Fund Holdings

WATERS PARKERSON & CO., LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP(XOM)547,004542,367-4,63765,826,46092,017,9844.73%+26,191,524
COHERENT CORP(COHR)443,741413,396-30,34581,901,27698,475,0615.06%+16,573,785
CHEVRON CORPORATION(CVX)306,141299,063-7,07846,658,90661,876,0773.18%+15,217,171
CACI INTL INC(CACI)026,561+26,561014,445,7310.74%+14,445,731
AMERICAN ELEC PWR CO INC35,11585,975+50,8604,049,11311,269,6070.58%+7,220,494
MERCK & CO INC(MRK)351,723351,577-14637,022,33542,291,1652.17%+5,268,830
JOHNSON & JOHNSON(JNJ)111,383110,123-1,26023,050,66326,918,4091.38%+3,867,746
WASTE MGMT INC DEL(WM)147,468153,446+5,97832,400,25235,260,4171.81%+2,860,165
PEPSICO INC(PEP)210,550211,494+94430,218,16932,842,9391.69%+2,624,770
VERIZON COMMUNICATIONS INC(VZ)301,876284,606-17,27012,295,40914,287,2210.73%+1,991,812
REALTY INCOME CORP(O)422,872421,610-1,26223,837,29725,794,1041.33%+1,956,807
WALMART INC(WMT)144,262141,276-2,98616,072,22917,557,7810.90%+1,485,552
PHILIP MORRIS INTL INC(PM)327,554326,696-85852,539,72254,015,8632.78%+1,476,141
CARRIER GLOBAL CORPORATION(CARR)73,59594,351+20,7563,888,7605,312,9050.27%+1,424,145
HONEYWELL INTL INC(HON)64,82762,097-2,73012,647,09914,035,7850.72%+1,388,686
PROCTER & GAMBLE CO(PG)235,183242,737+7,55433,704,12235,060,9791.80%+1,356,857
VANGUARD INTL EQUITY INDEX F96,211119,636+23,4255,172,3206,466,3430.33%+1,294,023
TOWER SEMICONDUCTOR LTD(TSEM)23,17022,868-3022,720,6214,012,8770.21%+1,292,256
DEVON ENERGY CORP NEW(DVN)128,561117,974-10,5874,709,1895,936,4520.31%+1,227,263
COCA COLA CO(KO)201,768199,958-1,81014,105,62715,206,8340.78%+1,101,207
ISHARES TR140,790150,321+9,53113,520,06114,600,6760.75%+1,080,615
APPLIED MATLS INC9,3809,330-502,410,5663,188,9010.16%+778,335
DOW HLDGS INC(DOW)52,09645,690-6,4061,218,0041,902,9890.10%+684,985
REGIONS FINANCIAL CORP NEW(RF)14,22140,425+26,204385,3891,055,9100.05%+670,521
INVESCO EXCH TRADED FD TR II032,250+32,2500658,2230.03%+658,223
MONDELEZ INTL INC(MDLZ)137,986139,071+1,0857,427,7868,016,0520.41%+588,266
INTERPARFUMS INC(IPAR)06,200+6,2000563,2080.03%+563,208
SHELL PLC(SHEL)26,23126,056-1751,927,4832,423,2450.12%+495,762
ISHARES TR113,080114,206+1,12627,835,83228,323,0881.46%+487,256
VANGUARD TAX-MANAGED FDS62,59067,792+5,2023,909,9874,344,1320.22%+434,145
VANGUARD INDEX FDS8,92610,206+1,2802,302,4942,673,1890.14%+370,695
AT&T INC(T)83,22082,475-7452,067,1852,390,9500.12%+323,765
SOUTHERN CO(SO)34,70034,70003,025,8403,349,2440.17%+323,404
PFIZER INC(PFE)101,75498,917-2,8372,533,6712,777,5850.14%+243,914
RTX CORPORATION(RTX)27,67127,571-1005,074,8615,318,4460.27%+243,585
MICROCHIP TECHNOLOGY INC.(MCHP)297,839297,212-62718,978,30119,202,8670.99%+224,566
ISHARES TR51,52553,532+2,0072,818,9243,040,0730.16%+221,149
LOCKHEED MARTIN CORP(LMT)0342+3420206,7010.01%+206,701
FEDEX CORP(FDX)0580+5800206,5840.01%+206,584
VANGUARD SCOTTSDALE FDS02,030+2,0300203,3730.01%+203,373
CATERPILLAR INC(CAT)1,4881,4880852,4311,054,1880.05%+201,757
HECLA MINING COMPANY(HL)010,800+10,8000201,2040.01%+201,204
NORTHROP GRUMMAN CORP(NOC)1,5151,5150863,8681,033,5940.05%+169,726
COSTCO WHOLESALE CORPORATION(COST)1,3491,324-251,163,2971,319,2730.07%+155,976
MARATHON PETE CORP(MPC)1,7041,7040277,122416,0830.02%+138,961
SPDR SERIES TRUST2,5002,5000315,650454,5750.02%+138,925
