William B. Walkup & Associates, Inc.

Est. AUM

$167.4M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AUTOZONE INC	COM	$23.8M	6238	14.21%	SOLE
2	VALERO ENERGY CORP NEW	COM	$10.0M	75595	5.97%	SOLE
3	JPMORGAN CHASE & CO	COM	$7.5M	30581	4.48%	SOLE
4	HOME DEPOT INC	COM	$7.3M	19820	4.34%	SOLE
5	WAL-MART STORES INC	COM	$6.5M	73839	3.87%	SOLE
6	DISCOVER FINL SVCS	COM	$6.1M	35955	3.67%	SOLE
7	ABBVIE INC	COM	$5.5M	26137	3.27%	SOLE
8	UNITEDHEALTH GROUP INC	COM	$5.4M	10262	3.21%	SOLE
9	ALLSTATE CORP	COM	$5.0M	23948	2.96%	SOLE
10	MCKESSON CORP	COM	$4.5M	6740	2.71%	SOLE
11	EASTMAN CHEMICAL CO	COM	$3.9M	43971	2.31%	SOLE
12	KINDER MORGAN INC DEL	COM	$3.7M	130265	2.22%	SOLE
13	TRAVELERS COMPANIES INC	COM	$3.5M	13139	2.08%	SOLE
14	NORTHROP GRUMMAN CORP	COM	$3.4M	6676	2.04%	SOLE
15	NUCOR CORP	COM	$2.6M	21457	1.54%	SOLE
16	MORGAN STANLEY	COM NEW	$2.5M	21752	1.52%	SOLE
17	LOWES COS INC	COM	$2.4M	10388	1.45%	SOLE
18	CONOCOPHILLIPS	COM	$2.4M	23039	1.45%	SOLE
19	MERCK & CO INC	COM	$2.4M	26717	1.43%	SOLE
20	LABCORP HOLDINGS INC	COM SHS	$2.2M	9652	1.34%	SOLE
21	D R HORTON INC	COM	$2.2M	17269	1.31%	SOLE
22	JOHNSON & JOHNSON	COM	$2.1M	12674	1.26%	SOLE
23	VERIZON COMMUNICATIONS INC	COM	$2.0M	45188	1.22%	SOLE
24	PHILLIPS 66	COM	$1.9M	15662	1.16%	SOLE
25	LILLY ELI & CO	COM	$1.9M	2307	1.14%	SOLE
26	RAYMOND JAMES FINANCIAL INC	COM	$1.9M	13335	1.11%	SOLE
27	INTEL CORP	COM	$1.7M	73158	0.99%	SOLE
28	MICROSOFT CORP	COM	$1.5M	4001	0.90%	SOLE
29	ABBOTT LABS	COM	$1.5M	11291	0.90%	SOLE
30	CVS HEALTH CORP	COM	$1.4M	21162	0.86%	SOLE
31	DEERE & CO	COM	$1.4M	2908	0.82%	SOLE
32	WELLS FARGO & CO NEW	COM	$1.3M	18667	0.80%	SOLE
33	SYSCO CORP	COM	$1.3M	17574	0.79%	SOLE
34	QUALCOMM INC	COM	$1.3M	8528	0.78%	SOLE
35	BANK NEW YORK MELLON CORP	COM	$1.3M	15149	0.76%	SOLE
36	EMERSON ELEC CO	COM	$1.2M	11109	0.73%	SOLE
37	MCDONALDS CORP	COM	$1.1M	3609	0.67%	SOLE
38	TRUIST FINL CORP	COM	$1.1M	27224	0.67%	SOLE
39	FEDEX CORP	COM	$1.1M	4572	0.67%	SOLE
40	COCA COLA CO	COM	$1.1M	15447	0.66%	SOLE
41	INTERNATIONAL BUSINESS MACHS	COM	$1.1M	4407	0.65%	SOLE
42	PFIZER INC	COM	$1.0M	40668	0.62%	SOLE
43	CAPITAL ONE FINL CORP	COM	$1.0M	5600	0.60%	SOLE
44	AT&T INC	COM	$1.0M	35488	0.60%	SOLE
45	CHEVRON CORP NEW	COM	$1.0M	6000	0.60%	SOLE
46	HELMERICH & PAYNE INC	COM	$920K	35241	0.55%	SOLE
47	CHOICE HOTELS INTL INC	COM	$892K	6717	0.53%	SOLE
48	ILLINOIS TOOL WKS INC	COM	$864K	3482	0.52%	SOLE
49	DEVON ENERGY CORP NEW	COM	$863K	23084	0.52%	SOLE
50	PULTE GROUP INC	COM	$851K	8276	0.51%	SOLE

1–50 of 163

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.