William B. Walkup & Associates, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), William B. Walkup & Associates, Inc. reported 163 stock positions worth $167.5 million. Its top holding was AutoZone (AZO) at 14.2% of the portfolio, followed by Valero Energy (VLO, 6.0%) and JPMorgan Chase (JPM, 4.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 10, added to 52 and reduced 33. The biggest buy was a new position in Discover Financial Services (DFS) and the biggest sale Capital One Financial (COF, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0002034054
- Portfolio Value
- $167.5M (Q1 2026)
- SEC Filing
- 0002034054-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 163 stocks · $167.5M
| AZO AutoZone Inc. | 14.20% | 6,238 | $23.8M | Add +0.2% |
| VLO Valero Energy Corp. | 5.96% | 75,595 | $10.0M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 4.48% | 30,581 | $7.5M | Add +1.4% |
| HD Home Depot Inc. | 4.34% | 19,820 | $7.3M | Add +1.5% |
| WMT Walmart Inc. | 3.87% | 73,839 | $6.5M | Add +1.3% |
| DFS Discover Financial Services | 3.66% | 35,955 | $6.1M | New |
| ABBV Abbvie Inc. | 3.27% | 26,137 | $5.5M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 3.21% | 10,262 | $5.4M | Reduce -0.6% |
| ALL Allstate Corp. | 2.96% | 23,948 | $5.0M | Reduce -1.2% |
| MCK McKesson Corp. | 2.71% | 6,740 | $4.5M | Add +1.3% |
| EMN Eastman Chemical Co. | 2.31% | 43,971 | $3.9M | Add +4.3% |
| KMI Kinder Morgan Inc. | 2.22% | 130,265 | $3.7M | Add +0.3% |
| TRV The Travelers Cos Inc. | 2.07% | 13,139 | $3.5M | Add +1.7% |
| NOC Northrop Grumman Corp. | 2.04% | 6,676 | $3.4M | Add +0.6% |
| NUE Nucor Corp. | 1.54% | 21,457 | $2.6M | Add +1.1% |
| MS Morgan Stanley | 1.52% | 21,752 | $2.5M | Add +2.5% |
| LOW Lowe's Cos Inc. | 1.45% | 10,388 | $2.4M | Add +1.6% |
| COP Conocophillips | 1.44% | 23,039 | $2.4M | Add +1.3% |
| MRK Merck & Co. Inc. | 1.43% | 26,717 | $2.4M | Reduce -1.4% |
| LH Labcorp Holdings Inc. | 1.34% | 9,652 | $2.2M | Add +0.1% |
| DHI D.R. Horton Inc. | 1.31% | 17,269 | $2.2M | Add +3.1% |
| JNJ Johnson & Johnson | 1.25% | 12,674 | $2.1M | Add +2.5% |
| VZ Verizon Communications Inc. | 1.22% | 45,188 | $2.0M | Reduce -15.9% |
| PSX Phillips 66 | 1.15% | 15,662 | $1.9M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 1.14% | 2,307 | $1.9M | No change |
| RJF Raymond James Financial Inc. | 1.11% | 13,335 | $1.9M | Add +2.2% |
| INTC Intel Corp. | 0.99% | 73,158 | $1.7M | Add +2.1% |
| MSFT Microsoft Corp. | 0.90% | 4,001 | $1.5M | No change |
| ABT Abbott Laboratories | 0.89% | 11,291 | $1.5M | Add +0.2% |
| CVS CVS Health Corp. | 0.86% | 21,162 | $1.4M | Add +4.1% |
| DE Deere & Co. | 0.81% | 2,908 | $1.4M | Add +0.6% |
| WFC Wells Fargo & Co. | 0.80% | 18,667 | $1.3M | Reduce -0.5% |
| SYY Sysco Corp. | 0.79% | 17,574 | $1.3M | No change |
| QCOM Qualcomm Inc. | 0.78% | 8,528 | $1.3M | Reduce -1.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.76% | 15,149 | $1.3M | Add +1.1% |
| EMR Emerson Electric Co. | 0.73% | 11,109 | $1.2M | Add +1.3% |
| MCD McDonald's Corp. | 0.67% | 3,609 | $1.1M | Add +2.3% |
