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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
THQAbrdn Healthcare Opportuniti
Recent Activity
Exited
0%
$482,448
21,850 shares@ $22.08 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$418,885
11,032 shares@ $37.97 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$391,959
757 shares@ $517.78 avg price
FITBFifth Third Bancorp
Recent Activity
Exited
0%
$285,962
6,675 shares@ $42.85 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$249,254
10,625 shares@ $23.46 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$221,193
6,300 shares@ $35.11 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$214,586
2,666 shares@ $80.49 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$210,824
2,226 shares@ $94.71 avg price