William B. Walkup & Associates, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 16, 2024), William B. Walkup & Associates, Inc. reported 158 stock positions worth $152.7 million. Its top holding was AutoZone (AZO) at 12.1% of the portfolio, followed by Valero Energy (VLO, 7.5%) and Home Depot (HD, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0002034054
- Portfolio Value
- $152.7M (Q2 2024)
- SEC Filing
- 0002034054-24-000001 ↗ filed Aug 16, 2024
Holdings Value
Holdings 158 stocks · $152.7M
| AZO AutoZone Inc. | 12.11% | 6,239 | $18.5M | — |
| VLO Valero Energy Corp. | 7.52% | 73,203 | $11.5M | — |
| HD Home Depot Inc. | 4.54% | 20,135 | $6.9M | — |
| JPM JPMorgan Chase & Co. | 4.08% | 30,803 | $6.2M | — |
| UNH Unitedhealth Group Inc. | 3.42% | 10,256 | $5.2M | — |
| DFS Discover Financial Services | 3.17% | 36,965 | $4.8M | — |
| WMT Walmart Inc. | 3.15% | 71,070 | $4.8M | — |
| ABBV Abbvie Inc. | 2.84% | 25,277 | $4.3M | — |
| EMN Eastman Chemical Co. | 2.79% | 43,537 | $4.3M | — |
| MCK McKesson Corp. | 2.62% | 6,858 | $4.0M | — |
| ALL Allstate Corp. | 2.43% | 23,224 | $3.7M | — |
| NUE Nucor Corp. | 2.23% | 21,554 | $3.4M | — |
| MRK Merck & Co. Inc. | 2.18% | 26,901 | $3.3M | — |
| NOC Northrop Grumman Corp. | 1.91% | 6,676 | $2.9M | — |
| COP Conocophillips | 1.81% | 24,206 | $2.8M | — |
| TRAVELERS COMPANIES INC | 1.74% | 13,051 | $2.7M | — |
| KMI Kinder Morgan Inc. | 1.67% | 128,572 | $2.6M | — |
| DHI D.R. Horton Inc. | 1.57% | 17,000 | $2.4M | — |
| LOW Lowe's Cos Inc. | 1.48% | 10,217 | $2.3M | — |
| INTC Intel Corp. | 1.43% | 70,324 | $2.2M | — |
| PSX Phillips 66 | 1.39% | 15,034 | $2.1M | — |
| MS Morgan Stanley | 1.39% | 21,830 | $2.1M | — |
| LLY Eli Lilly & Co. | 1.38% | 2,335 | $2.1M | — |
| VZ Verizon Communications Inc. | 1.21% | 44,919 | $1.9M | — |
| JNJ Johnson & Johnson | 1.18% | 12,322 | $1.8M | — |
| QCOM Qualcomm Inc. | 1.11% | 8,519 | $1.7M | — |
| RJF Raymond James Financial Inc. | 1.08% | 13,395 | $1.7M | — |
| MSFT Microsoft Corp. | 1.01% | 3,439 | $1.5M | — |
| FDX FedEx Corp. | 0.87% | 4,426 | $1.3M | — |
| HP Helmerich & Payne | 0.83% | 35,241 | $1.3M | — |
| CVS CVS Health Corp. | 0.83% | 21,485 | $1.3M | — |
| ABT Abbott Laboratories | 0.79% | 11,619 | $1.2M | — |
| SYY Sysco Corp. | 0.79% | 16,790 | $1.2M | — |
| EMR Emerson Electric Co. | 0.75% | 10,458 | $1.2M | — |
| PFE Pfizer Inc. | 0.72% | 39,318 | $1.1M | — |
| DE Deere & Co. | 0.71% | 2,916 | $1.1M | — |
| WFC Wells Fargo & Co. | 0.70% | 18,009 | $1.1M | — |
| TFC Truist Financial Corp. | 0.70% | 27,429 | $1.1M | — |
| DVN Devon Energy Corp. | 0.67% | 21,648 | $1.0M | — |
| KO The Coca-Cola Co. | 0.63% | 15,201 | $968K | — |
| MCD McDonald's Corp. | 0.63% | 3,763 | $959K | — |
| PHM Pultegroup Inc. | 0.60% | 8,276 | $911K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.57% | 14,661 | $878K | — |
| CSX CSX Corp. | 0.57% | 25,923 | $867K | — |
| FCX Freeport-McMoran Inc. | 0.55% | 17,286 | $840K | — |
| WBA Walgreens Boots Alliance Inc. | 0.54% | 67,864 | $821K | — |
| CVX Chevron Corp. | 0.54% | 5,234 | $819K | — |
