William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $153 Billion
  • Q2 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$398B
$6.93 Billion 4.54% of portfolio
20,135
Q2 2024 New
$725B
$6.23 Billion 4.08% of portfolio
30,803
Q2 2024 New
$558B
$5.22 Billion 3.42% of portfolio
10,256
Q2 2024 New
$226B
$4.81 Billion 3.15% of portfolio
71,070
Q2 2024 New
$356B
$4.34 Billion 2.84% of portfolio
25,277
Q2 2024 New
$255B
$3.33 Billion 2.18% of portfolio
26,901
Q2 2024 New
$223B
$2.12 Billion 1.39% of portfolio
21,830
Q2 2024 New
$738B
$2.11 Billion 1.38% of portfolio
2,335
Q2 2024 New
$413B
$1.8 Billion 1.18% of portfolio
12,322
Q2 2024 New
$3.13T
$1.54 Billion 1.01% of portfolio
3,439
Q2 2024 New
$205B
$1.21 Billion 0.79% of portfolio
11,619
Q2 2024 New
$275B
$1.07 Billion 0.7% of portfolio
18,009
Q2 2024 New
$216B
$959 Million 0.63% of portfolio
3,763
Q2 2024 New
$275B
$968 Million 0.63% of portfolio
15,201
Q2 2024 New
$309B
$819 Million 0.54% of portfolio
5,234
Q2 2024 New
$364B
$624 Million 0.41% of portfolio
15,678
Q2 2024 New
$3.58T
$377 Million 0.25% of portfolio
1,792
Q2 2024 New
$221B
$131 Million 0.09% of portfolio
565
Q2 2024 New
$382B
$58.1 Million 0.04% of portfolio
352
Q2 2024 New
$599B
$40.7 Million 0.03% of portfolio
100
Q2 2024 New
$489B
$2.82 Million 0.0% of portfolio
20
Q2 2024 New

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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