SEC 13F Intelligence

Managers / Q4 2022

WC Walker & Associates, Inc.

CIK 0001847258 · 623 N. HARBOR BLVD. FULLERTON CA 92832, FULLERTON, CA, 92832 · 17144468750

Reported Value
$188.8B
Q4 2022
Positions
70
Filings on Record
9
2019–present window
Filed
Feb 23, 2023
original filing

Summary

Wc Walker & Associates, Inc. reported $188.8B in U.S.-listed holdings across 70 positions for Q4 2022.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $174MQ4 ’20Q1 ’21: $176MQ2 ’21: $191MQ2 ’21Q3 ’21: $187MQ4 ’21: $202MQ4 ’21Q1 ’22: $193MQ2 ’22: $170MQ2 ’22Q3 ’22: $176MQ4 ’22: $188.8BQ4 ’22filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$188.8B70Feb 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$176M74Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$170M70Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$193M72Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$202M72Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$187M67Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$191M68Jul 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$176M64Apr 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$174M65Feb 22, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.