WHITENER CAPITAL MANAGEMENT, INC. Diversified Active

Location: Rocky Mount, NC

CIK: 0000825217 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $438M (100.0% shares, 0.0% debt)

Holdings (174)

GOOGL ALPHABET INC 6.2%
Value $27.18M Shares 94,530 Est. Cost $110.35 Unrealized +193.0%
WMT WALMART INC 5.3%
Value $23.14M Shares 186,214 Est. Cost $48.08 Unrealized +153.8%
AAPL APPLE INC 5.3%
Value $23.06M Shares 90,854 Est. Cost $94.78 Unrealized +177.3%
JPM JPMORGAN CHASE & CO 5.2%
Value $22.61M Shares 76,870 Est. Cost $92.22 Unrealized +237.7%
NVDA NVIDIA CORPORATION 5.0%
Value $22.08M Shares 126,623 Est. Cost $99.59 Unrealized +87.4%
AMZN AMAZON COM INC 3.7%
Value $16.05M Shares 77,063 Est. Cost $126.32 Unrealized +79.6%
MSFT MICROSOFT CORP 3.5%
Value $15.28M Shares 41,279 Est. Cost $135.74 Unrealized +220.2%
MCD MCDONALDS CORP 2.3%
Value $10.2M Shares 32,818 Est. Cost $231.44 Unrealized +37.1%
HON HONEYWELL INTL INC 2.3%
Value $10.17M Shares 44,972 Est. Cost $144.21 Unrealized +56.7%
V VISA INC 2.3%
Value $9.983M Shares 33,030 Est. Cost $133.99 Unrealized +145.7%
GS GOLDMAN SACHS GROUP INC 2.2%
Value $9.797M Shares 11,580 Est. Cost $202.98 Unrealized +359.5%
ABBV ABBVIE INC 2.1%
Value $9.11M Shares 41,888 Est. Cost $101.15 Unrealized +120.0%
CAT CATERPILLAR INC 1.9%
Value $8.416M Shares 11,878 Est. Cost $174.89 Unrealized +291.3%
DUK DUKE ENERGY CORP NEW 1.9%
Value $8.139M Shares 62,160 Est. Cost $85.46 Unrealized +41.5%
XOM EXXON MOBIL CORP 1.8%
Value $7.891M Shares 46,508 Est. Cost $79.04 Unrealized +75.5%
PEP PEPSICO INC 1.7%
Value $7.668M Shares 49,376 Est. Cost $123.21 Unrealized +25.6%
JNJ JOHNSON & JOHNSON 1.5%
Value $6.447M Shares 26,375 Est. Cost $131.72 Unrealized +73.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $6.216M Shares 12,971 Est. Cost $279.56 Unrealized +76.5%
PG PROCTER & GAMBLE CO 1.3%
Value $5.603M Shares 38,788 Est. Cost $97.89 Unrealized +55.0%
TFC TRUIST FINL CORP 1.3%
Value $5.545M Shares 120,615 Est. Cost $35.77 Unrealized +43.0%
MRK MERCK & CO INC 1.2%
Value $5.338M Shares 44,379 Est. Cost $65.50 Unrealized +74.5%
ROK ROCKWELL AUTOMATION INC 1.2%
Value $5.135M Shares 14,308 Est. Cost $178.58 Unrealized +129.7%
CVX CHEVRON CORPORATION 1.1%
Value $4.885M Shares 23,612 Est. Cost $136.09 Unrealized +26.3%
LOW LOWES COS INC 1.1%
Value $4.815M Shares 20,377 Est. Cost $171.44 Unrealized +58.4%
DE DEERE & CO 1.1%
Value $4.625M Shares 8,211 Est. Cost $361.54 Unrealized +52.5%
SCHB SCHWAB STRATEGIC TR 1.0%
Value $4.498M Shares 179,198 Est. Cost $35.94 Unrealized
HD HOME DEPOT INC 1.0%
Value $4.311M Shares 13,106 Est. Cost $257.23 Unrealized +46.6%
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $3.718M Shares 3,731 Est. Cost $439.14 Unrealized +119.5%
RTX RTX CORPORATION 0.8%
Value $3.604M Shares 18,682 Est. Cost $87.96 Unrealized +123.5%
RY ROYAL BK CDA 0.8%
Value $3.424M Shares 21,165 Est. Cost $80.04 Unrealized +112.3%
IAU ISHARES GOLD TR 0.8%
Value $3.317M Shares 37,624 Est. Cost $34.98 Unrealized
EMR EMERSON ELEC CO 0.7%
Value $3.138M Shares 23,952 Est. Cost $87.80 Unrealized +69.1%
FNDX SCHWAB STRATEGIC TR 0.7%
Value $2.947M Shares 105,806 Est. Cost $28.36 Unrealized
