William B. Walkup & Associates, Inc.

COLUMBIA, SC · CIK 2034054 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyColumbia, SC

$207.7m reported value +24.0% vs Q1 2026

257positions

48.2%in top 10

103 new 41 added 62 reduced 9 sold out vs Q1 2026

Options: 1 call positions ($6.2k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AUTOZONE INC COM AZO	AZO	6,236	$19.9m9.60%	9.60%	Reduced -2	-2 -0.0%
2	VALERO ENERGY CORP COM VLO	VLO	75,038	$19.5m9.41%	9.41%	Reduced -557	-557 -0.7%
3	INTEL CORP COM INTC	INTC	71,014	$9.9m4.77%	4.77%	Reduced -2.1k	-2,144 -2.9%
4	JPMORGAN CHASE & CO COM JPM	JPM	30,237	$9.9m4.77%	4.77%	Reduced -344	-344 -1.1%
5	CAPITAL ONE FINL CORP COM COF	COF	41,721	$8.4m4.03%	4.03%	Added +36.1k	+36,121 645.0%
6	WALMART INC COM WMT	WMT	73,662	$8.3m4.02%	4.02%	Reduced -177	-177 -0.2%
7	HOME DEPOT INC COM HD	HD	19,361	$6.8m3.29%	3.29%	Reduced -459	-459 -2.3%
8	ABBVIE INC COM ABBV	ABBV	25,392	$6.4m3.08%	3.08%	Reduced -745	-745 -2.9%
9	ALLSTATE CORP COM ALL	ALL	24,684	$5.9m2.83%	2.83%	Added +736	+736 3.1%
10	MCKESSON CORP COM MCK	MCK	6,684	$5.1m2.43%	2.43%	Reduced -56	-56 -0.8%
11	NUCOR CORP COM NUE	NUE	21,170	$4.7m2.27%	2.27%	Reduced -287	-287 -1.3%
12	MORGAN STANLEY COM NEW MS	MS	21,294	$4.5m2.14%	2.14%	Reduced -458	-458 -2.1%
13	UNITEDHEALTH GROUP INC COM UNH	UNH	10,383	$4.3m2.08%	2.08%	Added +121	+121 1.2%
14	TRAVELERS COMPANIES INC COM TRV	TRV	13,006	$4.3m2.07%	2.07%	Reduced -133	-133 -1.0%
15	KINDER MORGAN INC DEL COM KMI	KMI	129,738	$4.1m2.00%	2.00%	Reduced -527	-527 -0.4%
16	MERCK & CO INC COM MRK	MRK	27,033	$3.5m1.67%	1.67%	Added +316	+316 1.2%
17	NORTHROP GRUMMAN CORP COM NOC	NOC	6,713	$3.4m1.65%	1.65%	Added +37	+37 0.6%
18	JOHNSON & JOHNSON COM JNJ	JNJ	12,858	$3.3m1.57%	1.57%	Added +184	+184 1.4%
19	D R HORTON INC COM DHI	DHI	17,165	$2.8m1.35%	1.35%	Reduced -104	-104 -0.6%
20	ELI LILLY & CO COM LLY	LLY	2,298	$2.8m1.33%	1.33%	Reduced -9	-9 -0.4%
21	LABCORP HOLDINGS INC COM SHS LH	LH	9,646	$2.7m1.30%	1.30%	Reduced -6	-6 -0.1%
22	PHILLIPS 66 COM PSX	PSX	15,792	$2.7m1.29%	1.29%	Added +130	+130 0.8%
23	EASTMAN CHEM CO COM EMN	EMN	39,511	$2.6m1.27%	1.27%	Reduced -4.5k	-4,460 -10.1%
24	CONOCOPHILLIPS COM COP	COP	22,715	$2.4m1.14%	1.14%	Reduced -324	-324 -1.4%
25	LOWES COS INC COM LOW	LOW	10,219	$2.3m1.08%	1.08%	Reduced -169	-169 -1.6%
26	VERIZON COMMUNICATIONS INC COM VZ	VZ	51,370	$2.2m1.05%	1.05%	Added +6.2k	+6,182 13.7%
27	CVS HEALTH CORP COM CVS	CVS	20,499	$2.1m1.02%	1.02%	Reduced -663	-663 -3.1%
28	RAYMOND JAMES FINL INC COM RJF	RJF	12,901	$2.0m0.94%	0.94%	Reduced -434	-434 -3.2%
29	DEERE & CO COM DE	DE	2,891	$1.8m0.88%	0.88%	Reduced -17	-17 -0.6%
30	BANK NEW YORK MELLON CORP COM BNY	BNY	12,369	$1.8m0.86%	0.86%	Reduced -2.8k	-2,780 -18.4%
31	MICROSOFT CORP COM MSFT	MSFT	4,770	$1.8m0.86%	0.86%	Added +769	+769 19.2%
32	DEVON ENERGY CORP NEW COM DVN	DVN	39,866	$1.6m0.79%	0.79%	Added +16.8k	+16,782 72.7%
33	QUALCOMM INC COM QCOM	QCOM	8,829	$1.6m0.79%	0.79%	Added +301	+301 3.5%
