William B. Walkup & Associates, Inc.
165 holdingsFiling period: 2026-03-31Current AUM: $182.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AZO | AUTOZONE INC | 6.2K | $23.8M | $21.2M | 11.67% | +12 | 2026-03-31 |
| 2 | VLO | VALERO ENERGY CORP NEW | 75.6K | $10.0M | $12.6M | 6.95% | +311 | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 30.6K | $7.5M | $9.0M | 4.93% | +434 | 2026-03-31 |
| 4 | HD | HOME DEPOT INC | 19.8K | $7.3M | $7.3M | 4.03% | +285 | 2026-03-31 |
| 5 | WMT | WAL-MART STORES INC | 73.8K | $6.5M | $5.8M | 3.19% | +969 | 2026-03-31 |
| 6 | DFS | DISCOVER FINL SVCS | 36.0K | $6.1M | $6.1M | 3.37% | -- | 2026-03-31 |
| 7 | ABBV | ABBVIE INC | 26.1K | $5.5M | $6.3M | 3.47% | +532 | 2026-03-31 |
| 8 | UNH | UNITEDHEALTH GROUP INC | 10.3K | $5.4M | $8.2M | 4.52% | -59 | 2026-03-31 |
| 9 | ALL | ALLSTATE CORP | 23.9K | $5.0M | $6.3M | 3.47% | -298 | 2026-03-31 |
| 10 | MCK | MCKESSON CORP | 6.7K | $4.5M | $4.5M | 2.47% | +85 | 2026-03-31 |
| 11 | EMN | EASTMAN CHEMICAL CO | 44.0K | $3.9M | $3.6M | 1.95% | +1.8K | 2026-03-31 |
| 12 | KMI | KINDER MORGAN INC DEL | 130.3K | $3.7M | $3.6M | 1.96% | +413 | 2026-03-31 |
| 13 | TRV | TRAVELERS COMPANIES INC | 13.1K | $3.5M | $4.5M | 2.45% | +218 | 2026-03-31 |
| 14 | NOC | NORTHROP GRUMMAN CORP | 6.7K | $3.4M | $2.7M | 1.49% | +40 | 2026-03-31 |
| 15 | NUE | NUCOR CORP | 21.5K | $2.6M | $3.9M | 2.16% | +232 | 2026-03-31 |
| 16 | MS | MORGAN STANLEY | 21.8K | $2.5M | $3.2M | 1.78% | +524 | 2026-03-31 |
| 17 | LOW | LOWES COS INC | 10.4K | $2.4M | $2.1M | 1.17% | +163 | 2026-03-31 |
| 18 | COP | CONOCOPHILLIPS | 23.0K | $2.4M | $2.2M | 1.21% | +286 | 2026-03-31 |
| 19 | MRK | MERCK & CO INC | 26.7K | $2.4M | $2.6M | 1.43% | -374 | 2026-03-31 |
| 20 | LH | LABCORP HOLDINGS INC | 9.7K | $2.2M | $2.6M | 1.43% | +6 | 2026-03-31 |
| 21 | DHI | D R HORTON INC | 17.3K | $2.2M | $2.3M | 1.26% | +527 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 12.7K | $2.1M | $2.2M | 1.21% | +308 | 2026-03-31 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 45.2K | $2.0M | $1.9M | 1.05% | -8,578 | 2026-03-31 |
| 24 | PSX | PHILLIPS 66 | 15.7K | $1.9M | $2.2M | 1.23% | -115 | 2026-03-31 |
| 25 | LLY | LILLY ELI & CO | 2.3K | $1.9M | $2.4M | 1.31% | -- | 2026-03-31 |
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