William B. Walkup & Associates, Inc.
•CIK: 2034054•Filing: Q4 2025
**William B. Walkup & Associates, Inc.** manages $183M across a diversified portfolio of 167 positions. The fund exhibits significant concentration in select names, notably maintaining a $21.1M position in AZO and a $12.3M holding in VLO. Further substantial allocations include $10.1M in COF and $9.7M in JPM, suggesting a tactical focus across industrial, financial, and consumer sectors. This structure indicates a conviction-driven approach targeting established market leaders.
Total AUM
$182.7M
QoQ Performance
-2.1%
Positions
166
Top 10 Concentration
48.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AZO
VLO
COF
JPM
AZO11.6%
VLO6.7%
COF5.5%
JPM5.3%
WMT4.4%
HD3.7%
ABBV3.2%
MCK3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.0%
Financial13.6%
Healthcare12.0%
Consumer10.2%
Energy8.2%
Technology4.4%
Materials2.5%
Industrial2.3%
🚪 Exited Positionssold since Q3 2025
—
ZIMVIE INC
SOLD
$5.5K
Changes from Q3 2025
NEW7 new positions
↑27 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024