William B. Walkup & Associates, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), William B. Walkup & Associates, Inc. reported 160 stock positions worth $157.9 million. Its top holding was AutoZone (AZO) at 12.6% of the portfolio, followed by Valero Energy (VLO, 5.7%) and Home Depot (HD, 4.9%). Compared with Q3 2024, it opened 2 new positions, added to 17 and reduced 43. The biggest buy was Walmart (WMT, shares +0%) and the biggest sale Eastman Chemical (EMN, shares −0%).

Most Recent 13F
Q2 2026
Location
COLUMBIA, SC
CIK
0002034054
Portfolio Value
$157.9M (Q4 2024)
SEC Filing
0002034054-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2024: $152.7M Q2 2024 Q3 2024: $161.7M Q3 2024 Q4 2024: $157.9M $157.9M Q4 2024 Q1 2025: $164.0M Q1 2025 Q2 2025: $169.7M Q2 2025 Q3 2025: $186.7M Q3 2025 Q4 2025: $182.7M Q4 2025 Q1 2026: $167.5M Q1 2026 Q2 2026: $207.7M Q2 2026

Holdings 160 stocks · $157.9M
AZO AutoZone Inc. 12.63% 6,230 $19.9M No change
VLO Valero Energy Corp. 5.69% 73,273 $9.0M Add +0.3%
HD Home Depot Inc. 4.89% 19,840 $7.7M Reduce -0.9%
JPM JPMorgan Chase & Co. 4.64% 30,581 $7.3M Reduce -0.3%
WMT Walmart Inc. 4.06% 70,892 $6.4M Add +0.2%
DFS Discover Financial Services 3.92% 35,763 $6.2M Reduce -0.3%
UNH Unitedhealth Group Inc. 3.29% 10,261 $5.2M Add +0.1%
ALL Allstate Corp. 2.82% 23,137 $4.5M Add +0.8%
ABBV Abbvie Inc. 2.81% 25,011 $4.4M Reduce -0.6%
EMN Eastman Chemical Co. 2.50% 43,210 $3.9M Reduce -0.0%
MCK McKesson Corp. 2.42% 6,704 $3.8M Reduce -2.3%
KMI Kinder Morgan Inc. 2.23% 128,678 $3.5M Add +0.3%
NOC Northrop Grumman Corp. 1.98% 6,676 $3.1M No change
TRV The Travelers Cos Inc. 1.94% 12,743 $3.1M Reduce -0.4%
MS Morgan Stanley 1.72% 21,632 $2.7M Reduce -0.9%
MRK Merck & Co. Inc. 1.69% 26,878 $2.7M Add +0.4%
LOW Lowe's Cos Inc. 1.61% 10,315 $2.5M Add +1.0%
NUE Nucor Corp. 1.57% 21,249 $2.5M Reduce -0.1%
DHI D.R. Horton Inc. 1.51% 17,029 $2.4M Add +0.1%
COP Conocophillips 1.45% 23,039 $2.3M Reduce -4.2%
LH Labcorp Holdings Inc. 1.38% 9,486 $2.2M No change
RJF Raymond James Financial Inc. 1.32% 13,395 $2.1M No change
LLY Eli Lilly & Co. 1.12% 2,300 $1.8M No change
VZ Verizon Communications Inc. 1.12% 44,201 $1.8M Reduce -0.7%
JNJ Johnson & Johnson 1.11% 12,100 $1.7M Reduce -0.3%
PSX Phillips 66 1.08% 15,034 $1.7M No change
MSFT Microsoft Corp. 0.92% 3,439 $1.4M No change
INTC Intel Corp. 0.89% 69,934 $1.4M Reduce -0.2%
QCOM Qualcomm Inc. 0.82% 8,426 $1.3M Reduce -0.9%
EMR Emerson Electric Co. 0.81% 10,289 $1.3M Reduce -0.5%
SYY Sysco Corp. 0.80% 16,584 $1.3M No change
FDX FedEx Corp. 0.80% 4,496 $1.3M Add +0.4%
ABT Abbott Laboratories 0.80% 11,108 $1.3M Reduce -4.6%
WFC Wells Fargo & Co. 0.79% 17,837 $1.3M Reduce -0.6%
DE Deere & Co. 0.78% 2,908 $1.2M Reduce -0.3%
TFC Truist Financial Corp. 0.75% 27,224 $1.2M Reduce -0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.72% 14,708 $1.1M Reduce -0.1%
HP Helmerich & Payne 0.71% 35,241 $1.1M No change
MCD McDonald's Corp. 0.66% 3,609 $1.0M Reduce -2.5%
PFE Pfizer Inc. 0.66% 39,368 $1.0M Add +1.2%
COF Capital One Financial Corp. 0.63% 5,590 $997K Reduce -0.1%
CHH Choice Hotels Intl Inc. 0.60% 6,717 $954K No change
