Holdings of William B. Walkup & Associates, Inc.
153 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 49.2 % of the equity sleeve
Sector breakdown
- Consumer discretionary 23.1 %
- Financials 17.0 %
- Health care 16.8 %
- Energy 12.6 %
- Industrials 7.3 %
- Consumer staples 5.6 %
- Technology 3.9 %
- Materials 2.5 %
- Communication 2.0 %
- Utilities 0.6 %
- Unattributed 8.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- GB 0.0 %
- BM 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 149 | 161M $ | 99.98 % |
| 2 | GB | 2 | 22.5K $ | 0.01 % |
| 3 | BM | 1 | 13.8K $ | 0.01 % |
| 4 | KY | 1 | 411 $ | 0.00 % |