Investments: William B. Walkup & Associates, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
182.170.007 $-4.015.744 $186.185.751 $+16.912.288 $169.273.463 $+5.419.333 $163.854.130 $+163.854.130 $
BANK OF AMERICA CORP /DE/BAC76.986.482 $-408.399 $77.394.881 $+5.684.705 $71.710.176 $+5.263.053 $66.447.123 $+66.447.123 $
AUTOZONE INCAZO21.115.479 $-5.685.650 $26.801.129 $+3.610.828 $23.190.301 $-593.821 $23.784.122 $+23.784.122 $
JPMORGAN CHASE & COJPM9.713.966 $+74.741 $9.639.225 $+774.067 $8.865.158 $+1.363.639 $7.501.519 $+7.501.519 $
Walmart Inc.WMT8.118.447 $+513.031 $7.605.416 $+385.439 $7.219.977 $+737.651 $6.482.326 $+6.482.326 $
AbbVie Inc.ABBV5.850.601 $-207.643 $6.058.244 $+1.200.197 $4.858.047 $-618.177 $5.476.224 $+5.476.224 $
MCKESSON CORPMCK5.459.030 $+252.110 $5.206.920 $+267.983 $4.938.937 $+402.984 $4.535.953 $+4.535.953 $
UNITEDHEALTH GROUP INCUNH3.407.230 $-178.883 $3.586.113 $+347.708 $3.238.405 $-2.136.579 $5.374.984 $+5.374.984 $
ALLSTATE CORPALL5.046.805 $-242.600 $5.289.405 $+468.433 $4.820.972 $-137.940 $4.958.912 $+4.958.912 $
MORGAN STANLEYMS3.768.607 $+333.958 $3.434.649 $+382.917 $3.051.732 $+513.926 $2.537.806 $+2.537.806 $
NUCOR CORPNUE3.462.091 $+556.169 $2.905.922 $+126.382 $2.779.540 $+197.405 $2.582.135 $+2.582.135 $
INTEL CORPINTC2.644.309 $+210.626 $2.433.683 $+807.846 $1.625.837 $-35.581 $1.661.418 $+1.661.418 $
JOHNSON & JOHNSONJNJ2.559.144 $+177.424 $2.381.720 $+430.339 $1.951.381 $-150.475 $2.101.856 $+2.101.856 $
ELI LILLY & CoLLY2.479.824 $+719.201 $1.760.623 $-38.142 $1.798.765 $-107.022 $1.905.787 $+1.905.787 $
VERIZON COMMUNICATIONS INCVZ2.189.910 $-232.328 $2.422.238 $+466.932 $1.955.306 $-94.444 $2.049.750 $+2.049.750 $
CONOCOPHILLIPSCOP2.129.955 $-53.135 $2.183.090 $+115.525 $2.067.565 $-352.043 $2.419.608 $+2.419.608 $
Phillips 66PSX2.035.864 $-107.947 $2.143.811 $+275.334 $1.868.477 $-65.467 $1.933.944 $+1.933.944 $
MICROSOFT CORPMSFT1.934.964 $-137.354 $2.072.318 $+82.181 $1.990.137 $+488.202 $1.501.935 $+1.501.935 $
Bank of New York Mellon CorpBK1.740.479 $+78.131 $1.662.348 $+273.877 $1.388.471 $+117.882 $1.270.589 $+1.270.589 $
CVS HEALTH CorpCVS1.613.052 $+18.799 $1.594.253 $+135.550 $1.458.703 $+24.944 $1.433.759 $+1.433.759 $
EMERSON ELECTRIC COEMR1.455.607 $-1.737 $1.457.344 $-23.886 $1.481.230 $+263.184 $1.218.046 $+1.218.046 $
DEERE & CODE1.345.963 $+24.024 $1.321.939 $-156.750 $1.478.689 $+113.819 $1.364.870 $+1.364.870 $
SYSCO CORPSYY1.295.028 $-152.015 $1.447.043 $+115.988 $1.331.055 $+12.302 $1.318.753 $+1.318.753 $
FEDEX CORPFDX1.444.733 $+251.416 $1.193.317 $+145.532 $1.047.785 $-66.899 $1.114.684 $+1.114.684 $
