WATERS PARKERSON & CO., LLC
13F Reported Value
ⓘ$1.9B
Holdings
188
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WATERS PARKERSON & CO., LLC disclosed 188 positions worth $1.9B in its Form 13F-HR for Q1 2026, led by $JPM (JPMORGAN CHASE & CO) at 5.1% of the equity portfolio, followed by $COHR and $XOM. During the quarter the fund opened 8 new positions and exited 6 — including a new stake in $CACI and a full exit from $Q. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from WATERS PARKERSON & CO., LLC’s Form 13F-HR filing with the SEC under CIK 1222993.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 35.6#2,134
Quality
$99.6M338,645 sh - 64.0#665
Quality
$98.5M413,396 sh - 61.8#782
Quality
$92.0M542,367 sh - 83.5
Quality
$90.9M300,678 sh - 80.9
Quality
$87.8M153,533 sh - 83.7
Quality
$78.5M212,026 sh - 63.7
Quality
$77.5M157,772 sh - 69.2
Quality
$63.1M191,938 sh - 54.7
Quality
$61.9M299,063 sh - 68.2
Quality
$60.0M167,144 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $99.6M | 338,645 |
 COHERENT CORP.$COHR | 64.0#665 | $98.5M | 413,396 |
 EXXON MOBIL CORP$XOM | 61.8#782 | $92.0M | 542,367 |
 VISA INC.$V | 83.5 | $90.9M | 300,678 |
 Meta Platforms, Inc.$META | 80.9 | $87.8M | 153,533 |
 MICROSOFT CORP$MSFT | 83.7 | $78.5M | 212,026 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $77.5M | 157,772 |
 HOME DEPOT, INC.$HD | 69.2 | $63.1M | 191,938 |
 CHEVRON CORP$CVX | 54.7 | $61.9M | 299,063 |
 ROCKWELL AUTOMATION, INC$ROK | 68.2 | $60.0M | 167,144 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WATERS PARKERSON & CO., LLC's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Technology
$564.4M
Financials
$314.5M
Industrials
$171.0M
Energy
$165.4M
Healthcare
$156.9M
Consumer Staples
$154.4M
Consumer Discretionary
$153.1M
Other
$98.9M
Full Holdings — WATERS PARKERSON & CO., LLC (Q1 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $JPM | JPMORGAN CHASE & CO | $99.6M | 5.1% | -1% | 35.6 |
| 2 | $COHR | COHERENT CORP. | $98.5M | 5.1% | -7% | 64 |
| 3 | $XOM | EXXON MOBIL CORP | $92.0M | 4.7% | -1% | 61.8 |
| 4 | $V | VISA INC. | $90.9M | 4.7% | +1% | 83.5 |
| 5 | $META | Meta Platforms, Inc. | $87.8M | 4.5% | +0% | 80.9 |
| 6 | $MSFT | MICROSOFT CORP | $78.5M | 4.0% | -0% | 83.7 |
| 7 | $TMO | THERMO FISHER SCIENTIFIC INC. | $77.5M | 4.0% | -0% | 63.7 |
| 8 | $HD | HOME DEPOT, INC. | $63.1M | 3.3% | +0% | 69.2 |
| 9 | $CVX | CHEVRON CORP | $61.9M | 3.2% | -2% | 54.7 |
| 10 | $ROK | ROCKWELL AUTOMATION, INC | $60.0M | 3.1% | -1% | 68.2 |
| 11 |  $BAC | BANK OF AMERICA CORP /DE/ | $55.1M | 2.8% | -2% | 68.4 |
| 12 |  $PM | Philip Morris International Inc. | $54.0M | 2.8% | -0% | 80.5 |
| 13 |  $ABT | ABBOTT LABORATORIES | $47.5M | 2.4% | +1% | 67 |
| 14 |  $MRK | Merck & Co., Inc. | $42.3M | 2.2% | -0% | 70.9 |
| 15 |  $ACN | Accenture plc | $41.5M | 2.1% | +2% | — |
