William B. Walkup & Associates, Inc.

CIK

2034054

Location

COLUMBIA, SC

Portfolio Value

Small $207,700,065

Diversification

Diversified

Filing Date

Global Rank

#6,396 / 8,794 ▼ 482 · as of Jun 2026

Top Industry

Oil & Gas Refining & Marketing 10.7%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

9 quarters · since Jun 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

254 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.6%

−1.9 pts

Top 5

32.6%

−2.6 pts

Top 10

48.2%

−0.8 pts

HHI

349

Diversified−43

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.7%	$43,054,431	33
Consumer Cyclical	17.4%	$36,112,050	31
Healthcare	16.8%	$34,797,440	29
Energy	16.1%	$33,460,660	30
Technology	8.5%	$17,559,578	37
Industrials	7.6%	$15,751,189	36
Consumer Defensive	5.6%	$11,647,988	20
Basic Materials	4.7%	$9,800,867	14
Communication Services	1.8%	$3,660,806	9
Utilities	0.5%	$1,027,301	10
Unclassified	0.4%	$795,066	3
Real Estate	0.0%	$32,689	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
COF	Capital One Financial Corp	+36,121	41,721	$8,370,067
DVN	Devon Energy Corp/De	+16,782	39,866	$1,647,263
WU	Western Union CO	+15,370	30,440	$234,388
PFE	Pfizer Inc	+8,393	49,061	$1,181,388
VZ	Verizon Communications Inc	+6,182	51,370	$2,175,005
FMC	Fmc Corp	+4,151	5,821	$66,941
BMY	Bristol Myers Squibb Co	+2,138	7,074	$407,603
AAPL	Apple Inc.	+1,561	3,514	$1,016,811
GOOGL	Alphabet Inc.	+1,264	1,549	$547,308
BAC	Bank Of America Corp /De/	+1,216	15,044	$857,207
HPE	Hewlett Packard Enterprise Co	+1,048	19,743	$890,606
MSFT	Microsoft Corp	+769	4,770	$1,779,305
ALL	Allstate Corp	+736	24,684	$5,873,310
SPY	Spdr S&P 500 ETF Trust	+643	923	$689,268
C	Citigroup Inc	+622	4,907	$686,783
SON	Sonoco Products Co	+581	8,348	$470,409
UAL	United Airlines Holdings, Inc.	+569	5,311	$722,242
PHM	Pultegroup Inc/Mi/	+488	8,764	$1,202,508
FDX	Fedex Corp	+425	4,997	$1,564,710
MRK	Merck & Co., Inc.	+316	27,033	$3,473,740
CVX	Chevron Corp	+316	6,316	$1,046,940
QCOM	Qualcomm Inc/De	+301	8,829	$1,631,510
CI	Cigna Group	+300	554	$152,726
UNM	Unum Group	+275	1,130	$101,022
ZBH	Zimmer Biomet Holdings, Inc.	+202	4,238	$364,849
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−5,083	2,245	$304,511
EMN	Eastman Chemical Co	−4,460	39,511	$2,646,446
F	Ford Motor Co	−3,974	32,225	$447,927
HP	Helmerich & Payne, Inc.	−3,755	31,486	$1,030,851
BNY	Bank of New York Mellon Corp	−2,780	12,369	$1,788,681
DOW	Dow Inc.	−2,546	9,059	$247,854
MTW	Manitowoc Co Inc	−2,500	3,253	$45,184
INTC	Intel Corp	−2,144	71,014	$9,915,684
T	At&T Inc.	−1,808	33,680	$697,176
PCG	PG&E Corp	−1,329	2,926	$49,215
WBD	Warner Bros. Discovery, Inc.	−780	7,057	$188,139
ABBV	AbbVie Inc.	−745	25,392	$6,389,642
CVS	CVS HEALTH Corp	−663	20,499	$2,120,621
CPB	CAMPBELL'S Co	−605	2,484	$55,318
OGN	Organon & Co.	−597	868	$11,752
VLO	Valero Energy Corp/Tx	−557	75,038	$19,542,896
