AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Whitener Capital Management, Inc.
1. Portfolio Overview
Whitener Capital Management, Inc. has reported a substantial expansion in its portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 148.7%, rising from $176.71M to $439.44M. This dramatic increase in assets under management (AUM) suggests significant capital inflows or the realization of substantial gains that were reinvested, rather than merely...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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