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Livermore
Livermore
ZHEN

Whitener Capital Management, Inc.

SEC CIK
0000825217
Latest filing
Jul 10, 2026

The latest 13F from Whitener Capital Management, Inc. covers Q2 2026 (filed Jul 10, 2026): 184 long positions worth $472.1M. The top 10 holdings make up 42.7% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 7.1%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$4.77M
Added
85
Est. +$14.7M
Reduced
70
Est. −$5.98M
Sold out
8
Est. −$19.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    7.1%$33.5MHistory
  2. NVDANVIDIA Corp
    5.5%$26.1MHistory
  3. AAPLApple Inc.
    5.5%$26.1MHistory
  4. JPMJPMorgan Chase & Co
    5.3%$25.2MHistory
  5. WMTWalmart Inc.
    4.4%$21.0MHistory

Share of portfolio

Top 5 holdings and the other 179 positions, by share of portfolio value

  1. GOOGL7.1%
  2. NVDA5.5%
  3. AAPL5.5%
  4. JPM5.3%
  5. WMT4.4%
  6. Other 179 positions72.1%

Biggest buys

New and added positions, by estimated amount bought

  1. LLYEli Lilly & Co
    +$1.57MAddedHistory
  2. J P Morgan Exchange Traded F46641Q159
    +$1.19MAdded
  3. MSFTMicrosoft Corp
    +$1.09MAddedHistory
  4. Invesco Exch TRD SLF Idx FD46138J460
    +$957.8KAdded
  5. NVDANVIDIA Corp
    +$807.2KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NVDANVIDIA Corp
    +0.50 pp5.0% → 5.5%History
  2. PANWPalo Alto Networks Inc
    +0.45 pp0.4% → 0.9%History
  3. LLYEli Lilly & Co
    +0.41 pp0.3% → 0.8%History
  4. J P Morgan Exchange Traded F46641Q159
    +0.25 pp0.1% → 0.3%
  5. Invesco Exch TRD SLF Idx FD46138J460
    +0.19 pp0.2% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$10.2MSold outHistory
  2. XOMExxonMobil Holdings Corp
    −$7.89MSold outHistory
  3. FFord Motor Co
    −$563.6KSold outHistory
  4. GSGoldman Sachs Group Inc
    −$516.8KReducedHistory
  5. CMICummins Inc
    −$440.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −2.32 pp2.3% → 0.0%History
  2. XOMExxonMobil Holdings Corp
    −1.80 pp1.8% → 0.0%History
  3. WMTWalmart Inc.
    −0.84 pp5.3% → 4.4%History
  4. CVXChevron Corp
    −0.32 pp1.1% → 0.8%History
  5. IAUiShares Gold Trust
    −0.16 pp0.8% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$472.1M
+$33.8M (+7.7%) vs. prior quarter
Positions
184
+10 vs. prior quarter
Top 10 concentration
42.7%
Top 10 as share of value
Turnover
4.3%
Q2 2026, one quarter
Average holding period
19.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $472.1M (Q2 2026)

Q1 2021: $230.7MQ2 2021: $251.1MQ3 2021: $217.3MQ4 2021: $279.7MQ1 2022: $266.3MQ2 2022: $221.8MQ3 2022: $211.5MQ4 2022: $228.9MQ1 2023: $239.3MQ2 2023: $260.7MQ3 2023: $249.7MQ4 2023: $276.3MQ1 2024: $305.5MQ2 2024: $330.2MQ3 2024: $352.6MQ4 2024: $356.9MQ1 2025: $353.4MQ2 2025: $377.5MQ3 2025: $417.7MQ4 2025: $439.4MQ1 2026: $438.4MQ2 2026: $472.1M
Q1 2021Q2 2026
13F filings of Whitener Capital Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 2026184$472.1MGOOGLNVDAAAPLvs. Q1 2026SEC
Q1 2026Apr 16, 2026174$438.4MGOOGLWMTAAPLvs. Q4 2025SEC
Q4 2025Jan 23, 2026169$439.4MGOOGLAAPLJPMvs. Q3 2025SEC
Q3 2025Oct 15, 2025165$417.7MAAPLJPMGOOGLvs. Q2 2025SEC
Q2 2025Jul 14, 2025155$377.5MJPMAAPLMSFTvs. Q1 2025SEC
Q1 2025May 1, 2025154$353.4MAAPLJPMWMTvs. Q4 2024SEC
Q4 2024Jan 15, 2025158$356.9MAAPLJPMGOOGLvs. Q3 2024SEC
Q3 2024Oct 29, 2024155$352.6MAAPLMSFTJPMvs. Q2 2024SEC
Q2 2024Jul 17, 2024153$330.2MAAPLMSFTGOOGLvs. Q1 2024SEC
Q1 2024Apr 16, 2024151$305.5MAAPLMSFTJPMvs. Q4 2023SEC
Q4 2023Jan 10, 2024150$276.3MAAPLMSFTGOOGLvs. Q3 2023SEC
Q3 2023Nov 2, 2023145$249.7MAAPLGOOGLMSFTvs. Q2 2023SEC
Q2 2023Jul 13, 2023146$260.7MAAPLMSFTGOOGLvs. Q1 2023SEC
Q1 2023Apr 12, 2023136$239.3MAAPLMSFTGOOGLvs. Q4 2022SEC
Q4 2022Mar 1, 2023136$228.9MAAPLJPMWMTvs. Q3 2022SEC
Q3 2022Oct 28, 2022135$211.5MAAPLAMZNGOOGLvs. Q2 2022SEC
Q2 2022Aug 9, 2022136$221.8MAAPLGOOGLAMZNvs. Q1 2022SEC
Q1 2022May 11, 2022144$266.3MAAPLAMZNGOOGLvs. Q4 2021SEC
Q4 2021Feb 14, 2022Amended146$279.7MAAPLAMZNGOOGLvs. Q3 2021SEC
Q3 2021Nov 12, 2021127$217.3MAAPLAMZNWMTvs. Q2 2021SEC
Q2 2021Aug 12, 2021138$251.1MAAPLAMZNGOOGLvs. Q1 2021SEC
Q1 2021May 11, 2021133$230.7MAAPLAMZNJPM–SEC