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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
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
IAUIshares Gold Tr
Recent Activity
Decreased -0.75%
0.55%
$1.955M
39,480 shares@ $49.52 avg price
RTXRtx Corporation
Recent Activity
Increased 8.2%
0.55%
$1.943M
16,793 shares@ $115.73 avg price
MOAltria Group Inc
Recent Activity
Increased 1.76%
0.52%
$1.831M
35,023 shares@ $52.3 avg price
AMGNAmgen Inc
Recent Activity
0.5%
$1.763M
6,763 shares@ $260.64 avg price
LINLinde Plc
Recent Activity
0.48%
$1.678M
4,009 shares@ $418.67 avg price
CMICummins Inc
Recent Activity
Decreased -2.88%
0.47%
$1.665M
4,777 shares@ $348.6 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.87%
0.46%
$1.611M
7,328 shares@ $219.83 avg price
NSCNorfolk Southn Corp
Recent Activity
0.46%
$1.607M
6,847 shares@ $234.71 avg price