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Home > Institutional Investor > Whitener Capital Management, Inc. > Profile

Instuitional Investor - Whitener Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Whitener Capital Management, Inc.
Portfolio Value $276,371,192
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 116,804 $22,488,122 8.13%
2.
Microsoft Corp
 MSFT 40,240 $15,132,037 5.47%
3.
Alphabet Inc.
 GOOG 100,582 $14,050,308 5.08%
4.
Jpmorgan Chase & Co
 JPM 77,608 $13,201,065 4.77%
5.
Amazon Com Inc
 AMZN 77,032 $11,704,243 4.23%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)