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 |
---|---|---|---|
SCHDSchwab Strategic Tr
| 0.58% | $2.043M 74,778 shares@ $27.33 avg price | Increased 195.36% |
PFEPfizer Inc
| 0.56% | $1.984M 74,790 shares@ $26.54 avg price | Increased 42.07% |
IAUIshares Gold Tr
| 0.55% | $1.955M 39,480 shares@ $49.52 avg price | Decreased -0.75% |
RTXRtx Corporation
| 0.55% | $1.943M 16,793 shares@ $115.73 avg price | Increased 8.2% |
MOAltria Group Inc
| 0.52% | $1.831M 35,023 shares@ $52.3 avg price | Increased 1.76% |
AMGNAmgen Inc
| 0.5% | $1.763M 6,763 shares@ $260.64 avg price | |
LINLinde Plc
| 0.48% | $1.678M 4,009 shares@ $418.67 avg price | |
CMICummins Inc
| 0.47% | $1.665M 4,777 shares@ $348.6 avg price | Decreased -2.88% |
IBMInternational Business Machs
| 0.46% | $1.611M 7,328 shares@ $219.83 avg price | Decreased -1.87% |
NSCNorfolk Southn Corp
| 0.46% | $1.607M 6,847 shares@ $234.71 avg price |