William B. Walkup & Associates, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), William B. Walkup & Associates, Inc. reported 257 stock positions worth $207.7 million. Its top holding was AutoZone (AZO) at 9.6% of the portfolio, followed by Valero Energy (VLO, 9.4%) and Intel (INTC, 4.8%). Compared with Q1 2026, it opened 101 new positions, sold out of 8, added to 42 and reduced 63. The biggest buy was Capital One Financial (COF, shares +645%) and the biggest sale AutoZone (AZO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0002034054
- Portfolio Value
- $207.7M (Q2 2026)
- SEC Filing
- 0002034054-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 257 stocks · $207.7M
| AZO AutoZone Inc. | 9.60% | 6,236 | $19.9M | Reduce -0.0% |
| VLO Valero Energy Corp. | 9.41% | 75,038 | $19.5M | Reduce -0.7% |
| INTC Intel Corp. | 4.77% | 71,014 | $9.9M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 4.77% | 30,237 | $9.9M | Reduce -1.1% |
| COF Capital One Financial Corp. | 4.03% | 41,721 | $8.4M | Add +645.0% |
| WMT Walmart Inc. | 4.02% | 73,662 | $8.3M | Reduce -0.2% |
| HD Home Depot Inc. | 3.29% | 19,361 | $6.8M | Reduce -2.3% |
| ABBV Abbvie Inc. | 3.08% | 25,392 | $6.4M | Reduce -2.9% |
| ALL Allstate Corp. | 2.83% | 24,684 | $5.9M | Add +3.1% |
| MCK McKesson Corp. | 2.43% | 6,684 | $5.1M | Reduce -0.8% |
| NUE Nucor Corp. | 2.27% | 21,170 | $4.7M | Reduce -1.3% |
| MS Morgan Stanley | 2.14% | 21,294 | $4.5M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 2.08% | 10,383 | $4.3M | Add +1.2% |
| TRV The Travelers Cos Inc. | 2.07% | 13,006 | $4.3M | Reduce -1.0% |
| KMI Kinder Morgan Inc. | 2.00% | 129,738 | $4.1M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 1.67% | 27,033 | $3.5M | Add +1.2% |
| NOC Northrop Grumman Corp. | 1.65% | 6,713 | $3.4M | Add +0.6% |
| JNJ Johnson & Johnson | 1.57% | 12,858 | $3.3M | Add +1.4% |
| DHI D.R. Horton Inc. | 1.35% | 17,165 | $2.8M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 1.33% | 2,298 | $2.8M | Reduce -0.4% |
| LH Labcorp Holdings Inc. | 1.30% | 9,646 | $2.7M | Reduce -0.1% |
| PSX Phillips 66 | 1.29% | 15,792 | $2.7M | Add +0.8% |
| EMN Eastman Chemical Co. | 1.27% | 39,511 | $2.6M | Reduce -10.1% |
| COP Conocophillips | 1.14% | 22,715 | $2.4M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.08% | 10,219 | $2.3M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 1.05% | 51,370 | $2.2M | Add +13.7% |
| CVS CVS Health Corp. | 1.02% | 20,499 | $2.1M | Reduce -3.1% |
| RJF Raymond James Financial Inc. | 0.94% | 12,901 | $2.0M | Reduce -3.3% |
| DE Deere & Co. | 0.88% | 2,891 | $1.8M | Reduce -0.6% |
| BNY Bank of New York Mellon Corp. | 0.86% | 12,369 | $1.8M | Reduce -18.4% |
| MSFT Microsoft Corp. | 0.86% | 4,770 | $1.8M | Add +19.2% |
| DVN Devon Energy Corp. | 0.79% | 39,866 | $1.6M | Add +72.7% |
| QCOM Qualcomm Inc. | 0.79% | 8,829 | $1.6M | Add +3.5% |
| EMR Emerson Electric Co. | 0.77% | 11,099 | $1.6M | Reduce -0.1% |
| FDX FedEx Corp. | 0.75% | 4,997 | $1.6M | Add +9.3% |
| WFC Wells Fargo & Co. | 0.75% | 18,842 | $1.6M | Add +0.9% |
| HWM Howmet Aerospace Inc. | 0.71% | 5,514 | $1.5M | Add +1.6% |
| SYY Sysco Corp. | 0.70% | 17,450 | $1.5M | Reduce -0.7% |
| TFC Truist Financial Corp. | 0.65% | 27,169 | $1.4M | Reduce -0.2% |
| CSX CSX Corp. | 0.62% | 27,138 | $1.3M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.60% | 15,235 | $1.2M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 4,373 | $1.2M | Reduce -0.8% |
| PHM Pultegroup Inc. | 0.58% | 8,764 | $1.2M | Add +5.9% |
| PFE Pfizer Inc. | 0.57% | 49,061 | $1.2M | Add +20.6% |
| FCX Freeport-McMoran Inc. | 0.55% | 18,030 | $1.1M | Reduce -1.6% |
