William B. Walkup & Associates, Inc. Portfolio Holdings

William B. Walkup & Associates, Inc.

  • $158 Billion
  • Q4 2024

William B. Walkup & Associates, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $19.9B, Valero Energy Corp with a value of $8.98B, Home Depot, Inc. with a value of $7.72B, Jpmorgan Chase & CO with a value of $7.33B, and Walmart Inc. with a value of $6.41B.

Examining the 13F form we can see an decrease of $3.74B in the current position value, from $162B to 158B.

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 $158 Billion
Consumer Cyclical: $36.5 Billion
Financial Services: $32.8 Billion
Healthcare: $25.4 Billion
Energy: $20.5 Billion
Industrials: $11.9 Billion
Consumer Defensive: $9.48 Billion
Basic Materials: $8.55 Billion
Technology: $6.46 Billion
Other: $3.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.4B
$19.9 Billion 12.63% of portfolio
6,230
Q3 2024 Reduced 0.14%
$42.4B
$8.98 Billion 5.69% of portfolio
73,273
Q4 2024 Added 0.25%
$363B
$7.72 Billion 4.89% of portfolio
19,840
Q4 2024 Reduced 0.91%
$680B
$7.33 Billion 4.64% of portfolio
30,581
Q4 2024 Reduced 0.26%
$253B
$6.41 Billion 4.06% of portfolio
70,892
Q4 2024 Added 0.17%
$43.6B
$6.2 Billion 3.92% of portfolio
35,763
Q4 2024 Reduced 0.32%
$425B
$5.19 Billion 3.29% of portfolio
10,261
Q4 2024 Added 0.11%
$52.6B
$4.46 Billion 2.82% of portfolio
23,137
Q4 2024 Added 0.85%
$306B
$4.44 Billion 2.81% of portfolio
25,011
Q4 2024 Reduced 0.63%
$9.21B
$3.95 Billion 2.5% of portfolio
43,210
Q4 2024 Reduced 0.04%
$100B
$3.82 Billion 2.42% of portfolio
6,704
Q4 2024 Reduced 2.25%
$60.9B
$3.53 Billion 2.23% of portfolio
128,678
Q4 2024 Added 0.26%
$83.2B
$3.13 Billion 1.98% of portfolio
6,676
Q2 2024 New
$60B
$3.07 Billion 1.94% of portfolio
12,743
Q4 2024 Reduced 0.39%
$185B
$2.72 Billion 1.72% of portfolio
21,632
Q4 2024 Reduced 0.91%
$198B
$2.67 Billion 1.69% of portfolio
26,878
Q4 2024 Added 0.41%
$28.4B
$2.48 Billion 1.57% of portfolio
21,249
Q4 2024 Reduced 0.13%
$42.1B
$2.38 Billion 1.51% of portfolio
17,029
Q4 2024 Added 0.06%
$113B
$2.28 Billion 1.45% of portfolio
23,039
Q4 2024 Reduced 4.16%
Labcorp Holdings Inc
-
$2.18 Billion 1.38% of portfolio
-
Q3 2024 New
$28.7B
$2.08 Billion 1.32% of portfolio
13,395
Q2 2024 New
$798B
$1.78 Billion 1.12% of portfolio
2,300
Q3 2024 Reduced 1.5%
$185B
$1.77 Billion 1.12% of portfolio
44,201
Q4 2024 Reduced 0.68%
$412B
$1.75 Billion 1.11% of portfolio
12,100
Q4 2024 Reduced 0.32%
$47.7B
$1.71 Billion 1.08% of portfolio
15,034
Q2 2024 New
$2.74T
$1.45 Billion 0.92% of portfolio
3,439
Q2 2024 New
$77.7B
$1.4 Billion 0.89% of portfolio
69,934
Q4 2024 Reduced 0.18%
$153B
$1.29 Billion 0.82% of portfolio
8,426
Q4 2024 Reduced 0.94%
$58.9B
$1.28 Billion 0.81% of portfolio
10,289
Q4 2024 Reduced 0.53%
$54B
$1.27 Billion 0.8% of portfolio
4,496
Q4 2024 Added 0.38%
$36.4B
$1.27 Billion 0.8% of portfolio
16,584
Q3 2024 Reduced 1.23%
$229B
$1.26 Billion 0.8% of portfolio
11,108
Q4 2024 Reduced 4.58%
$246B
$1.25 Billion 0.79% of portfolio
17,837
Q4 2024 Reduced 0.59%
$136B
$1.23 Billion 0.78% of portfolio
2,908
Q4 2024 Reduced 0.27%
$47.6B
$1.18 Billion 0.75% of portfolio
27,224
Q4 2024 Reduced 0.75%
$61.7B
$1.13 Billion 0.72% of portfolio
14,708
Q4 2024 Reduced 0.05%
$2.17B
$1.13 Billion 0.71% of portfolio
35,241
Q2 2024 New
$124B
$1.04 Billion 0.66% of portfolio
39,368
Q4 2024 Added 1.17%
$229B
$1.05 Billion 0.66% of portfolio
3,609
Q4 2024 Reduced 2.54%
$62.5B
$997 Million 0.63% of portfolio
5,590
Q4 2024 Reduced 0.14%
$6.91B
$954 Million 0.6% of portfolio
6,717
Q2 2024 New
$316B
$926 Million 0.59% of portfolio
14,878
Q4 2024 Reduced 0.8%
$88.3B
$929 Million 0.59% of portfolio
20,704
Q4 2024 Reduced 2.84%
$214B
$923 Million 0.58% of portfolio
4,200
Q3 2024 Reduced 2.73%
$21.6B
$901 Million 0.57% of portfolio
8,276
Q2 2024 New
$2.4B
$815 Million 0.52% of portfolio
17,235
Q2 2024 New
$58.2B
$828 Million 0.52% of portfolio
25,661
Q4 2024 Reduced 1.01%
$193B
$785 Million 0.5% of portfolio
34,469
Q3 2024 Reduced 0.97%
$19.8B
$752 Million 0.48% of portfolio
22,979
Q4 2024 Added 3.75%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $158 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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