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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.8B
$18.5 Billion 12.11% of portfolio
6,239
Q2 2024 New
$51.6B
$11.5 Billion 7.52% of portfolio
73,203
Q2 2024 New
$391B
$6.93 Billion 4.54% of portfolio
20,135
Q2 2024 New
$610B
$6.23 Billion 4.08% of portfolio
30,803
Q2 2024 New
$551B
$5.22 Billion 3.42% of portfolio
10,256
Q2 2024 New
$36.6B
$4.84 Billion 3.17% of portfolio
36,965
Q2 2024 New
$219B
$4.81 Billion 3.15% of portfolio
71,070
Q2 2024 New
$346B
$4.34 Billion 2.84% of portfolio
25,277
Q2 2024 New
$12.6B
$4.27 Billion 2.79% of portfolio
43,537
Q2 2024 New
$74.7B
$4.01 Billion 2.62% of portfolio
6,858
Q2 2024 New
$51.5B
$3.71 Billion 2.43% of portfolio
23,224
Q2 2024 New
$36.7B
$3.41 Billion 2.23% of portfolio
21,554
Q2 2024 New
$299B
$3.33 Billion 2.18% of portfolio
26,901
Q2 2024 New
$80.3B
$2.91 Billion 1.91% of portfolio
6,676
Q2 2024 New
$134B
$2.77 Billion 1.81% of portfolio
24,206
Q2 2024 New
Travelers Companies Inc
-
$2.65 Billion 1.74% of portfolio
-
Q2 2024 New
$67.6B
$2.4 Billion 1.57% of portfolio
17,000
Q2 2024 New
$159B
$2.25 Billion 1.48% of portfolio
10,217
Q2 2024 New
$85.9B
$2.18 Billion 1.43% of portfolio
70,324
Q2 2024 New
$61.3B
$2.12 Billion 1.39% of portfolio
15,034
Q2 2024 New
$170B
$2.12 Billion 1.39% of portfolio
21,830
Q2 2024 New
$879B
$2.11 Billion 1.38% of portfolio
2,335
Q2 2024 New
$189B
$1.85 Billion 1.21% of portfolio
44,919
Q2 2024 New
$437B
$1.8 Billion 1.18% of portfolio
12,322
Q2 2024 New
$187B
$1.7 Billion 1.11% of portfolio
8,519
Q2 2024 New
$25.8B
$1.66 Billion 1.08% of portfolio
13,395
Q2 2024 New
$3.22T
$1.54 Billion 1.01% of portfolio
3,439
Q2 2024 New
$76.1B
$1.33 Billion 0.87% of portfolio
4,426
Q2 2024 New
$76.6B
$1.27 Billion 0.83% of portfolio
21,485
Q2 2024 New
$3.25B
$1.27 Billion 0.83% of portfolio
35,241
Q2 2024 New
$206B
$1.21 Billion 0.79% of portfolio
11,619
Q2 2024 New
$39.1B
$1.2 Billion 0.78% of portfolio
16,790
Q2 2024 New
$60.5B
$1.15 Billion 0.75% of portfolio
10,458
Q2 2024 New
$169B
$1.1 Billion 0.72% of portfolio
39,318
Q2 2024 New
$119B
$1.09 Billion 0.71% of portfolio
2,916
Q2 2024 New
$204B
$1.07 Billion 0.7% of portfolio
18,009
Q2 2024 New
$55.9B
$1.07 Billion 0.7% of portfolio
27,429
Q2 2024 New
$26B
$1.03 Billion 0.67% of portfolio
21,648
Q2 2024 New
$218B
$959 Million 0.63% of portfolio
3,763
Q2 2024 New
$312B
$968 Million 0.63% of portfolio
15,201
Q2 2024 New
$31.9B
$911 Million 0.6% of portfolio
8,276
Q2 2024 New
$57B
$878 Million 0.58% of portfolio
14,661
Q2 2024 New
$71.1B
$867 Million 0.57% of portfolio
25,923
Q2 2024 New
$61.3B
$840 Million 0.55% of portfolio
17,286
Q2 2024 New
$7.8B
$821 Million 0.54% of portfolio
67,864
Q2 2024 New
$278B
$819 Million 0.54% of portfolio
5,234
Q2 2024 New
$6.99B
$799 Million 0.52% of portfolio
6,717
Q2 2024 New
$54.1B
$776 Million 0.51% of portfolio
5,607
Q2 2024 New
$195B
$747 Million 0.49% of portfolio
4,318
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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