William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $162 Billion
  • Q3 2024

William B. Walkup & Associates, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 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 $19.6B, Valero Energy Corp with a value of $9.87B, Home Depot, Inc. with a value of $8.11B, Jpmorgan Chase & CO with a value of $6.47B, and Unitedhealth Group Inc with a value of $5.99B.

Examining the 13F form we can see an increase of $8.97B in the current position value, from $153B to 162B.

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 $162 Billion
Consumer Cyclical: $38.1 Billion
Financial Services: $29.1 Billion
Healthcare: $27.8 Billion
Energy: $21.3 Billion
Industrials: $12.1 Billion
Basic Materials: $10.7 Billion
Consumer Defensive: $9.02 Billion
Technology: $7.02 Billion
Other: $4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$352M
$55.3 Million 0.03% of portfolio
5,753
Q2 2024 New
$345M
$5.13 Million 0.0% of portfolio
323
Q2 2024 New
$831M
$552,000 0.0% of portfolio
23
Q2 2024 New
$1.03B
$50,000 0.0% of portfolio
25
Q2 2024 New
$1.65B
$614,000 0.0% of portfolio
50
Q2 2024 New
$1.15B
$1.94 Million 0.0% of portfolio
200
Q2 2024 New
$439M
$3.32 Million 0.0% of portfolio
192
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $162 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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