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

WILLIAM B. WALKUP & ASSOCIATES, INC. of WILLIAM B. WALKUP & ASSOCIATES, INC. has 156 current stock holdings with a reported portfolio value of $167.5M. The portfolio 1 year return is +13.40%. Top holdings include SPY (0.00%), AZO (14.89%), VLO (6.25%), JPM (4.70%), HD (4.55%).

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WILLIAM B. WALKUP & ASSOCIATES, INC.

WILLIAM B. WALKUP & ASSOCIATES, INC.
Latest filing: 2026-03-31

WILLIAM B. WALKUP & ASSOCIATES, INC. runs WILLIAM B. WALKUP & ASSOCIATES, INC. and currently holds 156 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.49M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WILLIAM B. WALKUP & ASSOCIATES, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WILLIAM B. WALKUP & ASSOCIATES, INC.'s portfolio at WILLIAM B. WALKUP & ASSOCIATES, INC. has delivered returns of +13.40%. Their 3-year annualized return is +22.52%. Looking at the 5-year horizon, WILLIAM B. WALKUP & ASSOCIATES, INC. has achieved +22.52% annualized returns at WILLIAM B. WALKUP & ASSOCIATES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.40%
#0/1000
3 Year
+22.52%
#0/1000
5 Year
+22.52%
#0/1000

Portfolio Value

$167.49M

Alpha Score

19.0

#0 of 1000

Holdings

156

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WILLIAM B. WALKUP & ASSOCIATES, INC. 13F Portfolio | WILLIAM B. WALKUP & ASSOCIATES, INC. Holdings | Insider Edges