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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.7B
$26.8 Billion 14.36% of portfolio
6,247
Q2 2025 Added 0.14%
$65.4B
$12.9 Billion 6.9% of portfolio
75,608
Q3 2025 Reduced 0.01%
$913B
$9.64 Billion 5.16% of portfolio
30,559
Q3 2025 Reduced 0.07%
$84.4B
$8.96 Billion 4.8% of portfolio
42,148
Q3 2025 Reduced 0.2%
$389B
$7.98 Billion 4.27% of portfolio
19,696
Q3 2025 Reduced 0.63%
$275B
$7.61 Billion 4.07% of portfolio
73,796
Q3 2025 Reduced 0.06%
$386B
$6.06 Billion 3.24% of portfolio
26,165
Q3 2025 Reduced 0.03%
$51.8B
$5.29 Billion 2.83% of portfolio
24,642
Q3 2025 Added 2.9%
$117B
$5.21 Billion 2.79% of portfolio
6,740
Q1 2025 Added 0.54%
$89.8B
$4.07 Billion 2.18% of portfolio
6,676
Q2 2024 New
$58.9B
$3.69 Billion 1.97% of portfolio
130,237
Q3 2025 Reduced 0.02%
$63B
$3.67 Billion 1.96% of portfolio
13,134
Q3 2025 Reduced 0.04%
$319B
$3.59 Billion 1.92% of portfolio
10,385
Q3 2025 Added 0.05%
$278B
$3.43 Billion 1.84% of portfolio
21,607
Q3 2025 Reduced 0.27%
$51.8B
$2.93 Billion 1.57% of portfolio
17,305
Q3 2025 Added 0.03%
$38.6B
$2.91 Billion 1.56% of portfolio
21,457
Q1 2025 Added 0.98%
$148B
$2.61 Billion 1.4% of portfolio
10,388
Q1 2025 Added 0.71%
$164B
$2.43 Billion 1.3% of portfolio
72,539
Q3 2025 Reduced 0.06%
$167B
$2.42 Billion 1.3% of portfolio
55,113
Q3 2025 Added 21.96%
$494B
$2.38 Billion 1.28% of portfolio
12,845
Q3 2025 Added 0.55%
$34.1B
$2.3 Billion 1.23% of portfolio
13,335
Q1 2025 Reduced 0.45%
$218B
$2.27 Billion 1.22% of portfolio
27,053
Q3 2025 Added 0.23%
$113B
$2.18 Billion 1.17% of portfolio
23,079
Q3 2025 Added 0.17%
$65.5B
$2.14 Billion 1.15% of portfolio
15,761
Q3 2025 Added 0.63%
$3.86T
$2.07 Billion 1.11% of portfolio
4,001
Q1 2025 Added 16.34%
$820B
$1.76 Billion 0.94% of portfolio
2,307
Q1 2025 Added 0.3%
$87.2B
$1.66 Billion 0.89% of portfolio
15,256
Q3 2025 Added 0.11%
$103B
$1.59 Billion 0.85% of portfolio
21,146
Q2 2025 Reduced 0.08%
$330B
$1.56 Billion 0.84% of portfolio
18,632
Q3 2025 Reduced 0.03%
$216B
$1.51 Billion 0.81% of portfolio
11,291
Q1 2025 Added 1.65%
$82.5B
$1.46 Billion 0.78% of portfolio
11,109
Q1 2025 Added 7.97%
$37.6B
$1.45 Billion 0.78% of portfolio
17,574
Q1 2025 Added 5.97%
$203B
$1.42 Billion 0.76% of portfolio
8,524
Q3 2025 Reduced 0.05%
$139B
$1.32 Billion 0.71% of portfolio
2,891
Q3 2025 Reduced 0.58%
$138B
$1.31 Billion 0.7% of portfolio
51,253
Q3 2025 Added 26.03%
$276B
$1.24 Billion 0.67% of portfolio
4,407
Q1 2025 Added 4.93%
$59.2B
$1.24 Billion 0.67% of portfolio
27,194
Q3 2025 Reduced 0.11%
$66B
$1.19 Billion 0.64% of portfolio
5,060
Q3 2025 Added 9.79%
$220B
$1.1 Billion 0.59% of portfolio
3,609
Q4 2024 Reduced 2.54%
$27.3B
$1.1 Billion 0.59% of portfolio
8,329
Q3 2025 Added 0.64%
$85.6B
$1.06 Billion 0.57% of portfolio
5,415
Q3 2025 Reduced 0.18%
$298B
$1.02 Billion 0.55% of portfolio
15,447
Q1 2025 Added 3.82%
$176B
$1 Billion 0.54% of portfolio
35,488
Q1 2025 Added 2.96%
$309B
$987 Million 0.53% of portfolio
6,356
Q3 2025 Added 1.05%
$75.7B
$979 Million 0.52% of portfolio
27,573
Q1 2025 Added 7.45%
$74.9B
$900 Million 0.48% of portfolio
3,451
Q3 2025 Reduced 0.89%
$21.3B
$835 Million 0.45% of portfolio
23,814
Q3 2025 Added 0.39%
$2.81B
$778 Million 0.42% of portfolio
35,241
Q2 2024 New
$129B
$754 Million 0.4% of portfolio
1,510
Q2 2025 Reduced 0.2%

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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