KO COCA COLA CO 0.7%
Value $2.926M Shares 38,470 Est. Cost $47.39 Unrealized +57.7%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $2.883M Shares 6,254 Est. Cost $318.09 Unrealized +63.8%
ABT ABBOTT LABORATORIES 0.7%
Value $2.855M Shares 27,805 Est. Cost $79.71 Unrealized +44.8%
CMI CUMMINS INC 0.6%
Value $2.797M Shares 5,199 Est. Cost $208.77 Unrealized +175.7%
MMM 3M CO 0.6%
Value $2.773M Shares 19,092 Est. Cost $109.26 Unrealized +50.1%
META META PLATFORMS INC 0.6%
Value $2.717M Shares 4,749 Est. Cost $356.47 Unrealized +83.9%
BSCS INVESCO EXCH TRD SLF IDX FD 0.6%
Value $2.652M Shares 129,857 Est. Cost $20.43 Unrealized
B BARRICK MNG CORP 0.6%
Value $2.626M Shares 64,371 Est. Cost $19.29 Unrealized +150.4%
MO ALTRIA GROUP INC 0.6%
Value $2.556M Shares 38,732 Est. Cost $38.65 Unrealized +63.1%
ADAM NAT RES FD INC 0.6%
Value $2.488M Shares 89,504 Est. Cost $17.16 Unrealized
PFE PFIZER INC 0.6%
Value $2.446M Shares 87,102 Est. Cost $27.09 Unrealized -3.3%
XLB SELECT SECTOR SPDR TR 0.5%
Value $2.187M Shares 43,775 Est. Cost $65.62 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value $2.094M Shares 68,237 Est. Cost $41.47 Unrealized
LIN LINDE PLC 0.5%
Value $2.025M Shares 4,084 Est. Cost $324.81 Unrealized +41.6%
SCHW SCHWAB CHARLES CORP 0.5%
Value $1.999M Shares 21,269 Est. Cost $71.86 Unrealized +39.3%
AMGN AMGEN INC 0.5%
Value $1.997M Shares 5,677 Est. Cost $156.96 Unrealized +122.8%
SCHG SCHWAB STRATEGIC TR 0.5%
Value $1.98M Shares 67,988 Est. Cost $35.72 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $1.962M Shares 4,613 Est. Cost $193.01 Unrealized +151.4%
PANW PALO ALTO NETWORKS INC 0.4%
Value $1.907M Shares 11,897 Est. Cost $144.66 Unrealized +19.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $1.904M Shares 37,927 Est. Cost $38.15 Unrealized +14.9%
AMAT APPLIED MATLS INC 0.4%
Value $1.821M Shares 5,329 Est. Cost $77.61 Unrealized +320.8%
NSC NORFOLK SOUTHN CORP 0.4%
Value $1.784M Shares 6,217 Est. Cost $162.85 Unrealized +83.1%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value $1.742M Shares 2,960 Est. Cost $366.51 Unrealized +80.4%
PFF ISHARES TR 0.4%
Value $1.738M Shares 57,307 Est. Cost $31.21 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $1.714M Shares 4,391 Est. Cost $366.80 Unrealized +17.5%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $1.54M Shares 6,355 Est. Cost $108.28 Unrealized +162.2%
LLY ELI LILLY & CO 0.3%
Value $1.519M Shares 1,651 Est. Cost $702.25 Unrealized +49.1%
PM PHILIP MORRIS INTL INC 0.3%
Value $1.487M Shares 8,992 Est. Cost $78.84 Unrealized +123.1%
NFLX NETFLIX INC. 0.3%
Value $1.449M Shares 15,070 Est. Cost $100.70 Unrealized -16.7%
SCHV SCHWAB STRATEGIC TR 0.3%
Value $1.395M Shares 45,724 Est. Cost $36.39 Unrealized
KR KROGER CO 0.3%
Value $1.348M Shares 18,633 Est. Cost $48.04 Unrealized +34.5%
FCNCA FIRST CTZNS BANCSHARES INC D 0.3%
Value $1.334M Shares 708 Est. Cost $1128.83 Unrealized +85.4%
BK BANK NEW YORK MELLON CORP 0.3%
Value $1.29M Shares 10,870 Est. Cost $37.97 Unrealized +216.4%
GD GENERAL DYNAMICS CORP 0.3%
