William B. Walkup & Associates, Inc.

RIA/Wealth

William B. Walkup & Associates, Inc. is a RIA/Wealth based in Columbia, SC led by Christopher Joel Walkup, managing $186.7M across 163 long positions as of Q3 2025 with 51% concentrated in top 10 holdings and minimal technology exposure.

CFOChristopher Joel Walkup

Portfolio Value: $186.7M
Positions: 163
Top Holding: AZO at 14.35%
Last Reported: Q3 2025

Address142 Atrium Way, Columbia, SC, 29223-6301, United States

Top Holdings

Largest long holdings in William B. Walkup & Associates, Inc.'s portfolio (50.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 AutoZone AZO	Specialty Retail Consumer Cyclical	$26.8M	14.35%	—	0.04% 6.2K shares	Q2 2024 Held for 1y 5m
2 Valero Energy VLO	Oil & Gas Refining & Marketing Energy	$12.9M	6.89%	-$681.0 Sold	0.02% 75.6K shares	Q2 2024 Held for 1y 5m
3 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.6M	5.16%	-$6.3K Sold	0.00% 30.6K shares	Q2 2024 Held for 1y 5m
4 Capital One Financial COF	Financial - Credit Services Financial Services	$9.0M	4.80%	-$17.9K Sold	0.01% 42.1K shares	Q2 2024 Held for 1y 5m
5 Home Depot HD	Home Improvement Consumer Cyclical	$8.0M	4.27%	-$50.2K Sold	0.00% 19.7K shares	Q2 2024 Held for 1y 5m
6 Walmart WMT	Discount Stores Consumer Defensive	$7.6M	4.07%	-$4.4K Sold	0.00% 73.8K shares	Q2 2024 Held for 1y 5m
7 AbbVie ABBV	Drug Manufacturers - General Healthcare	$6.1M	3.24%	-$1.6K Sold	0.00% 26.2K shares	Q2 2024 Held for 1y 5m
8 Allstate ALL	Insurance - Property & Casualty Financial Services	$5.3M	2.83%	+$149.0K Bought	0.01% 24.6K shares	Q2 2024 Held for 1y 5m
9 McKesson MCK	Medical - Distribution Healthcare	$5.2M	2.79%	—	0.01% 6.7K shares	Q2 2024 Held for 1y 5m
10 Northrop Grumman NOC	Aerospace & Defense Industrials	$4.1M	2.18%	—	0.00% 6.7K shares	Q2 2024 Held for 1y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in William B. Walkup & Associates, Inc.'s latest filing

See all changes

GthenC

Market Value

$186.7M

Prior: $169.8M

Q/Q Change

+9.98%

+$16.9M

Net Flows % of MV

+0.13%

Turnover Ratio

0.576%

New Purchases

3 stocks

$94.1K

Added To

26 stocks

+$1.1M

Sold Out Of

3 stocks

$818.2K

Reduced Holdings

29 stocks

-$136.0K

Increased Positions

Position	Shares Δ	Change
1 HCA Healthcare HCA	New	0 → 138.0 +$58.8K
2 Tenet Healthcare THC	New	0 → 160.0 +$32.5K
3 Texas Instruments TXN	New	0 → 15.0 +$2.8K
4 Pfizer PFE	+26.03%	40.7K → 51.3K +$269.7K
5 FMC Corporation FMC	+24.74%	3.3K → 4.1K +$27.3K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	71.2K → 0 −$817.2K
2 Sirius XM SIRI	Sold	38.0 → 0 −$874.0
3 Kellogg Company KLG	Sold	7.0 → 0 −$112.0
4 Campbell Soup CPB	-7.8%	3.1K → 2.8K −$7.6K
5 Occidental Petroleum OXY	-5.44%	2.3K → 2.2K −$6.0K