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Rick Sanford

@Whitener Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$356.93MTotal holdings158
Assets growth rate1.24%Assets growth rate (2-Q avg)4.01%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitener Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Whitener Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 356.93M in assets, with a quarterly growth rate of 1.24% and a 2-quarter average growth rate of 4.01%. The portfolio is managed by Rick Sanford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.06%
7.56%
$26.982M
107,746 shares@ $250.43 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.71%
5.37%
$19.138M
79,837 shares@ $239.72 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.68%
5.18%
$18.48M
97,623 shares@ $189.31 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.56%
4.98%
$17.758M
42,130 shares@ $421.51 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.48%
4.94%
$17.629M
195,120 shares@ $90.35 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.54%
4.84%
$17.272M
78,728 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -9.18%
4.42%
$15.769M
117,424 shares@ $134.3 avg price
VVisa Inc
Recent Activity
Increased 0.39%
2.95%
$10.502M
33,228 shares@ $316.05 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.57%
2.79%
$9.937M
43,990 shares@ $225.9 avg price
MCDMcdonalds Corp
Recent Activity
Increased 5.12%
2.35%
$8.37M
28,873 shares@ $289.9 avg price