| TFC Truist Financial Corp. | 0.67% | 27,224 | $1.1M | Add +0.1% |
| FDX FedEx Corp. | 0.67% | 4,572 | $1.1M | Reduce -8.6% |
| KO The Coca-Cola Co. | 0.66% | 15,447 | $1.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 4,407 | $1.1M | No change |
| PFE Pfizer Inc. | 0.62% | 40,668 | $1.0M | Reduce -18.1% |
| COF Capital One Financial Corp. | 0.60% | 5,600 | $1.0M | Reduce -86.6% |
| CVX Chevron Corp. | 0.60% | 6,000 | $1.0M | Reduce -5.7% |
| T AT&T Inc. | 0.60% | 35,488 | $1.0M | Add +1.2% |
| HP Helmerich & Payne | 0.55% | 35,241 | $920K | Add +1.0% |
| CHH Choice Hotels Intl Inc. | 0.53% | 6,717 | $892K | No change |
| ITW Illinois Tool Works | 0.52% | 3,482 | $864K | Add +0.9% |
| DVN Devon Energy Corp. | 0.52% | 23,084 | $863K | Reduce -4.8% |
| PHM Pultegroup Inc. | 0.51% | 8,276 | $851K | Reduce -2.9% |
| CSX CSX Corp. | 0.48% | 27,573 | $811K | Add +0.3% |
| WBA Walgreens Boots Alliance Inc. | 0.47% | 71,181 | $795K | New |
| AFL Aflac Inc. | 0.43% | 6,423 | $714K | Reduce -0.8% |
| HWM Howmet Aerospace Inc. | 0.42% | 5,425 | $704K | Add +0.3% |
| FCX Freeport-McMoran Inc. | 0.41% | 18,318 | $694K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.40% | 1,513 | $676K | Reduce -0.5% |
| CTRA Coterra Energy Inc. | 0.39% | 22,362 | $646K | No change |
| MZTI The Marzetti Company | 0.38% | 3,625 | $634K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 13,828 | $577K | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.33% | 4,668 | $555K | Reduce -4.2% |
| DD Dupont DE Nemours Inc. | 0.33% | 7,328 | $547K | Add +7.9% |
| BIO Bio-Rad Laboratories-A | 0.28% | 1,902 | $463K | Add +2.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.27% | 4,036 | $457K | Reduce -6.1% |
| AAPL Apple Inc. | 0.26% | 1,953 | $434K | Reduce -0.9% |
| CINF Cincinnati Financial Corp. | 0.26% | 2,898 | $428K | Add +2.9% |
| DUK Duke Energy Corp. | 0.24% | 3,341 | $408K | Add +6.5% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.24% | 11,605 | $405K | Add +0.1% |
| HPQ HP Inc. | 0.23% | 14,195 | $393K | Add +2.4% |
| HII Huntington Ingalls Industrie | 0.22% | 1,843 | $376K | No change |
| SON Sonoco Products Co. | 0.22% | 7,767 | $367K | Reduce -8.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.22% | 36,199 | $363K | Reduce -3.2% |
| A Agilent Technologies Inc. | 0.21% | 3,072 | $359K | No change |
| UAL United Airlines Holdings Inc. | 0.20% | 4,742 | $327K | Reduce -8.3% |
| C Citigroup Inc. | 0.18% | 4,285 | $304K | Reduce -13.7% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 4,936 | $301K | Reduce -25.8% |
| HPE Hewlett Packard Enterprise | 0.17% | 18,695 | $288K | Reduce -2.1% |
| CTVA Corteva Inc. | 0.17% | 4,457 | $280K | Add +2.9% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,352 | $271K | No change |
| LEN Lennar Corp. Class A | 0.15% | 2,187 | $251K | Reduce -0.5% |
| SO The Southern Co. | 0.13% | 2,358 | $217K | No change |
| D Dominion Energy Inc. | 0.11% | 3,408 | $191K | No change |
| BA The Boeing Co. | 0.10% | 946 | $161K | Add +15.5% |
