William B. Walkup & Associates, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$167.5M
Q ending 2026-03-31
Prior quarter
$182.7M
Q ending 2025-12-31
Change
-8.3% QoQ · +2.1% YoY
Positions
163
reported holdings

Largest positions

Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Autozone IncAZOShares$23.8M6K
Valero Energy Corp NewVLOShares$10.0M76K
Jpmorgan Chase & CoJPMShares$7.5M31K
Home Depot IncHDShares$7.3M20K
Wal-Mart Stores IncWMTShares$6.5M74K
Discover Finl SvcsDFSShares$6.1M36K
Abbvie IncABBVShares$5.5M26K
Unitedhealth Group IncUNHShares$5.4M10K
Allstate CorpALLShares$5.0M24K
Mckesson CorpMCKShares$4.5M7K
Eastman Chemical CoEMNShares$3.9M44K
Kinder Morgan Inc DelKMIShares$3.7M130K
Travelers Companies IncTRVShares$3.5M13K
Northrop Grumman CorpNOCShares$3.4M7K
Nucor CorpNUEShares$2.6M21K
Morgan StanleyMSShares$2.5M22K
Lowes Cos IncLOWShares$2.4M10K
ConocophillipsCOPShares$2.4M23K
Merck & Co IncMRKShares$2.4M27K
Labcorp Holdings IncLHShares$2.2M10K
D R Horton IncDHIShares$2.2M17K
Johnson & JohnsonJNJShares$2.1M13K
Verizon Communications IncVZShares$2.0M45K
Phillips 66PSXShares$1.9M16K
Lilly Eli & CoLLYShares$1.9M2K
Raymond James Financial IncRJFShares$1.9M13K
Intel CorpINTCShares$1.7M73K
Microsoft CorpMSFTShares$1.5M4K
Abbott LabsABTShares$1.5M11K
Cvs Health CorpCVSShares$1.4M21K
Deere & CoDEShares$1.4M3K
Wells Fargo & Co NewWFCShares$1.3M19K
Sysco CorpSYYShares$1.3M18K
Qualcomm IncQCOMShares$1.3M9K
Bank New York Mellon CorpBNYShares$1.3M15K
Emerson Elec CoEMRShares$1.2M11K
Mcdonalds CorpMCDShares$1.1M4K
Truist Finl CorpTFCShares$1.1M27K
Fedex CorpFDXShares$1.1M5K
Coca Cola CoKOShares$1.1M15K
International Business MachsIBMShares$1.1M4K
Pfizer IncPFEShares$1.0M41K
Capital One Finl CorpCOFShares$1.0M6K
Chevron Corp NewCVXShares$1.0M6K
At&T IncTShares$1.0M35K
Helmerich & Payne IncHPShares$920K35K
Choice Hotels Intl IncCHHShares$892K7K
Illinois Tool Wks IncITWShares$864K3K
Devon Energy Corp NewDVNShares$863K23K
Pulte Group IncPHMShares$851K8K
Csx CorpCSXShares$811K28K
Walgreens Boots Alliance IncWBAShares$795K71K
Aflac IncAFLShares$714K6K
Howmet Aerospace IncHWMShares$704K5K
Freeport-Mcmoran IncFCXShares$694K18K
Lockheed Martin CorpLMTShares$676K2K
Cabot Oil & Gas CorpCTRAShares$646K22K
Lancaster Colony CorpMZTIShares$634K4K
Bank Amer CorpBACShares$577K14K
Exxon Mobil CorpXOMShares$555K5K
Dupont De Nemours IncDDUSDShares$547K7K
Bio Rad Labs IncBIOShares$463K2K
Zimmer Biomet Hldgs IncZBHShares$457K4K
Apple IncAAPLShares$434K2K
Cincinnati Finl CorpCINFShares$428K3K
Duke Energy Corp NewDUKShares$408K3K
Dow IncDOWShares$405K12K
Hp IncHPQShares$393K14K
Huntington Ingalls Inds IncHIIShares$376K2K
Sonoco Prods CoSONShares$367K8K
Ford Mtr Co DelFShares$363K36K
Agilent Technologies IncAShares$359K3K
United Contl Hldgs IncUALShares$327K5K
Citigroup IncCShares$304K4K
Bristol Myers Squibb CoBMYShares$301K5K
Hewlett Packard Enterprise CHPEShares$288K19K
Corteva IncCTVAShares$280K4K
General Electric CoGEShares$271K1K
Lennar CorpLENShares$251K2K
Southern CoSOShares$217K2K
Dominion Energy IncDShares$191K3K
Boeing CoBAShares$161K946
Western Un CoWUShares$159K15K
Spdr S&P 500 Etf Tr TrSPYShares$157K280
American Express CoAXPShares$152K565
Campbell Soup CoCPBShares$123K3K
Pembina Pipeline CorpPBAShares$119K3K
Occidental Pete CorpOXYShares$115K2K
Linde PlcShares$93K200
Ge Vernova IncGEVShares$91K299
Warner Bros Discovery IncWBDShares$84K8K
Cigna Corp NewCIShares$84K254
Alcoa CorpAAShares$78K3K
Pg&E CorpPCGShares$73K4K
Fmc CorpFMCShares$70K2K
Unum GroupUNMShares$70K855
Fortrea Hldgs Inc CommonFTREShares$69K9K
Chemours CoCCShares$62K5K
Procter And Gamble CoPGShares$60K352
Berkshire Hathaway Inc DelBRK/BShares$53K100

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.