WB

William B. Walkup & Associates, Inc.

13F
William B. Walkup & Associates, Inc.
Last update 2025-05-13 162 Stocks (4 new)
Value $164.00 Mil Turnover 2 %
Countries:
Top Holdings: AZO(14.50%)VLO(6.09%)JPM(4.57%)HD(4.43%)WMT(3.95%)
Summary Stock Picks Current Portfolio
William B. Walkup & Associates... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AZO
AutoZone Inc
6,238
23,784.1
+0.13%
14.500
+0.02%
0.040
-1.49%
+17.72%
63,054.9
Vehicles & Parts
VLO
Valero Energy Corp
75,595
9,983.9
+3.17%
6.090
+0.19%
0.020
+27.58%
+19.91%
45,283.3
Oil & Gas
JPM
JPMorgan Chase & Co
30,581
7,501.5
0%
4.570
0%
0.000
+30.86%
+25.49%
822,612.0
Banks
HD
The Home Depot Inc
19,820
7,264.0
-0.10%
4.430
0%
0.000
+5.08%
-3.25%
369,794.8
Retail - Cyclical
WMT
Walmart Inc
73,839
6,482.3
+4.16%
3.950
+0.16%
0.000
+12.99%
+9.43%
784,953.9
Retail - Defensive
DFS
Discover Financial Services
35,955
6,137.5
+0.54%
3.740
+0.02%
0.010
+2.43%
+15.88%
50,343.3
Credit Services
ABBV
AbbVie Inc
26,137
5,476.2
+4.50%
3.340
+0.14%
0.000
-5.26%
+8.51%
334,344.8
Drug Manufacturers
UNH
UnitedHealth Group Inc
10,262
5,375.0
+0.01%
3.280
0%
0.000
-42.50%
-38.31%
279,898.2
Healthcare Plans
ALL
Allstate Corp
23,948
4,958.9
+3.51%
3.020
+0.10%
0.010
-3.10%
+3.72%
52,433.9
Insurance
MCK
McKesson Corp
6,740
4,535.9
+0.54%
2.770
+0.01%
0.010
+0.43%
+26.48%
89,843.2
Medical Distribution

William B. Walkup & Associates, Inc.'s Historical Top Holdings Breakdowns

William B. Walkup & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TRV
The Travelers Companies Inc
2025-03-31
Sold Out
Sold Out
-1.94%
●
232.43 ($249.13) 265.13
$264.13
6.02%
Sold Out
0
-12,743
B Unlock Delisted
Barnes Group Inc
2025-03-31
Sold Out
Sold Out
-0.52%
●
47.18 ($47.31) 47.48
$47.48
0.36%
Sold Out
0
-17,235
VLO
Valero Energy Corp
2025-03-31
Add
Add
+0.19%
●
121.76 ($132.69) 142.99
$144.58
8.96%
Add 3.17%
75,595
2,322
WMT
Walmart Inc
2025-03-31
Add
Add
+0.16%
●
84.5 ($93.81) 105.05
$98.36
4.85%
Add 4.16%
73,839
2,947
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.14%
●
169.2 ($194.4) 216.66
$189.28
-2.63%
Add 4.5%
26,137
1,126
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.13%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 16.34%
4,001
562
ALL
Allstate Corp
2025-03-31
Add
Add
+0.10%
●
180.99 ($194.74) 210.18
$198.00
1.67%
Add 3.51%
23,948
811
CVX
Chevron Corp
2025-03-31
Add
Add
+0.09%
●
146.71 ($156.54) 167.97
$148.37
-5.22%
Add 16.85%
6,000
865
ITW
Illinois Tool Works Inc
2025-03-31
Add
Add
+0.08%
●
244.9 ($256.96) 274.48
$258.50
0.60%
Add 18.6%
3,482
546
AFL
Aflac Inc
2025-03-31
Add
Add
+0.07%
●
100.99 ($106.07) 111.19
$104.57
-1.41%
Add 18.86%
6,423
1,019

William B. Walkup & Associates, Inc. Total Holding History ($B)

To

William B. Walkup & Associates, Inc.'s Asset Allocation

To

William B. Walkup & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

William B. Walkup & Associates, Inc.'s Hypothetical Growth since 2025-03-31

William B. Walkup & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

William B. Walkup & Associates, Inc.'s Holdings Heat Map

Size field:

William B. Walkup & Associates, Inc.'s Holdings Bubble Chart

William B. Walkup & Associates, Inc. News

  • 1

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