| WU Western Union Co. | 0.10% | 15,070 | $159K | Reduce -59.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 280 | $157K | Reduce -63.4% |
| AXP American Express Co. | 0.09% | 565 | $152K | No change |
| CPB The Campbell's Company | 0.07% | 3,089 | $123K | Add +24.4% |
| PBA Pembina Pipeline Corp. | 0.07% | 2,975 | $119K | No change |
| OXY Occidental Petroleum Corp. | 0.07% | 2,335 | $115K | No change |
| LIN Linde PLC | 0.06% | 200 | $93K | No change |
| GEV GE Vernova Inc. | 0.05% | 299 | $91K | No change |
| WBD Warner Bros Discovery Inc. | 0.05% | 7,837 | $84K | Add +5.6% |
| CI The Cigna Group | 0.05% | 254 | $84K | Reduce -46.5% |
| AA Alcoa Corp. | 0.05% | 2,551 | $78K | Add +0.1% |
| PCG P G & E Corp. | 0.04% | 4,255 | $73K | Add +45.4% |
| FMC FMC Corp. | 0.04% | 1,670 | $70K | Reduce -74.5% |
| UNM Unum Group | 0.04% | 855 | $70K | Reduce -24.3% |
| FTRE Fortrea Holdings Inc. | 0.04% | 9,197 | $69K | No change |
| CC The Chemours Co. | 0.04% | 4,616 | $62K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.04% | 352 | $60K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 100 | $53K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| COF Capital One Financial Corp. | Reduce -86.6% | 0.60% | −4.95 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -63.4% | 0.09% | −0.19 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.16 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.80% | −0.16 |
| C Citigroup Inc. | Reduce -13.7% | 0.18% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 1.43% | −0.13 |
| FDX FedEx Corp. | Reduce -8.6% | 0.67% | −0.13 |
| UAL United Airlines Holdings Inc. | Reduce -8.3% | 0.20% | −0.12 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.10 |
| WU Western Union Co. | Reduce -59.8% | 0.10% | −0.10 |
| BAC Bank of America Corp. | Reduce -3.4% | 0.34% | −0.09 |
| HPE Hewlett Packard Enterprise | Reduce -2.1% | 0.17% | −0.08 |
| PFE Pfizer Inc. | Reduce -18.1% | 0.62% | −0.06 |
| F Ford Motor Co. | Reduce -3.2% | 0.22% | −0.05 |
| PHM Pultegroup Inc. | Reduce -2.9% | 0.51% | −0.04 |
| AAPL Apple Inc. | Reduce -0.9% | 0.26% | −0.03 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.7% | 0.78% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -5.6% | 0.03% | −0.03 |
| CI The Cigna Group | Reduce -46.5% | 0.05% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -25.8% | 0.18% | −0.02 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.01 |
| VC Visteon Corp. | Sold out | 0.00% | −0.01 |
| FMC FMC Corp. | Reduce -74.5% | 0.04% | −0.01 |
| UNM Unum Group | Reduce -24.3% | 0.04% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.01 |
| JBND JPMorgan Active Bond ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -9.9% | 0.02% | −0.00 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -0.5% | 0.40% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -4.2% | 0.33% | +0.01 |
| SON Sonoco Products Co. | Reduce -8.8% | 0.22% | +0.02 |
| VZ Verizon Communications Inc. | Reduce -15.9% | 1.22% | +0.03 |
| LEN Lennar Corp. Class A | Reduce -0.5% | 0.15% | +0.03 |
| DVN Devon Energy Corp. | Reduce -4.8% | 0.52% | +0.03 |