| 16 |  $AAPL | Apple Inc. | $39.1M | 2.0% | -3% | 76.1 |
| 17 |  $AMZN | AMAZON COM INC | $36.6M | 1.9% | +3% | 74.6 |
| 18 |  $WM | WASTE MANAGEMENT INC | $35.3M | 1.8% | +4% | 70.7 |
| 19 |  $PG | PROCTER & GAMBLE Co | $35.1M | 1.8% | +3% | 72.9 |
| 20 |  $PEP | PEPSICO INC | $32.8M | 1.7% | +0% | 62.7 |
| 21 |  $J | JACOBS SOLUTIONS INC. | $29.7M | 1.5% | +3% | 47.7 |
| 22 | — | ISHARES TR | $28.3M | 1.5% | +1% | — |
| 23 |  $AFL | AFLAC INC | $28.3M | 1.5% | -1% | 60.3 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $26.9M | 1.4% | -1% | 72.8 |
| 25 |  $BDC | BELDEN INC. | $26.4M | 1.4% | +1% | 57.4 |
| 26 |  $BAH | Booz Allen Hamilton Holding Corp | $26.3M | 1.4% | -1% | 65.5 |
| 27 |  $O | REALTY INCOME CORP | $25.8M | 1.3% | -0% | 74.6 |
| 28 |  $NSC | NORFOLK SOUTHERN CORP | $25.6M | 1.3% | -1% | 70.8 |
| 29 |  $DIS | Walt Disney Co | $24.6M | 1.3% | +0% | 68.9 |
| 30 |  $ORCL | ORACLE CORP | $23.7M | 1.2% | -1% | 67.2 |
| 31 |  $MCHP | MICROCHIP TECHNOLOGY INC | $19.2M | 1.0% | -0% | 40 |
| 32 |  $BSX | BOSTON SCIENTIFIC CORP | $18.5M | 0.9% | +12% | 79.9 |
| 33 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $17.9M | 0.9% | +3% | 56.2 |
| 34 |  $POOL | POOL CORP | $17.7M | 0.9% | +6% | 56.3 |
| 35 |  $WMT | Walmart Inc. | $17.6M | 0.9% | -2% | 63.2 |
| 36 |  $KO | COCA COLA CO | $15.2M | 0.8% | -1% | 74 |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $14.7M | 0.8% | -2% | 66.7 |
| 38 | — | ISHARES TR | $14.6M | 0.8% | +7% | — |
| 39 |  $CACI | CACI INTERNATIONAL INC /DE/ | $14.4M | 0.7% | NEW | 66.7 |
| 40 |  $VZ | VERIZON COMMUNICATIONS INC | $14.3M | 0.7% | -6% | 71.6 |
| 41 |  $CBZ | CBIZ, Inc. | $14.0M | 0.7% | +20% | 67 |
| 42 |  $HON | HONEYWELL INTERNATIONAL INC | $14.0M | 0.7% | -4% | 65.7 |
| 43 |  $LOW | LOWES COMPANIES INC | $13.2M | 0.7% | -2% | 63.5 |
| 44 |  $NVDA | NVIDIA CORP | $12.5M | 0.6% | -7% | 90.2 |
| 45 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $11.3M | 0.6% | +145% | 75.4 |
| 46 |  $LLY | ELI LILLY & Co | $9.8M | 0.5% | -1% | 89.3 |
| 47 |  $SPG | SIMON PROPERTY GROUP INC. | $8.1M | 0.4% | -1% | 76.9 |
| 48 |  $MDLZ | Mondelez International, Inc. | $8.0M | 0.4% | +1% | 53.9 |
| 49 | — | ISHARES TR | $7.3M | 0.4% | -66% | — |
| 50 | — | VANGUARD INDEX FDS | $7.0M | 0.4% | +7% | — |
| 51 |  $GOOGL | Alphabet Inc. | $6.9M | 0.3% | -3% | 80.2 |
| 52 |  $DCI | DONALDSON Co INC | $6.7M | 0.3% | -3% | 64.7 |
| 53 | — | VANGUARD INTL EQUITY INDEX F | $6.5M | 0.3% | +24% | — |
| 54 |  $DVN | DEVON ENERGY CORP/DE | $5.9M | 0.3% | -8% | 70.2 |
| 55 |  $GIS | GENERAL MILLS INC | $5.8M | 0.3% | -11% | 64.1 |
| 56 |  $RTX | RTX Corp | $5.3M | 0.3% | -0% | 70 |
| 57 |  $CARR | CARRIER GLOBAL Corp | $5.3M | 0.3% | +28% | 61.5 |
| 58 |  $SPY | SPDR S&P 500 ETF TRUST | $4.8M | 0.3% | -12% | — |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.7M | 0.2% | -1% | 64.5 |
