William B. Walkup & Associates, Inc.: 13F holdings
CIK 20340542026Q2
| Positions | 257 |
|---|
| Reported value | $207.7m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 257 (+94 vs prior quarter) |
|---|
| Reported value | $207.7m (+24.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AZO AUTOZONE INC | 6,236 | $19.9m | 9.6% |
| VLO VALERO ENERGY CORP NEW | 75,038 | $19.5m | 9.4% |
| INTC INTEL CORP | 71,014 | $9.9m | 4.8% |
| JPM JPMORGAN CHASE & CO | 30,237 | $9.9m | 4.8% |
| COF CAPITAL ONE FINL CORP | 41,721 | $8.4m | 4.0% |
| WMT WAL-MART STORES INC | 73,662 | $8.3m | 4.0% |
| HD HOME DEPOT INC | 19,361 | $6.8m | 3.3% |
| ABBV ABBVIE INC | 25,392 | $6.4m | 3.1% |
| ALL ALLSTATE CORP | 24,684 | $5.9m | 2.8% |
| MCK MCKESSON CORP | 6,684 | $5.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2034054")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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