William B. Walkup & Associates, Inc.

CIK 0002034054 · COLUMBIA, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

William B. Walkup & Associates, Inc. reported 258 positions worth $207.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: AZO (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$207.7M
2026 Q2
Positions
258
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.2%
Est. Net Flow (Q)
2026 Q2
10 / 258 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AZOAUTOZONE INCSH$19.9M9.60%6,236
2VLOVALERO ENERGY CORP NEWSH$19.5M9.41%75,038
3INTCINTEL CORPSH$9.9M4.77%71,014
4JPMJPMORGAN CHASE & COSH$9.9M4.77%30,237
5COFCAPITAL ONE FINL CORPSH$8.4M4.03%41,721
6WMTWAL-MART STORES INCSH$8.3M4.02%73,662
7HDHOME DEPOT INCSH$6.8M3.29%19,361
8ABBVABBVIE INCSH$6.4M3.08%25,392
9ALLALLSTATE CORPSH$5.9M2.83%24,684
10MCKMCKESSON CORPSH$5.1M2.43%6,684

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does William B. Walkup & Associates, Inc. hold as of Q2 2026?

William B. Walkup & Associates, Inc. reported 258 positions worth $207.7M in its Q2 2026 13F filing. Largest positions: AZO (9.6%), VLO (9.4%), INTC (4.8%), JPM (4.8%) and COF (4.0%).

What did William B. Walkup & Associates, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did William B. Walkup & Associates, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.