Home/Smart Money/William B. Walkup & Associates, Inc.
§ 13F · FUND PROFILE

William B. Walkup & Associates, Inc..

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187M (13F)Positions · 163Turnover · · Q1Filed · Apr 20, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 20, 2026
#TickerNameShares$ value% portΔ Q1
1AZOAUTOZONE INC6K$24M14.2%±0%
2VLOVALERO ENERGY CORP NEW76K$10M6.0%±0%
3JPMJPMORGAN CHASE & CO31K$8M4.5%+1%
4HDHOME DEPOT INC20K$7M4.3%+1%
5WMTWAL-MART STORES INC74K$6M3.9%+1%
6DFSEURDISCOVER FINL SVCS36K$6M3.7%NEW
7ABBVABBVIE INC26K$5M3.3%+2%
8UNHUNITEDHEALTH GROUP INC10K$5M3.2%−1%
9ALLALLSTATE CORP24K$5M3.0%−1%
10MCKMCKESSON CORP7K$5M2.7%+1%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE WILLIAM SIGNAL

AC read

William B. Walkup & Associates, Inc. is a Other fund managing $187 million in assets. The fund runs a portfolio of 163 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed