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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67B
$1.07 Billion 0.66% of portfolio
35,241
Q2 2024 New
$8.4B
$875 Million 0.54% of portfolio
6,717
Q2 2024 New
$2.37B
$696 Million 0.43% of portfolio
17,235
Q2 2024 New
$5.13B
$640 Million 0.4% of portfolio
3,625
Q2 2024 New
$8.34B
$636 Million 0.39% of portfolio
1,902
Q2 2024 New
$7.84B
$604 Million 0.37% of portfolio
67,463
Q3 2024 Reduced 0.59%
$7.96B
$476 Million 0.29% of portfolio
1,799
Q3 2024 Reduced 2.7%
$5B
$366 Million 0.23% of portfolio
6,707
Q3 2024 Reduced 5.38%
$4.25B
$185 Million 0.11% of portfolio
15,533
Q2 2024 New
$7.49B
$110 Million 0.07% of portfolio
1,670
Q3 2024 Reduced 9.29%
$8.25B
$98.7 Million 0.06% of portfolio
2,557
Q3 2024 Reduced 0.23%
$3.29B
$93.8 Million 0.06% of portfolio
4,616
Q3 2024 Reduced 2.6%
$4.06B
$28.7 Million 0.02% of portfolio
1,500
Q3 2024 Reduced 0.92%
$5.14B
$28.7 Million 0.02% of portfolio
1,381
Q2 2024 New
$4.92B
$9.36 Million 0.01% of portfolio
150
Q2 2024 New
$2.67B
$14 Million 0.01% of portfolio
358
Q2 2024 New
$7.35B
$522,000 0.0% of portfolio
3
Q2 2024 New
$2.4B
$4.5 Million 0.0% of portfolio
229
Q2 2024 New
$4.03B
$2.58 Million 0.0% of portfolio
30
Q2 2024 New
$8.36B
$3.82 Million 0.0% of portfolio
86
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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