| CHH Choice Hotels Intl Inc. | 0.52% | 6,717 | $799K | — |
| COF Capital One Financial Corp. | 0.51% | 5,607 | $776K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 4,318 | $747K | — |
| BARNES GROUP INC | 0.47% | 17,235 | $714K | — |
| ITW Illinois Tool Works | 0.46% | 2,985 | $707K | — |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.45% | 3,625 | $685K | — |
| T AT&T Inc. | 0.44% | 34,805 | $665K | — |
| LMT Lockheed Martin Corp. | 0.42% | 1,382 | $646K | — |
| HPQ HP Inc. | 0.42% | 18,416 | $645K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 15,678 | $624K | — |
| XOM Exxon Mobil Corp. | 0.39% | 5,227 | $602K | — |
| DOW Dow Inc. | 0.39% | 11,323 | $601K | — |
| CTRA Coterra Energy Inc. | 0.39% | 22,362 | $596K | — |
| DD Dupont DE Nemours Inc. | 0.39% | 7,346 | $591K | — |
| BIO Bio-Rad Laboratories-A | 0.34% | 1,902 | $519K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.32% | 4,561 | $495K | — |
| HWM Howmet Aerospace Inc. | 0.32% | 6,196 | $481K | — |
| HII Huntington Ingalls Industrie | 0.30% | 1,849 | $455K | — |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.29% | 35,039 | $439K | — |
| AFL Aflac Inc. | 0.27% | 4,676 | $418K | — |
| A Agilent Technologies Inc. | 0.26% | 3,072 | $398K | — |
| HPE Hewlett Packard Enterprise | 0.26% | 18,695 | $396K | — |
| AAPL Apple Inc. | 0.25% | 1,792 | $377K | — |
| SON Sonoco Products Co. | 0.24% | 7,088 | $360K | — |
| CINF Cincinnati Financial Corp. | 0.23% | 2,909 | $344K | — |
| DUK Duke Energy Corp. | 0.22% | 3,358 | $337K | — |
| LEN Lennar Corp. Class A | 0.21% | 2,120 | $318K | — |
| C Citigroup Inc. | 0.17% | 4,067 | $258K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 3,841 | $249K | — |
| CTVA Corteva Inc. | 0.16% | 4,531 | $244K | — |
| FTRE Fortrea Holdings Inc. | 0.14% | 9,386 | $219K | — |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,232 | $196K | — |
| WU Western Union Co. | 0.12% | 15,533 | $190K | — |
| SO The Southern Co. | 0.12% | 2,358 | $183K | — |
| BA The Boeing Co. | 0.11% | 960 | $175K | — |
| D Dominion Energy Inc. | 0.11% | 3,408 | $167K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 280 | $152K | — |
| SSB Southstate Bank Corp. | 0.10% | 1,979 | $151K | — |
| BMY Bristol-Myers Squibb Co. | 0.10% | 3,636 | $151K | — |
| OXY Occidental Petroleum Corp. | 0.10% | 2,301 | $145K | — |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.09% | 3,189 | $144K | — |
| AXP American Express Co. | 0.09% | 565 | $131K | — |
| PBA Pembina Pipeline Corp. | 0.07% | 2,975 | $110K | — |
| CC The Chemours Co. | 0.07% | 4,739 | $107K | — |
| FMC FMC Corp. | 0.07% | 1,841 | $106K | — |
| UAL United Airlines Holdings Inc. | 0.07% | 2,158 | $105K | — |
| AA Alcoa Corp. | 0.07% | 2,563 | $102K | — |
| LIN Linde PLC | 0.06% | 200 | $88K | — |
| CI The Cigna Group | 0.06% | 254 | $84K | — |
| PCG P G & E Corp. | 0.05% | 4,255 | $74K | — |
| MTW Manitowoc Company Inc. | 0.04% | 5,753 | $66K | — |
| WBD Warner Bros Discovery Inc. | 0.04% | 7,976 | $59K | — |
| PG The Procter & Gamble Co. | 0.04% | 352 | $58K | — |
| GEV GE Vernova Inc. | 0.03% | 303 | $52K | — |