34	EMERSON ELEC CO COM EMR	EMR	11,099	$1.6m0.76%	0.76%	Reduced -10	-10 -0.1%
35	FEDEX CORP COM FDX	FDX	4,997	$1.6m0.75%	0.75%	Added +425	+425 9.3%
36	WELLS FARGO CO NEW COM WFC	WFC	18,842	$1.6m0.75%	0.75%	Added +175	+175 0.9%
37	HOWMET AEROSPACE INC COM HWM	HWM	5,514	$1.5m0.71%	0.71%	Added +89	+89 1.6%
38	SYSCO CORP COM SYY	SYY	17,450	$1.5m0.70%	0.70%	Reduced -124	-124 -0.7%
39	TRUIST FINL CORP COM TFC	TFC	27,169	$1.4m0.65%	0.65%	Reduced -55	-55 -0.2%
40	CSX CORP COM CSX	CSX	27,138	$1.3m0.62%	0.62%	Reduced -435	-435 -1.6%
41	COCA COLA CO COM KO	KO	15,235	$1.2m0.60%	0.60%	Reduced -212	-212 -1.4%
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,373	$1.2m0.59%	0.59%	Reduced -34	-34 -0.8%
43	PULTE GROUP INC COM PHM	PHM	8,764	$1.2m0.58%	0.58%	Added +488	+488 5.9%
44	PFIZER INC COM PFE	PFE	49,061	$1.2m0.57%	0.57%	Added +8.4k	+8,393 20.6%
45	FREEPORT-MCMORAN INC CL B FCX	FCX	18,030	$1.1m0.55%	0.55%	Reduced -288	-288 -1.6%
46	CHEVRON CORP NEW COM CVX	CVX	6,316	$1.0m0.50%	0.50%	Added +316	+316 5.3%
47	HELMERICH & PAYNE INC COM HP	HP	31,486	$1.0m0.50%	0.50%	Reduced -3.8k	-3,755 -10.7%
48	APPLE INC COM AAPL	AAPL	3,514	$1.0m0.49%	0.49%	Added +1.6k	+1,561 79.9%
49	ABBOTT LABS COM ABT	ABT	11,154	$1.0m0.49%	0.49%	Reduced -137	-137 -1.2%
50	MCDONALDS CORP COM MCD	MCD	3,468	$937.6k0.45%	0.45%	Reduced -141	-141 -3.9%
51	ILLINOIS TOOL WKS INC COM ITW	ITW	3,430	$927.8k0.45%	0.45%	Reduced -52	-52 -1.5%
52	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	19,743	$890.6k0.43%	0.43%	Added +1.0k	+1,048 5.6%
53	BANK AMERICA CORP COM BAC	BAC	15,044	$857.2k0.41%	0.41%	Added +1.2k	+1,216 8.8%
54	LOCKHEED MARTIN CORP COM LMT	LMT	1,516	$772.7k0.37%	0.37%	Added +3	+3 0.2%
55	AFLAC INC COM AFL	AFL	6,463	$757.8k0.36%	0.36%	Added +40	+40 0.6%
56	CHOICE HOTELS INTL INC COM CHH	CHH	6,717	$740.7k0.36%	0.36%	Unchanged
57	UNITED AIRLS HLDGS INC COM UAL	UAL	5,311	$722.2k0.35%	0.35%	Added +569	+569 12.0%
58	AT&T INC COM T	T	33,680	$697.2k0.34%	0.34%	Reduced -1.8k	-1,808 -5.1%
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	923	$689.3k0.33%	0.33%	Added +643	+643 229.6%
60	CITIGROUP INC COM NEW C	C	4,907	$686.8k0.33%	0.33%	Added +622	+622 14.5%
61	EXXON MOBIL CORP COM XOM	XOM	4,838	$661.6k0.32%	0.32%	Added +170	+170 3.6%
62	QNITY ELECTRONICS INC COMMON STOCK Q	Q	3,589	$586.1k0.28%	0.28%	New
63	ALPHABET INC CAP STK CL C GOOG	GOOG	1,549	$547.3k0.26%	0.26%	Added +1.3k	+1,264 443.5%
64	BIO RAD LABS INC CL A BIO	BIO	1,854	$544.4k0.26%	0.26%	Reduced -48	-48 -2.5%
65	HUNTINGTON INGALLS INDS INC COM HII	HII	1,864	$521.7k0.25%	0.25%	Added +21	+21 1.1%
66	CINCINNATI FINL CORP COM CINF	CINF	2,816	$521.4k0.25%	0.25%	Reduced -82	-82 -2.8%
67	GE AEROSPACE COM NEW GE	GE	1,332	$497.8k0.24%	0.24%	Reduced -20	-20 -1.5%
68	SONOCO PRODS CO COM SON	SON	8,348	$470.4k0.23%	0.23%	Added +581	+581 7.5%
69	FORD MTR CO COM F	F	32,225	$447.9k0.22%	0.22%	Reduced -4.0k	-3,974 -11.0%
70	LANCASTER COLONY CORP COM MZTI	MZTI	3,576	$408.2k0.20%	0.20%	Reduced -49	-49 -1.4%
