William B. Walkup & Associates, Inc. Top Holdings and 13F Report (2025)

About William B. Walkup & Associates, Inc.

Investment Activity

William B. Walkup & Associates, Inc. has $157.92 million in total holdings as of December 31, 2024.
William B. Walkup & Associates, Inc. owns shares of 160 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 0.23% of the portfolio was purchased this quarter.
About 0.56% of the portfolio was sold this quarter.
This quarter, William B. Walkup & Associates, Inc. has purchased 158 new stocks and bought additional shares in 17 stocks.
William B. Walkup & Associates, Inc. sold shares of 43 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

AutoZone: $19,948,460
Valero Energy: $8,982,598
Home Depot: $7,717,756
JPMorgan Chase & Co.: $7,330,572
Walmart: $6,405,092

Largest New Holdings this Quarter

Alphabet: $54,275 Holding
Micron Technology: $1,982 Holding

Largest Purchases this Quarter

Alphabet: 285 shares (about $54.28K)
Aflac: 420 shares (about $43.44K)
Allstate: 195 shares (about $37.59K)
Walgreens Boots Alliance: 3,060 shares (about $28.55K)
United Airlines: 281 shares (about $27.29K)

Largest Sales this Quarter

HP: 4,000 shares (about $130.52K)
ConocoPhillips: 1,000 shares (about $99.17K)
McKesson: 154 shares (about $87.77K)
Home Depot: 182 shares (about $70.80K)
Abbott Laboratories: 533 shares (about $60.29K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AZO AutoZone	$19,948,460		0.0%	6,230	12.6%	Retail/Wholesale
VLO Valero Energy	$8,982,598	$22,557 ▲	0.3%	73,273	5.7%	Oils/Energy
HD Home Depot	$7,717,756	$70,798 ▼	-0.9%	19,840	4.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$7,330,572	$19,417 ▼	-0.3%	30,581	4.6%	Finance
WMT Walmart	$6,405,092	$10,842 ▲	0.2%	70,892	4.1%	Retail/Wholesale
DFS Discover Financial Services	$6,195,224	$20,095 ▼	-0.3%	35,763	3.9%	Finance
UNH UnitedHealth Group	$5,190,882	$5,565 ▲	0.1%	10,261	3.3%	Medical
ALL Allstate	$4,460,582	$37,594 ▲	0.8%	23,137	2.8%	Finance
ABBV AbbVie	$4,444,455	$28,254 ▼	-0.6%	25,011	2.8%	Medical
EMN Eastman Chemical	$3,945,937	$1,735 ▼	0.0%	43,210	2.5%	Basic Materials
MCK McKesson	$3,820,677	$87,766 ▼	-2.2%	6,704	2.4%	Medical
KMI Kinder Morgan	$3,525,777	$9,042 ▲	0.3%	128,678	2.2%	Oils/Energy
NOC Northrop Grumman	$3,132,980		0.0%	6,676	2.0%	Aerospace
TRV Travelers Companies	$3,069,782	$12,045 ▼	-0.4%	12,743	1.9%	Finance
MS Morgan Stanley	$2,719,575	$24,893 ▼	-0.9%	21,632	1.7%	Finance
MRK Merck & Co., Inc.	$2,673,823	$10,843 ▲	0.4%	26,878	1.7%	Medical
LOW Lowe's Companies	$2,545,865	$24,681 ▲	1.0%	10,315	1.6%	Retail/Wholesale
NUE Nucor	$2,479,971	$3,151 ▼	-0.1%	21,249	1.6%	Basic Materials
DHI D.R. Horton	$2,381,065	$1,538 ▲	0.1%	17,029	1.5%	Construction
COP ConocoPhillips	$2,284,827	$99,172 ▼	-4.2%	23,039	1.4%	Oils/Energy