| 60 |  $GOOG | Alphabet Inc. | $4.5M | 0.2% | +0% | 80.2 |
| 61 | — | VANGUARD TAX-MANAGED FDS | $4.3M | 0.2% | +8% | — |
| 62 |  $TSEM | TOWER SEMICONDUCTOR LTD | $4.0M | 0.2% | -1% | — |
| 63 |  $FHN | FIRST HORIZON CORP | $3.7M | 0.2% | +0% | 43.8 |
| 64 |  $DD | DuPont de Nemours, Inc. | $3.4M | 0.2% | -23% | 31.1 |
| 65 |  $SO | SOUTHERN CO | $3.3M | 0.2% | +0% | 65.1 |
| 66 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 0.2% | -1% | 74.8 |
| 67 | — | ISHARES TR | $3.0M | 0.2% | +4% | — |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.9M | 0.1% | -6% | — |
| 69 |  $BA | BOEING CO | $2.9M | 0.1% | +0% | 51.8 |
| 70 |  $PFE | PFIZER INC | $2.8M | 0.1% | -3% | 69 |
| 71 | — | VANGUARD INDEX FDS | $2.7M | 0.1% | +14% | — |
| 72 |  $CPT | CAMDEN PROPERTY TRUST | $2.7M | 0.1% | -1% | 69.4 |
| 73 |  $SHEL | Shell plc | $2.4M | 0.1% | -1% | — |
| 74 |  $T | AT&T INC. | $2.4M | 0.1% | -1% | 71.9 |
| 75 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | -1% | — |
| 76 |  $FBIN | Fortune Brands Innovations, Inc. | $2.3M | 0.1% | -11% | 48.7 |
| 77 |  $UPS | UNITED PARCEL SERVICE INC | $2.3M | 0.1% | -9% | 58.2 |
| 78 |  $HWC | HANCOCK WHITNEY CORP | $2.2M | 0.1% | +3% | — |
| 79 |  $TSLA | Tesla, Inc. | $2.0M | 0.1% | +2% | 50.1 |
| 80 |  $MO | ALTRIA GROUP, INC. | $2.0M | 0.1% | -14% | 72.1 |
| 81 |  $DOW | DOW INC. | $1.9M | 0.1% | -12% | 38 |
| 82 | — | ISHARES TR | $1.9M | 0.1% | -3% | — |
| 83 |  $EMR | EMERSON ELECTRIC CO | $1.7M | 0.1% | -1% | 65.9 |
| 84 |  $BX | Blackstone Inc. | $1.7M | 0.1% | +25% | 68 |
| 85 |  $LNC | LINCOLN NATIONAL CORP | $1.6M | 0.1% | -7% | 50.8 |
| 86 |  $MMM | 3M CO | $1.6M | 0.1% | -5% | 60.7 |
| 87 |  $AMGN | AMGEN INC | $1.5M | 0.1% | +0% | 79.5 |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.1% | +0% | — |
| 89 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | -2% | 67 |
| 90 |  $PPG | PPG INDUSTRIES INC | $1.3M | 0.1% | +0% | 57.1 |
| 91 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | +0% | 73.9 |
| 92 |  $ETN | Eaton Corp plc | $1.1M | 0.1% | +0% | — |
| 93 |  $D | DOMINION ENERGY, INC | $1.1M | 0.1% | -1% | 74.9 |
| 94 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 95 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | -9% | 74.8 |
| 96 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | -5% | 86.7 |
| 97 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -0% | 59.3 |
| 98 |  $RF | REGIONS FINANCIAL CORP | $1.1M | 0.1% | +184% | — |
| 99 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | +0% | 67.8 |
| 100 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.0M | 0.1% | -13% | 66.4 |
| 101 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.0M | 0.1% | +0% | 60.5 |
| 102 |  $KMB | KIMBERLY CLARK CORP | $963,832 | 0.1% | +0% | 61.7 |
