account_balance
Investment manager · 13F filer · SEC CIK 2034054
William B. Walkup & Associates, Inc.
Reported value$219Mas of Sep 30, 2026
Positions243 0 new, 14 sold out
Top 10 weight48.1%VLO alone is 13%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VLOValero Energy Corp
13.3%
AZOAutoZone Inc
8.2%Added +2%
JPMJPMorgan Chase & Co
4.6%
INTCIntel Corp
3.9%
COFCapital One Financial Corp
3.7%
WMTWalmart Inc.
3.6%Added +4%
ABBVAbbVie Inc.
3.0%
MCKMcKesson Corp
2.7%Added +5%
ALLAllstate Corp
2.6%Added +3%
HDHome Depot, Inc.
2.5%
NUENucor Corp
2.2%
TRVTravelers Companies, Inc.
2.2%
VLOValero Energy Corp
13.3%
AZOAutoZone Inc
8.2%+2%
JPMJPMorgan Chase & Co
4.6%
INTCIntel Corp
3.9%
COFCapital One Financial Corp
3.7%
WMTWalmart Inc.
3.6%+4%
ABBVAbbVie Inc.
3.0%
MCKMcKesson Corp
2.7%
ALL2.6%HD2.5%NUE2.2%TRV2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VLO Valero Energy Corp 13.3% HeldAZO AutoZone Inc 8.2% Added +2%JPM JPMorgan Chase & Co 4.6% HeldINTC Intel Corp 3.9% HeldCOF Capital One Financial Corp 3.7% HeldWMT Walmart Inc. 3.6% Added +4%ABBV AbbVie Inc. 3.0% HeldMCK McKesson Corp 2.7% Added +5%ALL Allstate Corp 2.6% Added +3%HD Home Depot, Inc. 2.5% HeldNUE Nucor Corp 2.2% HeldTRV Travelers Companies, Inc. 2.2% Added +5%
What changed
Biggest moves since Jun 30, 2026
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