LABCORP HOLDINGS INC	$2,175,330		0.0%	9,486	1.4%	COM SHS
RJF Raymond James	$2,080,645		0.0%	13,395	1.3%	Finance
LLY Eli Lilly and Company	$1,775,986		0.0%	2,300	1.1%	Medical
VZ Verizon Communications	$1,767,618	$12,037 ▼	-0.7%	44,201	1.1%	Computer and Technology
JNJ Johnson & Johnson	$1,749,902	$5,640 ▼	-0.3%	12,100	1.1%	Medical
PSX Phillips 66	$1,712,824		0.0%	15,034	1.1%	Oils/Energy
MSFT Microsoft	$1,449,539		0.0%	3,439	0.9%	Computer and Technology
INTC Intel	$1,402,177	$2,586 ▼	-0.2%	69,934	0.9%	Computer and Technology
QCOM QUALCOMM	$1,294,402	$12,290 ▼	-0.9%	8,426	0.8%	Computer and Technology
EMR Emerson Electric	$1,275,178	$6,816 ▼	-0.5%	10,289	0.8%	Industrial Products
SYY Sysco	$1,268,013		0.0%	16,584	0.8%	Consumer Staples
FDX FedEx	$1,265,000	$4,783 ▲	0.4%	4,496	0.8%	Transportation
ABT Abbott Laboratories	$1,256,426	$60,288 ▼	-4.6%	11,108	0.8%	Medical
WFC Wells Fargo & Company	$1,252,906	$7,446 ▼	-0.6%	17,837	0.8%	Finance
DE Deere & Company	$1,232,120	$3,390 ▼	-0.3%	2,908	0.8%	Industrial Products
TFC Truist Financial	$1,180,977	$8,893 ▼	-0.7%	27,224	0.7%	Finance
BK Bank of New York Mellon	$1,130,054	$615 ▼	-0.1%	14,708	0.7%	Finance
HP Helmerich & Payne	$1,128,417		0.0%	35,241	0.7%	Oils/Energy
MCD McDonald's	$1,046,358	$27,253 ▼	-2.5%	3,609	0.7%	Retail/Wholesale
PFE Pfizer	$1,044,446	$12,045 ▲	1.2%	39,368	0.7%	Medical
COF Capital One Financial	$996,898	$1,427 ▼	-0.1%	5,590	0.6%	Finance
CHH Choice Hotels International	$953,680		0.0%	6,717	0.6%	Consumer Discretionary
CVS CVS Health	$929,425	$27,159 ▼	-2.8%	20,704	0.6%	Medical
KO Coca-Cola	$926,304	$7,471 ▼	-0.8%	14,878	0.6%	Consumer Staples
IBM International Business Machines	$923,286		0.0%	4,200	0.6%	Computer and Technology
PHM PulteGroup	$901,256		0.0%	8,276	0.6%	Construction
CSX CSX	$828,080	$8,455 ▼	-1.0%	25,661	0.5%	Transportation
B Barnes Group	$814,526		0.0%	17,235	0.5%	Industrial Products
T AT&T	$784,859		0.0%	34,469	0.5%	Computer and Technology
DVN Devon Energy	$752,119	$27,166 ▲	3.7%	22,979	0.5%	Oils/Energy
ITW Illinois Tool Works	$744,579	$1,014 ▼	-0.1%	2,936	0.5%	Industrial Products
CVX Chevron	$743,826	$15,644 ▲	2.1%	5,135	0.5%	Oils/Energy
LMT Lockheed Martin	$665,009	$3,403 ▼	-0.5%	1,368	0.4%	Aerospace
WBA Walgreens Boots Alliance	$657,984	$28,550 ▲	4.5%	70,523	0.4%	Retail/Wholesale
FCX Freeport-McMoRan	$645,532	$12,719 ▼	-1.9%	16,952	0.4%	Basic Materials
LANC Lancaster Colony	$627,633		0.0%	3,625	0.4%	Consumer Staples
BIO Bio-Rad Laboratories	$624,826		0.0%	1,902	0.4%	Medical
HWM Howmet Aerospace	$619,362	$58,294 ▼	-8.6%	5,663	0.4%	Aerospace
BAC Bank of America	$607,741	$6,593 ▼	-1.1%	13,828	0.4%	Finance
CTRA Coterra Energy	$571,125		0.0%	22,362	0.4%	Oils/Energy
AFL Aflac	$558,990	$43,445 ▲	8.4%	5,404	0.4%	Finance
DD DuPont de Nemours	$532,683	$19,978 ▼	-3.6%	6,986	0.3%	Basic Materials
