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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
ROKRockwell Automation Inc
Recent Activity
Decreased -0.11%
1.2%
$4.263M
14,915 shares@ $285.8 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.63%
1.16%
$4.119M
11,354 shares@ $362.79 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.5%
1.13%
$4.029M
40,503 shares@ $99.48 avg price
LOWLowes Cos Inc
Recent Activity
Increased 2.84%
0.95%
$3.368M
13,646 shares@ $246.81 avg price
CVXChevron Corp New
Recent Activity
Increased 13.19%
0.88%
$3.124M
21,569 shares@ $144.85 avg price
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
JNJJohnson & Johnson
Recent Activity
Decreased -7.49%
0.81%
$2.886M
19,958 shares@ $144.63 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.67%
0.81%
$2.875M
25,420 shares@ $113.11 avg price
ISRGIntuitive Surgical Inc
Recent Activity
0.78%
$2.751M
5,271 shares@ $521.96 avg price