| 103 | — | ISHARES TR | $954,537 | 0.1% | -3% | — |
| 104 |  $TXN | TEXAS INSTRUMENTS INC | $947,209 | 0.1% | +0% | 70.4 |
| 105 | — | VANGUARD WORLD FD | $918,098 | 0.1% | +0% | — |
| 106 | — | ISHARES TR | $872,159 | 0.0% | +0% | — |
| 107 |  $HVT | HAVERTY FURNITURE COMPANIES INC | $844,023 | 0.0% | +0% | 38.2 |
| 108 |  $CVS | CVS HEALTH Corp | $818,748 | 0.0% | +1% | 51.3 |
| 109 | — | ISHARES TR | $796,021 | 0.0% | -1% | — |
| 110 |  $DUK | Duke Energy CORP | $788,466 | 0.0% | +0% | 64 |
| 111 |  $BMY | BRISTOL MYERS SQUIBB CO | $764,918 | 0.0% | +0% | 70.1 |
| 112 |  $SPGI | S&P Global Inc. | $723,078 | 0.0% | +0% | 79.4 |
| 113 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 114 |  $IDCC | InterDigital, Inc. | $709,700 | 0.0% | +0% | 76.2 |
| 115 |  $AVGO | Broadcom Inc. | $672,326 | 0.0% | +0% | 86.4 |
| 116 |  $ISRG | INTUITIVE SURGICAL INC | $667,514 | 0.0% | -1% | 81.4 |
| 117 |  $MS | MORGAN STANLEY | $666,509 | 0.0% | +0% | — |
| 118 |  $IVZ | Invesco Ltd. | $658,223 | 0.0% | NEW | — |
| 119 |  $SYY | SYSCO CORP | $632,126 | 0.0% | -2% | 58.4 |
| 120 | — | VANGUARD INDEX FDS | $625,549 | 0.0% | -2% | — |
| 121 | — | ISHARES TR | $624,745 | 0.0% | +0% | — |
| 122 |  $MDT | Medtronic plc | $624,140 | 0.0% | +0% | — |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $624,008 | 0.0% | -4% | 72.3 |
| 124 |  $CSX | CSX CORP | $622,400 | 0.0% | -65% | 66.4 |
| 125 |  $HSY | HERSHEY CO | $598,119 | 0.0% | +1% | 59.4 |
| 126 |  $MUSA | Murphy USA Inc. | $568,066 | 0.0% | +0% | 53.2 |
| 127 |  $IDXX | IDEXX LABORATORIES INC /DE | $567,509 | 0.0% | +0% | 73.6 |
| 128 |  $IPAR | INTERPARFUMS INC | $563,208 | 0.0% | NEW | 63.4 |
| 129 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $538,988 | 0.0% | +0% | 67.5 |
| 130 |  $TRMK | TRUSTMARK CORP | $538,591 | 0.0% | +0% | — |
| 131 |  $AXP | AMERICAN EXPRESS CO | $529,038 | 0.0% | +0% | 73.2 |
| 132 | — | ISHARES TR | $523,404 | 0.0% | +0% | — |
| 133 | — | VANGUARD WORLD FD | $519,794 | 0.0% | +1% | — |
| 134 |  $NEE | NEXTERA ENERGY INC | $509,540 | 0.0% | +0% | 71.7 |
| 135 | — | VANGUARD INDEX FDS | $491,217 | 0.0% | -16% | — |
| 136 |  $GEV | GE Vernova Inc. | $486,205 | 0.0% | +0% | 70.1 |
| 137 |  $PANW | Palo Alto Networks Inc | $469,738 | 0.0% | -24% | 66.5 |
| 138 | — | VANGUARD ADMIRAL FDS INC | $465,656 | 0.0% | +0% | — |
| 139 |  $DGX | QUEST DIAGNOSTICS INC | $460,553 | 0.0% | +0% | 69.1 |
| 140 |  $CRM | Salesforce, Inc. | $460,142 | 0.0% | +44% | 75.2 |
| 141 | — | ISHARES TR | $456,501 | 0.0% | +2% | — |
| 142 | — | SPDR SERIES TRUST | $454,575 | 0.0% | +0% | — |
| 143 |  $HSBC | HSBC HOLDINGS PLC | $453,695 | 0.0% | +0% | — |
| 144 | — | VANGUARD WORLD FD | $443,576 | 0.0% | +0% | — |
| 145 |  $SLB | SLB LIMITED/NV | $439,898 | 0.0% | -3% | 63.2 |
| 146 |  $DE | DEERE & CO | $432,637 | 0.0% | +2% | 57.4 |
