Waters Parkerson & Co., LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.93 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $115M, Microsoft Corp with a value of $107M, Visa Inc. with a value of $107M, Jpmorgan Chase & CO with a value of $102M, and Home Depot, Inc. with a value of $70.4M.

Examining the 13F form we can see an increase of $119M in the current position value, from $1.81B to 1.93B.

Below you can find more details about Waters Parkerson & Co., LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.93 Billion
Financial Services: $349 Million
Technology: $336 Million
Industrials: $284 Million
Healthcare: $240 Million
Consumer Defensive: $180 Million
Communication Services: $173 Million
Energy: $111 Million
ETFs: $102 Million
Other: $152 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $1.93 Billion
  • Prior Value $1.81 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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