71	AGILENT TECHNOLOGIES INC COM A	A	3,072	$408.1k0.20%	0.20%	Unchanged
72	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,074	$407.6k0.20%	0.20%	Added +2.1k	+2,138 43.3%
73	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,137	$397.1k0.19%	0.19%	Reduced -204	-204 -6.1%
74	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	2,479	$374.3k0.18%	0.18%	New
75	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	4,238	$364.8k0.18%	0.18%	Added +202	+202 5.0%
76	GE VERNOVA INC COM GEV	GEV	299	$351.3k0.17%	0.17%	Unchanged
77	CORTEVA INC COM CTVA	CTVA	4,103	$347.5k0.17%	0.17%	Reduced -354	-354 -7.9%
78	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	2,245	$304.6k0.15%	0.15%	New
79	HP INC COM HPQ	HPQ	13,865	$304.2k0.15%	0.15%	Reduced -330	-330 -2.3%
80	HCA HEALTHCARE INC COM HCA	HCA	681	$265.5k0.13%	0.13%	New
81	DOW INC COM DOW	DOW	9,059	$247.9k0.12%	0.12%	Reduced -2.5k	-2,546 -21.9%
82	WESTERN UN CO COM WU	WU	30,440	$234.4k0.11%	0.11%	Added +15.4k	+15,370 102.0%
83	DOMINION ENERGY INC COM D	D	3,408	$232.7k0.11%	0.11%	Unchanged
84	SOUTHERN CO COM SO	SO	2,358	$225.7k0.11%	0.11%	Unchanged
85	LENNAR CORP CL A LEN	LEN	2,191	$198.3k0.10%	0.10%	Added +4	+4 0.2%
86	AMAZON COM INC COM AMZN	AMZN	800	$190.7k0.09%	0.09%	New
87	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	7,057	$188.1k0.09%	0.09%	Reduced -780	-780 -9.9%
88	BOEING CO COM BA	BA	808	$175.0k0.08%	0.08%	Reduced -138	-138 -14.6%
89	AMERICAN EXPRESS CO COM AXP	AXP	490	$165.7k0.08%	0.08%	Reduced -75	-75 -13.3%
90	FORTREA HLDGS INC COMMON STOCK FTRE	FTRE	8,816	$153.4k0.07%	0.07%	Reduced -381	-381 -4.1%
91	THE CIGNA GROUP COM CI	CI	554	$152.7k0.07%	0.07%	Added +300	+300 118.1%
92	PEMBINA PIPELINE CORP COM PBA	PBA	2,975	$137.6k0.07%	0.07%	Unchanged
93	TENET HEALTHCARE CORP COM NEW THC	THC	717	$134.1k0.06%	0.06%	New
94	ALCOA CORP COM AA	AA	2,542	$132.6k0.06%	0.06%	Reduced -9	-9 -0.3%
95	OCCIDENTAL PETE CORP COM OXY	OXY	2,208	$107.3k0.05%	0.05%	Reduced -127	-127 -5.4%
96	LINDE PLC SHS LIN	LIN	200	$103.8k0.05%	0.05%	Unchanged
97	UNUM GROUP COM UNM	UNM	1,130	$101.0k0.05%	0.05%	Added +275	+275 32.2%
98	CHEMOURS CO COM CC	CC	4,570	$93.8k0.05%	0.05%	Reduced -46	-46 -1.0%
99	DELTA AIR LINES INC DEL COM NEW DAL	DAL	920	$86.2k0.04%	0.04%	Unchanged
100	FMC CORP COM NEW FMC	FMC	5,821	$66.9k0.03%	0.03%	Added +4.2k	+4,151 248.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DISCOVER FINL SVCS DFS	DFS	35,955	$6.1m36.0k shares
WALGREENS BOOTS ALLIANCE INC WBA	WBA	71,181	$795.1k71.2k shares
COTERRA ENERGY INC CTRA	CTRA	22,362	$646.3k22.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,443	$547.3k2.4k shares
SYNOVUS FINL CORP		86	$4.0k86 shares
ZIMVIE INC ZIMV	ZIMV	300	$3.2k300 shares
KELLANOVA K	K	31	$2.6k31 shares
SIRIUSXM HOLDINGS INC SIRI	SIRI	38	$85838 shares
WK KELLOGG CO KLG	KLG	7	$1407 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
OCCIDENTAL PETE CORP OXY · Call	OXY	Call	127	$6.2k127 shares	New