William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $170 Billion
  • Q2 2025

William B. Walkup & Associates, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $23.2B, Valero Energy Corp with a value of $10.2B, Capital One Financial Corp with a value of $8.99B, Jpmorgan Chase & CO with a value of $8.87B, and Home Depot, Inc. with a value of $7.27B.

Examining the 13F form we can see an increase of $5.74B in the current position value, from $164B to 170B.

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 $170 Billion
Consumer Cyclical: $38.8 Billion
Financial Services: $38 Billion
Healthcare: $25.3 Billion
Energy: $21.4 Billion
Industrials: $12.3 Billion
Consumer Defensive: $10.5 Billion
Basic Materials: $8.26 Billion
Technology: $7.52 Billion
Other: $4.62 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.61B
$3.28 Billion 1.93% of portfolio
43,956
Q2 2025 Reduced 0.03%
$6.81B
$852 Million 0.5% of portfolio
6,717
Q2 2024 New
$5B
$626 Million 0.37% of portfolio
3,625
Q2 2024 New
$6.77B
$459 Million 0.27% of portfolio
1,902
Q2 2024 New
$4.43B
$338 Million 0.2% of portfolio
7,767
Q1 2025 Added 15.8%
$4.43B
$137 Million 0.08% of portfolio
3,282
Q2 2025 Added 96.53%
$3.2B
$127 Million 0.07% of portfolio
15,070
Q1 2025 Reduced 2.42%
$9.62B
$94.7 Million 0.06% of portfolio
3,089
Q4 2024 Reduced 3.14%
$5.65B
$75.3 Million 0.04% of portfolio
2,551
Q4 2024 Reduced 0.23%
$6.71B
$33.3 Million 0.02% of portfolio
794
Q1 2025 Added 5.31%
$2.3B
$14.2 Million 0.01% of portfolio
1,465
Q1 2025 Reduced 2.33%
$3.05B
$21.1 Million 0.01% of portfolio
1,381
Q2 2024 New
$3.55B
$16.6 Million 0.01% of portfolio
358
Q2 2024 New
$4.86B
$9.71 Million 0.01% of portfolio
150
Q2 2024 New
$6.08B
$471,000 0.0% of portfolio
3
Q2 2024 New
$7.11B
$4.45 Million 0.0% of portfolio
86
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $170 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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