William B. Walkup & Associates, Inc. holds a focused book of 257 stocks worth $207.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Qnity Electronics Inc and trimmed Autozone Inc. Their largest long position is Autozone Inc at 10% of the equity book. They also disclosed $6K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2034054/holdings"
Use Arkolith to show William B. Walkup & Associates, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning William B. Walkup & Associates, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as William B. Walkup & Associates, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ASSETMARK, INC | 80 / 80 | $4.5B |
| YOUSIF CAPITAL MANAGEMENT, LLC | 80 / 80 | $2.3B |
| Sterling Capital Management LLC | 80 / 80 | $1.1B |
| IFP Advisors, Inc | 80 / 80 | $692.4M |
| GAMMA Investing LLC | 80 / 80 | $653.9M |
| Blue Trust, Inc. | 80 / 80 | $464.5M |
| SJS Investment Consulting Inc. | 80 / 80 | $76.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $9.0B |
Ranked by how many of William B. Walkup & Associates, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Autozone Inc COM | $19.9M | 6.2K | 9.6% | ▼~0% Reduced · −2 sh | |
| 2 | Valero Energy Corp New COM | $19.5M | 75.0K | 9.4% | ▼−0.7% Reduced · −557 sh | |
| 3 | Intel Corp COM | $9.9M | 71.0K | 4.8% | ▼−2.9% Reduced · −2K sh | |
| 4 | JPMorgan Chase & Co COM | $9.9M | 30.2K | 4.8% | ▼−1.1% Reduced · −344 sh | |
| 5 | Capital One Finl Corp COM | $8.4M | 41.7K | 4.0% | ▲+645% Added · +36K sh | |
| 6 | Wal-Mart Stores Inc COM | $8.3M | 73.7K | 4.0% | ▼−0.2% Reduced · −177 sh | |
| 7 | Home Depot Inc COM | $6.8M | 19.4K | 3.3% | ▼−2.3% Reduced · −459 sh | |
| 8 | Abbvie Inc COM | $6.4M | 25.4K | 3.1% | ▼−2.9% Reduced · −745 sh | |
| 9 | Allstate Corp COM | $5.9M | 24.7K | 2.8% | ▲+3.1% Added · +736 sh | |
| 10 | McKesson Corp COM | $5.1M | 6.7K | 2.4% | ▼−0.8% Reduced · −56 sh | |
| 11 | Nucor Corp COM | $4.7M | 21.2K | 2.3% | ▼−1.3% Reduced · −287 sh | |
| 12 | Morgan Stanley COM NEW | $4.5M | 21.3K | 2.1% | ▼−2.1% Reduced · −458 sh | |
| 13 | Unitedhealth Group Inc COM | $4.3M | 10.4K | 2.1% | ▲+1.2% Added · +121 sh | |
| 14 | Travelers Companies Inc COM | $4.3M | 13.0K | 2.1% | ▼−1.0% Reduced · −133 sh | |
| 15 | Kinder Morgan Inc Del COM | $4.1M | 129.7K | 2.0% | ▼−0.4% Reduced · −527 sh | |
| 16 | Merck & Co Inc COM | $3.5M | 27.0K | 1.7% | ▲+1.2% Added · +316 sh | |
| 17 | Northrop Grumman Corp COM | $3.4M | 6.7K | 1.6% | ▲+0.6% Added · +37 sh | |
| 18 | Johnson & Johnson COM | $3.3M | 12.9K | 1.6% | ▲+1.4% Added · +184 sh | |
| 19 | D R Horton Inc COM | $2.8M | 17.2K | 1.3% | ▼−0.6% Reduced · −104 sh | |
| 20 | Lilly Eli & Co COM | $2.8M | 2.3K | 1.3% | ▼−0.4% Reduced · −9 sh | |
| 21 | Labcorp Holdings Inc COM SHS | $2.7M | 9.6K | 1.3% | ▼−0.1% Reduced · −6 sh | |
| 22 | Phillips 66 COM | $2.7M | 15.8K | 1.3% | ▲+0.8% Added · +130 sh | |