KMI	Kinder Morgan, Inc.	−527	129,738	$4,147,723
HD	Home Depot, Inc.	−459	19,361	$6,828,237
MS	Morgan Stanley	−458	21,294	$4,451,297
CSX	Csx Corp	−435	27,138	$1,289,869
RJF	Raymond James Financial Inc	−434	12,901	$1,961,339
VTRS	Viatris Inc	−405	1,754	$27,853
FTRE	Fortrea Holdings Inc.	−381	8,816	$153,398
CTVA	Corteva, Inc.	−354	4,103	$347,483
JPM	Jpmorgan Chase & Co	−344	30,237	$9,897,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
Q	Qnity Electronics, Inc.	3,589	$586,119
FDXF	FedEx Freight Holding Company, Inc.	2,479	$374,329
HCA	HCA Healthcare, Inc.	681	$265,515
AMZN	Amazon Com Inc	800	$190,672
THC	Tenet Healthcare Corp	717	$134,136
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,101	$66,067
VC	Visteon Corp	205	$20,338
UGI	Ugi Corp /Pa/	560	$19,342
AMKR	Amkor Technology, Inc.	79	$6,812
DELL	Dell Technologies Inc.	15	$6,471
UCTT	Ultra Clean Holdings, Inc.	40	$5,703
LRCX	Lam Research Corp	12	$5,199
AMAT	Applied Materials Inc /De	7	$5,061
STRL	Sterling Infrastructure, Inc.	6	$5,036
TTMI	Ttm Technologies Inc	26	$4,862
FTNT	Fortinet, Inc.	31	$4,762
PNFP	Pinnacle Financial Partners, Inc.	45	$4,539
MYRG	Myr Group Inc.	9	$4,503
TXN	Texas Instruments Inc	15	$4,471
POWL	Powell Industries Inc	15	$4,295
CAT	Caterpillar Inc	4	$4,259
FIX	Comfort Systems USA Inc	2	$3,963
TER	Teradyne, Inc	8	$3,870
NTAP	NetApp, Inc.	25	$3,869
JBL	Jabil Inc	10	$3,854
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SIRI	Sirius Xm Holdings Inc.	38	$877
—		71,181	$0
—		7	$0
—		300	$0
—		86	$0
—		22,362	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 tracked positions · $207,700,065 total · filing declares 258 positions · $207,704,637 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AZO	Autozone Inc Consumer Cyclical	Reduced	6,236	-2	$19,929,881	−5.4%	9.60%
VLO	Valero Energy Corp/Tx Energy	Reduced	75,038	-557	$19,542,896	+4.6%	9.41%
INTC	Intel Corp Technology	Reduced	71,014	-2,144	$9,915,684	+207.1%	4.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,237	-344	$9,897,477	+10.0%	4.77%
COF	Capital One Financial Corp Financial Services	Added	41,721	+36,121	$8,370,067	+719.3%	4.03%
WMT	Walmart Inc. Consumer Defensive	Reduced	73,662	-177	$8,342,958	−9.1%	4.02%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,361	-459	$6,828,237	+4.8%	3.29%
ABBV	AbbVie Inc. Healthcare	Reduced	25,392	-745	$6,389,642	+12.4%	3.08%
ALL	Allstate Corp Financial Services	Added	24,684	+736	$5,873,310	+18.3%	2.83%
MCK	Mckesson Corp Healthcare	Reduced	6,684	-56	$5,050,430	−13.4%	2.43%
NUE	Nucor Corp Basic Materials	Reduced	21,170	-287	$4,715,617	+30.0%	2.27%
MS	Morgan Stanley Financial Services	Reduced	21,294	-458	$4,451,297	+24.3%	2.14%
UNH	Unitedhealth Group Inc Healthcare	Added	10,383	+121	$4,315,486	+55.4%	2.08%
TRV	Travelers Companies, Inc. Financial Services	Reduced	13,006	-133	$4,293,540	+12.0%	2.07%