PFIZER INCPFE1.236.148 $-69.791 $1.305.939 $+320.135 $985.804 $-44.736 $1.030.540 $+1.030.540 $
MCDONALDS CORPMCD1.078.415 $-18.476 $1.096.891 $+42.303 $1.054.588 $-72.912 $1.127.500 $+1.127.500 $
COCA COLA COKO1.079.900 $+55.455 $1.024.445 $-68.430 $1.092.875 $-13.439 $1.106.314 $+1.106.314 $
AT&T INC.T871.362 $-130.819 $1.002.181 $-24.842 $1.027.023 $+23.422 $1.003.601 $+1.003.601 $
CHEVRON CORPCVX969.594 $-17.546 $987.140 $+86.368 $900.772 $-103.052 $1.003.824 $+1.003.824 $
CSX CORPCSX996.513 $+17.396 $979.117 $+79.410 $899.707 $+88.234 $811.473 $+811.473 $
FREEPORT-MCMORAN INCFCX929.457 $+211.731 $717.726 $-76.359 $794.085 $+100.566 $693.519 $+693.519 $
LOCKHEED MARTIN CORPLMT735.541 $-18.641 $754.182 $+54.493 $699.689 $+23.593 $676.096 $+676.096 $
AFLAC INCAFL714.219 $-23.113 $737.332 $+41.191 $696.141 $-18.032 $714.173 $+714.173 $
EXXON MOBIL CORPXOM586.236 $+58.622 $527.614 $+24.350 $503.264 $-51.961 $555.225 $+555.225 $
CITIGROUP INCC579.366 $+89.628 $489.738 $+83.375 $406.363 $+102.171 $304.192 $+304.192 $
APPFOLIO INCAPPF535.564 $+38.272 $497.292 $+96.595 $400.697 $-33.123 $433.820 $+433.820 $
FORD MOTOR COF490.544 $+47.677 $442.867 $+42.621 $400.246 $+37.170 $363.076 $+363.076 $
Hewlett Packard Enterprise CoHPE458.782 $-1.104 $459.886 $+77.573 $382.313 $+93.849 $288.464 $+288.464 $
GENERAL ELECTRIC COGE416.457 $+9.748 $406.709 $+58.718 $347.991 $+77.388 $270.603 $+270.603 $
Duke Energy CORPDUK367.688 $-31.282 $398.970 $+18.302 $380.668 $-26.834 $407.502 $+407.502 $
HP INCHPQ308.912 $-78.571 $387.483 $+40.273 $347.210 $-45.850 $393.060 $+393.060 $
SOUTHERN COSO205.618 $-17.850 $223.468 $+6.933 $216.535 $-283 $216.818 $+216.818 $
AMERICAN EXPRESS COAXP209.022 $+21.352 $187.670 $+7.446 $180.224 $+28.211 $152.013 $+152.013 $
BOEING COBA177.930 $-26.353 $204.283 $+5.963 $198.320 $+36.894 $161.426 $+161.426 $
FMC CORPFMC90.835 $-46.846 $137.681 $+657 $137.024 $+66.567 $70.457 $+70.457 $
Alcoa CorpAA135.427 $+51.607 $83.820 $+8.525 $75.295 $-2.526 $77.821 $+77.821 $
PEMBINA PIPELINE CORPPBA113.229 $-7.140 $120.369 $+8.777 $111.592 $-7.497 $119.089 $+119.089 $
LINDE PLCLIN85.278 $-9.722 $95.000 $+1.164 $93.836 $+708 $93.128 $+93.128 $
ALPHA PRO TECH LTDAPT94.768 $+25.356 $69.412 $+18.856 $50.556 $+6.030 $44.526 $+44.526 $
Unum GroupUNM87.575 $+21.073 $66.502 $-2.548 $69.050 $-598 $69.648 $+69.648 $
PG&E CorpPCG47.021 $-17.144 $64.165 $+4.850 $59.315 $-13.786 $73.101 $+73.101 $
Chemours CoCC54.393 $-18.685 $73.078 $+20.219 $52.859 $-9.602 $62.461 $+62.461 $
MANITOWOC CO INCMTW68.978 $+11.390 $57.588 $-11.563 $69.151 $+19.733 $49.418 $+49.418 $
