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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.87B
$1.27 Billion 0.83% of portfolio
35,241
Q2 2024 New
$7.98B
$821 Million 0.54% of portfolio
67,864
Q2 2024 New
$8.06B
$799 Million 0.52% of portfolio
6,717
Q2 2024 New
$2.35B
$714 Million 0.47% of portfolio
17,235
Q2 2024 New
$5.52B
$685 Million 0.45% of portfolio
3,625
Q2 2024 New
$9.19B
$519 Million 0.34% of portfolio
1,902
Q2 2024 New
$8.12B
$455 Million 0.3% of portfolio
1,849
Q2 2024 New
$5.01B
$360 Million 0.24% of portfolio
7,088
Q2 2024 New
$4.18B
$190 Million 0.12% of portfolio
15,533
Q2 2024 New
$8.43B
$151 Million 0.1% of portfolio
1,979
Q2 2024 New
$8.16B
$102 Million 0.07% of portfolio
2,563
Q2 2024 New
$3.13B
$107 Million 0.07% of portfolio
4,739
Q2 2024 New
$7.67B
$106 Million 0.07% of portfolio
1,841
Q2 2024 New
$4.02B
$31.3 Million 0.02% of portfolio
1,514
Q2 2024 New
$4.93B
$26.4 Million 0.02% of portfolio
1,381
Q2 2024 New
$2.33B
$22.7 Million 0.01% of portfolio
358
Q2 2024 New
$7.26B
$540,000 0.0% of portfolio
3
Q2 2024 New
$2.52B
$4.68 Million 0.0% of portfolio
229
Q2 2024 New
$4.16B
$2.06 Million 0.0% of portfolio
30
Q2 2024 New
$8.5B
$3.46 Million 0.0% of portfolio
86
Q2 2024 New
$4.93B
$7.55 Million 0.0% of portfolio
150
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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