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CIK: 0002034054
Total reported value
$207.7M
$207.7M
162 檔
28.2%
During the Q2 2025 filing period, William B. Walkup & Associates, Inc. (CIK: 0002034054) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $207.7M across 162 reported positions.
During Q2 2025, William B. Walkup & Associates, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZO | Autozone Inc | Stock-Consumer Disc | 13.66% | -4.60% | +0.14% | |
| 2 | VLO | Valero Energy CORP | Stock-Energy | 5.99% | +3.45% | +0.02% | |
| 3 | COF | Capital One Financial CORP | Stock-Financials | 5.29% | +3.43% | +654.14% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.22% | +0.29% | -0.01% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 4.28% | -1.05% | — | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.25% | +0.15% | — | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 2.91% | -0.28% | — | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.86% | -0.19% | +0.13% | |
| 9 | ALL | Allstate CORP | Stock-Financials | 2.84% | -0.13% | — | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.26% | -0.22% | -0.00% | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.07% | — | — | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.97% | -0.39% | — | |
| 13 | EMN | Eastman Chemical Co | Stock-Materials | 1.93% | -1.04% | -0.03% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.91% | -1.13% | +1.15% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.80% | +0.62% | -0.40% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 1.64% | +0.73% | — | |
| 17 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.49% | -0.04% | — | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.36% | -0.37% | — | |
| 19 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.31% | +0.04% | +0.17% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | +0.24% | +1.03% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.22% | -0.30% | — | |
| 22 | RJF | Raymond James Financial Inc | Stock-Financials | 1.20% | -0.17% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.04% | — | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.15% | -0.17% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | +0.32% | +0.80% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.10% | +0.14% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.19% | — | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.96% | +3.78% | -0.79% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.40% | — | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.05% | -0.16% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.87% | +0.03% | — | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.07% | — | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.86% | +0.16% | -0.08% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.82% | +0.10% | +0.59% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.01% | — | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.78% | -0.09% | — | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | -0.06% | — | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.69% | -0.02% | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.06% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.22% | — | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.62% | +0.08% | +0.81% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.61% | -0.26% | — | |
| 43 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.59% | +0.29% | — | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.05% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.10% | +4.83% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.53% | +0.14% | — | |
| 47 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.51% | +0.07% | — | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.51% | -0.07% | — | |
| 49 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.50% | -0.17% | — | |
| 50 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.48% | -0.47% | EXIT |
According to official SEC Form 13F filings, William B. Walkup & Associates, Inc. reported a total U.S. public equity portfolio value of $207.7M across 162 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AZO, VLO, COF) accounted for 28.2% of total reported equity market value during Q2 2025.
During Q2 2025, William B. Walkup & Associates, Inc.'s top holdings by market value included AZO (13.7%)、VLO (6.0%)、COF (5.3%). The largest single position, AZO, represented 13.7% of total portfolio value.
In Q2 2025, William B. Walkup & Associates, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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