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CIK: 0002034054
Total reported value
$207.7M
$207.7M
160 檔
24.3%
The Q4 2024 SEC filing reveals that William B. Walkup & Associates, Inc. held a total portfolio value of $207.7M, covering 160 public equity positions.
During Q4 2024, William B. Walkup & Associates, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZO | Autozone Inc | Stock-Consumer Disc | 12.63% | -4.60% | — | |
| 2 | VLO | Valero Energy CORP | Stock-Energy | 5.69% | +3.45% | +0.25% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 4.89% | -1.05% | -0.91% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.64% | +0.29% | -0.26% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.06% | +0.15% | +0.17% | |
| 6 | DFSEUR | Discover Financial Services | Stock-Other | 3.92% | -3.66% | EXIT | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.29% | -1.13% | +0.11% | |
| 8 | ALL | Allstate CORP | Stock-Financials | 2.82% | -0.13% | +0.85% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.81% | -0.19% | -0.63% | |
| 10 | EMN | Eastman Chemical Co | Stock-Materials | 2.50% | -1.04% | -0.04% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 2.42% | -0.28% | -2.25% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.23% | -0.22% | +0.26% | |
| 13 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.98% | -0.39% | — | |
| 14 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.94% | — | -0.39% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.72% | +0.62% | -0.91% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.69% | +0.24% | +0.41% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.61% | -0.37% | +0.98% | |
| 18 | NUE | Nucor CORP | Stock-Materials | 1.57% | +0.73% | -0.13% | |
| 19 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.51% | +0.04% | +0.06% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.45% | -0.30% | -4.16% | |
| 21 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.38% | -0.04% | — | |
| 22 | RJF | Raymond James Financial Inc | Stock-Financials | 1.32% | -0.17% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.19% | — | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.17% | -0.68% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.32% | -0.32% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.08% | +0.14% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.04% | — | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.89% | +3.78% | -0.18% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.01% | -0.94% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.81% | +0.03% | -0.53% | |
| 31 | SYY | Sysco CORP | Stock-Consumer Staples | 0.80% | -0.09% | — | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.80% | +0.08% | +0.38% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.40% | -4.58% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.05% | -0.59% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.78% | +0.07% | -0.27% | |
| 36 | TFC | Truist Financial CORP | Stock-Financials | 0.75% | -0.02% | -0.75% | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.72% | +0.10% | -0.05% | |
| 38 | HP | Helmerich & Payne | Stock-Energy | 0.71% | -0.05% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.22% | -2.54% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | -0.05% | +1.17% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.63% | +3.43% | -0.14% | |
| 42 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.60% | -0.17% | — | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | +0.16% | -2.84% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.06% | -0.80% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.06% | — | |
| 46 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.57% | +0.07% | — | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.52% | +0.14% | -1.01% | |
| 48 | BUSD | Barnes Group Inc | Stock-Other | 0.52% | — | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.26% | — | |
| 50 | DVN | Devon Energy CORP | Stock-Energy | 0.48% | +0.27% | +3.75% |
According to official SEC Form 13F filings, William B. Walkup & Associates, Inc. reported a total U.S. public equity portfolio value of $207.7M across 160 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AZO, VLO, HD) accounted for 24.3% of total reported equity market value during Q4 2024.
During Q4 2024, William B. Walkup & Associates, Inc.'s top holdings by market value included AZO (12.6%)、VLO (5.7%)、HD (4.9%). The largest single position, AZO, represented 12.6% of total portfolio value.
In Q4 2024, William B. Walkup & Associates, Inc. made 0 total portfolio adjustments, initiating 0 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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