Top 50 Waters Parkerson & Co., Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 5.12% | 338.6K | $99.6M | -1.13%(-3.86K) | $62.83(+377.87%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.06% | 413.4K | $98.5M | -6.84%(-30.34K) | $45.23(+792.65%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.73% | 542.4K | $92.0M | -0.85%(-4.64K) | $99.29(+52.66%) | 2026-03-31 | |
| V | VISA INC | 4.67% | 300.7K | $90.9M | +0.52%(+1.57K) | $30.31(+956.69%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.52% | 153.5K | $87.8M | +0.09%(+144) | $88.96(+593.15%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.03% | 212.0K | $78.5M | -0.49%(-1.04K) | $62.11(+552.41%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.99% | 157.8K | $77.5M | -0.18%(-282) | $59.10(+654.66%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.25% | 191.9K | $63.1M | +0.38%(+723) | $48.72(+520.97%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.18% | 299.1K | $61.9M | -2.31%(-7.08K) | $94.54(+96.74%) | 2026-03-31 | |
| ROK | ROCKWELL AUTOMATION INC | 3.08% | 167.1K | $60.0M | -0.67%(-1.13K) | $113.01(+302.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.15% | +26.51% |
| Top 20 Holdings Unweighted | +7.53% | +24.33% |
Sign up free to track Waters Parkerson & Co., Llc, compare funds side by side, and get alerts the moment positions change.