Value $1.286M Shares 3,748 Est. Cost $181.71 Unrealized +95.1%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $1.278M Shares 33,782 Est. Cost $23.91 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value $1.227M Shares 9,233 Est. Cost $162.29 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $1.197M Shares 2,395 Est. Cost $148.70 Unrealized +262.5%
GILD GILEAD SCIENCES INC 0.3%
Value $1.175M Shares 8,433 Est. Cost $58.56 Unrealized +136.3%
D DOMINION ENERGY INC 0.3%
Value $1.15M Shares 18,599 Est. Cost $58.30 Unrealized +5.7%
NDAQ NASDAQ INC 0.3%
Value $1.14M Shares 13,430 Est. Cost $58.50 Unrealized +56.8%
IYC ISHARES TR 0.3%
Value $1.139M Shares 11,752 Est. Cost $96.15 Unrealized
AVGO BROADCOM INC 0.2%
Value $1.088M Shares 3,514 Est. Cost $225.10 Unrealized +48.5%
PSX PHILLIPS 66 0.2%
Value $1.081M Shares 5,934 Est. Cost $68.11 Unrealized +116.0%
COF CAPITAL ONE FINL CORP 0.2%
Value $1.073M Shares 5,879 Est. Cost $87.22 Unrealized +156.0%
TRI CONTL CORP 0.2%
Value $1.068M Shares 33,821 Est. Cost $26.14 Unrealized
NKE NIKE INC 0.2%
Value $1.067M Shares 20,193 Est. Cost $68.66 Unrealized -6.8%
CSCO CISCO SYS INC 0.2%
Value $1.036M Shares 13,349 Est. Cost $41.10 Unrealized +89.5%
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value $1.032M Shares 55,305 Est. Cost $18.59 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $1.027M Shares 2,975 Est. Cost $211.80 Unrealized +62.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value $1.008M Shares 10,450 Est. Cost $103.27 Unrealized -0.2%
MU MICRON TECHNOLOGY INC 0.2%
Value $1M Shares 2,961 Est. Cost $84.23 Unrealized +359.5%
FNDF SCHWAB STRATEGIC TR 0.2%
Value $999K Shares 20,420 Est. Cost $34.98 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value $993K Shares 50,614 Est. Cost $19.64 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $983K Shares 11,344 Est. Cost $72.77 Unrealized +36.7%
BAC BANK AMERICA CORP 0.2%
Value $945K Shares 19,384 Est. Cost $27.19 Unrealized +97.4%
UNP UNION PAC CORP 0.2%
Value $922K Shares 3,802 Est. Cost $219.86 Unrealized +10.7%
GOOG ALPHABET INC 0.2%
Value $895K Shares 3,119 Est. Cost $112.42 Unrealized +187.9%
ROYCE SMALL CAP TRUST INC 0.2%
Value $885K Shares 53,292 Est. Cost $14.45 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.2%
Value $845K Shares 50,570 Est. Cost $16.77 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value $794K Shares 13,516 Est. Cost $40.17 Unrealized +52.2%
ORCL ORACLE CORP 0.2%
Value $740K Shares 5,030 Est. Cost $70.88 Unrealized +139.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $737K Shares 2,722 Est. Cost $325.95 Unrealized -5.3%
KLAC KLA CORP 0.2%
Value $736K Shares 500 Est. Cost $153.08 Unrealized +855.1%
IYF ISHARES TR 0.2%
Value $697K Shares 5,925 Est. Cost $95.29 Unrealized
NOBL PROSHARES TR 0.2%
Value $667K Shares 6,290 Est. Cost $101.54 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value $661K Shares 33,867 Est. Cost $19.53 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $652K Shares 956 Est. Cost $463.53 Unrealized +45.3%
ETR ENTERGY CORP NEW 0.1%
Value $650K Shares 5,783 Est. Cost $51.43 Unrealized +89.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value $640K Shares 3,229 Est. Cost $303.57 Unrealized -16.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $630K Shares 7,873 Est. Cost $62.31 Unrealized +31.5%
