William B. Walkup & Associates, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), William B. Walkup & Associates, Inc. reported 162 stock positions worth $164.0 million. Its top holding was AutoZone (AZO) at 14.5% of the portfolio, followed by Valero Energy (VLO, 6.1%) and JPMorgan Chase (JPM, 4.6%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 63 and reduced 10. The biggest buy was AutoZone (AZO, shares +0%) and the biggest sale an exit from Travelers Cos (TRV).

Most Recent 13F
Q2 2026
Location
COLUMBIA, SC
CIK
0002034054
Portfolio Value
$164.0M (Q1 2025)
SEC Filing
0002034054-25-000002 ↗ filed May 13, 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 Q4 2024 Q1 2025: $164.0M $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 162 stocks · $164.0M
AZO AutoZone Inc. 14.50% 6,238 $23.8M Add +0.1%
VLO Valero Energy Corp. 6.09% 75,595 $10.0M Add +3.2%
JPM JPMorgan Chase & Co. 4.57% 30,581 $7.5M No change
HD Home Depot Inc. 4.43% 19,820 $7.3M Reduce -0.1%
WMT Walmart Inc. 3.95% 73,839 $6.5M Add +4.2%
DFS Discover Financial Services 3.74% 35,955 $6.1M Add +0.5%
ABBV Abbvie Inc. 3.34% 26,137 $5.5M Add +4.5%
UNH Unitedhealth Group Inc. 3.28% 10,262 $5.4M Add +0.0%
ALL Allstate Corp. 3.02% 23,948 $5.0M Add +3.5%
MCK McKesson Corp. 2.77% 6,740 $4.5M Add +0.5%
EMN Eastman Chemical Co. 2.36% 43,971 $3.9M Add +1.8%
KMI Kinder Morgan Inc. 2.27% 130,265 $3.7M Add +1.2%
NOC Northrop Grumman Corp. 2.08% 6,676 $3.4M No change
NUE Nucor Corp. 1.57% 21,457 $2.6M Add +1.0%
MS Morgan Stanley 1.55% 21,752 $2.5M Add +0.6%
LOW Lowe's Cos Inc. 1.48% 10,388 $2.4M Add +0.7%
COP Conocophillips 1.48% 23,039 $2.4M No change
MRK Merck & Co. Inc. 1.46% 26,717 $2.4M Reduce -0.6%
LH Labcorp Holdings Inc. 1.37% 9,652 $2.2M Add +1.8%
DHI D.R. Horton Inc. 1.34% 17,269 $2.2M Add +1.4%
JNJ Johnson & Johnson 1.28% 12,674 $2.1M Add +4.7%
VZ Verizon Communications Inc. 1.25% 45,188 $2.0M Add +2.2%
PSX Phillips 66 1.18% 15,662 $1.9M Add +4.2%
LLY Eli Lilly & Co. 1.16% 2,307 $1.9M Add +0.3%
RJF Raymond James Financial Inc. 1.13% 13,335 $1.9M Reduce -0.5%
INTC Intel Corp. 1.01% 73,158 $1.7M Add +4.6%
MSFT Microsoft Corp. 0.92% 4,001 $1.5M Add +16.3%
ABT Abbott Laboratories 0.91% 11,291 $1.5M Add +1.6%
CVS CVS Health Corp. 0.87% 21,162 $1.4M Add +2.2%
DE Deere & Co. 0.83% 2,908 $1.4M No change
WFC Wells Fargo & Co. 0.82% 18,667 $1.3M Add +4.7%
SYY Sysco Corp. 0.80% 17,574 $1.3M Add +6.0%
QCOM Qualcomm Inc. 0.80% 8,528 $1.3M Add +1.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.77% 15,149 $1.3M Add +3.0%
EMR Emerson Electric Co. 0.74% 11,109 $1.2M Add +8.0%
MCD McDonald's Corp. 0.69% 3,609 $1.1M No change
TFC Truist Financial Corp. 0.68% 27,224 $1.1M No change
FDX FedEx Corp. 0.68% 4,572 $1.1M Add +1.7%
KO The Coca-Cola Co. 0.67% 15,447 $1.1M Add +3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.67% 4,407 $1.1M Add +4.9%
PFE Pfizer Inc. 0.63% 40,668 $1.0M Add +3.3%
COF Capital One Financial Corp. 0.61% 5,600 $1.0M Add +0.2%
CVX Chevron Corp. 0.61% 6,000 $1.0M Add +16.9%
