William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $170 Billion
  • Q2 2025

William B. Walkup & Associates, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 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 $23.2B, Valero Energy Corp with a value of $10.2B, Capital One Financial Corp with a value of $8.99B, Jpmorgan Chase & CO with a value of $8.87B, and Home Depot, Inc. with a value of $7.27B.

Examining the 13F form we can see an increase of $5.74B in the current position value, from $164B to 170B.

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 $170 Billion
Consumer Cyclical: $38.8 Billion
Financial Services: $38 Billion
Healthcare: $25.3 Billion
Energy: $21.4 Billion
Industrials: $12.3 Billion
Consumer Defensive: $10.5 Billion
Basic Materials: $8.26 Billion
Technology: $7.52 Billion
Other: $4.62 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.9B
$23.2 Billion 13.66% of portfolio
6,247
Q2 2025 Added 0.14%
$51.4B
$10.2 Billion 5.99% of portfolio
75,612
Q2 2025 Added 0.02%
$83.2B
$8.99 Billion 5.29% of portfolio
42,232
Q2 2025 Added 654.14%
$859B
$8.87 Billion 5.22% of portfolio
30,579
Q2 2025 Reduced 0.01%
$405B
$7.27 Billion 4.28% of portfolio
19,820
Q1 2025 Reduced 0.1%
$281B
$7.22 Billion 4.25% of portfolio
73,839
Q1 2025 Added 4.16%
$94.7B
$4.94 Billion 2.91% of portfolio
6,740
Q1 2025 Added 0.54%
$351B
$4.86 Billion 2.86% of portfolio
26,172
Q2 2025 Added 0.13%
$55.9B
$4.82 Billion 2.84% of portfolio
23,948
Q1 2025 Added 3.51%
$59.7B
$3.83 Billion 2.26% of portfolio
130,262
Q2 2025 Reduced -0.0%
$61.9B
$3.52 Billion 2.07% of portfolio
13,139
Q2 2025 New
$89.4B
$3.34 Billion 1.97% of portfolio
6,676
Q2 2024 New
$7.61B
$3.28 Billion 1.93% of portfolio
43,956
Q2 2025 Reduced 0.03%
$245B
$3.24 Billion 1.91% of portfolio
10,380
Q2 2025 Added 1.15%
$250B
$3.05 Billion 1.8% of portfolio
21,665
Q2 2025 Reduced 0.4%
$36.3B
$2.78 Billion 1.64% of portfolio
21,457
Q1 2025 Added 0.98%
$55B
$2.23 Billion 1.31% of portfolio
17,299
Q2 2025 Added 0.17%
$203B
$2.14 Billion 1.26% of portfolio
26,991
Q2 2025 Added 1.03%
$120B
$2.07 Billion 1.22% of portfolio
23,039
Q4 2024 Reduced 4.16%
$36.2B
$2.05 Billion 1.2% of portfolio
13,335
Q1 2025 Reduced 0.45%
$3.95T
$1.99 Billion 1.17% of portfolio
4,001
Q1 2025 Added 16.34%
$452B
$1.95 Billion 1.15% of portfolio
12,775
Q2 2025 Added 0.8%
$182B
$1.96 Billion 1.15% of portfolio
45,188
Q1 2025 Added 2.23%
$57.7B
$1.87 Billion 1.1% of portfolio
15,662
Q1 2025 Added 4.18%
$608B
$1.8 Billion 1.06% of portfolio
2,307
Q1 2025 Added 0.3%
$89.6B
$1.63 Billion 0.96% of portfolio
72,582
Q2 2025 Reduced 0.79%
$229B
$1.54 Billion 0.9% of portfolio
11,291
Q1 2025 Added 1.65%
$302B
$1.49 Billion 0.88% of portfolio
18,637
Q2 2025 Reduced 0.16%
$78.6B
$1.48 Billion 0.87% of portfolio
11,109
Q1 2025 Added 7.97%
$153B
$1.48 Billion 0.87% of portfolio
2,908
Q4 2024 Reduced 0.27%
$86B
$1.46 Billion 0.86% of portfolio
21,146
Q2 2025 Reduced 0.08%
$83.7B
$1.39 Billion 0.82% of portfolio
15,239
Q2 2025 Added 0.59%
$173B
$1.36 Billion 0.8% of portfolio
8,528
Q1 2025 Added 1.21%
$40.9B
$1.33 Billion 0.78% of portfolio
17,574
Q1 2025 Added 5.97%
$210B
$1.3 Billion 0.77% of portfolio
4,407
Q1 2025 Added 4.93%
$58.4B
$1.17 Billion 0.69% of portfolio
27,224
Q4 2024 Reduced 0.75%
$306B
$1.09 Billion 0.64% of portfolio
15,447
Q1 2025 Added 3.82%
$222B
$1.05 Billion 0.62% of portfolio
3,609
Q4 2024 Reduced 2.54%
$60B
$1.05 Billion 0.62% of portfolio
4,609
Q2 2025 Added 0.81%
$203B
$1.03 Billion 0.61% of portfolio
35,488
Q1 2025 Added 2.96%
$75.1B
$1.01 Billion 0.59% of portfolio
5,425
Q1 2025 Reduced 4.2%
$138B
$986 Million 0.58% of portfolio
40,668
Q1 2025 Added 3.3%
$75.3B
$900 Million 0.53% of portfolio
27,573
Q1 2025 Added 7.45%
$302B
$901 Million 0.53% of portfolio
6,290
Q2 2025 Added 4.83%
$28.1B
$873 Million 0.51% of portfolio
8,276
Q2 2024 New
$80B
$861 Million 0.51% of portfolio
3,482
Q1 2025 Added 18.6%
$6.81B
$852 Million 0.5% of portfolio
6,717
Q2 2024 New
$10.3B
$817 Million 0.48% of portfolio
71,181
Q1 2025 Added 0.93%
$60.2B
$794 Million 0.47% of portfolio
18,318
Q1 2025 Added 8.06%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $170 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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