William B. Walkup & Associates, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $18.5B, Valero Energy Corp with a value of $11.5B, Home Depot, Inc. with a value of $6.93B, Jpmorgan Chase & CO with a value of $6.23B, and Unitedhealth Group Inc with a value of $5.22B.

Examining the 13F form we can see an increase of $153B in the current position value.

William B. Walkup & Associates, Inc. is based out at Columbia, SC

Below you can find more details about William B. Walkup & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
Consumer Cyclical: $33.9 Billion
Healthcare: $26.9 Billion
Financial Services: $24.6 Billion
Energy: $23.5 Billion
Industrials: $11 Billion
Basic Materials: $10.3 Billion
Consumer Defensive: $7.93 Billion
Technology: $7.64 Billion
Other: $3.87 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $153 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 158 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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