XOM Exxon Mobil	$502,191		0.0%	4,668	0.3%	Oils/Energy
HPQ HP	$470,394	$130,520 ▼	-21.7%	14,416	0.3%	Computer and Technology
UAL United Airlines	$456,953	$27,285 ▲	6.4%	4,706	0.3%	Transportation
DOW DOW	$450,740		0.0%	11,232	0.3%	Basic Materials
AAPL Apple	$448,001	$3,756 ▲	0.8%	1,789	0.3%	Computer and Technology
ZBH Zimmer Biomet	$426,323	$55,456 ▼	-11.5%	4,036	0.3%	Medical
CINF Cincinnati Financial	$416,443		0.0%	2,898	0.3%	Finance
A Agilent Technologies	$412,692		0.0%	3,072	0.3%	Medical
HPE Hewlett Packard Enterprise	$399,138		0.0%	18,695	0.3%	Computer and Technology
DUK Duke Energy	$359,959	$1,832 ▼	-0.5%	3,341	0.2%	Utilities
F Ford Motor	$351,094		0.0%	35,464	0.2%	Auto/Tires/Trucks
HII Huntington Ingalls Industries	$339,957		0.0%	1,799	0.2%	Aerospace
SON Sonoco Products	$327,637		0.0%	6,707	0.2%	Industrial Products
LEN Lennar	$289,104		0.0%	2,120	0.2%	Construction
C Citigroup	$284,024	$141 ▼	0.0%	4,035	0.2%	Finance
BMY Bristol-Myers Squibb	$259,101	$22,737 ▲	9.6%	4,581	0.2%	Medical
CTVA Corteva	$232,625	$20,278 ▼	-8.0%	4,084	0.1%	Consumer Staples
GE General Electric	$205,485		0.0%	1,232	0.1%	Transportation
SO Southern	$194,111		0.0%	2,358	0.1%	Utilities
D Dominion Energy	$183,555		0.0%	3,408	0.1%	Utilities
FTRE Fortrea	$171,039	$4,010 ▼	-2.3%	9,171	0.1%	Medical
AXP American Express	$167,686		0.0%	565	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$164,102		0.0%	280	0.1%	Finance
WU Western Union	$163,696	$954 ▼	-0.6%	15,443	0.1%	Business Services
BA Boeing	$155,495		0.0%	878	0.1%	Aerospace
CAMPBELL SOUP CO	$129,367	$4,188 ▼	-3.1%	3,089	0.1%	COM
OXY Occidental Petroleum	$115,405		0.0%	2,335	0.1%	Oils/Energy
PBA Pembina Pipeline	$109,926		0.0%	2,975	0.1%	Oils/Energy
AA Alcoa	$96,396	$227 ▼	-0.2%	2,551	0.1%	Industrial Products
GE VERNOVA INC	$92,429	$7,236 ▼	-7.3%	281	0.1%	COM
PCG PG&E	$85,866		0.0%	4,255	0.1%	Utilities
LINDE PLC	$83,734		0.0%	200	0.1%	SHS
FMC FMC	$81,179		0.0%	1,670	0.1%	Consumer Staples
WBD Warner Bros. Discovery	$80,253	$3,224 ▼	-3.9%	7,592	0.1%	Consumer Discretionary
CC Chemours	$78,019		0.0%	4,616	0.0%	Basic Materials
CI The Cigna Group	$70,140		0.0%	254	0.0%	Medical
UNM Unum Group	$62,441		0.0%	855	0.0%	Finance
PG Procter & Gamble	$59,013		0.0%	352	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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William B. Walkup & Associates, Inc. Top Holdings and 13F Report (2025)

About William B. Walkup & Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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William B. Walkup & Associates, Inc. Top Holdings and 13F Report (2025)

About William B. Walkup & Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilliam B. Walkup & Associates, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools