William B. Walkup & Associates, Inc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
WB
William B. Walkup & Associates, Inc.
Institutional Filer 8.32%$167.5M163

Current Portfolio Holdings

Showing all 163 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AZOAutoZone, Inc.Consumer Cyclical6K$23.8M14.20%
2VLOValero Energy CorporationEnergy76K$10.0M5.96%
3JPMJPMorgan Chase & Co.Financial Services31K$7.5M4.48%
4HDThe Home Depot, Inc.Consumer Cyclical20K$7.3M4.34%
5WMTWalmart Inc.Consumer Defensive74K$6.5M3.87%
6DFSDISCOVER FINL SVCS36K$6.1M3.66%
7ABBVAbbVie Inc.Healthcare26K$5.5M3.27%
8UNHUnitedHealth Group IncorporatedHealthcare10K$5.4M3.21%
9ALLThe Allstate CorporationFinancial Services24K$5.0M2.96%
10MCKMcKesson CorporationHealthcare7K$4.5M2.71%
11EMNEastman Chemical CompanyBasic Materials44K$3.9M2.31%
12KMIKinder Morgan, Inc.Energy130K$3.7M2.22%
13TRVThe Travelers Companies, Inc.Financial Services13K$3.5M2.07%
14NOCNorthrop Grumman CorporationIndustrials7K$3.4M2.04%
15NUENucor CorporationBasic Materials21K$2.6M1.54%
Showing 1 to 15 of 163 holdings