CVS CVS Health Corp. 0.59% 20,704 $929K Reduce -2.8%
KO The Coca-Cola Co. 0.59% 14,878 $926K Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 4,200 $923K No change
PHM Pultegroup Inc. 0.57% 8,276 $901K No change
CSX CSX Corp. 0.52% 25,661 $828K Reduce -1.0%
BARNES GROUP INC 0.52% 17,235 $815K No change
T AT&T Inc. 0.50% 34,469 $785K No change
DVN Devon Energy Corp. 0.48% 22,979 $752K Add +3.8%
ITW Illinois Tool Works 0.47% 2,936 $745K Reduce -0.1%
CVX Chevron Corp. 0.47% 5,135 $744K Add +2.1%
LMT Lockheed Martin Corp. 0.42% 1,368 $665K Reduce -0.5%
WBA Walgreens Boots Alliance Inc. 0.42% 70,523 $658K Add +4.5%
FCX Freeport-McMoran Inc. 0.41% 16,952 $646K Reduce -1.9%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.40% 3,625 $628K No change
BIO Bio-Rad Laboratories-A 0.40% 1,902 $625K No change
HWM Howmet Aerospace Inc. 0.39% 5,663 $619K Reduce -8.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 13,828 $608K Reduce -1.1%
CTRA Coterra Energy Inc. 0.36% 22,362 $571K No change
AFL Aflac Inc. 0.35% 5,404 $559K Add +8.4%
DD Dupont DE Nemours Inc. 0.34% 6,986 $533K Reduce -3.6%
XOM Exxon Mobil Corp. 0.32% 4,668 $502K No change
HPQ HP Inc. 0.30% 14,416 $470K Reduce -21.7%
UAL United Airlines Holdings Inc. 0.29% 4,706 $457K Add +6.3%
DOW Dow Inc. 0.29% 11,232 $451K No change
AAPL Apple Inc. 0.28% 1,789 $448K Add +0.8%
ZBH Zimmer Biomet Holdings Inc. 0.27% 4,036 $426K Reduce -11.5%
CINF Cincinnati Financial Corp. 0.26% 2,898 $416K No change
A Agilent Technologies Inc. 0.26% 3,072 $413K No change
HPE Hewlett Packard Enterprise 0.25% 18,695 $399K No change
DUK Duke Energy Corp. 0.23% 3,341 $360K Reduce -0.5%
F Ford Motor Co. filed as FORD MTR CO 0.22% 35,464 $351K No change
HII Huntington Ingalls Industrie 0.22% 1,799 $340K No change
SON Sonoco Products Co. 0.21% 6,707 $328K No change
LEN Lennar Corp. Class A 0.18% 2,120 $289K No change
C Citigroup Inc. 0.18% 4,035 $284K Reduce -0.1%
BMY Bristol-Myers Squibb Co. 0.16% 4,581 $259K Add +9.6%
CTVA Corteva Inc. 0.15% 4,084 $233K Reduce -8.0%
GE General Electric filed as GE AEROSPACE 0.13% 1,232 $205K No change
SO The Southern Co. 0.12% 2,358 $194K No change
D Dominion Energy Inc. 0.12% 3,408 $184K No change
FTRE Fortrea Holdings Inc. 0.11% 9,171 $171K Reduce -2.3%
AXP American Express Co. 0.11% 565 $168K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 280 $164K No change
WU Western Union Co. 0.10% 15,443 $164K Reduce -0.6%
BA The Boeing Co. 0.10% 878 $155K No change
CPB The Campbell's Company 0.08% 3,089 $129K Reduce -3.1%
PBA Pembina Pipeline Corp. 0.07% 2,975 $110K No change
OXY Occidental Petroleum Corp. 0.07% 2,208 $109K No change
AA Alcoa Corp. 0.06% 2,551 $96K Reduce -0.2%
GEV GE Vernova Inc. 0.06% 281 $92K Reduce -7.3%
PCG P G & E Corp. 0.05% 4,255 $86K No change
LIN Linde PLC 0.05% 200 $84K No change
FMC FMC Corp. 0.05% 1,670 $81K No change
WBD Warner Bros Discovery Inc. 0.05% 7,592 $80K Reduce -3.9%
CC The Chemours Co. 0.05% 4,616 $78K No change
CI The Cigna Group 0.04% 254 $70K No change
UNM Unum Group 0.04% 855 $62K No change
PG The Procter & Gamble Co. 0.04% 352 $59K No change

Show all 160 holdings

Options reported separately and not counted above: OXY calls ($6K).