| UNM Unum Group | 0.03% | 855 | $44K | — |
| DAL Delta Air Lines Inc. | 0.03% | 920 | $44K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 100 | $41K | — |
| GEHC GE Healthcare Technology | 0.02% | 436 | $34K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 321 | $32K | — |
| OGN Organon & Co. | 0.02% | 1,514 | $31K | — |
| WEC WEC Energy Group Inc. | 0.02% | 398 | $31K | — |
| ENB Enbridge Inc. | 0.02% | 787 | $28K | — |
| DXC DXC Technology Co. | 0.02% | 1,381 | $26K | — |
| KMB Kimberly-Clark Corp. | 0.02% | 189 | $26K | — |
| TIP iShares Tips Bond ETF | 0.02% | 244 | $26K | — |
| GD General Dynamics Corp. | 0.02% | 84 | $24K | — |
| AAP Advance Auto Parts Inc. | 0.01% | 358 | $23K | — |
| ED Consolidated Edison Inc. | 0.01% | 252 | $23K | — |
| VTRS Viatris Inc. | 0.01% | 2,059 | $22K | — |
| KD Kyndryl Holdings Inc. | 0.01% | 778 | $20K | — |
| MO Altria Group Inc. | 0.01% | 447 | $20K | — |
| EHC Encompass Health Corp. | 0.01% | 207 | $18K | — |
| BP BP PLC-Spons ADR | 0.01% | 407 | $15K | — |
| IP International Paper Co. | 0.01% | 340 | $15K | — |
| AEG Aegon Ltd.-NY Reg SHR | 0.01% | 2,094 | $13K | — |
| KEYS Keysight Technologies Inc. | 0.01% | 72 | $10K | — |
| GM General Motors Co. | 0.01% | 200 | $9K | — |
| NRG NRG Energy Inc. | 0.01% | 119 | $9K | — |
| MMM 3M Co. | 0.01% | 78 | $8K | — |
| PRU Prudential Financial Inc. | 0.01% | 67 | $8K | — |
| ABCB Ameris Bancorp | 0.00% | 150 | $8K | — |
| NKE Nike Inc. Class B | 0.00% | 100 | $8K | — |
| BTI British American Tob-SP ADR | 0.00% | 212 | $7K | — |
| CNP Centerpoint Energy Inc. | 0.00% | 200 | $6K | — |
| ZIMV Zimvie Inc. | 0.00% | 323 | $6K | — |
| YUM Yum! Brands Inc. | 0.00% | 44 | $6K | — |
| KHC The Kraft Heinz Co. | 0.00% | 151 | $5K | — |
| HTGC Hercules Capital Inc. | 0.00% | 229 | $5K | — |
| SNV Synovus Financial Corp. | 0.00% | 86 | $3K | — |
| CHD Church & Dwight Co. Inc. | 0.00% | 32 | $3K | — |
| ALTM Arcadium Lithium PLC | 0.00% | 978 | $3K | — |
| ORCL Oracle Corp. | 0.00% | 20 | $3K | — |
| LE Lands' End Inc. | 0.00% | 192 | $3K | — |
| CB Chubb Ltd. | 0.00% | 10 | $3K | — |
| DG Dollar General Corp. | 0.00% | 16 | $2K | — |
| SLVM Sylvamo Corp. | 0.00% | 30 | $2K | — |
| GIS General Mills Inc. | 0.00% | 31 | $2K | — |
| HE Hawaiian Electric Inds | 0.00% | 200 | $2K | — |
| K Kellanova | 0.00% | 31 | $2K | — |
| COIN Coinbase Global Inc. Class A | 0.00% | 7 | $2K | — |
| LEN.B Lennar Corp. Class B | 0.00% | 9 | $1K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 40 | $1K | — |
| SOLV Solventum Corp. | 0.00% | 19 | $1K | — |
| WAB Wabtec Corp. | 0.00% | 6 | $948 | — |
| SONO Sonos Inc. | 0.00% | 50 | $738 | — |
| PNC PNC Financial Services Group | 0.00% | 4 | $622 | — |
| MTN Vail Resorts Inc. | 0.00% | 3 | $540 | — |
| AVNS Avanos Medical Inc. | 0.00% | 23 | $458 | — |
| JD Jd.com Inc.-ADR | 0.00% | 10 | $258 | — |
| KLG WK Kellogg Co. | 0.00% | 7 | $115 | — |
| OPEN Opendoor Technologies Inc. | 0.00% | 25 | $46 | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
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 |