — | 76,936 shares | $19,168,604 |
| VISA INC | COM CL A | 92826C839 | — | 33,404 shares | $12,003,272 |
| ABBVIE INC | COM | 00287Y109 | — | 42,029 shares | $10,994,554 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 10,650 shares | $9,588,834 |
| CATERPILLAR INC | COM | 149123101 | — | 11,758 shares | $9,533,938 |
| MCDONALDS CORP | COM | 580135101 | — | 34,460 shares | $7,958,192 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 47,907 shares | $7,796,907 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 66,711 shares | $7,605,721 |
| MERCK & CO INC | COM | 58933Y105 | — | 50,378 shares | $7,320,427 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 26,385 shares | $6,985,165 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 13,680 shares | $6,811,956 |
| PEPSICO INC | COM | 713448108 | — | 51,882 shares | $6,574,487 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 40,997 shares | $5,956,118 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 13,586 shares | $5,914,393 |
| DEERE & CO | COM | 244199105 | — | 8,412 shares | $5,649,079 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 21,148 shares | $5,598,933 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 113,820 shares | $5,269,866 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 171,228 shares | $5,018,693 |
| HONEYWELL INTL INC | COM | 438516205 | — | 23,393 shares | $4,934,555 |
| CHEVRON CORPORATION | COM | 166764100 | — | 23,426 shares | $4,783,904 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 11,557 shares | $4,591,712 |
| LOWES COS INC | COM | 548661107 | — | 23,979 shares | $4,419,222 |
| EMERSON ELEC CO | COM | 291011104 | — | 26,303 shares | $4,079,664 |
| ROYAL BK CDA | COM | 780087102 | — | 20,409 shares | $4,012,205 |
| HOME DEPOT INC | COM | 437076102 | — | 13,497 shares | $3,839,982 |
| ELI LILLY & CO | COM | 532457108 | — | 3,235 shares | $3,743,154 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,022 shares | $3,641,854 |
| RTX CORPORATION | COM | 75513E101 | — | 19,532 shares | $3,626,116 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 112,391 shares | $3,536,945 |
| COCA COLA CO | COM | 191216100 | — | 41,079 shares | $3,536,091 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 22,306 shares | $3,456,761 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,704 shares | $3,371,917 |
| 3M CO | COM | 88579Y101 | — | 20,446 shares | $3,356,211 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 160,071 shares | $3,221,429 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 83,332 shares | $2,994,119 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 37,263 shares | $2,910,240 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 40,693 shares | $2,740,332 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 26,860 shares | $2,625,296 |
| ADAM NAT RES FD INC | COM | 00548F105 | — | 92,542 shares | $2,547,709 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 25,539 shares | $2,524,079 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 156,031 shares | $2,518,340 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 61,237 shares | $2,490,509 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,255 shares | $2,401,823 |
| PFIZER INC | COM | 717081103 | — | 83,474 shares | $2,380,697 |
| AMGEN INC | COM | 031162100 | — | 5,586 shares | $2,354,555 |
| APPLIED MATLS INC | COM | 038222105 | — | 4,548 shares | $2,325,901 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 5,492 shares | $2,233,212 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 45,609 shares | $2,221,158 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 68,218 shares | $2,219,142 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 72,440 shares | $2,136,981 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 44,823 shares | $2,012,104 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 43,089 shares | $1,976,492 |
| CUMMINS INC | COM | 231021106 | — | 3,703 shares | $1,912,859 |
| LINDE PLC | SHS | G54950103 | — | 3,953 shares | $1,876,291 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 910 shares | $1,874,782 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 9,508 shares | $1,861,191 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4,625 shares | $1,824,424 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 54,283 shares | $1,808,167 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 5,574 shares | $1,722,386 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 8,851 shares | $1,688,948 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 4,475 shares | $1,642,683 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 3,176 shares | $1,523,877 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 10,300 shares | $1,489,689 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 76,109 shares | $1,487,551 |
| BROADCOM INC | COM | 11135F101 | — | 4,223 shares | $1,483,255 |
| PHILLIPS 66 | COM | 718546104 | — | 5,744 shares | $1,466,501 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 79,468 shares | $1,446,318 |
| NASDAQ INC | COM | 631103108 | — | 15,660 shares | $1,440,877 |
| CISCO SYS INC | COM | 17275R102 | — | 12,984 shares | $1,397,494 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,426 shares | $1,337,866 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 12,299 shares | $1,312,426 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 5,582 shares | $1,227,649 |
| NETFLIX INC. | COM | 64110L106 | — | 17,513 shares | $1,218,555 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 8,174 shares | $1,218,417 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 3,549 shares | $1,177,665 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 19,367 shares | $1,172,091 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 32,594 shares | $1,160,677 |
| UNION PAC CORP | COM | 907818108 | — | 4,219 shares | $1,148,116 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 21,234 shares | $1,141,328 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 4,464 shares | $1,133,945 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 57,715 shares | $1,126,597 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,225 shares | $1,098,887 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | — | 63,793 shares | $1,092,774 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 5,596 shares | $1,080,420 |
| ISHARES TR | US CONSUM DISCRE | 464287580 | — | 10,791 shares | $1,022,771 |
| BANK OF AMER CORP | COM | 060505104 | — | 17,963 shares | $977,726 |
| TRI CONTL CORP | COM | 895436103 | — | 28,121 shares | $965,676 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 13,522 shares | $946,559 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 25,508 shares | $944,306 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 9,505 shares | $926,072 |
| INTEL CORP | COM | 458140100 | — | 7,658 shares | $920,721 |
| TEXAS INSTRS INC | COM | 882508104 | — | 3,174 shares | $889,006 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 3,709 shares | $878,217 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 3,258 shares | $860,796 |