WHITENER CAPITAL MANAGEMENT, INC.

The portfolio consists of 169 holdings, indicating a strategy that balances diversification with a focus on core positions. The management employs a hybrid approach, utilizing individual equity selection for the majority of the portfolio while incorporating ETFs for specific exposures. Despite the large number of holdings, the portfolio is top-heavy, with the top 10 positions accounting for approximately 43% of the total value, signaling a conviction-based approach toward large-cap blue-chip stocks.

2. Key Holdings

The portfolio is anchored by a "who's who" of US mega-cap technology and financial giants, reflecting a focus on quality and liquidity.