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
$9.69B
$795 Million 0.48% of portfolio
71,181
Q1 2025 Added 0.93%
$65.3B
$714 Million 0.44% of portfolio
6,423
Q1 2025 Added 18.86%
$70.5B
$704 Million 0.43% of portfolio
5,425
Q1 2025 Reduced 4.2%
$56.7B
$694 Million 0.42% of portfolio
18,318
Q1 2025 Added 8.06%
$125B
$676 Million 0.41% of portfolio
1,513
Q1 2025 Added 10.6%
$19.8B
$646 Million 0.39% of portfolio
22,362
Q2 2024 New
$4.63B
$634 Million 0.39% of portfolio
3,625
Q2 2024 New
$355B
$577 Million 0.35% of portfolio
13,828
Q4 2024 Reduced 1.07%
$431B
$555 Million 0.34% of portfolio
4,668
Q3 2024 Reduced 10.69%
$34.7B
$547 Million 0.33% of portfolio
7,328
Q1 2025 Added 4.9%
$5.67B
$463 Million 0.28% of portfolio
1,902
Q2 2024 New
$19.8B
$457 Million 0.28% of portfolio
4,036
Q4 2024 Reduced 11.51%
$3.22T
$434 Million 0.26% of portfolio
1,953
Q1 2025 Added 9.17%
$23.8B
$428 Million 0.26% of portfolio
2,898
Q3 2024 Reduced 0.38%
$20.4B
$405 Million 0.25% of portfolio
11,605
Q1 2025 Added 3.32%
$89.6B
$408 Million 0.25% of portfolio
3,341
Q4 2024 Reduced 0.51%
$9.1B
$376 Million 0.23% of portfolio
1,843
Q1 2025 Added 2.45%
$40.7B
$363 Million 0.22% of portfolio
36,199
Q1 2025 Added 2.07%
$32.9B
$359 Million 0.22% of portfolio
3,072
Q2 2024 New
$4.55B
$367 Million 0.22% of portfolio
7,767
Q1 2025 Added 15.8%
$25.6B
$327 Million 0.2% of portfolio
4,742
Q1 2025 Added 0.76%
$146B
$304 Million 0.19% of portfolio
4,285
Q1 2025 Added 6.2%
$99.7B
$301 Million 0.18% of portfolio
4,936
Q1 2025 Added 7.75%
$23.1B
$288 Million 0.18% of portfolio
18,695
Q2 2024 New
$50.6B
$280 Million 0.17% of portfolio
4,457
Q1 2025 Added 9.13%
$264B
$271 Million 0.16% of portfolio
1,352
Q1 2025 Added 9.74%
$27.5B
$251 Million 0.15% of portfolio
2,187
Q1 2025 Added 3.16%
$97.9B
$217 Million 0.13% of portfolio
2,358
Q2 2024 New
$47.2B
$191 Million 0.12% of portfolio
3,408
Q2 2024 New
$120B
$161 Million 0.1% of portfolio
946
Q1 2025 Added 7.74%
$3.65B
$159 Million 0.1% of portfolio
15,070
Q1 2025 Reduced 2.42%
$0
$157 Million 0.1% of portfolio
280
Q2 2024 New
$220B
$152 Million 0.09% of portfolio
565
Q2 2024 New
$10.3B
$123 Million 0.08% of portfolio
3,089
Q4 2024 Reduced 3.14%
$20.9B
$119 Million 0.07% of portfolio
2,975
Q2 2024 New
$38.8B
$115 Million 0.07% of portfolio
2,335
Q1 2025 Added 5.75%
Linde PLC
-
$93.1 Million 0.06% of portfolio
-
Q2 2024 New
Ge Vernova Inc
-
$91.3 Million 0.06% of portfolio
-
Q1 2025 Added 6.41%
$96.2B
$83.6 Million 0.05% of portfolio
254
Q2 2024 New
$23.2B
$84.1 Million 0.05% of portfolio
7,837
Q1 2025 Added 3.23%
$5.08B
$77.8 Million 0.05% of portfolio
2,551
Q4 2024 Reduced 0.23%
$1.6B
$62.5 Million 0.04% of portfolio
4,616
Q3 2024 Reduced 2.6%
$33.9B
$73.1 Million 0.04% of portfolio
4,255
Q2 2024 New
$4.91B
$70.5 Million 0.04% of portfolio
1,670
Q3 2024 Reduced 9.29%
$398B
$60 Million 0.04% of portfolio
352
Q2 2024 New
Fortrea Hldgs Inc Common
-
$69.4 Million 0.04% of portfolio
-
Q1 2025 Added 0.28%
$16.3B
$69.6 Million 0.04% of portfolio
855
Q2 2024 New
$1.06T
$44.5 Million 0.03% of portfolio
285
Q4 2024 New
$33.9B
$43.4 Million 0.03% of portfolio
398
Q2 2024 New

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
Track This Portfolio

Track William B. Walkup & Associates, Inc. Portfolio

Follow William B. Walkup & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of William B. Walkup & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on William B. Walkup & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email