William B. Walkup & Associates, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $19.9B, Valero Energy Corp with a value of $8.98B, Home Depot, Inc. with a value of $7.72B, Jpmorgan Chase & CO with a value of $7.33B, and Walmart Inc. with a value of $6.41B.

Examining the 13F form we can see an decrease of $3.74B in the current position value, from $162B to 158B.

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 $158 Billion
Consumer Cyclical: $36.5 Billion
Financial Services: $32.8 Billion
Healthcare: $25.4 Billion
Energy: $20.5 Billion
Industrials: $11.9 Billion
Consumer Defensive: $9.48 Billion
Basic Materials: $8.55 Billion
Technology: $6.46 Billion
Other: $3.82 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $158 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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