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WILLIAM B. WALKUP & ASSOCIATES, INC. 13F portfolio summary

WILLIAM B. WALKUP & ASSOCIATES, INC. of WILLIAM B. WALKUP & ASSOCIATES, INC. has 258 current stock holdings with a reported portfolio value of $207.7M. The portfolio 1 year return is +23.16%. Top holdings include AZO (9.60%), VLO (9.41%), INTC (4.77%), JPM (4.77%), COF (4.03%).

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WILLIAM B. WALKUP & ASSOCIATES, INC.

WILLIAM B. WALKUP & ASSOCIATES, INC.
Latest filing: 2026-06-30

WILLIAM B. WALKUP & ASSOCIATES, INC. runs WILLIAM B. WALKUP & ASSOCIATES, INC. and currently holds 258 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $207.70M. Their top holdings are AZO, VLO, INTC, JPM, COF. The top five represent 32.6% of reported portfolio weight. WILLIAM B. WALKUP & ASSOCIATES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILLIAM B. WALKUP & ASSOCIATES, INC. initiated 1 new position. They added to 40 existing positions. They trimmed 50 positions. Their current best-performing preview position is MU with returns of +917.81%.

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Top 5 Holdings
AZO9.6%
VLO9.4%
INTC4.8%
JPM4.8%
COF4.0%
Top 5: 32.6%
Portfolio Returns
1 Year
+23.16%
#0/1000
3 Year
+33.02%
#0/1000
5 Year
+33.02%
#0/1000

Portfolio Value

$207.70M

Alpha Score

28.6

#0 of 1000

Holdings

258

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258 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AZO
AUTOZONE INC
9.60%$2,836.36$2,957.96+4.29%
Trimmed
-0.03%
VLO
VALERO ENERGY CORP NEW
9.41%$157.46$348.81+121.52%
Trimmed
-0.74%
INTC
INTEL CORP
4.77%$30.76$90.07+192.82%
Trimmed
-2.93%
JPM
JPMORGAN CHASE & CO
4.77%$206.71$351.64+70.11%
Trimmed
-1.12%
COF
CAPITAL ONE FINL CORP
4.03%$200.95$217.98+8.47%
Added
+645.02%
WMT
WAL-MART STORES INC
4.02%$69.06$103.70+50.16%
Trimmed
-0.24%
HD
HOME DEPOT INC
3.29%$336.08$335.76-0.10%
Trimmed
-2.32%
ABBV
ABBVIE INC
3.08%$173.00$265.01+53.18%
Trimmed
-2.85%
ALL
ALLSTATE CORP
2.83%$166.06$253.81+52.84%
Added
+3.07%
MCK
MCKESSON CORP
2.43%$590.32$859.69+45.63%
Trimmed
-0.83%

Showing 1-10 of 258