T AT&T Inc. 0.61% 35,488 $1.0M Add +3.0%
HP Helmerich & Payne 0.56% 35,241 $920K No change
CHH Choice Hotels Intl Inc. 0.54% 6,717 $892K No change
ITW Illinois Tool Works 0.53% 3,482 $864K Add +18.6%
DVN Devon Energy Corp. 0.53% 23,084 $863K Add +0.5%
PHM Pultegroup Inc. 0.52% 8,276 $851K No change
CSX CSX Corp. 0.49% 27,573 $811K Add +7.5%
WBA Walgreens Boots Alliance Inc. 0.48% 71,181 $795K Add +0.9%
AFL Aflac Inc. 0.44% 6,423 $714K Add +18.9%
HWM Howmet Aerospace Inc. 0.43% 5,425 $704K Reduce -4.2%
FCX Freeport-McMoran Inc. 0.42% 18,318 $694K Add +8.1%
LMT Lockheed Martin Corp. 0.41% 1,513 $676K Add +10.6%
CTRA Coterra Energy Inc. 0.39% 22,362 $646K No change
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.39% 3,625 $634K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 13,828 $577K No change
XOM Exxon Mobil Corp. 0.34% 4,668 $555K No change
DD Dupont DE Nemours Inc. 0.33% 7,328 $547K Add +4.9%
BIO Bio-Rad Laboratories-A 0.28% 1,902 $463K No change
ZBH Zimmer Biomet Holdings Inc. 0.28% 4,036 $457K No change
AAPL Apple Inc. 0.26% 1,953 $434K Add +9.2%
CINF Cincinnati Financial Corp. 0.26% 2,898 $428K No change
DUK Duke Energy Corp. 0.25% 3,341 $408K No change
DOW Dow Inc. 0.25% 11,605 $405K Add +3.3%
HPQ HP Inc. 0.24% 14,195 $393K Reduce -1.5%
HII Huntington Ingalls Industrie 0.23% 1,843 $376K Add +2.5%
SON Sonoco Products Co. 0.22% 7,767 $367K Add +15.8%
F Ford Motor Co. filed as FORD MTR CO 0.22% 36,199 $363K Add +2.1%
A Agilent Technologies Inc. 0.22% 3,072 $359K No change
UAL United Airlines Holdings Inc. 0.20% 4,742 $327K Add +0.8%
C Citigroup Inc. 0.19% 4,285 $304K Add +6.2%
BMY Bristol-Myers Squibb Co. 0.18% 4,936 $301K Add +7.8%
HPE Hewlett Packard Enterprise 0.18% 18,695 $288K No change
CTVA Corteva Inc. 0.17% 4,457 $280K Add +9.1%
GE General Electric filed as GE AEROSPACE 0.17% 1,352 $271K Add +9.7%
LEN Lennar Corp. Class A 0.15% 2,187 $251K Add +3.2%
SO The Southern Co. 0.13% 2,358 $217K No change
D Dominion Energy Inc. 0.12% 3,408 $191K No change
BA The Boeing Co. 0.10% 946 $161K Add +7.7%
WU Western Union Co. 0.10% 15,070 $159K Reduce -2.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 280 $157K No change
AXP American Express Co. 0.09% 565 $152K No change
CPB The Campbell's Company 0.08% 3,089 $123K No change
PBA Pembina Pipeline Corp. 0.07% 2,975 $119K No change
OXY Occidental Petroleum Corp. 0.07% 2,335 $115K Add +5.8%
LIN Linde PLC 0.06% 200 $93K No change
GEV GE Vernova Inc. 0.06% 299 $91K Add +6.4%
WBD Warner Bros Discovery Inc. 0.05% 7,837 $84K Add +3.2%
CI The Cigna Group 0.05% 254 $84K No change
AA Alcoa Corp. 0.05% 2,551 $78K No change
PCG P G & E Corp. 0.04% 4,255 $73K No change
FMC FMC Corp. 0.04% 1,670 $70K No change
UNM Unum Group 0.04% 855 $70K No change
FTRE Fortrea Holdings Inc. 0.04% 9,197 $69K Add +0.3%
CC The Chemours Co. 0.04% 4,616 $62K No change
PG The Procter & Gamble Co. 0.04% 352 $60K No change
BRK.B Berkshire Hathaway Inc. Class B 0.03% 100 $53K No change
MTW Manitowoc Company Inc. 0.03% 5,753 $49K No change

