Whitener Capital Management, Inc. Q4 2022 vs. Q1 2023: A Look at the Top Holdings

Whitener Capital Management, Inc. is a reputable investment management firm that provides diversified investment solutions for individuals, institutions, and high-net-worth clients. As part of its regulatory requirements, the firm files a quarterly report known as the 13F Securities and Exchange Commission (SEC) filing. This report provides information on the firm's top holdings, changes in holdings, and value of holdings. In this article, we'll take a closer look at Whitener Capital Management, Inc.'s Q4 2022 versus Q1 2023 13F holdings comparison.

Top Holdings

According to the Q1 2023 13F SEC filing by Whitener Capital Management, Inc., the firm held 31 stocks in its portfolio. The top 10 holdings made up 53.5% of the total value of the portfolio. The top three holdings were Apple Inc., Microsoft Corp, and Alphabet Inc. These three stocks accounted for 24.6% of the total value of the portfolio.

Changes in Holdings

Whitener Capital Management, Inc. made some changes to its portfolio between Q4 2022 and Q1 2023. The firm sold out its position in Linde Plc and First Citizens Bancshares Inc. The firm also reduced its holdings in Pfizer Inc., Dominion Energy Inc., Johnson & Johnson, and Goldman Sachs Group Inc. by more than 5%.

In contrast, the firm increased its holdings in NVIDIA Corporation, Palo Alto Networks Inc., and Royal Bank of Canada by more than 10%. The firm also added new positions in the iShares Gold Trust, Vertex Pharmaceuticals Inc., and Dollar Tree Inc.

Value of Holdings

The total value of Whitener Capital Management, Inc.'s Q1 2023 portfolio was $113,816 million, up from $99,080 million in Q4 2022. The firm's top holdings in Q1 2023 were Apple Inc., Microsoft Corp, and Alphabet Inc. The total value of these three holdings increased by 19.9% from Q4 2022 to Q1 2023.

Final Thoughts

Whitener Capital Management, Inc.'s Q4 2022 versus Q1 2023 13F holdings comparison provides valuable insights into the firm's investment strategy and portfolio management. The firm's top holdings remained concentrated in the technology sector, with Apple Inc., Microsoft Corp, and Alphabet Inc. maintaining their positions as the top three holdings. The firm made some notable additions and reductions to its holdings, suggesting that the firm is actively managing its portfolio. As always, investors should conduct their due diligence and consult with their financial advisors before making any investment decisions.