| CVX Chevron Corp. | 0.50% | 6,316 | $1.0M | Add +5.3% |
| HP Helmerich & Payne | 0.50% | 31,486 | $1.0M | Reduce -10.7% |
| AAPL Apple Inc. | 0.49% | 3,514 | $1.0M | Add +79.9% |
| ABT Abbott Laboratories | 0.49% | 11,154 | $1.0M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.45% | 3,468 | $938K | Reduce -3.9% |
| ITW Illinois Tool Works | 0.45% | 3,430 | $928K | Reduce -1.5% |
| HPE Hewlett Packard Enterprise | 0.43% | 19,743 | $891K | Add +5.6% |
| BAC Bank of America Corp. | 0.41% | 15,044 | $857K | Add +8.8% |
| LMT Lockheed Martin Corp. | 0.37% | 1,516 | $773K | Add +0.2% |
| AFL Aflac Inc. | 0.36% | 6,463 | $758K | Add +0.6% |
| CHH Choice Hotels Intl Inc. | 0.36% | 6,717 | $741K | No change |
| UAL United Airlines Holdings Inc. | 0.35% | 5,311 | $722K | Add +12.0% |
| T AT&T Inc. | 0.34% | 33,680 | $697K | Reduce -5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 923 | $689K | Add +229.6% |
| C Citigroup Inc. | 0.33% | 4,907 | $687K | Add +14.5% |
| XOM Exxon Mobil Corp. | 0.32% | 4,838 | $662K | Add +3.6% |
| Q Qnity Electronics Inc. | 0.28% | 3,589 | $586K | New |
| GOOG Alphabet Inc. Class C | 0.26% | 1,549 | $547K | Add +443.5% |
| BIO Bio-Rad Laboratories-A | 0.26% | 1,854 | $544K | Reduce -2.5% |
| HII Huntington Ingalls Industrie | 0.25% | 1,864 | $522K | Add +1.1% |
| CINF Cincinnati Financial Corp. | 0.25% | 2,816 | $521K | Reduce -2.8% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,332 | $498K | Reduce -1.5% |
| SON Sonoco Products Co. | 0.23% | 8,348 | $470K | Add +7.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.22% | 32,225 | $448K | Reduce -11.0% |
| MZTI The Marzetti Company | 0.20% | 3,576 | $408K | Reduce -1.4% |
| A Agilent Technologies Inc. | 0.20% | 3,072 | $408K | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 7,074 | $408K | Add +43.3% |
| DUK Duke Energy Corp. | 0.19% | 3,137 | $397K | Reduce -6.1% |
| FDXF FedEx Freight Holding Co. | 0.18% | 2,479 | $374K | Add +8.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.18% | 4,238 | $365K | Add +5.0% |
| GEV GE Vernova Inc. | 0.17% | 299 | $351K | No change |
| CTVA Corteva Inc. | 0.17% | 4,103 | $348K | Reduce -7.9% |
| DD Dupont DE Nemours Inc. | 0.15% | 2,245 | $305K | Reduce -8.1% |
| HPQ HP Inc. | 0.15% | 13,865 | $304K | Reduce -2.3% |
| HCA HCA Healthcare Inc. | 0.13% | 681 | $266K | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.12% | 9,059 | $248K | Reduce -21.9% |
| WU Western Union Co. | 0.11% | 30,440 | $234K | Add +102.0% |
| D Dominion Energy Inc. | 0.11% | 3,408 | $233K | No change |
| SO The Southern Co. | 0.11% | 2,358 | $226K | No change |
| LEN Lennar Corp. Class A | 0.10% | 2,191 | $198K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.09% | 800 | $191K | New |
| WBD Warner Bros Discovery Inc. | 0.09% | 7,057 | $188K | Reduce -9.9% |
| BA The Boeing Co. | 0.08% | 808 | $175K | Reduce -14.6% |
| AXP American Express Co. | 0.08% | 490 | $166K | Reduce -13.3% |
| FTRE Fortrea Holdings Inc. | 0.07% | 8,816 | $153K | Reduce -4.1% |
| CI The Cigna Group | 0.07% | 554 | $153K | Add +118.1% |
| PBA Pembina Pipeline Corp. | 0.07% | 2,975 | $138K | No change |
| THC Tenet Healthcare Corp. | 0.06% | 717 | $134K | New |
| AA Alcoa Corp. | 0.06% | 2,542 | $133K | Reduce -0.3% |
| OXY Occidental Petroleum Corp. | 0.05% | 2,208 | $107K | Reduce -5.4% |
| LIN Linde PLC | 0.05% | 200 | $104K | No change |
| UNM Unum Group | 0.05% | 1,130 | $101K | Add +32.2% |
| CC The Chemours Co. | 0.05% | 4,570 | $94K | Reduce -1.0% |
| DAL Delta Air Lines Inc. | 0.04% | 920 | $86K | No change |
| FMC FMC Corp. | 0.03% | 5,821 | $67K | Add +248.6% |
Options reported separately and not counted above: OXY calls ($6K).