Portfolio Sells Q3 2024 → Q4 2024
EMN Eastman Chemical Co. Reduce -0.0% 2.50% −0.49
NUE Nucor Corp. Reduce -0.1% 1.57% −0.41
ABBV Abbvie Inc. Reduce -0.6% 2.81% −0.26
CVS CVS Health Corp. Reduce -2.8% 0.59% −0.24
HD Home Depot Inc. Reduce -0.9% 4.89% −0.13
INTC Intel Corp. Reduce -0.2% 0.89% −0.13
FCX Freeport-McMoran Inc. Reduce -1.9% 0.41% −0.13
COP Conocophillips Reduce -4.2% 1.45% −0.12
VZ Verizon Communications Inc. Reduce -0.7% 1.12% −0.12
HPQ HP Inc. Reduce -21.7% 0.30% −0.11
JNJ Johnson & Johnson Reduce -0.3% 1.11% −0.11
KO The Coca-Cola Co. Reduce -0.8% 0.59% −0.08
LMT Lockheed Martin Corp. Reduce -0.5% 0.42% −0.08
QCOM Qualcomm Inc. Reduce -0.9% 0.82% −0.08
DD Dupont DE Nemours Inc. Reduce -3.6% 0.34% −0.06
MCD McDonald's Corp. Reduce -2.5% 0.66% −0.04
ZBH Zimmer Biomet Holdings Inc. Reduce -11.5% 0.27% −0.03
CSX CSX Corp. Reduce -1.0% 0.52% −0.03
ABT Abbott Laboratories Reduce -4.6% 0.80% −0.03
CPB The Campbell's Company Reduce -3.1% 0.08% −0.01
CTVA Corteva Inc. Reduce -8.0% 0.15% −0.01
DUK Duke Energy Corp. Reduce -0.5% 0.23% −0.01
WU Western Union Co. Reduce -0.6% 0.10% −0.01
FTRE Fortrea Holdings Inc. Reduce -2.3% 0.11% −0.01
GEHC GE Healthcare Technology Reduce -6.9% 0.02% −0.01
ITW Illinois Tool Works Reduce -0.1% 0.47% −0.01
AA Alcoa Corp. Reduce -0.2% 0.06% 0.00
HWM Howmet Aerospace Inc. Reduce -8.6% 0.39% +0.01
WBD Warner Bros Discovery Inc. Reduce -3.9% 0.05% +0.01
GEV GE Vernova Inc. Reduce -7.3% 0.06% +0.01
TFC Truist Financial Corp. Reduce -0.8% 0.75% +0.02
C Citigroup Inc. Reduce -0.1% 0.18% +0.02
DE Deere & Co. Reduce -0.3% 0.78% +0.03
BAC Bank of America Corp. Reduce -1.1% 0.38% +0.04
BNY Bank of New York Mellon Corp. Reduce -0.1% 0.72% +0.06
TRV The Travelers Cos Inc. Reduce -0.4% 1.94% +0.09
EMR Emerson Electric Co. Reduce -0.5% 0.81% +0.11
COF Capital One Financial Corp. Reduce -0.1% 0.63% +0.11
WFC Wells Fargo & Co. Reduce -0.6% 0.79% +0.17
MS Morgan Stanley Reduce -0.9% 1.72% +0.31
MCK McKesson Corp. Reduce -2.3% 2.42% +0.32
JPM JPMorgan Chase & Co. Reduce -0.3% 4.64% +0.64
DFS Discover Financial Services Reduce -0.3% 3.92% +0.81

Portfolio Buys Q3 2024 → Q4 2024
WMT Walmart Inc. Add +0.2% 4.06% +0.52
KMI Kinder Morgan Inc. Add +0.3% 2.23% +0.48
ALL Allstate Corp. Add +0.8% 2.82% +0.13
UAL United Airlines Holdings Inc. Add +6.3% 0.29% +0.13
FDX FedEx Corp. Add +0.4% 0.80% +0.04
WBA Walgreens Boots Alliance Inc. Add +4.5% 0.42% +0.04
GOOG Alphabet Inc. Class C New 0.03% +0.03
BMY Bristol-Myers Squibb Co. Add +9.6% 0.16% +0.03
AAPL Apple Inc. Add +0.8% 0.28% +0.03
CVX Chevron Corp. Add +2.1% 0.47% +0.01
AFL Aflac Inc. Add +8.4% 0.35% +0.01
MU Micron Technology Inc. New 0.00% +0.00
PFE Pfizer Inc. Add +1.2% 0.66% −0.04
DVN Devon Energy Corp. Add +3.8% 0.48% −0.06
LOW Lowe's Cos Inc. Add +1.0% 1.61% −0.10
MRK Merck & Co. Inc. Add +0.4% 1.69% −0.19
VLO Valero Energy Corp. Add +0.3% 5.69% −0.42
UNH Unitedhealth Group Inc. Add +0.1% 3.29% −0.42
DHI D.R. Horton Inc. Add +0.1% 1.51% −0.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 257$207.7MAZO, VLO, INTC, JPM, COF
Q1 2026 163$167.5MAZO, VLO, JPM, HD, WMT
Q4 2025 167$182.7MAZO, VLO, COF, JPM, WMT
Q3 2025 162$186.7MAZO, VLO, JPM, COF, HD
Q2 2025 162$169.7MAZO, VLO, COF, JPM, HD
Q1 2025 162$164.0MAZO, VLO, JPM, HD, WMT
Q4 2024 160$157.9MAZO, VLO, HD, JPM, WMT
Q3 2024 158$161.7MAZO, VLO, HD, JPM, UNH
Q2 2024 158$152.7MAZO, VLO, HD, JPM, UNH