William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $162 Billion
  • Q3 2024

William B. Walkup & Associates, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 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 $19.6B, Valero Energy Corp with a value of $9.87B, Home Depot, Inc. with a value of $8.11B, Jpmorgan Chase & CO with a value of $6.47B, and Unitedhealth Group Inc with a value of $5.99B.

Examining the 13F form we can see an increase of $8.97B in the current position value, from $153B to 162B.

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 $162 Billion
Consumer Cyclical: $38.1 Billion
Financial Services: $29.1 Billion
Healthcare: $27.8 Billion
Energy: $21.3 Billion
Industrials: $12.1 Billion
Basic Materials: $10.7 Billion
Consumer Defensive: $9.02 Billion
Technology: $7.02 Billion
Other: $4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$430B
$8.11 Billion 5.02% of portfolio
20,022
Q3 2024 Reduced 0.56%
$729B
$6.47 Billion 4.0% of portfolio
30,662
Q3 2024 Reduced 0.46%
$553B
$5.99 Billion 3.71% of portfolio
10,250
Q3 2024 Reduced 0.06%
$245B
$5.71 Billion 3.54% of portfolio
70,772
Q3 2024 Reduced 0.42%
$313B
$4.97 Billion 3.07% of portfolio
25,170
Q3 2024 Reduced 0.42%
$251B
$3.04 Billion 1.88% of portfolio
26,769
Q3 2024 Reduced 0.49%
$228B
$2.28 Billion 1.41% of portfolio
21,830
Q2 2024 New
$711B
$2.04 Billion 1.26% of portfolio
2,300
Q3 2024 Reduced 1.5%
$406B
$1.97 Billion 1.22% of portfolio
12,139
Q3 2024 Reduced 1.49%
$3.11T
$1.48 Billion 0.92% of portfolio
3,439
Q2 2024 New
$206B
$1.33 Billion 0.82% of portfolio
11,641
Q3 2024 Added 0.19%
$214B
$1.13 Billion 0.7% of portfolio
3,703
Q3 2024 Reduced 1.59%
$276B
$1.08 Billion 0.67% of portfolio
14,998
Q3 2024 Reduced 1.34%
$288B
$1.01 Billion 0.63% of portfolio
17,943
Q3 2024 Reduced 0.37%
$318B
$740 Million 0.46% of portfolio
5,027
Q3 2024 Reduced 3.95%
$377B
$555 Million 0.34% of portfolio
13,978
Q3 2024 Reduced 10.84%
$3.69T
$413 Million 0.26% of portfolio
1,774
Q3 2024 Reduced 1.0%
$225B
$153 Million 0.09% of portfolio
565
Q2 2024 New
$418B
$61 Million 0.04% of portfolio
352
Q2 2024 New
$620B
$46 Million 0.03% of portfolio
100
Q2 2024 New
$211B
$30.9 Million 0.02% of portfolio
321
Q2 2024 New
$518B
$3.41 Million 0.0% of portfolio
20
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $162 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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