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CIK: 0001222993
Total reported value
$2.0B
$2.0B
183 檔
21.9%
At the close of Q1 2025, Waters Parkerson & Co., LLC disclosed equity holdings valued at approximately $2.0B, spread across 183 reported holdings.
In Q1 2025, Waters Parkerson & Co., LLC displayed an active expansion posture, initiating 183 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 5.71% | +0.35% | -2.00% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.84% | -0.32% | -3.29% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.65% | +0.21% | -1.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.11% | -0.44% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.19% | -0.14% | -0.19% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.76% | +0.01% | -1.34% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.45% | -1.09% | +0.46% | |
| 8 | ACN | Accenture plc | Stock-Tech | 3.37% | -0.82% | -1.87% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.24% | -0.30% | -1.39% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.75% | +0.12% | -0.61% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.70% | -0.77% | -0.24% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 2.58% | +0.28% | -0.42% | |
| 13 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.31% | +0.89% | +0.26% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.16% | -0.01% | -0.92% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.10% | -0.94% | |
| 16 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.80% | -0.38% | +2.38% | |
| 17 | POOL | Pool CORP | Stock-Industrials | 1.77% | — | +169.74% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.61% | -0.30% | +0.62% | |
| 19 | AFL | Aflac Inc | Stock-Financials | 1.60% | +0.02% | -1.93% | |
| 20 | COHR | Coherent CORP | Stock-Tech | 1.54% | +1.10% | +3.03% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | +0.02% | +4.02% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.49% | -0.72% | EXIT | |
| 23 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 1.46% | +0.03% | +3.41% | |
| 24 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.37% | -0.01% | -3.16% | |
| 25 | J | Jacobs Solutions Inc | Stock-Industrials | 1.35% | -0.04% | +1.08% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | -0.08% | +3.81% | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 1.25% | -0.07% | +10.95% | |
| 28 | CBZ | Cbiz Inc | Stock-Other | 1.23% | +0.10% | +6.56% | |
| 29 | DXCM | Dexcom Inc | Stock-Healthcare | 1.23% | — | +7.79% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.06% | -1.38% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | +0.33% | +3.01% | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.19% | +0.05% | -0.19% | |
| 33 | BDC | Belden Inc | Stock-Tech | 1.17% | +0.06% | +2.58% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 1.15% | — | +0.21% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.01% | -1.10% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | — | +23.93% | |
| 37 | MCHP | Microchip Technology Inc | Stock-Tech | 0.85% | +0.32% | -0.10% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.08% | +0.18% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.20% | +1.66% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | +0.02% | -0.19% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 0.77% | -0.22% | -2.43% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.07% | -1.83% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.11% | -1.61% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | +0.04% | +0.19% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.61% | -0.13% | — | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | — | -24.03% | |
| 47 | CPAY | Corpay Inc | Stock-Tech | 0.58% | — | — | |
| 48 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.57% | -0.17% | EXIT | |
| 49 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 0.51% | +0.05% | -1.40% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.07% | +0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 6 | HD | Home Depot Inc | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | ACN | Accenture plc | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | PM | Philip Morris International | — | NEW | New buy |
| 11 | CVX | Chevron CORP | — | NEW | New buy |
| 12 | BAC | Bank Of America CORP | — | NEW | New buy |
| 13 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | NEW | New buy |
| 16 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 17 | POOL | Pool CORP | — | NEW | New buy |
| 18 | PEP | Pepsico Inc | — | NEW | New buy |
| 19 | AFL | Aflac Inc | — | NEW | New buy |
| 20 | COHR | Coherent CORP | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | HON | Honeywell International Inc | — | NEW | New buy |
| 23 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 24 | FBIN | Fortune Brands Innovations I | — | NEW | New buy |
| 25 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 27 | O | Realty Income CORP | — | NEW | New buy |
| 28 | CBZ | Cbiz Inc | — | NEW | New buy |
| 29 | DXCM | Dexcom Inc | — | NEW | New buy |
| 30 | ORCL | Oracle CORP | — | NEW | New buy |
| 31 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 32 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 33 | BDC | Belden Inc | — | NEW | New buy |
| 34 | ZTS | Zoetis Inc | — | NEW | New buy |
| 35 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 36 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 37 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 38 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 39 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 40 | KO | Coca-cola Co/the | — | NEW | New buy |
| 41 | GIS | General Mills Inc | — | NEW | New buy |
| 42 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 43 | WMT | Walmart Inc | — | NEW | New buy |
| 44 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 45 | WM | Waste Management Inc | — | NEW | New buy |
| 46 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 47 | CPAY | Corpay Inc | — | NEW | New buy |
| 48 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 49 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 50 | NVDA | Nvidia CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Waters Parkerson & Co., LLC reported a total U.S. public equity portfolio value of $2.0B across 183 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, META, JPM) accounted for 21.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
V
市值: $107.0M
During Q1 2025, Waters Parkerson & Co., LLC's top holdings by market value included V (5.7%)、META (4.8%)、JPM (4.7%). The largest single position, V, represented 5.7% of total portfolio value.
In Q1 2025, Waters Parkerson & Co., LLC made 183 total portfolio adjustments, initiating 183 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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