EATON CORP PLC(ETN)3,1703,17001,009,6771,133,8140.06%+124,137
GE VERNOVA INC(GEV)5575570364,038486,2050.02%+122,167
VANGUARD INDEX FDS10,90911,649+7406,841,0966,960,8070.36%+119,711
PHILLIPS 66(PSX)2,0612,0610265,951375,4730.02%+109,522
MURPHY USA INC(MUSA)1,1501,1500464,048568,0660.03%+104,018
AMGEN INC(AMGN)4,1374,13701,354,0811,455,6030.07%+101,522
SLB LIMITED(SLB)8,8348,560-274339,049439,8980.02%+100,849
TEXAS INSTRS INC(TXN)4,8794,8790846,458947,2090.05%+100,751
BRISTOL-MYERS SQUIBB CO(BMY)12,61212,6120680,291764,9180.04%+84,627
DUKE ENERGY CORP NEW(DUK)6,0226,0220705,790788,4660.04%+82,676
DEERE & CO(DE)755768+13351,524432,6370.02%+81,113
HERSHEY CO(HSY)2,8622,877+15520,844598,1190.03%+77,275
NEXTERA ENERGY INC(NEE)5,4865,4860440,416509,5400.03%+69,124
CONOCOPHILLIPS(COP)2,1472,014-133200,981265,8480.01%+64,867
HANCOCK WHITNEY CORPORATION(HWC)33,09934,154+1,0552,107,7442,171,8240.11%+64,080
PPG INDS INC(PPG)12,11712,11701,241,5081,295,0650.07%+53,557
QUEST DIAGNOSTICS INC(DGX)2,3502,3500407,796460,5530.02%+52,757
DOMINION ENERGY INC(D)18,32618,213-1131,073,7481,125,9570.06%+52,209
IMPERIAL OIL LTD(IMO)3,5102,710-800302,948354,5220.02%+51,574
FREEPORT MCMORAN INC(FCX)5,8065,731-75294,887336,8680.02%+41,981
TRUSTMARK CORP(TRMK)12,78112,7810497,820538,5910.03%+40,771
ISHARES TR2,9603,015+55417,774456,5010.02%+38,727
GILEAD SCIENCES INC(GILD)2,1522,1520264,136299,9240.02%+35,788
CONSOLIDATED EDISON INC(ED)2,5052,5050248,797283,5160.01%+34,719
GSK PLC(GSK)5,1045,1040250,300281,6900.01%+31,390
ENTERPRISE PRODS PARTNERS L(EPD)31,51827,518-4,0001,010,4651,041,2790.05%+30,814
ISHARES TR7,0167,0160843,183872,1590.04%+28,976
BIRCHTECH CORP013,000+13,000024,7000.00%+24,700
ATMOS ENERGY CORP(ATO)1,3001,3000217,919240,1360.01%+22,217
MCDONALDS CORP(MCD)4,1444,14401,266,5311,287,9140.07%+21,383
HSBC HLDGS PLC(HSBC)5,5005,5000432,685453,6950.02%+21,010
VANGUARD WORLD FD1,3751,3750410,273429,3030.02%+19,030
ISHARES TR8,4578,4570504,629523,4040.03%+18,775
VANGUARD WORLD FD3,5663,586+20503,429519,7940.03%+16,365
VANGUARD WORLD FD1,1011,1010232,679247,3840.01%+14,705
UNION PAC CORP(UNP)1,0831,0830250,525262,7650.01%+12,240
GEO GROUP INC(GEO)15,00015,0000241,800252,1500.01%+10,350
AMERIS BANCORP(ABCB)2,7732,7730205,951216,2660.01%+10,315
CANADIAN IMPERIAL BANK OF CO(CM)2,4002,4000217,464227,4000.01%+9,936
STATE STR SPDR S&P MIDCAP 40(MDY)6906900416,263425,5640.02%+9,301
COLGATE PALMOLIVE CO(CL)3,7453,545-200295,930302,1400.02%+6,210
SALESFORCE INC(CRM)1,7152,465+750454,321460,1420.02%+5,821
DNP SELECT INCOME FD INC(DNP)20,40420,354-50203,836209,6460.01%+5,810
FIRST INDL RLTY TR INC(FR)9,3179,3170533,585538,9880.03%+5,403
GENERAL DYNAMICS CORP(GD)6806800228,929233,3900.01%+4,461
ISHARES TR3,7003,7000624,449624,7450.03%+296
ISHARES TR3,6203,6200361,566359,3570.02%-2,209
FLEXSHARES TR5,0005,0000203,675200,3000.01%-3,375
CROWN CRAFTS INC21,00021,000058,17054,0750.00%-4,095
VANGUARD INDEX FDS1,4721,4720427,192422,7180.02%-4,474
VANGUARD INDEX FDS26,30126,141-1602,327,4102,318,7420.12%-8,668
ISHARES TR14,62514,135-490965,250954,5370.05%-10,713
COLLPLANT BIOTECHNOLOGIES LT13,25013,250018,5507,1020.00%-11,448
ISHARES TR15,31015,145-165809,593796,0210.04%-13,572
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