DELTA AIR LINES, INC.DAL63.848 $+11.638 $52.210 $+6.964 $45.246 $+5.134 $40.112 $+40.112 $
TENET HEALTHCARE CORPTHC60.013 $+27.527 $32.486 $+32.486 $
PROCTER & GAMBLE CoPG50.445 $-3.640 $54.085 $-1.996 $56.081 $-3.907 $59.988 $+59.988 $
BERKSHIRE HATHAWAY INCBRK-B50.265 $-9 $50.274 $+1.697 $48.577 $-4.681 $53.258 $+53.258 $
MANULIFE FINANCIAL CORPMFC49.631 $+7.018 $42.613 $-1.108 $43.721 $+1.108 $42.613 $+42.613 $
Walt Disney CoDIS40.388 $+3.748 $36.640 $-3.043 $39.683 $+8.099 $31.584 $+31.584 $
ENBRIDGE INCENB37.642 $-2.070 $39.712 $+4.045 $35.667 $+795 $34.872 $+34.872 $
PALATIN TECHNOLOGIES INCPTNT32.351 $-849 $33.200 $+8.390 $24.810 $+9.449 $15.361 $+15.361 $
GENERAL DYNAMICS CORPGD28.279 $-365 $28.644 $+4.145 $24.499 $+1.602 $22.897 $+22.897 $
CONSOLIDATED EDISON INCED25.029 $-302 $25.331 $+43 $25.288 $-2.581 $27.869 $+27.869 $
Viatris IncVTRS26.842 $+5.498 $21.344 $+2.064 $19.280 $+475 $18.805 $+18.805 $
DXC Technology CoDXC20.232 $+1.409 $18.823 $-2.292 $21.115 $-2.431 $23.546 $+23.546 $
ADVANCE AUTO PARTS INCAAP14.069 $-7.912 $21.981 $+5.338 $16.643 $+2.606 $14.037 $+14.037 $
Organon & Co.OGN8.783 $-6.863 $15.646 $+1.465 $14.181 $-7.633 $21.814 $+21.814 $
Encompass Health CorpEHC18.044 $-3.549 $21.593 $+746 $20.847 $+3.629 $17.218 $+17.218 $
NVIDIA CORPNVDA19.769 $-8 $19.777 $+3.030 $16.747 $+5.259 $11.488 $+11.488 $
VISTEON CORPVC19.496 $+19.496 $
BP PLCBP14.135 $+110 $14.025 $+1.843 $12.182 $-1.571 $13.753 $+13.753 $
3M COMMM12.488 $+384 $12.104 $+229 $11.875 $+420 $11.455 $+11.455 $
Ameris BancorpABCB11.141 $+144 $10.997 $+1.292 $9.705 $+1.069 $8.636 $+8.636 $
CENTERPOINT ENERGY INCCNP7.668 $-92 $7.760 $+412 $7.348 $+102 $7.246 $+7.246 $
NICOLET BANKSHARES INCNIC6.371 $-602 $6.973 $-131 $7.104 $+756 $6.348 $+6.348 $
YUM BRANDS INCYUM6.656 $-32 $6.688 $+168 $6.520 $-404 $6.924 $+6.924 $
MICRON TECHNOLOGY INCMU6.721 $+2.781 $3.940 $+1.038 $2.902 $+856 $2.046 $+2.046 $
ORACLE CORPORCL3.898 $-1.727 $5.625 $+1.252 $4.373 $+1.577 $2.796 $+2.796 $
Kraft Heinz CoKHC3.662 $-270 $3.932 $+33 $3.899 $-696 $4.595 $+4.595 $
AMAZON COM INCAMZN3.924 $+3.924 $
DOLLAR GENERAL CORPDG2.124 $+470 $1.654 $-176 $1.830 $+423 $1.407 $+1.407 $
Sylvamo CorpSLVM1.445 $+118 $1.327 $-176 $1.503 $-509 $2.012 $+2.012 $
Solventum CorpSOLV1.030 $+81 $949 $-37 $986 $-459 $1.445 $+1.445 $
Sonos IncSONO878 $+88 $790 $+249 $541 $+7 $534 $+534 $
VAIL RESORTS INCMTN398 $-51 $449 $-22 $471 $-9 $480 $+480 $
182.170.007 $-4.015.744 $186.185.751 $+16.912.288 $169.273.463 $+5.419.333 $163.854.130 $+163.854.130 $
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