Rick Sanford
Whitener Capital Management, Inc.
Assets Managed
$472.148M
Holdings
184
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
7.7%(2Q avg: 3.74%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Whitener Capital Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 472.148M in assets, with a quarterly growth rate of 7.7% and a 2-quarter average growth rate of 3.74%. The portfolio is managed by Rick Sanford, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GOOGL Alphabet Inc-cl A
| 7.1% | $33.478M 93,680 shares@ $357.38 avg price | Decreased -0.89% |
NVDA Nvidia Corp
| 5.54% | $26.143M 130,657 shares@ $200.1 avg price | Increased 3.19% |
AAPL Apple Inc
| 5.53% | $26.088M 90,157 shares@ $289.37 avg price | Decreased -0.76% |
JPM Jpmorgan Chase & Co
| 5.35% | $25.229M 77,075 shares@ $327.34 avg price | Increased 0.27% |
WMT Walmart Inc
| 4.44% | $20.958M 185,044 shares@ $113.27 avg price | Decreased -0.62% |
AMZN Amazon.com Inc
| 3.88% | $18.276M 76,680 shares@ $238.34 avg price | Decreased -0.49% |
MSFT Microsoft Corp
| 3.5% | $16.487M 44,199 shares@ $373.03 avg price | Increased 7.08% |
CAT Caterpillar Inc
| 2.62% | $12.334M 11,582 shares@ $1064.97 avg price | Decreased -2.49% |
V Visa Inc-class A Shares
| 2.43% | $11.468M 33,425 shares@ $343.1 avg price | Increased 1.2% |
GS Goldman Sachs Group Inc
| 2.38% | $11.195M 11,069 shares@ $1011.38 avg price | Decreased -4.41% |
1-10 of 184