TXN TEXAS INSTRS INC 0.1%
Value $630K Shares 3,246 Est. Cost $125.05 Unrealized +64.9%
ET ENERGY TRANSFER L P 0.1%
Value $607K Shares 31,425 Est. Cost $13.13 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value $604K Shares 2,231 Est. Cost $267.00 Unrealized -3.2%
QQQ INVESCO QQQ TR 0.1%
Value $599K Shares 1,038 Est. Cost $361.26 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $595K Shares 10,321 Est. Cost $41.01 Unrealized +41.8%
SOLS SOLSTICE ADVANCED MATLS INC 0.1%
Value $592K Shares 7,777 Est. Cost $65.21 Unrealized 0.0%
F FORD MTR CO 0.1%
Value $564K Shares 48,839 Est. Cost $13.74 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value $562K Shares 3,575 Est. Cost $204.98 Unrealized -18.1%
DGRO ISHARES TR 0.1%
Value $555K Shares 7,912 Est. Cost $55.69 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $549K Shares 5,041 Est. Cost $135.72 Unrealized
IVV ISHARES TR 0.1%
Value $543K Shares 831 Est. Cost $371.15 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $542K Shares 1,792 Est. Cost $85.61 Unrealized +316.0%
STXG EA SERIES TRUST 0.1%
Value $536K Shares 11,426 Est. Cost $34.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $534K Shares 883 Est. Cost $436.54 Unrealized +37.6%
TGT TARGET CORP 0.1%
Value $534K Shares 4,403 Est. Cost $147.64 Unrealized -26.0%
TSLA TESLA INC 0.1%
Value $499K Shares 1,341 Est. Cost $374.26 Unrealized +13.8%
GLD SPDR GOLD TR 0.1%
Value $494K Shares 1,149 Est. Cost $259.42 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value $486K Shares 44,094 Est. Cost $12.31 Unrealized
SF STIFEL FINL CORP 0.1%
Value $478K Shares 6,462 Est. Cost $111.00 Unrealized +13.0%
ENB ENBRIDGE INC 0.1%
Value $457K Shares 8,440 Est. Cost $35.32 Unrealized +37.5%
HWM HOWMET AEROSPACE INC 0.1%
Value $446K Shares 1,934 Est. Cost $109.18 Unrealized +107.5%
BEN FRANKLIN RESOURCES INC 0.1%
Value $443K Shares 18,750 Est. Cost $22.57 Unrealized +16.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value $435K Shares 2,970 Est. Cost $136.97 Unrealized
DRLL EA SERIES TRUST 0.1%
Value $435K Shares 11,015 Est. Cost $27.85 Unrealized
T AT&T INC 0.1%
Value $434K Shares 14,981 Est. Cost $16.39 Unrealized +57.1%
ARCC ARES CAPITAL CORP 0.1%
Value $423K Shares 23,468 Est. Cost $9.02 Unrealized +121.8%
C CITIGROUP INC 0.1%
Value $422K Shares 3,719 Est. Cost $54.30 Unrealized +114.0%
QCOM QUALCOMM INC 0.1%
Value $411K Shares 3,187 Est. Cost $57.91 Unrealized +165.8%
IWR ISHARES TR 0.1%
Value $406K Shares 4,172 Est. Cost $97.23 Unrealized
CSX CSX CORP 0.1%
Value $396K Shares 9,650 Est. Cost $32.39 Unrealized +18.9%
RING ISHARES INC 0.1%
Value $395K Shares 5,000 Est. Cost $43.78 Unrealized
BA BOEING CO 0.1%
Value $392K Shares 1,969 Est. Cost $248.92 Unrealized -4.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $390K Shares 1,813 Est. Cost $188.67 Unrealized
FLAHERTY & CRUMRIN PFD & INM 0.1%
Value $384K Shares 24,785 Est. Cost $14.04 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $369K Shares 9,602 Est. Cost $45.13 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $363K Shares 2,244 Est. Cost $127.88 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value $361K Shares 10,638 Est. Cost $33.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $352K Shares 5,747 Est. Cost $66.20 Unrealized