KMI	Kinder Morgan, Inc. Energy	Reduced	129,738	-527	$4,147,723	−5.0%	2.00%
MRK	Merck & Co., Inc. Healthcare	Added	27,033	+316	$3,473,740	+8.1%	1.67%
NOC	Northrop Grumman Corp /De/ Industrials	Added	6,713	+37	$3,418,998	−24.9%	1.65%
JNJ	Johnson & Johnson Healthcare	Added	12,858	+184	$3,265,546	+5.4%	1.57%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	17,165	-104	$2,795,835	+18.0%	1.35%
LLY	ELI LILLY & Co Healthcare	Reduced	2,298	-9	$2,756,290	+29.9%	1.33%
LH	Labcorp Holdings Inc. Healthcare	Reduced	9,646	-6	$2,700,880	+4.9%	1.30%
PSX	Phillips 66 Energy	Added	15,792	+130	$2,669,637	−6.4%	1.29%
EMN	Eastman Chemical Co Basic Materials	Reduced	39,511	-4,460	$2,646,446	−21.1%	1.27%
COP	Conocophillips Energy	Reduced	22,715	-324	$2,361,451	−22.4%	1.14%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	10,219	-169	$2,253,187	−8.2%	1.08%
VZ	Verizon Communications Inc Communication Services	Added	51,370	+6,182	$2,175,005	−4.1%	1.05%
CVS	CVS HEALTH Corp Healthcare	Reduced	20,499	-663	$2,120,621	+39.5%	1.02%
RJF	Raymond James Financial Inc Financial Services	Reduced	12,901	-434	$1,961,339	+1.6%	0.94%
DE	Deere & Co Industrials	Reduced	2,891	-17	$1,833,848	+12.0%	0.88%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	12,369	-2,780	$1,788,681	−0.5%	0.86%
MSFT	Microsoft Corp Technology	Added	4,770	+769	$1,779,305	+20.1%	0.86%
DVN	Devon Energy Corp/De Energy	Added	39,866	+16,782	$1,647,263	+41.8%	0.79%
QCOM	Qualcomm Inc/De Technology	Added	8,829	+301	$1,631,510	+48.6%	0.79%
EMR	Emerson Electric Co Industrials	Reduced	11,099	-10	$1,588,821	+9.2%	0.76%
FDX	Fedex Corp Industrials	Added	4,997	+425	$1,564,710	−3.9%	0.75%
WFC	Wells Fargo & Company/Mn Financial Services	Added	18,842	+175	$1,557,102	+4.8%	0.75%
HWM	Howmet Aerospace Inc. Industrials	Added	5,514	+89	$1,482,494	+18.6%	0.71%
SYY	Sysco Corp Consumer Defensive	Reduced	17,450	-124	$1,458,471	+16.3%	0.70%
TFC	Truist Financial Corp Financial Services	Reduced	27,169	-55	$1,353,559	+8.2%	0.65%
CSX	Csx Corp Industrials	Reduced	27,138	-435	$1,289,869	+14.0%	0.62%
KO	Coca Cola Co Consumer Defensive	Reduced	15,235	-212	$1,238,148	+5.4%	0.60%
IBM	International Business Machines Corp Technology	Reduced	4,373	-34	$1,229,731	+15.1%	0.59%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	8,764	+488	$1,202,508	+23.5%	0.58%
PFE	Pfizer Inc Healthcare	Added	49,061	+8,393	$1,181,388	+3.5%	0.57%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	18,030	-288	$1,133,906	+5.3%	0.55%
CVX	Chevron Corp Energy	Added	6,316	+316	$1,046,940	−15.7%	0.50%
HP	Helmerich & Payne, Inc. Energy	Reduced	31,486	-3,755	$1,030,851	−18.8%	0.50%
AAPL	Apple Inc. Technology	Added	3,514	+1,561	$1,016,811	+105.1%	0.49%
ABT	Abbott Laboratories Healthcare	Reduced	11,154	-137	$1,012,113	−12.7%	0.49%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,468	-141	$937,435	−16.4%	0.45%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.