William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $164 Billion
  • Q1 2025

William B. Walkup & Associates, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 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 $23.8B, Valero Energy Corp with a value of $9.98B, Jpmorgan Chase & CO with a value of $7.5B, Home Depot, Inc. with a value of $7.26B, and Walmart Inc. with a value of $6.48B.

Examining the 13F form we can see an increase of $6.09B in the current position value, from $158B to 164B.

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 $164 Billion
Consumer Cyclical: $39.6 Billion
Financial Services: $30.3 Billion
Healthcare: $28.3 Billion
Energy: $22.3 Billion
Industrials: $11.4 Billion
Consumer Defensive: $9.8 Billion
Basic Materials: $8.6 Billion
Technology: $6.78 Billion
Other: $4.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.5B
$23.8 Billion 14.5% of portfolio
6,238
Q1 2025 Added 0.13%
$50.9B
$9.98 Billion 6.09% of portfolio
75,595
Q1 2025 Added 3.17%
$788B
$7.5 Billion 4.57% of portfolio
30,581
Q4 2024 Reduced 0.26%
$377B
$7.26 Billion 4.43% of portfolio
19,820
Q1 2025 Reduced 0.1%
$264B
$6.48 Billion 3.95% of portfolio
73,839
Q1 2025 Added 4.16%
$54.7B
$6.14 Billion 3.74% of portfolio
35,955
Q1 2025 Added 0.54%
$335B
$5.48 Billion 3.34% of portfolio
26,137
Q1 2025 Added 4.5%
$284B
$5.37 Billion 3.28% of portfolio
10,262
Q1 2025 Added 0.01%
$53.1B
$4.96 Billion 3.02% of portfolio
23,948
Q1 2025 Added 3.51%
$101B
$4.54 Billion 2.77% of portfolio
6,740
Q1 2025 Added 0.54%
$9.75B
$3.87 Billion 2.36% of portfolio
43,971
Q1 2025 Added 1.76%
$61.5B
$3.72 Billion 2.27% of portfolio
130,265
Q1 2025 Added 1.23%
$75.2B
$3.42 Billion 2.08% of portfolio
6,676
Q2 2024 New
$32B
$2.58 Billion 1.57% of portfolio
21,457
Q1 2025 Added 0.98%
$223B
$2.54 Billion 1.55% of portfolio
21,752
Q1 2025 Added 0.55%
$116B
$2.42 Billion 1.48% of portfolio
23,039
Q4 2024 Reduced 4.16%
$206B
$2.4 Billion 1.46% of portfolio
26,717
Q1 2025 Reduced 0.6%
Labcorp Holdings Inc
-
$2.25 Billion 1.37% of portfolio
-
Q1 2025 Added 1.75%
$44.1B
$2.2 Billion 1.34% of portfolio
17,269
Q1 2025 Added 1.41%
$409B
$2.1 Billion 1.28% of portfolio
12,674
Q1 2025 Added 4.74%
$185B
$2.05 Billion 1.25% of portfolio
45,188
Q1 2025 Added 2.23%
$57.1B
$1.93 Billion 1.18% of portfolio
15,662
Q1 2025 Added 4.18%
$767B
$1.91 Billion 1.16% of portfolio
2,307
Q1 2025 Added 0.3%
$31.6B
$1.85 Billion 1.13% of portfolio
13,335
Q1 2025 Reduced 0.45%
$90.7B
$1.66 Billion 1.01% of portfolio
73,158
Q1 2025 Added 4.61%
$3.51T
$1.5 Billion 0.92% of portfolio
4,001
Q1 2025 Added 16.34%
$235B
$1.5 Billion 0.91% of portfolio
11,291
Q1 2025 Added 1.65%
$84.4B
$1.43 Billion 0.87% of portfolio
21,162
Q1 2025 Added 2.21%
$156B
$1.36 Billion 0.83% of portfolio
2,908
Q4 2024 Reduced 0.27%
$286B
$1.34 Billion 0.82% of portfolio
18,667
Q1 2025 Added 4.65%
$179B
$1.31 Billion 0.8% of portfolio
8,528
Q1 2025 Added 1.21%
$38.3B
$1.32 Billion 0.8% of portfolio
17,574
Q1 2025 Added 5.97%
$72.7B
$1.27 Billion 0.77% of portfolio
15,149
Q1 2025 Added 3.0%
$75.1B
$1.22 Billion 0.74% of portfolio
11,109
Q1 2025 Added 7.97%
$221B
$1.13 Billion 0.69% of portfolio
3,609
Q4 2024 Reduced 2.54%
$54B
$1.12 Billion 0.68% of portfolio
27,224
Q4 2024 Reduced 0.75%
$59.3B
$1.11 Billion 0.68% of portfolio
4,572
Q1 2025 Added 1.69%
$313B
$1.11 Billion 0.67% of portfolio
15,447
Q1 2025 Added 3.82%
$248B
$1.1 Billion 0.67% of portfolio
4,407
Q1 2025 Added 4.93%
$136B
$1.03 Billion 0.63% of portfolio
40,668
Q1 2025 Added 3.3%
$77.1B
$1 Billion 0.61% of portfolio
5,600
Q1 2025 Added 0.18%
$281B
$1 Billion 0.61% of portfolio
6,000
Q1 2025 Added 16.85%
$203B
$1 Billion 0.61% of portfolio
35,488
Q1 2025 Added 2.96%
$1.85B
$920 Million 0.56% of portfolio
35,241
Q2 2024 New
$7.13B
$892 Million 0.54% of portfolio
6,717
Q2 2024 New
$21.9B
$863 Million 0.53% of portfolio
23,084
Q1 2025 Added 0.46%
$76.5B
$864 Million 0.53% of portfolio
3,482
Q1 2025 Added 18.6%
$23.9B
$851 Million 0.52% of portfolio
8,276
Q2 2024 New
$68.6B
$811 Million 0.49% of portfolio
27,573
Q1 2025 Added 7.45%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $164 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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