| 147 | — | VANGUARD WORLD FD | $429,303 | 0.0% | +0% | — |
| 148 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $425,564 | 0.0% | +0% | — |
| 149 | — | VANGUARD INDEX FDS | $422,718 | 0.0% | +0% | — |
| 150 |  $MPC | Marathon Petroleum Corp | $416,083 | 0.0% | +0% | 50.7 |
| 151 |  $JHG | Janus Henderson Group Ltd. | $405,823 | 0.0% | -21% | — |
| 152 | — | VANGUARD WORLD FD | $404,714 | 0.0% | -11% | — |
| 153 | — | VANGUARD WORLD FD | $381,262 | 0.0% | +0% | — |
| 154 | — | VANGUARD WORLD FD | $378,746 | 0.0% | +0% | — |
| 155 |  $PSX | Phillips 66 | $375,473 | 0.0% | +0% | 47.6 |
| 156 | — | ISHARES TR | $359,357 | 0.0% | +0% | — |
| 157 |  $IMO | IMPERIAL OIL LTD | $354,522 | 0.0% | -23% | — |
| 158 |  $BLK | BlackRock, Inc. | $342,369 | 0.0% | +0% | 70.3 |
| 159 |  $PGR | PROGRESSIVE CORP/OH/ | $337,999 | 0.0% | +0% | 83.6 |
| 160 |  $FCX | FREEPORT-MCMORAN INC | $336,868 | 0.0% | -1% | 73.1 |
| 161 | — | VANGUARD WORLD FD | $335,497 | 0.0% | +0% | — |
| 162 |  $MA | Mastercard Inc | $324,779 | 0.0% | +0% | 81.7 |
| 163 |  $SYK | STRYKER CORP | $307,560 | 0.0% | -7% | 69.8 |
| 164 |  $CL | COLGATE PALMOLIVE CO | $302,140 | 0.0% | -5% | 72.4 |
| 165 |  $GILD | GILEAD SCIENCES, INC. | $299,924 | 0.0% | +0% | 77.8 |
| 166 |  $ED | CONSOLIDATED EDISON INC | $283,516 | 0.0% | +0% | 71.6 |
| 167 |  $GSK | GSK plc | $281,690 | 0.0% | +0% | — |
| 168 |  $COP | CONOCOPHILLIPS | $265,848 | 0.0% | -6% | 74.8 |
| 169 |  $UNP | UNION PACIFIC CORP | $262,765 | 0.0% | +0% | 74 |
| 170 |  $GEO | GEO GROUP INC | $252,150 | 0.0% | +0% | 63 |
| 171 | — | VANGUARD WORLD FD | $247,384 | 0.0% | +0% | — |
| 172 |  $ATO | ATMOS ENERGY CORP | $240,136 | 0.0% | +0% | 72 |
| 173 |  $GD | GENERAL DYNAMICS CORP | $233,390 | 0.0% | +0% | 73 |
| 174 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $227,400 | 0.0% | +0% | — |
| 175 |  $UNH | UNITEDHEALTH GROUP INC | $226,213 | 0.0% | -39% | 66.8 |
| 176 |  $COF | CAPITAL ONE FINANCIAL CORP | $225,301 | 0.0% | +4% | 71 |
| 177 |  $ABCB | Ameris Bancorp | $216,266 | 0.0% | +0% | — |
| 178 |  $SBUX | STARBUCKS CORP | $212,776 | 0.0% | -47% | 54.6 |
| 179 |  $DNP | DNP SELECT INCOME FUND INC | $209,646 | 0.0% | -0% | — |
| 180 |  $LMT | LOCKHEED MARTIN CORP | $206,701 | 0.0% | NEW | 65 |
| 181 |  $FDX | FEDEX CORP | $206,584 | 0.0% | NEW | 60.3 |
| 182 | — | VANGUARD SCOTTSDALE FDS | $203,373 | 0.0% | NEW | — |
| 183 |  $HL | HECLA MINING CO/DE/ | $201,204 | 0.0% | NEW | 73.6 |
| 184 |  $AXON | AXON ENTERPRISE, INC. | $200,878 | 0.0% | -47% | 55.6 |
| 185 | — | FLEXSHARES TR | $200,300 | 0.0% | +0% | — |
| 186 |  $CRWS | CROWN CRAFTS INC | $54,075 | 0.0% | +0% | 39 |
| 187 |  $BCHT | Birchtech Corp. | $24,700 | 0.0% | NEW | — |
| 188 |  $CLGN | CollPlant Biotechnologies Ltd | $7,102 | 0.0% | +0% | — |
New Positions (8)
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