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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
DEDeere & Co
Recent Activity
Increased 1.4%
0.86%
$3.056M
7,213 shares@ $423.7 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.26%
0.84%
$2.976M
5,884 shares@ $505.86 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.78%
0.75%
$2.648M
2,890 shares@ $916.27 avg price
EMREmerson Elec Co
Recent Activity
Increased 1.03%
0.72%
$2.549M
20,565 shares@ $123.93 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 195.41%
0.65%
$2.319M
97,949 shares@ $23.69 avg price
MMM3m Co
Recent Activity
Increased 1.42%
0.62%
$2.195M
17,007 shares@ $129.1 avg price
KOCoca Cola Co
Recent Activity
Increased 2%
0.6%
$2.138M
34,336 shares@ $62.26 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100.21%
0.59%
$2.085M
11,458 shares@ $181.97 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 195.36%
0.58%
$2.043M
74,778 shares@ $27.33 avg price
PFEPfizer Inc
Recent Activity
Increased 42.07%
0.56%
$1.984M
74,790 shares@ $26.54 avg price