| AFL Aflac Inc. | Reduce -0.8% | 0.43% | +0.04 |
| PSX Phillips 66 | Reduce -0.7% | 1.15% | +0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -6.1% | 0.27% | +0.06 |
| CVX Chevron Corp. | Reduce -5.7% | 0.60% | +0.07 |
| ALL Allstate Corp. | Reduce -1.2% | 2.96% | +0.20 |
| UNH Unitedhealth Group Inc. | Reduce -0.6% | 3.21% | +1.34 |
Portfolio Buys Q4 2025 → Q1 2026
| DFS Discover Financial Services | New | 3.66% | +3.66 |
| AZO AutoZone Inc. | Add +0.2% | 14.20% | +2.64 |
| EMN Eastman Chemical Co. | Add +4.3% | 2.31% | +0.84 |
| HD Home Depot Inc. | Add +1.5% | 4.34% | +0.66 |
| WBA Walgreens Boots Alliance Inc. | New | 0.47% | +0.47 |
| COP Conocophillips | Add +1.3% | 1.44% | +0.28 |
| KMI Kinder Morgan Inc. | Add +0.3% | 2.22% | +0.27 |
| DD Dupont DE Nemours Inc. | Add +7.9% | 0.33% | +0.18 |
| T AT&T Inc. | Add +1.2% | 0.60% | +0.12 |
| ABT Abbott Laboratories | Add +0.2% | 0.89% | +0.12 |
| LOW Lowe's Cos Inc. | Add +1.6% | 1.45% | +0.10 |
| DOW Dow Inc. | Add +0.1% | 0.24% | +0.09 |
| MCD McDonald's Corp. | Add +2.3% | 0.67% | +0.08 |
| DE Deere & Co. | Add +0.6% | 0.81% | +0.08 |
| ABBV Abbvie Inc. | Add +2.1% | 3.27% | +0.07 |
| HPQ HP Inc. | Add +2.4% | 0.23% | +0.07 |
| MZTI The Marzetti Company | Add +1.4% | 0.38% | +0.06 |
| ITW Illinois Tool Works | Add +0.9% | 0.52% | +0.05 |
| DUK Duke Energy Corp. | Add +6.5% | 0.24% | +0.04 |
| CPB The Campbell's Company | Add +24.4% | 0.07% | +0.04 |
| TRV The Travelers Cos Inc. | Add +1.7% | 2.07% | +0.02 |
| PCG P G & E Corp. | Add +45.4% | 0.04% | +0.02 |
| LH Labcorp Holdings Inc. | Add +0.1% | 1.34% | +0.02 |
| CTVA Corteva Inc. | Add +2.9% | 0.17% | +0.01 |
| OGN Organon & Co. | Add +19.6% | 0.01% | +0.01 |
| CC The Chemours Co. | Add +0.1% | 0.04% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +2.9% | 0.26% | +0.00 |
| KD Kyndryl Holdings Inc. | Add +0.6% | 0.01% | +0.00 |
| GEHC GE Healthcare Technology | Add +3.2% | 0.02% | +0.00 |
| HP Helmerich & Payne | Add +1.0% | 0.55% | +0.00 |
| ZIMV Zimvie Inc. | New | 0.00% | +0.00 |
| K Kellanova | New | 0.00% | +0.00 |
| SIRI Sirius XM Holdings Inc. | New | 0.00% | +0.00 |
| SOLV Solventum Corp. | Add +46.1% | 0.00% | +0.00 |
| KLG WK Kellogg Co. | New | 0.00% | +0.00 |
| BA The Boeing Co. | Add +15.5% | 0.10% | −0.00 |
| VTRS Viatris Inc. | Add +0.1% | 0.01% | −0.00 |
| DHI D.R. Horton Inc. | Add +3.1% | 1.31% | −0.01 |
| CVS CVS Health Corp. | Add +4.1% | 0.86% | −0.03 |
| AA Alcoa Corp. | Add +0.1% | 0.05% | −0.03 |
| NOC Northrop Grumman Corp. | Add +0.6% | 2.04% | −0.03 |
| BIO Bio-Rad Laboratories-A | Add +2.6% | 0.28% | −0.03 |
| RJF Raymond James Financial Inc. | Add +2.2% | 1.11% | −0.04 |
| CSX CSX Corp. | Add +0.3% | 0.48% | −0.06 |
| TFC Truist Financial Corp. | Add +0.1% | 0.67% | −0.06 |
| WBD Warner Bros Discovery Inc. | Add +5.6% | 0.05% | −0.07 |
| EMR Emerson Electric Co. | Add +1.3% | 0.73% | −0.07 |
| FCX Freeport-McMoran Inc. | Add +0.1% | 0.41% | −0.09 |
| JNJ Johnson & Johnson | Add +2.5% | 1.25% | −0.15 |
| HWM Howmet Aerospace Inc. | Add +0.3% | 0.42% | −0.19 |
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 |