| 23 | Eastman Chemical Co COM | $2.6M | 39.5K | 1.3% | ▼−10% Reduced · −4K sh | |
| 24 | ConocoPhillips COM | $2.4M | 22.7K | 1.1% | ▼−1.4% Reduced · −324 sh | |
| 25 | Lowes Cos Inc COM | $2.3M | 10.2K | 1.1% | ▼−1.6% Reduced · −169 sh | |
| 26 | Verizon Communications Inc COM | $2.2M | 51.4K | 1.0% | ▲+14% Added · +6K sh | |
| 27 | CVS Health Corp COM | $2.1M | 20.5K | 1.0% | ▼−3.1% Reduced · −663 sh | |
| 28 | Raymond James Financial Inc COM | $2.0M | 12.9K | 0.9% | ▼−3.3% Reduced · −434 sh | |
| 29 | Deere & Co COM | $1.8M | 2.9K | 0.9% | ▼−0.6% Reduced · −17 sh | |
| 30 | Bank New York Mellon Corp COM | $1.8M | 12.4K | 0.9% | ▼−18% Reduced · −3K sh | |
| 31 | Microsoft Corp COM | $1.8M | 4.8K | 0.9% | ▲+19% Added · +769 sh | |
| 32 | Devon Energy Corp New COM | $1.6M | 39.9K | 0.8% | ▲+73% Added · +17K sh | |
| 33 | Qualcomm Inc COM | $1.6M | 8.8K | 0.8% | ▲+3.5% Added · +301 sh | |
| 34 | Emerson Elec Co COM | $1.6M | 11.1K | 0.8% | ▼−0.1% Reduced · −10 sh | |
| 35 | Fedex Corp COM | $1.6M | 5.0K | 0.8% | ▲+9.3% Added · +425 sh | |
| 36 | Wells Fargo & Co New COM | $1.6M | 18.8K | 0.7% | ▲+0.9% Added · +175 sh | |
| 37 | Howmet Aerospace Inc COM | $1.5M | 5.5K | 0.7% | ▲+1.6% Added · +89 sh | |
| 38 | Sysco Corp COM | $1.5M | 17.4K | 0.7% | ▼−0.7% Reduced · −124 sh | |
| 39 | Truist Finl Corp COM | $1.4M | 27.2K | 0.7% | ▼−0.2% Reduced · −55 sh | |
| 40 | CSX Corp COM | $1.3M | 27.1K | 0.6% | ▼−1.6% Reduced · −435 sh | |
| 41 | Coca Cola Co COM | $1.2M | 15.2K | 0.6% | ▼−1.4% Reduced · −212 sh | |
| 42 | International Business Machs COM | $1.2M | 4.4K | 0.6% | ▼−0.8% Reduced · −34 sh | |
| 43 | Pulte Group Inc COM | $1.2M | 8.8K | 0.6% | ▲+5.9% Added · +488 sh | |
| 44 | Pfizer Inc COM | $1.2M | 49.1K | 0.6% | ▲+21% Added · +8K sh | |
| 45 | Freeport-McMoran Inc CL B | $1.1M | 18.0K | 0.5% | ▼−1.6% Reduced · −288 sh | |
| 46 | Chevron Corp New COM | $1.0M | 6.3K | 0.5% | ▲+5.3% Added · +316 sh | |
| 47 | Helmerich & Payne Inc COM | $1.0M | 31.5K | 0.5% | ▼−11% Reduced · −4K sh | |
| 48 | Apple Inc COM | $1.0M | 3.5K | 0.5% | ▲+80% Added · +2K sh | |
| 49 | Abbott Labs COM | $1.0M | 11.2K | 0.5% | ▼−1.2% Reduced · −137 sh | |
| 50 | McDonalds Corp COM | $938K | 3.5K | 0.5% | ▼−3.9% Reduced · −141 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | OCCIDENTAL PETROLEUM CORPOXY | $6K | 127 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 258 | $207.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 164 | $167.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 168 | $182.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 163 | $186.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 163 | $169.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 163 | $164.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 161 | $157.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 159 | $161.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.