William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $187 Billion
  • Q3 2025

William B. Walkup & Associates, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $187 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 $26.8B, Valero Energy Corp with a value of $12.9B, Jpmorgan Chase & CO with a value of $9.64B, Capital One Financial Corp with a value of $8.96B, and Home Depot, Inc. with a value of $7.98B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $170B to 187B.

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 $187 Billion
Consumer Cyclical: $44.4 Billion
Financial Services: $40.7 Billion
Healthcare: $27.5 Billion
Energy: $24.8 Billion
Industrials: $13.5 Billion
Consumer Defensive: $10.9 Billion
Technology: $8.64 Billion
Basic Materials: $7.82 Billion
Other: $5.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$754 Million 0.4% of portfolio
1,510
Q2 2025 Reduced 0.2%
$67.7B
$737 Million 0.39% of portfolio
6,601
Q2 2025 Added 2.77%
$429B
$723 Million 0.39% of portfolio
14,020
Q3 2025 Added 1.39%
$59.6B
$718 Million 0.38% of portfolio
18,300
Q3 2025 Reduced 0.1%
$5.19B
$718 Million 0.38% of portfolio
6,717
Q2 2024 New
$5B
$626 Million 0.34% of portfolio
3,625
Q2 2024 New
$40.9B
$569 Million 0.3% of portfolio
7,299
Q3 2025 Reduced 0.4%
$7.87B
$533 Million 0.29% of portfolio
1,902
Q2 2024 New
$18.8B
$529 Million 0.28% of portfolio
22,362
Q2 2024 New
$477B
$528 Million 0.28% of portfolio
4,679
Q3 2025 Added 0.24%
$12.9B
$531 Million 0.28% of portfolio
1,843
Q1 2025 Added 2.45%
$4.35T
$497 Million 0.27% of portfolio
1,953
Q1 2025 Added 9.17%
$0
$510 Million 0.27% of portfolio
765
Q2 2025 Added 173.21%
$196B
$490 Million 0.26% of portfolio
4,825
Q3 2025 Added 1.07%
$31.4B
$460 Million 0.25% of portfolio
18,725
Q3 2025 Added 0.16%
$30.7B
$474 Million 0.25% of portfolio
4,908
Q3 2025 Added 1.05%
$51.9B
$443 Million 0.24% of portfolio
37,029
Q3 2025 Added 0.38%
$338B
$407 Million 0.22% of portfolio
1,352
Q1 2025 Added 9.74%
$95.7B
$399 Million 0.21% of portfolio
3,224
Q3 2025 Reduced 0.06%
$28.6B
$387 Million 0.21% of portfolio
14,230
Q3 2025 Added 0.25%
$43.3B
$394 Million 0.21% of portfolio
3,072
Q2 2024 New
$21.1B
$401 Million 0.21% of portfolio
4,074
Q3 2025 Added 0.94%
$3.96B
$337 Million 0.18% of portfolio
7,818
Q3 2025 Added 0.66%
$44.2B
$293 Million 0.16% of portfolio
4,331
Q3 2025 Reduced 0.14%
$31.5B
$277 Million 0.15% of portfolio
2,198
Q2 2025 Added 0.5%
$98B
$260 Million 0.14% of portfolio
5,770
Q3 2025 Added 2.65%
$16.8B
$266 Million 0.14% of portfolio
11,599
Q3 2025 Reduced 0.05%
$102B
$223 Million 0.12% of portfolio
2,358
Q2 2024 New
$48.9B
$208 Million 0.11% of portfolio
3,408
Q2 2024 New
$120B
$204 Million 0.11% of portfolio
946
Q1 2025 Added 7.74%
$270B
$188 Million 0.1% of portfolio
565
Q2 2024 New
Ge Vernova Inc
-
$184 Million 0.1% of portfolio
-
Q1 2025 Added 6.41%
$54.5B
$149 Million 0.08% of portfolio
7,615
Q3 2025 Reduced 1.45%
$1.91B
$138 Million 0.07% of portfolio
4,094
Q3 2025 Added 24.74%
$38.4B
$104 Million 0.06% of portfolio
2,208
Q3 2025 Reduced 5.44%
$3.6B
$120 Million 0.06% of portfolio
15,070
Q1 2025 Reduced 2.42%
$21B
$120 Million 0.06% of portfolio
2,975
Q2 2024 New
$9.03B
$89.9 Million 0.05% of portfolio
2,848
Q3 2025 Reduced 7.8%
Linde PLC
-
$95 Million 0.05% of portfolio
-
Q2 2024 New
$74.6B
$90.2 Million 0.05% of portfolio
313
Q3 2025 Added 23.23%
$14.7B
$66.5 Million 0.04% of portfolio
855
Q2 2024 New
Fortrea Hldgs Inc Common
-
$77.4 Million 0.04% of portfolio
-
Q1 2025 Added 0.28%
$6.62B
$83.8 Million 0.04% of portfolio
2,548
Q3 2025 Reduced 0.12%
$1.72T
$69.4 Million 0.04% of portfolio
285
Q4 2024 New
$2.02B
$73.1 Million 0.04% of portfolio
4,613
Q3 2025 Reduced 0.06%
$31.7B
$64.2 Million 0.03% of portfolio
4,255
Q2 2024 New
$358M
$57.6 Million 0.03% of portfolio
5,753
Q2 2024 New
$356B
$54.1 Million 0.03% of portfolio
352
Q2 2024 New
$132B
$58.8 Million 0.03% of portfolio
138
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $187 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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