Portfolio Sells Q1 2026 → Q2 2026
| AZO AutoZone Inc. | Reduce -0.0% | 9.60% | −4.61 |
| DFS Discover Financial Services | Sold out | 0.00% | −3.66 |
| HD Home Depot Inc. | Reduce -2.3% | 3.29% | −1.05 |
| EMN Eastman Chemical Co. | Reduce -10.1% | 1.27% | −1.04 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.47 |
| ABT Abbott Laboratories | Reduce -1.2% | 0.49% | −0.41 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.39 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 1.08% | −0.36 |
| COP Conocophillips | Reduce -1.4% | 1.14% | −0.31 |
| MCK McKesson Corp. | Reduce -0.8% | 2.43% | −0.28 |
| T AT&T Inc. | Reduce -5.1% | 0.34% | −0.26 |
| KMI Kinder Morgan Inc. | Reduce -0.4% | 2.00% | −0.22 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.45% | −0.22 |
| ABBV Abbvie Inc. | Reduce -2.9% | 3.08% | −0.19 |
| MZTI The Marzetti Company | Reduce -1.4% | 0.20% | −0.18 |
| DD Dupont DE Nemours Inc. | Reduce -8.1% | 0.15% | −0.18 |
| RJF Raymond James Financial Inc. | Reduce -3.3% | 0.94% | −0.16 |
| DOW Dow Inc. | Reduce -21.9% | 0.12% | −0.12 |
| HPQ HP Inc. | Reduce -2.3% | 0.15% | −0.09 |
| SYY Sysco Corp. | Reduce -0.7% | 0.70% | −0.09 |
| ITW Illinois Tool Works | Reduce -1.5% | 0.45% | −0.07 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.60% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.59% | −0.06 |
| HP Helmerich & Payne | Reduce -10.7% | 0.50% | −0.05 |
| DUK Duke Energy Corp. | Reduce -6.1% | 0.19% | −0.05 |
| CPB The Campbell's Company | Reduce -19.6% | 0.03% | −0.05 |
| LH Labcorp Holdings Inc. | Reduce -0.1% | 1.30% | −0.04 |
| PCG P G & E Corp. | Reduce -31.2% | 0.02% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -5.4% | 0.05% | −0.02 |
| TFC Truist Financial Corp. | Reduce -0.2% | 0.65% | −0.02 |
| BIO Bio-Rad Laboratories-A | Reduce -2.5% | 0.26% | −0.01 |
| BA The Boeing Co. | Reduce -14.6% | 0.08% | −0.01 |
| AXP American Express Co. | Reduce -13.3% | 0.08% | −0.01 |
| KD Kyndryl Holdings Inc. | Reduce -1.5% | 0.00% | −0.01 |
| DXC DXC Technology Co. | Reduce -22.9% | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -3.1% | 0.01% | −0.01 |
| MTW Manitowoc Company Inc. | Reduce -43.5% | 0.02% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -1.0% | 2.07% | −0.01 |
| OGN Organon & Co. | Reduce -40.8% | 0.01% | −0.01 |
| CINF Cincinnati Financial Corp. | Reduce -2.8% | 0.25% | −0.00 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.00 |
| ZIMV Zimvie Inc. | Sold out | 0.00% | −0.00 |
| MRP Millrose Properties | Reduce -0.6% | 0.02% | −0.00 |
| K Kellanova | Sold out | 0.00% | −0.00 |
| MMM 3M Co. | Reduce -12.8% | 0.01% | −0.00 |
| F Ford Motor Co. | Reduce -11.0% | 0.22% | −0.00 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.00 |
| SOLV Solventum Corp. | Reduce -31.6% | 0.00% | −0.00 |
| CTVA Corteva Inc. | Reduce -7.9% | 0.17% | −0.00 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| COF Capital One Financial Corp. | Add +645.0% | 4.03% | +3.43 |
| JNJ Johnson & Johnson | Add +1.4% | 1.57% | +0.32 |
| HWM Howmet Aerospace Inc. | Add +1.6% | 0.71% | +0.29 |
