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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GSGoldman Sachs Group Inc
| 1.98% | $7.052M 12,316 shares@ $572.63 avg price | Decreased -2.06% |
ABBVAbbvie Inc
| 1.91% | $6.8M 38,266 shares@ $177.71 avg price | Increased 0.82% |
PEPPepsico Inc
| 1.9% | $6.75M 44,389 shares@ $152.06 avg price | Increased 5.84% |
PGProcter And Gamble Co
| 1.65% | $5.855M 34,921 shares@ $167.66 avg price | Decreased -3.06% |
BRK.BBerkshire Hathaway Inc Del
| 1.51% | $5.365M 11,835 shares@ $453.29 avg price | Decreased -2.1% |
TFCTruist Finl Corp
| 1.5% | $5.352M 123,380 shares@ $43.38 avg price | Decreased -11.84% |
SCHBSchwab Strategic Tr
| 1.46% | $5.184M 228,382 shares@ $22.7 avg price | Increased 177.41% |
DUKDuke Energy Corp New
| 1.34% | $4.761M 44,187 shares@ $107.75 avg price | Increased 0.99% |
XOMExxon Mobil Corp
| 1.23% | $4.368M 40,605 shares@ $107.58 avg price | Increased 3.66% |
HDHome Depot Inc
| 1.21% | $4.294M 11,039 shares@ $389.0 avg price | Decreased -0.48% |