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| Whitener Capital Management Inc
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| CRD # | 106865 |
| SEC # | 801-31219 |
| CIK # | 0000825217 |
| AUM | 598.5 M (2026-02-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 252-972-8909 |
| Address | 3993 Sunset Avenue Rocky Mount, NC 27804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000825217 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 33.5 | ||
| Nvidia Corp | 26.1 | ||
| Apple Inc | 26.1 | ||
| J P Morgan Chase & Co | 25.2 | ||
| Wal Mart Stores Inc | 21.0 | ||
| Amazon Com Inc | 18.3 | ||
| Microsoft Corp | 16.5 | ||
| Caterpillar Inc | 12.3 | ||
| Visa Inc | 11.5 | ||
| Goldman Sachs Group Inc | 11.2 | ||
| AbbVie Inc | 10.6 | ||
| McDonalds Corp | 9.0 | ||
| Duke Energy Corp | 8.3 | ||
| Rockwell Automation Inc | 6.9 | ||
| PepsiCo Inc | 6.8 | ||
| Johnson & Johnson | 6.6 | ||
| Merck & Co Inc | 5.8 | ||
| Procter & Gamble Co | 5.8 | ||
| BB&T Corp | 5.8 | ||
| Deere & Co | 5.2 | ||
| Home Depot Inc | 4.8 | ||
| Lowes Companies Inc | 4.7 | ||
| Royal Bank of Canada | 4.3 | ||
| Palo Alto Networks Inc | 4.2 | ||
| Chevron Corp | 3.8 | ||
| Applied Materials Inc /DE | 3.7 | ||
| Emerson Electric Co | 3.6 | ||
| United Technologies Corp /DE/ | 3.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 137.9 |
| (b) Individuals (high net worth individuals) | 237 | 386.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 50.0 |
| (h) Charitable organizations | 4 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 6.8 |
| (n) Other | 18 | 12.3 |
| Total | 1,628 | 598.5 |
| By Discretionary | ||
| Discretionary | 1,572 | 566.3 |
| Non-Discretionary | 56 | 32.2 |
| Total | 1,628 | 598.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.5 | |
| Total | 1,628 | 598.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000825217] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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