| Q Qnity Electronics Inc. | New | 0.28% | +0.28 |
| DVN Devon Energy Corp. | Add +72.7% | 0.79% | +0.28 |
| HPE Hewlett Packard Enterprise | Add +5.6% | 0.43% | +0.26 |
| MRK Merck & Co. Inc. | Add +1.2% | 1.67% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +229.6% | 0.33% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +443.5% | 0.26% | +0.24 |
| AAPL Apple Inc. | Add +79.9% | 0.49% | +0.23 |
| UAL United Airlines Holdings Inc. | Add +12.0% | 0.35% | +0.15 |
| C Citigroup Inc. | Add +14.5% | 0.33% | +0.15 |
| PSX Phillips 66 | Add +0.8% | 1.29% | +0.13 |
| HCA HCA Healthcare Inc. | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | New | 0.09% | +0.09 |
| FDX FedEx Corp. | Add +9.3% | 0.75% | +0.09 |
| PHM Pultegroup Inc. | Add +5.9% | 0.58% | +0.07 |
| BAC Bank of America Corp. | Add +8.8% | 0.41% | +0.07 |
| THC Tenet Healthcare Corp. | New | 0.06% | +0.06 |
| HII Huntington Ingalls Industrie | Add +1.1% | 0.25% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.03% | +0.03 |
| CI The Cigna Group | Add +118.1% | 0.07% | +0.02 |
| WU Western Union Co. | Add +102.0% | 0.11% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +43.3% | 0.20% | +0.02 |
| MU Micron Technology Inc. | Add +30.4% | 0.02% | +0.02 |
| VC Visteon Corp. | New | 0.01% | +0.01 |
| UGI Ugi Corp. | New | 0.01% | +0.01 |
| SON Sonoco Products Co. | Add +7.5% | 0.23% | +0.01 |
| KEYS Keysight Technologies Inc. | Add +12.5% | 0.01% | +0.01 |
| UNM Unum Group | Add +32.2% | 0.05% | +0.01 |
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| JBND JPMorgan Active Bond ETF | New | 0.01% | +0.01 |
| QCOM Qualcomm Inc. | Add +3.5% | 0.79% | +0.00 |
| AMKR Amkor Technology Inc. | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| GM General Motors Co. | Add +17.0% | 0.01% | +0.00 |
| UCTT Ultra Clean Holdings Inc. | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | New | 0.00% | +0.00 |
| STRL Sterling Infrastructure Inc. | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | New | 0.00% | +0.00 |
| TTMI TTM Technologies | New | 0.00% | +0.00 |
| MYRG MYR Group Inc./Delaware | New | 0.00% | +0.00 |
| PNFP Pinnacle Financial Partners | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| CAT Caterpillar Inc. | New | 0.00% | +0.00 |
| POWL Powell Industries Inc. | New | 0.00% | +0.00 |
| FIX Comfort Systems USA Inc. | New | 0.00% | +0.00 |
| JBL Jabil Inc. | New | 0.00% | +0.00 |
| NTAP Netapp Inc. | New | 0.00% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| OXY Occidental Petroleum Corp. | call | New | 127 | $6K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 257 | $207.7M | AZO, VLO, INTC, JPM, COF |
| Q1 2026 | 163 | $167.5M | AZO, VLO, JPM, HD, WMT |
| Q4 2025 | 167 | $182.7M | AZO, VLO, COF, JPM, WMT |
| Q3 2025 | 162 | $186.7M | AZO, VLO, JPM, COF, HD |
| Q2 2025 | 162 | $169.7M | AZO, VLO, COF, JPM, HD |
| Q1 2025 | 162 | $164.0M | AZO, VLO, JPM, HD, WMT |
| Q4 2024 | 160 | $157.9M | AZO, VLO, HD, JPM, WMT |
| Q3 2024 | 158 | $161.7M | AZO, VLO, HD, JPM, UNH |
| Q2 2024 | 158 | $152.7M | AZO, VLO, HD, JPM, UNH |