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Whitener Capital Management, Inc.
Whitener Capital Management, Inc. is an SEC-registered investment adviser based in Rocky Mount, North Carolina. Founded in 1983, the firm provides personalized investment management and advisory services primarily for individuals, including both high net worth and non-high net worth clients, as well as pension and profit sharing plans and charitable organizations. The firm manages over $500 million in assets with a professional team of around 10 employees.
Investment Strategy
Whitener Capital Management employs a diversified investment strategy focused on long-term capital appreciation and income generation. The firm builds portfolios with major holdings in large-cap equities including companies like JPMorgan Chase, Apple, Microsoft, and Nvidia, and also allocates capital across other sectors based on client needs. Its investment philosophy centers on disciplined fundamental analysis and client-specific asset allocation, while aiming to balance risk and return for individuals and select institutional clients.
Latest 13F Filing Activity
Whitener Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 165 equity positions with a total 13F market value of $418M. The fund increased holdings in Alphabet Inc., Apple Inc., Nvidia Corporation among other positions. Whitener Capital Management, Inc. reduced exposure to Honeywell Intl Inc., Intuitive Surgical Inc., Visa Inc. among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.29% | $26.3M | 103,149 | $53.60 | $254.63 | +$5.4M |
J JPM | JPMORGAN CHASE & CO. | 5.89% | $24.6M | 77,938 | $113.45 | $315.43 | +$1.9M |
| ALPHABET INC | 5.64% | $23.6M | 96,927 | $64.31 | $243.10 | +$6.8M | |
N NVDA | NVIDIA CORPORATION | 5.64% | $23.6M | 126,224 | $42.28 | $186.58 | +$4.2M |
M MSFT | MICROSOFT CORP | 5.12% | $21.4M | 41,272 | $150.92 | $517.95 | +$866.7K |
Industry Allocation
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