Show all 162 holdings

Portfolio Sells Q4 2024 → Q1 2025
TRV The Travelers Cos Inc. Sold out 0.00% −1.94
BARNES GROUP INC Sold out 0.00% −0.52
HD Home Depot Inc. Reduce -0.1% 4.43% −0.46
MRK Merck & Co. Inc. Reduce -0.6% 1.46% −0.23
RJF Raymond James Financial Inc. Reduce -0.5% 1.13% −0.19
HPQ HP Inc. Reduce -1.5% 0.24% −0.06
WU Western Union Co. Reduce -2.4% 0.10% −0.01
DIS The Walt Disney Co. Reduce -0.3% 0.02% −0.00
EHC Encompass Health Corp. Reduce -17.9% 0.01% −0.00
ALTM Arcadium Lithium PLC Sold out 0.00% −0.00
OGN Organon & Co. Reduce -2.3% 0.01% −0.00
ZIMV Zimvie Inc. Reduce -7.1% 0.00% −0.00
HWM Howmet Aerospace Inc. Reduce -4.2% 0.43% +0.04

Portfolio Buys Q4 2024 → Q1 2025
AZO AutoZone Inc. Add +0.1% 14.50% +1.87
ABBV Abbvie Inc. Add +4.5% 3.34% +0.52
VLO Valero Energy Corp. Add +3.2% 6.09% +0.40
MCK McKesson Corp. Add +0.5% 2.77% +0.35
CVS CVS Health Corp. Add +2.2% 0.87% +0.29
ALL Allstate Corp. Add +3.5% 3.02% +0.20
JNJ Johnson & Johnson Add +4.7% 1.28% +0.17
CVX Chevron Corp. Add +16.9% 0.61% +0.14
VZ Verizon Communications Inc. Add +2.2% 1.25% +0.13
INTC Intel Corp. Add +4.6% 1.01% +0.13
ABT Abbott Laboratories Add +1.6% 0.91% +0.12
T AT&T Inc. Add +3.0% 0.61% +0.11
PSX Phillips 66 Add +4.2% 1.18% +0.09
KO The Coca-Cola Co. Add +3.8% 0.67% +0.09
IBM Intl Business Machines Corp. Add +4.9% 0.67% +0.08
AFL Aflac Inc. Add +18.9% 0.44% +0.08
WBA Walgreens Boots Alliance Inc. Add +0.9% 0.48% +0.07
BNY Bank of New York Mellon Corp. Add +3.0% 0.77% +0.06
ITW Illinois Tool Works Add +18.6% 0.53% +0.06
DVN Devon Energy Corp. Add +0.5% 0.53% +0.05
LLY Eli Lilly & Co. Add +0.3% 1.16% +0.04
GE General Electric Add +9.7% 0.17% +0.03
KMI Kinder Morgan Inc. Add +1.2% 2.27% +0.03
MFC Manulife Financial Corp. New 0.03% +0.03
CTVA Corteva Inc. Add +9.1% 0.17% +0.02
WFC Wells Fargo & Co. Add +4.7% 0.82% +0.02
BMY Bristol-Myers Squibb Co. Add +7.8% 0.18% +0.02
SON Sonoco Products Co. Add +15.8% 0.22% +0.02
FCX Freeport-McMoran Inc. Add +8.1% 0.42% +0.01
HII Huntington Ingalls Industrie Add +2.5% 0.23% +0.01
PLTR Palantir Technologies Inc. Class A New 0.01% +0.01
META Meta Platforms Inc. Class A New 0.01% +0.01
NVDA Nvidia Corp. New 0.01% +0.01
C Citigroup Inc. Add +6.2% 0.19% +0.01
NUE Nucor Corp. Add +1.0% 1.57% +0.00
GEHC GE Healthcare Technology Add +9.8% 0.02% +0.00
OXY Occidental Petroleum Corp. Add +5.8% 0.07% +0.00
SYY Sysco Corp. Add +6.0% 0.80% +0.00
WBD Warner Bros Discovery Inc. Add +3.2% 0.05% +0.00
BA The Boeing Co. Add +7.7% 0.10% 0.00
MRP Millrose Properties Add +2.9% 0.02% −0.00
F Ford Motor Co. Add +2.1% 0.22% −0.00
KD Kyndryl Holdings Inc. Add +5.3% 0.02% −0.00
MSFT Microsoft Corp. Add +16.3% 0.92% −0.00
GEV GE Vernova Inc. Add +6.4% 0.06% −0.00
DD Dupont DE Nemours Inc. Add +4.9% 0.33% −0.00
VTRS Viatris Inc. Add +8.1% 0.01% −0.00
LH Labcorp Holdings Inc. Add +1.8% 1.37% −0.01
LMT Lockheed Martin Corp. Add +10.6% 0.41% −0.01
UNH Unitedhealth Group Inc. Add +0.0% 3.28% −0.01

Options Activity Q4 2024 → Q1 2025
OXY Occidental Petroleum Corp. call Sold out 127 $6Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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