L LOEWS CORP 0.1%
Value $349K Shares 3,272 Est. Cost $94.44 Unrealized +12.7%
DIS DISNEY WALT CO 0.1%
Value $347K Shares 3,599 Est. Cost $124.90 Unrealized -12.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value $344K Shares 4,198 Est. Cost $75.19 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $333K Shares 677 Est. Cost $555.12 Unrealized +3.5%
INTC INTEL CORP 0.1%
Value $333K Shares 7,540 Est. Cost $24.72 Unrealized +87.8%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value $322K Shares 14,303 Est. Cost $18.58 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value $310K Shares 6,731 Est. Cost $46.07 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value $305K Shares 3,385 Est. Cost $101.76 Unrealized -0.5%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $301K Shares 18,282 Est. Cost $16.46 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $298K Shares 3,054 Est. Cost $108.05 Unrealized -0.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $294K Shares 750 Est. Cost $258.92 Unrealized +45.4%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $281K Shares 2,835 Est. Cost $62.89 Unrealized +28.9%
ASML ASML HLDG NV 0.1%
Value $280K Shares 212 Est. Cost $1069.86 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value $280K Shares 4,307 Est. Cost $56.54 Unrealized
IBDT ISHARES TR 0.1%
Value $274K Shares 10,800 Est. Cost $25.43 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value $267K Shares 5,033 Est. Cost $28.68 Unrealized +114.5%
CMCSA COMCAST CORP NEW 0.1%
Value $266K Shares 9,270 Est. Cost $32.62 Unrealized -8.6%
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value $265K Shares 408 Est. Cost $515.98 Unrealized
CME CME GROUP INC 0.1%
Value $260K Shares 880 Est. Cost $219.66 Unrealized +31.7%
GE GE AEROSPACE 0.1%
Value $258K Shares 909 Est. Cost $223.21 Unrealized +42.6%
IYH ISHARES TR 0.1%
Value $255K Shares 4,134 Est. Cost $59.03 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.1%
Value $240K Shares 5,815 Est. Cost $34.53 Unrealized +70.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value $233K Shares 5,082 Est. Cost $65.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $228K Shares 1,450 Est. Cost $104.69 Unrealized +57.6%
IBDS ISHARES TR 0.1%
Value $228K Shares 9,400 Est. Cost $24.24 Unrealized
NUE NUCOR CORP 0.1%
Value $226K Shares 1,335 Est. Cost $140.51 Unrealized +27.0%
MCK MCKESSON CORP 0.1%
Value $222K Shares 257 Est. Cost $815.57 Unrealized +7.3%
IBDU ISHARES TR 0.0%
Value $219K Shares 9,400 Est. Cost $23.26 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $218K Shares 4,135 Est. Cost $52.78 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $209K Shares 747 Est. Cost $301.15 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $202K Shares 1,300 Est. Cost $173.36 Unrealized +7.3%
WESTERN ASSET INVESTMENT GRA 0.0%
Value $197K Shares 16,292 Est. Cost $13.89 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value $113K Shares 25,075 Est. Cost $4.67 Unrealized