Waters Parkerson & Co., LLC has released its quarterly 13F-HR filing, revealing that the firm manages a total of $2.08 billion in assets as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategy and portfolio holdings, which may influence trends within the asset management industry.
Founded in New Orleans, Waters Parkerson specializes in investment management, focusing on various asset classes. The firm has undergone several filings in recent years, maintaining transparency with its stakeholders. The latest filing, dated November 4, 2026, marks another step in the firm's commitment to reporting its financial positions and investment activities.
According to the filing, Waters Parkerson's report covers a total of 194 positions, reflecting a diverse investment strategy. The firm’s Chief Compliance Officer, Julia W. Burlingame, signed off on the report, which indicates the firm's adherence to regulatory standards and its proactive approach to compliance.
In the filing, Waters Parkerson disclosed its holdings in several notable companies, including 3M Co, Abbott Laboratories, and Alphabet Inc, among others. Each of these investments reflects the firm’s strategic focus on companies with strong market positions and growth potential.
The impact of this filing extends beyond Waters Parkerson itself; it may influence competitors and other firms in the asset management sector. As firms analyze each other's holdings and strategies, they may adjust their own investment approaches in response to market trends and competitor actions.
Looking ahead, Waters Parkerson is expected to continue its reporting practices with future 13F filings, providing further insights into its investment strategies and asset management performance. The firm remains committed to transparency and maintaining its competitive edge in the asset management landscape.
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