Holdings of WATERS PARKERSON & CO., LLC
178 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 42.7 % of the equity sleeve
Sector breakdown
- Technology 15.4 %
- Financials 15.1 %
- Health care 12.2 %
- Consumer staples 9.2 %
- Industrials 8.4 %
- Communication 7.5 %
- Consumer discretionary 6.1 %
- Energy 5.3 %
- Funds 2.6 %
- Real estate 1.8 %
- Utilities 0.9 %
- Materials 0.2 %
- Unattributed 15.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 176 | 1.9B $ | 99.86 % |
| 2 | GB | 2 | 2.7M $ | 0.14 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Texas Instruments Inc | 4,879 | 947.2K $ | |
| 102 | Vanguard Information Technology ETF | 1,316 | 918.1K $ | |
| 103 | iShares Core S&P Small-Cap ETF | 7,016 | 872.2K $ | |
| 104 | Haverty Furniture Cos Inc | 39,850 | 844K $ | |
| 105 | CVS Health Corp | 11,400 | 818.7K $ | |
| 106 | iShares Trust | 15,145 | 796K $ | |
| 107 | Duke Energy Corp | 6,022 | 788.5K $ | |
| 108 | Bristol-Myers Squibb Co | 12,612 | 764.9K $ | |
| 109 | S&P Global Inc | 1,700 | 723.1K $ | |
| 110 | Berkshire Hathaway Inc | 1 | 718.1K $ | |
| 111 | InterDigital Inc | 2,350 | 709.7K $ | |
| 112 | Broadcom Inc | 2,172 | 672.3K $ | |
| 113 | Intuitive Surgical Inc | 1,448 | 667.5K $ | |
| 114 | Morgan Stanley | 4,050 | 666.5K $ | |
| 115 | Invesco Senior Loan ETF | 32,250 | 658.2K $ | |
| 116 | Sysco Corp | 8,862 | 632.1K $ | |
| 117 | Vanguard Growth ETF | 1,432 | 625.5K $ | |
| 118 | iShares Biotechnology ETF | 3,700 | 624.7K $ | |
| 119 | Cisco Systems, Inc. | 8,042 | 624K $ | |
| 120 | CSX Corp | 15,162 | 622.4K $ | |
| 121 | Hershey Co/The | 2,877 | 598.1K $ | |
| 122 | Murphy USA Inc | 1,150 | 568.1K $ | |
| 123 | IDEXX Laboratories Inc | 1,010 | 567.5K $ | |
| 124 | Interparfums Inc | 6,200 | 563.2K $ | |
| 125 | First Industrial Realty Trust Inc | 9,317 | 539K $ | |
| 126 | Trustmark Corp | 12,781 | 538.6K $ | |
| 127 | American Express Co | 1,749 | 529K $ | |
| 128 | iShares Select U.S. REIT ETF | 8,457 | 523.4K $ | |
| 129 | Vanguard World Fund | 3,586 | 519.8K $ | |
| 130 | NextEra Energy Inc | 5,486 | 509.5K $ | |
| 131 | Vanguard Large-Cap ETF | 1,644 | 491.2K $ | |
| 132 | GE Vernova Inc | 557 | 486.2K $ | |
| 133 | Palo Alto Networks Inc | 2,930 | 469.7K $ | |
| 134 | Vanguard S&P 500 Growth ETF | 1,142 | 465.7K $ | |
| 135 | Quest Diagnostics Inc | 2,350 | 460.6K $ | |
| 136 | Salesforce Inc | 2,465 | 460.1K $ | |
| 137 | iShares Select Dividend ETF | 3,015 | 456.5K $ | |
| 138 | SPDR SERIES TRUST | 2,500 | 454.6K $ | |
| 139 | HSBC Holdings PLC | 5,500 | 453.7K $ | |
| 140 | Vanguard Mega Cap Growth ETF | 1,207 | 443.6K $ | |
| 141 | Deere & Co | 768 | 432.6K $ | |
| 142 | Vanguard World Fund | 1,375 | 429.3K $ | |
| 143 | State Street SPDR S&P MidCap 400 ETF Trust | 690 | 425.6K $ | |
| 144 | Vanguard Mid-Cap ETF | 1,472 | 422.7K $ | |
| 145 | Marathon Petroleum Corp | 1,704 | 416.1K $ | |
| 146 | Vanguard Financials ETF | 3,350 | 404.7K $ | |
| 147 | Vanguard World Fund | 1,400 | 381.3K $ | |
| 148 | VANGUARD WORLD FUND | 1,055 | 378.7K $ | |
| 149 | Phillips 66 | 2,061 | 375.5K $ | |
| 150 | iShares Core U.S. Aggregate Bond ETF | 3,620 | 359.4K $ | |
| 151 | Blackrock Inc | 356 | 342.4K $ | |
| 152 | Progressive Corp/The | 1,705 | 338K $ | |
| 153 | Freeport-McMoRan Inc | 5,731 | 336.9K $ | |
| 154 | Vanguard World Fund | 1,866 | 335.5K $ | |
| 155 | Mastercard Inc | 650 | 324.8K $ | |
| 156 | Stryker Corp | 936 | 307.6K $ | |
| 157 | Colgate-Palmolive Co | 3,545 | 302.1K $ | |
| 158 | Gilead Sciences Inc | 2,152 | 299.9K $ | |
| 159 | Consolidated Edison Inc | 2,505 | 283.5K $ | |
| 160 | GSK PLC | 5,104 | 281.7K $ | |
| 161 | ConocoPhillips | 2,014 | 265.8K $ | |
| 162 | Union Pacific Corp | 1,083 | 262.8K $ | |
| 163 | GEO Group Inc/The | 15,000 | 252.2K $ | |
| 164 | Vanguard World Fund | 1,101 | 247.4K $ | |
| 165 | Atmos Energy Corp | 1,300 | 240.1K $ | |
| 166 | General Dynamics Corp | 680 | 233.4K $ | |
| 167 | UnitedHealth Group Inc | 836 | 226.2K $ | |
| 168 | Capital One Financial Corp | 1,235 | 225.3K $ | |
| 169 | Ameris Bancorp | 2,773 | 216.3K $ | |
| 170 | Starbucks Corp | 2,375 | 212.8K $ | |
| 171 | Lockheed Martin Corp | 342 | 206.7K $ | |
| 172 | FedEx Corp | 580 | 206.6K $ | |
| 173 | Vanguard Scottsdale Funds | 2,030 | 203.4K $ | |
| 174 | Hecla Mining Co | 10,800 | 201.2K $ | |
| 175 | Axon Enterprise Inc | 473 | 200.9K $ | |
| 176 | Flexshares Trust | 5,000 | 200.3K $ | |
| 177 | Crown Crafts Inc | 21,000 | 54.1K $ | |
| 178 | Birchtech Corp | 13,000 | 24.7K $ | |